AI Assistant for Tax Examiners and Collectors, and Revenue Agents

Core Responsibilities

• 1Send notices to taxpayers when accounts are delinquent.(Core task)
• 2Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.(Core task)
• 3Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.(Core task)
• 4Maintain records for each case, including contacts, telephone numbers, and actions taken.(Core task)
• 5Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.(Core task)
• 6Answer questions from taxpayers and assist them in completing tax forms.(Core task)
• 7Collect taxes from individuals or businesses according to prescribed laws and regulations.
• 8Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
• 9Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
• 10Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.

Top Skills Required

Knowledge Areas

Technology & Tools Used

Daily Work Activities

Related Professions