--0000000000000822d3060fb2cb0d Content-Type: multipart/alternative; boundary="0000000000000822d2060fb2cb0c" --0000000000000822d2060fb2cb0c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable We do tax exempt once we check the box. Some clients don=E2=80=99t qualify = for it when we first start services. In waterloo and Oakville they send a tax exempt form which we actually do not require. We simply require their LHIN case number. Cheryl On Wed, Jan 24, 2024 at 10:29=E2=80=AFAM Timothy Thomas wro= te: > I'm sure you're all aware but I wanted to double check that this is the > process your teams are following for sales tax purposes. Please confirm. > > ---------- Forwarded message --------- > From: Lito Delapena > Date: Wed, Jan 24, 2024 at 10:23=E2=80=AFAM > Subject: Re: Tax Exemption form > To: Timothy Thomas > Cc: > > > Good Morning Tim, > > As long as the Charge tax box is being unchecked by your team in Clear > Care it will integrate into the Netsuite system and uncheck the box on ou= r > end to no longer charge taxes. . > > [image: image.png] > > Would there ever be an instance where a client is granted Tax Exemption > retroactively and refunds of previously charged tax would need to be > refunded? Or should we expect the exemption to start based on the date th= e > signed form is received? > > > > Thank you, > > Lito Delapena > Help Desk Manager > * Please note my email has changed: * > lito.delapena@thekey.com > > 619-722-8561 Ext. 190013 > TheKey.com > [image: TheKey] > > > On Mon, Jan 22, 2024 at 1:27=E2=80=AFPM Timothy Thomas wr= ote: > >> Hi Liz, >> >> These are for clients who should be considered sales tax exempt. So when >> the form is received active or new clients should be made exempt from th= at >> date forward. >> >> Happy to chat in more detail if needed. >> Thanks >> >> On Mon, Jan 22, 2024 at 4:18=E2=80=AFPM wrote: >> >>> Hi Tim >>> >>> >>> >>> I wasn=E2=80=99t aware this form was formally rolled out to your team b= ut we >>> received a completed form (emailed to the Help Desk) today. What is the >>> expected process you have in mind when we receive this form that we can >>> chat through? >>> >>> >>> >>> Elizabeth Clark >>> >>> *Director, CI & Transformation* >>> >>> *Long Term Care Insurance, Onboarding* >>> >>> >>> >>> *TheKey* >>> >>> >>> >>> >>> >>> >>> >>> *From:* Steve Koyanagi >>> *Sent:* Wednesday, November 29, 2023 11:06 AM >>> *To:* Timothy Thomas >>> *Cc:* eclark@thekey.com; Alyson Rohane >>> *Subject:* Re: Tax Exemption form >>> >>> >>> >>> The attached includes some proposed revisions. Let me know if you'd lik= e >>> to discuss after you review. >>> >>> >>> >>> On Tue, Nov 28, 2023 at 8:42=E2=80=AFAM Steve Koyanagi >>> wrote: >>> >>> I'll see what I can do and circle back. >>> >>> >>> >>> On Tue, Nov 28, 2023 at 6:28=E2=80=AFAM Timothy Thomas = wrote: >>> >>> Hi Steve, >>> >>> >>> >>> I dug around and unfortunately no one seems to have the original Word >>> version. I believe if