Tax Examiners and Collectors, and Revenue Agents

Task by task

Each task this job involves, as listed by O*NET, rated on whether a large language model like GPT-4 could cut the time it takes by at least half at the same quality. Tasks marked Seen in real AI use appeared in conversations with Claude in April–May 2026 (Anthropic Economic Index).

• AI can speed this up on its own: 4 (16%)
• AI can speed this up with extra software: 20 (80%)
• Little or no AI speed-up: 1 (4%)

• Send notices to taxpayers when accounts are delinquent.AI can speed this up on its own · core task
• Maintain records for each case, including contacts, telephone numbers, and actions taken.AI can speed this up on its own · core task
• Check 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.AI can speed this up on its own · supplemental task · Seen in real AI use
• Enter tax return information into computers for processing.AI can speed this up on its own · supplemental task
• Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.AI can speed this up with extra software · core task · Seen in real AI use
• Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.AI can speed this up with extra software · core task
• Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.AI can speed this up with extra software · core task
• Answer questions from taxpayers and assist them in completing tax forms.AI can speed this up with extra software · core task
• Collect taxes from individuals or businesses according to prescribed laws and regulations.AI can speed this up with extra software · supplemental task
• Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.AI can speed this up with extra software · supplemental task
• Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.AI can speed this up with extra software · supplemental task
• Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.AI can speed this up with extra software · supplemental task
• Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.AI can speed this up with extra software · supplemental task
• Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.AI can speed this up with extra software · supplemental task
• Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.AI can speed this up with extra software · supplemental task
• Process individual and corporate income tax returns, and sales and excise tax returns.AI can speed this up with extra software · supplemental task
• Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.AI can speed this up with extra software · supplemental task
• Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties.AI can speed this up with extra software · supplemental task
• Review selected tax returns to determine the nature and extent of audits to be performed on them.AI can speed this up with extra software · supplemental task
• Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Participate in informal appeals hearings on contested cases from other agents.AI can speed this up with extra software · supplemental task
• Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.AI can speed this up with extra software · supplemental task
• Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.AI can speed this up with extra software · supplemental task
• Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.AI can speed this up with extra software · supplemental task
• Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.Little or no AI speed-up · supplemental task