Tax Preparers

What Does a Tax Preparers Do?

Prepare tax returns for individuals or small businesses.

Day-to-Day Responsibilities

• 1Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
• 2Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
• 3Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
• 4Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
• 5Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
• 6Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
• 7Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
• 8Explain federal and state tax laws to individuals and companies.

Required Skills

• Reading Comprehension
• Active Listening
• Critical Thinking
• ACI TaskTracker
• ATX Total Accounting Office
• ATX Total Tax Office
• CCH ProSystem fx TAX
• Creative Solutions CPA Depreciation
• Creative Solutions UltraTax CS
• Datagroup ElectroFile 1040
• Datagroup ElectroFile ELF
• Datagroup ElectroFile ST
• Datair Employee Benefits Systems

Tax Preparers Salary