Tax Examiners and Collectors, and Revenue Agents

Does not pass

• Maintain records for each case, including contacts, telephone numbers, and actions taken.

  reason given most often: no existing check settles it · 9.4% of the role's time · $339M · waiting on a check

• Collect taxes from individuals or businesses according to prescribed laws and regulations.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 9.3% of the role's time · $335M

• Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.

  reason given most often: no existing check settles it · 8.2% of the role's time · $295M · passed by Claude Sonnet · the models disagreed

• Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.

  reason given most often: nobody can tell quickly whether it worked · 7.7% of the role's time · $279M

• Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 6.8% of the role's time · $247M

• Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 6.0% of the role's time · $219M

• Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.

  reason given most often: no existing check settles it, and a failure is too expensive · 5.2% of the role's time · $189M

• Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.

  reason given most often: no existing check settles it, and a failure is too expensive · 5.2% of the role's time · $189M

• Answer questions from taxpayers and assist them in completing tax forms.

  reason given most often: no existing check settles it · 4.9% of the role's time · $177M · waiting on a check

• Review selected tax returns to determine the nature and extent of audits to be performed on them.

  reason given most often: no existing check settles it · 3.8% of the role's time · $137M

• Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 3.5% of the role's time · $126M

• 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.

  reason given most often: no existing check settles it, and a failure is too expensive · 3.5% of the role's time · $126M

• Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 3.2% of the role's time · $117M · passed by Claude Sonnet · the models disagreed

• Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.

  reason given most often: no existing check settles it · 2.6% of the role's time · $94.6M · waiting on a check

• Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.

  reason given most often: no existing check settles it, and a failure is too expensive · 1.7% of the role's time · $61.4M

• Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 0.9% of the role's time · $31.9M

• Participate in informal appeals hearings on contested cases from other agents.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 0.6% of the role's time · $23.1M

• Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.

  physical work, outside the screen · 0.4% of the role's time · $16.1M