Re: Montreal clients *Tax

From
Frank Liu <fliu@thekey.com>
To
Ali Malik <ali.malik@thekey.com>
CC
Roxana Cruz <rcruz@thekey.com>, eclark@thekey.com, Timothy Thomas <tt@thekey.com>, Troy Riha <troy.riha@thekey.com>
Date
Thu, 6 Jul 2023 08:15:20 -0700
Folder
INBOX
--000000000000b16e3a05ffd2fc53 Content-Type: multipart/alternative; boundary="000000000000b16e3805ffd2fc52" --000000000000b16e3805ffd2fc52 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable The tax setting is back to 0% now. On Thu, Jul 6, 2023 at 6:59=E2=80=AFAM Ali Malik wro= te: > Hey Frank, > > I will most likely need to work on these next week sometime. Maybe you ca= n > switch it back to 0% for now. I will let you know after next weeks > invoicing when to put the percentage again. > > thank you > > On Wed, Jul 5, 2023 at 12:05=E2=80=AFPM Frank Liu wrote= : > >> Ali, >> When are you planning to make these updates? I don't know if it has any >> other impact even though you are not invoicing out of Clearare today. = For >> timing purposes, should we only change the clients tax setting only duri= ng >> the cutover week/weekend? >> >> -Frank >> >> On Wed, Jul 5, 2023 at 8:57=E2=80=AFAM Ali Malik = wrote: >> >>> Eureka!!!! >>> >>> It worked. >>> >>> @Elizabeth Clark We will need to now adjust all >>> active clients profile to reflect the tax stats in quickbooks (report I >>> made above) >>> >>> >>> [image: image.png] >>> >>> On Wed, Jul 5, 2023 at 11:40=E2=80=AFAM Frank Liu wro= te: >>> >>>> +Roxana Cruz >>>> >>>> Ali, >>>> If that doens't work, looping in Roxana to help with settings. -Frank >>>> >>>> On Wed, Jul 5, 2023 at 8:38=E2=80=AFAM Frank Liu wro= te: >>>> >>>>> [image: Invoicing__Interest__and_Tax___WellSky_Personal_Care.jpg] >>>>> >>>>> On Wed, Jul 5, 2023 at 8:29=E2=80=AFAM Ali Malik wrote: >>>>> >>>>>> Interesting, Frank can you add a rate in the box, I just want to see >>>>>> if the button pops up under the profile because right now I cannot s= ee the >>>>>> "charge tax" button. >>>>>> >>>>>> thanks >>>>>> >>>>>> On Wed, Jul 5, 2023 at 11:25=E2=80=AFAM Frank Liu = wrote: >>>>>> >>>>>>> [image: Invoicing__Interest__and_Tax___WellSky_Personal_Care.jpg] >>>>>>> >>>>>>> On Wed, Jul 5, 2023 at 8:02=E2=80=AFAM Ali Malik >>>>>>> wrote: >>>>>>> >>>>>>>> So I just checked clearcare in Montreal and compared it to Toronto= . >>>>>>>> What's weird is that I don't see the "charge tax" button in the pr= ofile for >>>>>>>> Montreal clients. Please see below. >>>>>>>> We will have to adjust in settings, it's most likely set to not >>>>>>>> charge tax, that's why the button is not popping up. I don't have = access to >>>>>>>> agency settings in clearcare but Tim can assist. @Timothy Thomas >>>>>>>> Can you send a screenshot of the tax setup under >>>>>>>> the agency settings for Montreal clearcare please? >>>>>>>> >>>>>>>> Toronto client: >>>>>>>> >>>>>>>> [image: image.png] >>>>>>>> >>>>>>>> Montreal client: >>>>>>>> >>>>>>>> [image: image.png] >>>>>>>> >>>>>>>> >>>>>>>> On Wed, Jul 5, 2023 at 10:35=E2=80=AFAM wrote: >>>>>>>> >>>>>>>>> Is the =E2=80=9Ccharge tax=E2=80=9D box selected on these clients= in ClearCare? >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> *From:* Ali Malik >>>>>>>>> *Sent:* Tuesday, July 4, 2023 11:

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