13-2082.00 · Task explorer
Tax Preparers: reported tasks and exploration worksheet
Prepare tax returns for individuals or small businesses.
Use the skill profile to plan your next practice →
Read the task inventory
This source lists 12 tasks, including 12 marked Core and 0 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: 08/2025.
12 tasks shown
Core · Task 7358 · 08/2025 · Occupational Expert
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Core · Task 7360 · 08/2025 · Occupational Expert
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Core · Task 7363 · 08/2025 · Occupational Expert
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Core · Task 7361 · 08/2025 · Occupational Expert
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Core · Task 7359 · 08/2025 · Occupational Expert
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Core · Task 7362 · 08/2025 · Occupational Expert
Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Core · Task 7366 · 08/2025 · Occupational Expert
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Core · Task 20364 · 08/2025 · Occupational Expert
Explain federal and state tax laws to individuals and companies.
Core · Task 20363 · 08/2025 · Occupational Expert
Answer questions and provide future tax planning to clients.
Core · Task 7364 · 08/2025 · Occupational Expert
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Core · Task 7365 · 08/2025 · Occupational Expert
Calculate form preparation fees according to return complexity and processing time required.
Core · Task 21165 · 08/2025 · Occupational Expert
Schedule appointments with clients.
Make the shortlist useful
- Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
- For each, write an example you can discuss or a question that would change your understanding of the role.
- Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.
The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.
Keep your worksheet
Download before leaving this page. Unsaved writing remains only in the page and is cleared on refresh. Notes and learning actions are not sent to a server. This guide describes an occupation and supports study planning; it does not provide clinical, legal or equipment-operating procedures.
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.