A task performed by Tax Preparers
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Likely yes, and the people who do it want it gone. Workers rate their desire to automate this 3.67/5, and experts rate current AI capability at 4/5. That puts it in the Automation Green Light zone.
Do you want this task automated?
How much the people who do this task want AI to take it over (avg of 6 workers).
How capable experts rate current AI at this task (avg of 2 experts).
How much human involvement should stay?
The Human Agency Scale (H1–H5) captures how much human direction workers think this task should keep.
Why workers want this automated
- Frees up time for higher-value work33%
- It's stressful33%
- It's repetitive17%
- Reduces human error17%
- It's difficult17%
- Helps handle larger scale17%
How to automate this
Good news: this is a strong candidate to automate now.
Calculations & estimates
Turn the math into a reusable calculator.
- 1Turn the math you use to compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms into a spreadsheet model, so estimates update from the inputs.
- 2Use the calculators already built into your industry software.
- 3Check with formulas instead of recomputing by hand.
Tools that can help
Know a better way, or spot an error?
Share how you automate this in real life, or correct the data. Reviewed before publishing.
This is 1 of 9 tasks studied for Tax Preparers, where workers want 89% of tasks automated.
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