Overview
Work History
Education
Skills
Timeline
Generic

Roberta Boyko

Cape Traverse

Overview

10
10
years of professional experience

Work History

GST/HST PROCESSING CLERK

TEAM LEADER- JEFF MACCALLUM
11.2022 - Current

Correcting GST/HST returns filed with errors to update and process the return submitted. Client contact by phone is required on a daily basis. I am currently training in Screening. I am working Hybrid with 2 days a week in office.

REVENUE PROCESSING CLERK

TEAM LEADER- OLIVER HEIN / KIMBERLEY GOODWIN
05.2021 - 11.2022

Performing all the same duties as my previous contracts in Revenue Processing and this time I was crossed trained in keying their returns.

T4 Project

Team Leader- Oliver Hein / Kimberley Goodwin
02.2021 - 05.2021

I was asked to join the PEI T4 team as Jonquiere needed the help completing their data entry. I quickly learned how to key T4's into the system. Within the second week I was approached by my tem leader to help with training of the next group coming into the program. This was something I have never done before. I became very familiar with the training manuals (TOM) and OneNote. I assisted and worked closely with my teammates throughout the program. After the T4's were completed by the deadline of April 30th , I was then offered an extension to assist keying the T5's.

REVENUE PROCESSING

TEAM LEADER- LISA BAGLOLE
02.2016 - 01.2021

As Revenue Operations Clerk I handle the incoming remittance mail and allocate the payments to taxpayer accounts and the preparation of the daily bank deposit for pick up by the financial institution. I receive payments by cash or cheque, domestic and foreign currency.

T1PR

TEAM LEADER- GLENN STEELE
06.2015 - 02.2016

As a T1 Processing Review Clerk, I was responsible for determining if a taxpayer was eligible to make a claim on their personal tax return for specific fields determined by Headquarters. I sent out Initial Contact Letters to taxpayers, requesting additional information to support their claims. I referenced our TOM procedures to determine if they were eligible for the claim or not. Many times I have to make phone contact with the clients or their accountants.

SLFI GST/QST PROCESSING

TEAM LEADER- KIM YEO
03.2015 - 05.2015

Being the Control Desk Clerk I am required to receive, sort and redirect mail to other TSO centres. I was responsible for assessment of information documents and returns, receipt sorting, preparation, distribution and filing of documents. Data entry and extraction, updating of accounts and reports, and verification of documents and returns from both internal and external sources. I also help organize and prioritize the daily error correction workload for our department.

PARTNERSHIP / SPECIALITY BUSINESS

TEAM LEADER- ELIZABETH CUDMORE
08.2014 - 03.2015

I returned to this program doing all the same duties as my previous contract.

PARTNERSHIP / SPECIALITY BUSINESS RETURNS

TEAM LEADER- ELIZABETH CUDMORE
01.2014 - 05.2014

I came into the building as a Data Entry Clerk / Processing Clerk. I am responsible for data capture of partnership returns using Other Levies as well as failed e-filed transmissions. I am required to order, dress, capture and verify T5013 returns.

Education

Bookkeeping Specialty

Holland College
Charlottetown, PE
05.1995

High School Diploma -

Kinkora Regional High School
Kinkora, PE
06.1994

Skills

Work well unsupervised

Time management

Prioritize workloads

Work with Microsoft Word

Excel

OL

Heron Roads

ECO

Team player

Client contact by phone

Teams

Timeline

GST/HST PROCESSING CLERK

TEAM LEADER- JEFF MACCALLUM
11.2022 - Current

REVENUE PROCESSING CLERK

TEAM LEADER- OLIVER HEIN / KIMBERLEY GOODWIN
05.2021 - 11.2022

T4 Project

Team Leader- Oliver Hein / Kimberley Goodwin
02.2021 - 05.2021

REVENUE PROCESSING

TEAM LEADER- LISA BAGLOLE
02.2016 - 01.2021

T1PR

TEAM LEADER- GLENN STEELE
06.2015 - 02.2016

SLFI GST/QST PROCESSING

TEAM LEADER- KIM YEO
03.2015 - 05.2015

PARTNERSHIP / SPECIALITY BUSINESS

TEAM LEADER- ELIZABETH CUDMORE
08.2014 - 03.2015

PARTNERSHIP / SPECIALITY BUSINESS RETURNS

TEAM LEADER- ELIZABETH CUDMORE
01.2014 - 05.2014

Bookkeeping Specialty

Holland College

High School Diploma -

Kinkora Regional High School
Roberta Boyko