58 lines
4.0 KiB
Markdown
58 lines
4.0 KiB
Markdown
# Tasks & work activities — tax clerk
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Source: O*NET 30.3, occupation 43-3031.00 (Bookkeeping, Accounting, and Auditing Clerks).
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## Task statements
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- **[Core]** Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
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- **[Core]** Operate computers programmed with accounting software to record, store, and analyze information.
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- **[Core]** Comply with federal, state, and company policies, procedures, and regulations.
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- **[Core]** Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
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- **[Core]** Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
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- **[Core]** Code documents according to company procedures.
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- **[Core]** Access computerized financial information to answer general questions as well as those related to specific accounts.
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- **[Core]** Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
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- **[Core]** Reconcile or note and report discrepancies found in records.
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- **[Core]** Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
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- **[Core]** Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
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- **[Core]** Receive, record, and bank cash, checks, and vouchers.
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- **[Core]** Match order forms with invoices, and record the necessary information.
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- **[Supplemental]** Prepare and process payroll information.
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- **[Supplemental]** Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
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- **[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.
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- **[Supplemental]** Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
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- **[Supplemental]** Calculate and prepare checks for utilities, taxes, and other payments.
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- **[Supplemental]** Compare computer printouts to manually maintained journals to determine if they match.
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- **[Supplemental]** Reconcile records of bank transactions.
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- **[Supplemental]** Prepare trial balances of books.
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- **[Supplemental]** Monitor status of loans and accounts to ensure that payments are up to date.
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- **[Supplemental]** Transfer details from separate journals to general ledgers or data processing sheets.
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- **[Supplemental]** Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
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- **[Supplemental]** Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
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- **[Supplemental]** Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
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- **[Supplemental]** Maintain inventory records.
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- **[Supplemental]** Prepare purchase orders and expense reports.
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## Detailed work activities
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- Answer telephones to direct calls or provide information.
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- Calculate costs of goods or services.
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- Calculate financial data.
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- Code data or other information.
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- Collect deposits, payments or fees.
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- Compile data or documentation.
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- Convert data among multiple digital or analog formats.
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- Execute sales or other financial transactions.
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- File documents or records.
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- Maintain financial or account records.
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- Maintain inventory records.
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- Monitor financial information.
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- Monitor organizational compliance with regulations.
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- Operate computers or computerized equipment.
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- Operate office equipment.
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- Prepare cash for deposit or disbursement.
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- Prepare documentation for contracts, transactions, or regulatory compliance.
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- Reconcile records of sales or other financial transactions.
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- Search files, databases or reference materials to obtain needed information.
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- Verify accuracy of financial or transactional data.
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