Tax Preparers
Prepare tax returns for individuals or small businesses.
- Tasks
- 12 tasks12 core
- Family
- Business & FinancialOne of its 50 occupations
- Code
- 13-2082.00SOC 2018: 13-2082
What the work is made of
All 12 are core tasks, each quoted as published, with the survey it came from.
Core: central to the job
- Task 1. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.Core taskTask 7360Rated by 22 occupational experts, August 2020
- Task 2. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.Core taskTask 7358Rated by 22 occupational experts, August 2020
- Task 3. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.Core taskTask 7361Rated by 22 occupational experts, August 2020
- Task 4. Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.Core taskTask 7362Rated by 22 occupational experts, August 2020
- Task 5. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.Core taskTask 7359Rated by 22 occupational experts, August 2020
- Task 6. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.Core taskTask 7366Rated by 21 occupational experts, August 2020
- Task 7. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.Core taskTask 7363Rated by 22 occupational experts, August 2020
- Task 8. Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.Core taskTask 7364Rated by 22 occupational experts, August 2020
- Task 9. Explain federal and state tax laws to individuals and companies.Core taskTask 20364Rated by 22 occupational experts, August 2020
- Task 10. Answer questions and provide future tax planning to clients.Core taskTask 20363Rated by 22 occupational experts, August 2020
- Task 11. Calculate form preparation fees according to return complexity and processing time required.Core taskTask 7365Rated by 22 occupational experts, August 2020
- Task 12. Schedule appointments with clients.Core taskTask 21165Rated by 22 occupational experts, August 2020
Where this comes from
Quoted from the U.S. Department of Labor, and credited. Nothing on this page is written by us.
How we copy and credit sources- Published byO*NET 29.0, U.S. Department of LaborEmployment and Training Administration
- ClassificationStandard Occupational Classification 2018, 13-2082
- LicenseCC BY 4.0Free to copy and reuse, with credit
- Changed by usNothing.
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