tax-clerk/references/tasks.md

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.