A task performed by Accountants and Auditors
Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
Likely yes, and the people who do it want it gone. Workers rate their desire to automate this 3.11/5, and experts rate current AI capability at 3.5/5. 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 9 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 work56%
- It's repetitive33%
- Reduces human error22%
- It's stressful11%
- It's difficult11%
- Helps handle larger scale11%
How to automate this
Good news: this is a strong candidate to automate now.
Judgment, review & checks
Automate the checks, keep the decision with a person.
- 1Write down the rules and checklists you follow to evaluate taxpayer finances to determine tax liability, then encode them so routine cases are flagged automatically.
- 2Add validation rules to catch errors before they reach you.
- 3Let AI pre-screen and surface the exceptions, you decide the hard ones.
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 7 tasks studied for Accountants and Auditors, where workers want 29% of tasks automated.
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