# Tax Examiners and Collectors, and Revenue Agents

> Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

- Code: 13-2081.00 (O*NET-SOC; SOC 2018 13-2081)
- Family: [Business & Financial](https://foundation.org.ai/occupations#family-13), one of its 50 occupations
- Tasks: 21 tasks (6 core and 15 supplemental)
- Page: https://foundation.org.ai/occupations/13-2081.00
- JSON: https://foundation.org.ai/data/tasks/13-2081.00.json

## What the work is made of

1. Send notices to taxpayers when accounts are delinquent.  
   Core task · Task 5293 · Rated by 59 people who do the job, August 2022
2. Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.  
   Core task · Task 5291 · Rated by 60 people who do the job, August 2022
3. Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.  
   Core task · Task 5294 · Rated by 58 people who do the job, August 2022
4. Maintain records for each case, including contacts, telephone numbers, and actions taken.  
   Core task · Task 5290 · Rated by 59 people who do the job, August 2022
5. Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.  
   Core task · Task 5292 · Rated by 61 people who do the job, August 2022
6. Answer questions from taxpayers and assist them in completing tax forms.  
   Core task · Task 20016 · Rated by 60 people who do the job, August 2022
7. Collect taxes from individuals or businesses according to prescribed laws and regulations.  
   Supplemental task · Task 5288 · Rated by 61 people who do the job, August 2022
8. Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.  
   Supplemental task · Task 5305 · Rated by 61 people who do the job, August 2022
9. Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.  
   Supplemental task · Task 5302 · Rated by 59 people who do the job, August 2022
10. Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.  
   Supplemental task · Task 5303 · Rated by 61 people who do the job, August 2022
11. Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.  
   Supplemental task · Task 5301 · Rated by 60 people who do the job, August 2022
12. Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.  
   Supplemental task · Task 5308 · Rated by 61 people who do the job, August 2022
13. Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.  
   Supplemental task · Task 5296 · Rated by 61 people who do the job, August 2022
14. Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.  
   Supplemental task · Task 5289 · Rated by 60 people who do the job, August 2022
15. Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties.  
   Supplemental task · Task 5310 · Rated by 59 people who do the job, August 2022
16. Review selected tax returns to determine the nature and extent of audits to be performed on them.  
   Supplemental task · Task 5297 · Rated by 61 people who do the job, August 2022
17. Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.  
   Supplemental task · Task 5299 · Rated by 60 people who do the job, August 2022
18. Participate in informal appeals hearings on contested cases from other agents.  
   Supplemental task · Task 5312 · Rated by 60 people who do the job, August 2022
19. Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.  
   Supplemental task · Task 5307 · Rated by 60 people who do the job, August 2022
20. Enter tax return information into computers for processing.  
   Supplemental task · Task 5298 · Rated by 61 people who do the job, August 2022
21. Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.  
   Supplemental task · Task 5306 · Rated by 58 people who do the job, August 2022

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## Where this comes from

Quoted from O*NET 29.0, U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0: free to copy and reuse, with credit. Nothing on this page is written by the Org.AI Foundation.
