Roles · Accounting and bookkeeping

AI enrolled agent

Prepares tax returns for individuals or small businesses. Checks data input to detect errors in arithmetic or data entry.

Sofia Rao“I check data input and compute taxes using personal computers.”An example character, not a real person.
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Enrolled agent · What it does

Three tasks it takes off your hands

  1. Check data input or verify totals on forms to detect errors.
  2. Compute taxes owed or overpaid using personal computers and complete entries.
  3. Review financial records to determine forms needed to prepare tax returns.
Where these come from

The tasks of “Tax Preparers” (O*NET 13-2082.00), as O*NET lists them:

  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

Enrolled agent · Tools and industries

It works in the tools you already use

  • Intuit TurboTax
  • Microsoft Excel
  • Microsoft Office software
  • Intuit QuickBooks
  • Microsoft Access
  • Microsoft Outlook

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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