What does a Tax Examiner and Collector, and Revenue Agent do?

Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

Jobs Roles

  • Collect taxes from individuals or businesses according to prescribed laws and regulations.
  • Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
  • Maintain records for each case, including contacts, telephone numbers, and actions taken.
  • Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
  • Send notices to taxpayers when accounts are delinquent.
  • Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
  • Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
  • Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
  • Review selected tax returns to determine the nature and extent of audits to be performed on them.
  • Enter tax return information into computers for processing.
  • Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
  • Process individual and corporate income tax returns, and sales and excise tax returns.
  • Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
  • 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.
  • Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
  • Recommend criminal prosecutions or civil penalties.
  • Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
  • Secure a taxpayer's agreement to discharge a tax assessment, or submit contested determinations to other administrative or judicial conferees for appeals hearings.
  • Prepare briefs, and assist in searching and seizing records to prepare charges and documentation for court cases.
  • Direct service of legal documents, such as subpoenas, warrants, notices of assessment and garnishments.
  • Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
  • 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.
  • Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
  • Participate in informal appeals hearings on contested cases from other agents.
  • Answer questions from taxpayers and assist them in completing tax forms.
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