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Business and Financial OperationsTax Preparers
TASK

Tax Preparers

ID

work_business_financial/tax_preparers

Type

TASK

Children

12

Child Nodes (12)

ATOMIC

Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.

ATOMIC

Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.

ATOMIC

Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

ATOMIC

Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

ATOMIC

Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

ATOMIC

Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

ATOMIC

Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

ATOMIC

Explain federal and state tax laws to individuals and companies.

ATOMIC

Answer questions and provide future tax planning to clients.

ATOMIC

Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

ATOMIC

Calculate form preparation fees according to return complexity and processing time required.

ATOMIC

Schedule appointments with clients.