Automatable

A task performed by Tax Preparers

Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

Low PriorityLow desire · low capability

Probably not worth it. Both worker desire (2.75/5) and AI capability (3.33/5) are on the low side. It sits in the Low Priority zone.

Worker desire to automate2.8/5

How much the people who do this task want AI to take it over (avg of 4 workers).

AI capability today3.3/5

How capable experts rate current AI at this task (avg of 3 experts).

How much human involvement should stay?

The Human Agency Scale (H1–H5) captures how much human direction workers think this task should keep.

H4AI assists, but humans lead

Why workers feel the way they do

  • Frees up time for higher-value work25%
  • It's stressful25%
  • Reduces human error25%
  • It's difficult25%

How to automate this

Low priority to automate, but here is the gist if you want to try.

Routine communication

Template the repeatable parts, keep the human touch where it counts.

  1. 1Use saved replies and templates for common messages.
  2. 2Auto-route and auto-respond to routine requests with rules.
  3. 3Draft with AI, then review and send it yourself.

Tools that can help

Email templatesHelp-desk autorespondersAI drafting assistant

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.

Other Low Priority tasks