A task performed by Tax Preparers
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Likely yes, and the people who do it want it gone. Workers rate their desire to automate this 3.38/5, and experts rate current AI capability at 4.5/5. 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 8 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 work38%
- It's repetitive38%
- Reduces human error38%
- Helps handle larger scale38%
- It's stressful25%
- It's difficult13%
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 use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum 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.
More Tax Preparers tasks
- Schedule appointments with clients.Green Light
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.Green Light
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.Green Light
- Answer questions and provide future tax planning to clients.Green Light
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, f…Green Light
- Review financial records, such as income statements and documentation of expenditures to determine forms need…Green Light
Other Green Light tasks
- Prepare data analysis listings and activity, performance, or progress reports.Clinical Data Managers
- Analyze monthly department budgeting and accounting reports to maintain expenditure controls.Budget Analysts
- Investigate whether networks, workstations, the central processing unit of the system, or peripheral equipmen…Computer Programmers
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and princ…Bookkeeping, Accounting, and Auditing Clerks
- Develop and maintain computerized record management systems to store and process data, such as personnel acti…Medical and Health Services Managers
- Document computer security and emergency measures policies, procedures, and tests.Information Security Analysts