Taxation Section

Taxation Section Estate & Gift Tax Committee Meeting

Date:

Oct. 28, 2022

Time:

12–1 p.m.

We will be providing a demonstration of the functionality and options available to users in the new estate tax account in My DOR. These options include the ability to request an extension, submit payments, view mailed letters, send/receive secure messages, file a return, amend a return, upload a return using an Excel template, submit supporting documentation electronically, and set up an electronic refund bank account.

We will also talk about the benefits of this application, and what we are doing to encourage the use of this application in the industry (including giving presentations, advertising, and working with software vendors to integrate their software with our system).

Jessica Clark’s Bio:
Jessica Clark is the Tax Administration Manager of the Estate Tax Team, and she has worked for the Department of Revenue for ten years. Jessica was the Business Unit Manager during the development, testing, and deployment of the electronic estate tax return in My DOR for the past two years.

Here is Angela Phillips Bio: 
Angela Phillips is a senior examiner on the Estate Tax Team, and she has worked for the Department of Revenue for nine years. Angela has been heavily involved with the development, testing, and deployment of the electronic estate tax return in My DOR for the past year.

Join via video with this link:
https://northerntrust.webex.com/northerntrust/j.php?MTID=m834ba5793ba6d60466b0d5d620c853dd