Tax Clerk Numerical & Material Recording Clerks
SaveWhat Does a Tax Clerk Do?
Tax clerks collect financial information in order to prepare accounting and tax documents. They also perform clerical duties.
Resource recommendations may include affiliate links. Learn more
Where Do I Start?
Accounting Techniques
The techniques of recording and summarising business and financial transactions and analysing, verifying, and reporting the results.
Sign up to trackReady to go deeper? Pick up to 3 skills to focus on from the list below.
These are common skills for this role. Real-world experience matters more than ticking every box — use this as a guide, not a checklist.
Skills You Need to Become a Tax Clerk
Essential Skills
Essential Skills
-
EssentialAccounting Techniques knowledge
The techniques of recording and summarising business and financial transactions and analysing, verifying, and reporting the results.
-
EssentialBookkeeping Regulations knowledge
The methods and regulations involved in the process of accurate bookkeeping.
No book recommendations available yet.
-
EssentialFraud Detection knowledge
The techniques used to identify fraudulous activities.
No book recommendations available yet.
-
EssentialTax Legislation knowledge
Tax legislation applicable to a specific area of specialisation, such as import tax, government tax, etc.
No book recommendations available yet.
-
EssentialDebt Classification knowledge
The different classifications of debt such as public and publicly guaranteed debt, private non-guaranteed credits, central bank deposits, etc.
No book recommendations available yet.
-
EssentialCalculate Tax skill
Calculate the taxes which have to be paid by an individual or organisation, or paid back by a governmental institution, compliant with specific legislation.
Course recommendations coming soon.
-
EssentialInterpret Financial Statements skill
Read, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this information in the …
Course recommendations coming soon.
-
EssentialPerform Clerical Duties skill
Perform administrative tasks such as filing, typing up reports and maintaining mail correspondence.
Course recommendations coming soon.
-
EssentialPrepare Tax Returns Forms skill
Totalise all the deductible tax collected during the quarter or fiscal year in order to fill tax return forms and claim it back to the governmental authorities for declaring taxation …
Course recommendations coming soon.
-
EssentialCalculate Debt Costs skill
Calculate the amount of money owed and apply basic numeracy principles to do so.
Course recommendations coming soon.
-
EssentialInform On Fiscal Duties skill
Inform organisations and individuals on their specific fiscal duties and the legislation and regulations involving fiscal processes, such as tax duties.
Course recommendations coming soon.
-
EssentialInspect Taxation Documents skill
Inspect files and documentation dealing with taxation cases to ensure no faulty or fraudulous activity is present, and to ensure the procedure is compliant with legislation.
Course recommendations coming soon.
Optional Skills (5 of 15 displayed)
-
OptionalCadastral Taxation knowledge
The taxation legislation concerning real estate and real property's metes-and-bounds of a community.
Recommended Books
1 bookA Handy Book of the Land, Assessed, and Income Tax Laws: Expressly Prepared for the Use of Magistra -
OptionalAccounting Department Processes knowledge
The different processes, duties, jargon, role in an organisation, and other specificities of the accounting department within an organisation such as bookkeeping, invoices, recording, and taxing.
No book recommendations available yet.
-
OptionalInsolvency Law knowledge
The legal rules regulating the incapacity to pay debts when they fall due.
Recommended Books
1 book -
OptionalAdvise On Tax Planning skill
Advise on appropriate strategies to include taxes in the overall financial plan in order to reduce the tax load. Advise on questions related to tax legislation and provide advise on …
Course recommendations coming soon.
-
OptionalAdvise On Tax Policy skill
Advise government officials on changes in tax policies and procedures, and the implementation of new policies on a national and local level.
Course recommendations coming soon.
-
OptionalCheck Accounting Records skill
Revise the accounting records of the quarter and year and ensure that the accounting information reflects with accuracy the financial transactions of the company.
Course recommendations coming soon.
-
OptionalDisseminate Information On Tax Legislation skill
Provide advise on the possible implications for companies or individuals on decisions regarding tax declaration based on tax legislation. Advise on the favourable tax strategies that could be followed depending …
Course recommendations coming soon.
-
OptionalHandle Financial Disputes skill
Handle disputes between individuals or organisations, either public or corporate, which deal with financial matters, accounts, and taxation.
Course recommendations coming soon.
-
OptionalHandle Financial Transactions skill
Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.
Course recommendations coming soon.
-
OptionalManage Accounts skill
Manage the accounts and financial activities of an organisation, supervising that all the documents are correctly maintained, that all the information and calculations are correct, and that proper decisions are …
Course recommendations coming soon.
-
OptionalObserve Confidentiality skill
Observe the set of rules establishing the nondisclosure of information except to another authorised person.
Course recommendations coming soon.
-
OptionalAssess Seizable Goods skill
Assess the nature, quality and value of assets that can be taken by force, in possession or custody, by lawful authority.
Course recommendations coming soon.
-
OptionalInspect Tax Returns skill
Inspect the documents which declare liability for taxation which is not automatically withheld from wages and salaries to ensure correct taxes are being paid by the liable individuals and organisations.
Course recommendations coming soon.
-
OptionalResearch Taxation Procedures skill
Research the procedures which regulate taxation activities such as the procedures involved in the calculation of tax for organisations or individuals, the taxation handling and inspection process, and tax returns …
Course recommendations coming soon.
-
OptionalUse Accounting Systems skill
Employ accounting systems for recording and managing the accounts, obligations, and rights that the company possesses. Utilise these systems for accounting operations, financial analysis, and preparation of financial statements.
Course recommendations coming soon.