13-2081.00 · Task explorer
Tax Examiners and Collectors, and Revenue Agents: reported tasks and exploration worksheet
Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.
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Read the task inventory
This source lists 21 tasks, including 6 marked Core and 15 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.
Task source dates: 08/2022.
21 tasks shown
Core · Task 5293 · 08/2022 · Incumbent
Send notices to taxpayers when accounts are delinquent.
Core · Task 5291 · 08/2022 · Incumbent
Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
Core · Task 5294 · 08/2022 · Incumbent
Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
Core · Task 5290 · 08/2022 · Incumbent
Maintain records for each case, including contacts, telephone numbers, and actions taken.
Core · Task 5292 · 08/2022 · Incumbent
Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
Core · Task 20016 · 08/2022 · Incumbent
Answer questions from taxpayers and assist them in completing tax forms.
Supplemental · Task 5288 · 08/2022 · Incumbent
Collect taxes from individuals or businesses according to prescribed laws and regulations.
Supplemental · Task 5305 · 08/2022 · Incumbent
Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
Supplemental · Task 5302 · 08/2022 · Incumbent
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 5303 · 08/2022 · Incumbent
Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
Supplemental · Task 5301 · 08/2022 · Incumbent
Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
Supplemental · Task 5308 · 08/2022 · Incumbent
Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
Supplemental · Task 5296 · 08/2022 · Incumbent
Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
Supplemental · Task 5289 · 08/2022 · Incumbent
Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
Supplemental · Task 5310 · 08/2022 · Incumbent
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 5297 · 08/2022 · Incumbent
Review selected tax returns to determine the nature and extent of audits to be performed on them.
Supplemental · Task 5299 · 08/2022 · Incumbent
Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
Supplemental · Task 5312 · 08/2022 · Incumbent
Participate in informal appeals hearings on contested cases from other agents.
Supplemental · Task 5307 · 08/2022 · Incumbent
Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
Supplemental · Task 5298 · 08/2022 · Incumbent
Enter tax return information into computers for processing.
Supplemental · Task 5306 · 08/2022 · Incumbent
Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
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Source and practice material
Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.
Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.