Roles · Government and public sector

AI tax examiner

Determines tax liability and collects taxes. Notifies taxpayers of overpayment or underpayment. Maintains records for each case.

Naomi Haddad“I notify taxpayers of overpayment and maintain case records.”An example character, not a real person.
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Tax examiner · What it does

Three tasks it takes off your hands

  1. Notify taxpayers of overpayment or underpayment and issue a refund.
  2. Maintain records for each case including contacts and actions taken.
  3. Collect taxes from individuals or businesses according to prescribed laws.
Where these come from

The tasks of “Tax Examiners and Collectors, and Revenue Agents” (O*NET 13-2081.00), as O*NET lists them:

  • Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
  • Maintain records for each case, including contacts, telephone numbers, and actions taken.
  • Collect taxes from individuals or businesses according to prescribed laws and regulations.

Tax examiner · Tools and industries

It works in the tools you already use

  • Alteryx software
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • SAP software

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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