Snapshot and Years of Experience

Tina Morton has over 20 years of tax compliance and tax technology experience. Tina has practiced at Fortune 500 corporations and Big 4 accounting firms.

Tax Compliance

• Preparation and review of Federal and State income tax returns
• Management of State Tax Return compliance process
• Maintain/Modify standardized Federal Workpaper compliance packages

Tax Technology

• Corptax extensive application setup for all income tax modules
• Customize Corptax data spec setup for Federal and State Calculations
• Efile Transmitter SME for Federal and State (Consolidation/Separate) returns, extensions, and estimates. Resolve all efile errors with the outcome of successful Accepted Transmissions.
• End user support for tax application technical issues and provide resolutions
• Develop/Facilitate tax application test plans for Updates, Rollover and Server Migrations
• Lead User Acceptance Testing while coordinating with Database Administrators
• InSource (OneSource) application setup for Amended Return process during audit cycle closures
• Perform annual and quarterly tax technical application training
• Technical writer for tax compliance training manuals
• Implementation team member for tax application conversions
• Provide Corptax exports/extracts to support IDR audit analysis
• Liaison for Tax Compliance and Tax Technology
• Create/Maintain SharePoint Efile workflow site to streamline compliance function
• Create/Maintain SharePoint Corptax issue ticketing workflow site

Project Management

• Implement Corptax Data Exchange to simplify trial balance importing process
• Corptax BOT with batch processing to streamline City/County tax filings

Tax Technology Experience

• Corptax
• OneSource (InSource)
• SharePoint
• HFM SmartView