# Tasks & work activities — tax clerk

Source: O*NET 30.3, occupation 43-3031.00 (Bookkeeping, Accounting, and Auditing Clerks).

## Task statements

- **[Core]** Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- **[Core]** Operate computers programmed with accounting software to record, store, and analyze information.
- **[Core]** Comply with federal, state, and company policies, procedures, and regulations.
- **[Core]** Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- **[Core]** Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
- **[Core]** Code documents according to company procedures.
- **[Core]** Access computerized financial information to answer general questions as well as those related to specific accounts.
- **[Core]** Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
- **[Core]** Reconcile or note and report discrepancies found in records.
- **[Core]** Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- **[Core]** Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- **[Core]** Receive, record, and bank cash, checks, and vouchers.
- **[Core]** Match order forms with invoices, and record the necessary information.
- **[Supplemental]** Prepare and process payroll information.
- **[Supplemental]** Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- **[Supplemental]** Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
- **[Supplemental]** Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- **[Supplemental]** Calculate and prepare checks for utilities, taxes, and other payments.
- **[Supplemental]** Compare computer printouts to manually maintained journals to determine if they match.
- **[Supplemental]** Reconcile records of bank transactions.
- **[Supplemental]** Prepare trial balances of books.
- **[Supplemental]** Monitor status of loans and accounts to ensure that payments are up to date.
- **[Supplemental]** Transfer details from separate journals to general ledgers or data processing sheets.
- **[Supplemental]** Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- **[Supplemental]** Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
- **[Supplemental]** Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- **[Supplemental]** Maintain inventory records.
- **[Supplemental]** Prepare purchase orders and expense reports.

## Detailed work activities

- Answer telephones to direct calls or provide information.
- Calculate costs of goods or services.
- Calculate financial data.
- Code data or other information.
- Collect deposits, payments or fees.
- Compile data or documentation.
- Convert data among multiple digital or analog formats.
- Execute sales or other financial transactions.
- File documents or records.
- Maintain financial or account records.
- Maintain inventory records.
- Monitor financial information.
- Monitor organizational compliance with regulations.
- Operate computers or computerized equipment.
- Operate office equipment.
- Prepare cash for deposit or disbursement.
- Prepare documentation for contracts, transactions, or regulatory compliance.
- Reconcile records of sales or other financial transactions.
- Search files, databases or reference materials to obtain needed information.
- Verify accuracy of financial or transactional data.