Roles · Accounting and bookkeeping

AI income tax preparer

Prepares tax returns for individuals or small businesses and checks data input to detect errors in arithmetic or procedures.

Hao Reddy“I compute taxes and verify totals on forms prepared by others.”An example character, not a real person.
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Income tax preparer · What it does

Three tasks it takes off your hands

  1. Compute taxes owed or overpaid and complete entries on forms following instructions.
  2. Check data input or verify totals on forms prepared by others.
  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:

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

Income tax preparer · 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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