Tax Preparers
Of the 9 tasks studied for Tax Preparers, 8 (89%) are in the Automation Green Light zone, AI can largely do them and workers want it. Across all tasks, workers want about 89% automated. The typical task scores 3.67/5 for worker desire and 4.22/5 for AI capability.
All 9 tasks, most-wanted first
Schedule appointments with clients.
Green Lightwant 5 · AI 4.67Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Green Lightwant 3.8 · AI 4.5Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Green Lightwant 3.8 · AI 4.5Answer questions and provide future tax planning to clients.
Green Lightwant 3.71 · AI 3.5Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Green Lightwant 3.67 · AI 4Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Green Lightwant 3.63 · AI 4.5Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Green Lightwant 3.38 · AI 4.5Calculate form preparation fees according to return complexity and processing time required.
Green Lightwant 3.33 · AI 4.5Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Low Prioritywant 2.75 · AI 3.33