Kelly Kos

I am currently an RTS II in the IFTA (International Fuel Tax Agreement) section of ATFD (Alcohol, Tobacco, and Fuel Division) at the Illinois Department of Revenue. I field phone calls from taxpayers, and I answer IFTA related questions. I also process and reply to written correspondence from taxpayers. I process quarterly IFTA tax returns, I review IFTA refunds, I approve/deny IFTA applications for IFTA licenses, and I mail IFTA licenses and decals to taxpayers. Additionally, I assist with verifying and sending the information to the IFTA Clearinghouse on the monthly IFTA Transmittal. I assist with updating and maintaining the IFTA training manual. I work on other special projects as assigned by the supervisor.

When I began as an RTS I, I worked in Taxpayer Services at the Illinois Department of Revenue.

I received phone calls from taxpayers where I provided information and answered questions, coded the calls that I received, viewed taxpayer accounts, provided phone numbers and other contact information for units within IDOR and for other agencies, checked if returns had been filed, checked if returns had been accepted or rejected, searched for misapplied payments, wrote up work items to have misapplied payments moved to appropriate time periods, viewed if electronic or mailed payments had been received, located tax laws and regulations and referred taxpayers to them, mailed forms to taxpayers, provided inventory dates to taxpayers to indicate to them when correspondence was received and what correspondence was currently being worked on, viewed and processed information received via email that I then passed on to taxpayers, and assisted taxpayers with filling out various tax returns and making payments.

I used the Illinois Department of Revenue website (tax.illinois.gov) to locate regulations and policies. I assisted taxpayers by obtaining a support ID, with using the website mytax.illinois.gov so they could file tax returns and pay tax liabilities, and so they could keep track of their account activity and any letters they received.

On November 16, 2019 I moved from Taxpayer Services to IFTA (International Fuel Tax Agreement) in ATFD (Alcohol, Tobacco, and Fuel Division) at the Illinois Department of Revenue. I fielded phone calls from taxpayers, answered IFTA related questions, and I processed and replied to written correspondence from taxpayers. I processed quarterly IFTA tax returns, reviewed IFTA refunds, approved/denied IFTA applications for IFTA licenses, and mailed licenses and decals to taxpayers. Additionally, I assisted with sending and verifying the information transmitted to the IFTA Clearinghouse on the monthly IFTA Transmittal. I worked on other special projects as assigned by the supervisor.

Under immediate supervision, for a period of six to twelve months, participated in an agency-sponsored training program, received a combination of classroom and on-the-job training in tax laws, rules and regulations, tax forms, research methods and procedures, communications skills and basic computer concepts; received supervised on-the-job training assignments to acquire a practical knowledge of various tax processes with periodic assessments throughout the training period.

I successfully completed training courses for, and received phone calls from taxpayers regarding the following tax types: Individual Income Tax (IIT), Witholding Income Tax (WIT), Retailers Occupation Tax (ROT), Use Tax (UT), Service Occupation Tax (SOT), Service Use Tax (SUT), and Business Income Tax (BIT).

Training included learning the necessary skills to successfully use the following programs: GenTax, Unified Agent Desktop (UAD), Transaction Code Reporting (TCR), Images on Demand (IOD), Electronic Filing System Help Desk (EFS Help Desk), Electronic Filing System View (EFS View), Electronic Funds Transfer Acknowledgment Inquiry (EFT ACK Inquiry), Form Request System (FRS), Microsoft Office, the My Tax Test Slice, the Rolodex Excel file, the Quick Reference-ROT Excel file, the BIT Forms Line by Line Reference Excel file, and a weekly inventory list we received via email.

I received additional training in Customer Service.

Using the above training and programs I performed the following tasks: received phone calls from taxpayers where I provided information and answered questions, coded the calls that I received, viewed taxpayer accounts, provided phone numbers and other contact information for units within IDOR and for other agencies, checked if returns had been filed, checked if returns had been accepted or rejected, searched for misapplied payments, wrote up work items to have misapplied payments moved to appropriate time periods, viewed if electronic or mailed payments had been received, located tax laws and regulations and referred taxpayers to these, mailed forms to taxpayers, provided inventory dates to taxpayers to indicate to them when correspondence was received and what correspondence was currently being worked on, viewed and processed information received via email that I then passed on to taxpayers, and assisted taxpayers with filling out various tax returns and making payments.

I useed the Illinois Department of Revenue website (tax.illinois.gov) to find regulations and policies. I assisted taxpayers, by obtaining a support ID, with using the website mytax.illinois.gov in order for them to file tax returns, pay tax liabilities, and so that they could keep track of their account activity and any letters they had received.

-Worked directly with clients to plan and execute parties and events
-Ensured the accuracy of prepared rental orders
-Ordered office supplies and rental equipment
-Created large scale balloon decor and other decorations for parties
-Maintained the organization of the warehouse
-Designed and decorated the rental showroom
-Planned and attended yearly bridal trade shows
-Composed letters and created other types of customer correspondence
-Prepared payroll
-Created work schedules
-Provided disciplinary action
-Assisted with interviewing and hiring
-Managed other employees' activities

Utilized the following programs to assist in performing the above activities: Alert Easy Pro rental software, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Power Point, and Peachtree accounting software.

-Worked directly with clients to plan and execute parties and events
-Prepared rental orders
-Washed dishes and laundered soiled table cloths
-Performed janitorial services as needed
-Created large scale balloon decor and other decorations for parties
-Attended yearly bridal trade shows

Utilized the following programs to assist in performing the above activities: Alert Easy Pro rental software, Microsoft Word, and Microsoft Outlook.