RE: Montreal Tax in Clearcare

From
<michelle.kenaga@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>, "'Joey Taylor'" <joey.taylor@thekey.com>, <kristy.poyner@thekey.com>, "'Stephanie Fuston'" <stephanie.fuston@thekey.com>
Date
Tue, 21 May 2024 17:52:44 -0700
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_04AD_01DAABA7.AF802530 Content-Type: multipart/alternative; boundary="----=_NextPart_001_04AE_01DAABA7.AF804C40" ------=_NextPart_001_04AE_01DAABA7.AF804C40 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Thanks Tim,=20 =20 Looping in @kristy.poyner@thekey.com = and @Stephanie Fuston.=20 =20 To ensure that billing goes through correctly tomorrow.=20 =20 @Joey Taylor =20 If we do not receive a response, we will proceed with billing as outline = in the original spreadsheet sent over with tax exempt vs charge tax.=20 =20 Thank you,=20 =20 Michelle Schefter (Formally Michelle Kenaga) Senior Manager Billing and Submissions Direct line: (408) 831-0579 michelle.kenaga@thekey.com =20 =20 =20 From: Timothy Thomas =20 Sent: Tuesday, May 21, 2024 1:48 PM To: Joey Taylor ; michelle.Kenaga@thekey.com Subject: Re: Montreal Tax in Clearcare =20 Joey, see below.=20 Tim Thomas Head of Canada Division Please note my email has changed: tt@TheKey.com (514) 591-9387 =09 TheKey.ca =20 =20 =20 On Tue, May 21, 2024 at 4:35=E2=80=AFPM > wrote: Hi Tim,=20 =20 Yes, we can extend, can Joey at minimum verify the list is correct today = and we can ensure in bills correctly tomorrow? =20 Thank you,=20 =20 Michelle Schefter (Formally Michelle Kenaga) Senior Manager Billing and Submissions Direct line: (408) 831-0579 michelle.kenaga@thekey.com =20 =20 =20 From: Timothy Thomas >=20 Sent: Tuesday, May 21, 2024 1:33 PM To: michelle.kenaga@thekey.com =20 Subject: Re: Montreal Tax in Clearcare =20 Hi Michelle.=20 =20 Any chance we can get a 1 day extension on this project? Joey is a bit = swamped.=20 =20 Thanks Tim Thomas Head of Canada Division Please note my email has changed: tt@TheKey.com (514) 591-9387 =09 TheKey.ca =20 =20 =20 On Mon, May 20, 2024 at 2:20=E2=80=AFPM > wrote: Hi Joey,=20 =20 Attached is a list of active customers in clearcare with the = corresponding tax bill or no bill based on the reporting in quick books. = =20 The customers that state charge tax will need the charge tax button = selected on their profile as a one time clean up effort. This will need = to be completed by EOD Tuesday 5.21.24 in order to bill correctly in = Netsuite.=20 =20 As a reminder this will also need to be done moving forward for any new = clients that start that need to be charged tax-If the office does not = check this box the customers will not be charged tax. =20 This function is completed by selecting Edit profile on the customers = account and then charge tax button selected on the general tab (Added a = screenshot below).=20 =20 =20 =20 =20 Thank you,=20 =20 Michelle Schefter (Formally Michelle Kenaga) Senior Manager Billing and Submissions Direct line: (408) 831-0579 michelle.kenaga@thekey.com =20 =20 =20 ------=_NextPart_001_04AE_01DAABA7.AF804C40 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable v\:* {behavior:url(#default#VML);} o\:* {behavi

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