Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

“Interview clients to obtain additional information on taxable income and deductible expenses and allowances.” is a core task performed by Tax Preparers. Among the occupation's 12 rated tasks, workers place it 9th by importance (#4 most important). About 100% of workers say it is relevant to their job.

This is a single occupation-specific task statement from O*NET. The figures below describe how central the task is to the job and what independent studies measure about AI and this kind of work — not a prediction that the task will be automated.

Work activities this task rolls up to

O*NET groups concrete tasks into broader work activities shared across many occupations.

• Interview people to obtain information. in Getting Information

AI exposure

The OpenAI / Eloundou “GPTs are GPTs” study rates this task E2. Exposure with tools — software built on top of a language model (not the model alone) could cut the time by at least half.

Exposure measures whether a model could meaningfully speed the task up — it is an estimate of overlap with model capabilities, not a measure of whether the work will be done by software. The study's intermediate score (β) for this task is 0.50. Automation potential label: T2.

Other tasks in this occupation

• Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. · importance 4.8
• Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. · importance 4.7
• Furnish taxpayers with sufficient information and advice to ensure correct tax form completion. · importance 4.6
• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. · importance 4.5
• Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. · importance 4.5
• Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. · importance 4.4
• Explain federal and state tax laws to individuals and companies. · importance 4.2
• Answer questions and provide future tax planning to clients. · importance 4.2
• Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. · importance 4.2
• Calculate form preparation fees according to return complexity and processing time required. · importance 4.0
• Schedule appointments with clients. · importance 3.8

See all tasks on the Tax Preparers page.

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

• O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
• “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic

Data compiled June 2, 2026. Figures are estimates, not advice.

@misc{singulariki-task-7361,
  title  = {Interview clients to obtain additional information on taxable income and deductible expenses and allowances.},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026},
  url    = {https://singulariki.com/tasks/task-7361}
}