09/30/1992 00006

TAX SEASON CLERK

DEFINITION:

This is limited-term, routine clerical work involving the processing of tax documents in the Central Office of the Department of Revenue.

An employee in this class performs within a structured work setting during tax season. Work is repetitive and production oriented, within well established operating procedures and guidelines. Work is closely supervised in process and upon completion.

EXAMPLES OF WORK:

Files and retrieves materials by systematically sorting and storing documents alphabetically, numerically, chronologically, or using similar filing methods.

Logs or records the amount, type, disposition, and number of incoming or outgoing mail, tax forms and documents.

Opens and sorts mail and/or extension requests into designated categories placing it into trays or onto carts and delivers to other processing areas.

Wraps, packages and seals tax documents and instruction booklets to be delivered to taxpayers and tax practitioners.

Weighs mail to determine the proper amount of postage needed and ensures mails are properly labeled and legible.

Operates office and mail processing machines such as the typewriter, video display terminal, adding machine, remittance processors, verifier machine, sorter, photocopier, microfilmer, postage meter, addressograph, envelope slicer machine, envelope stuffing machine, labeling machine and bates stamp under conditions of work which don't require any prior familiarity in use.

Prepares labels to identify the types of returns, claims or Document Locator Number ranges.

Folds letters, tax documents, and/or instructional booklets and stuffs into envelopes.

Codes tax documents, claim forms and extension requests for identification, reference, and filing.

Receives tax documents, claim forms and fees from taxpayers and screens, sorts, and assembles for further processing.

Proofreads typed documents to insure typographical accuracy.

Enters tax information on various tax systems through a CRT.

Performs minor maintenance on machines.

Separates payments from tax documents.

Removes staples from tax documents, correspondence and payments.

Reviews bated documents to ensure they are properly sorted against log sheets.

Transfers information onto forms, log sheets, batch header cards, envelopes, labels, charts, transmittals and cart control sheets.

Performs related work as required.

REQUIRED KNOWLEDGES, SKILLS, AND ABILITIES:

Knowledge of the English alphabet, Arabic numbering system, and chronological sequences by day, month, and year.

Ability to perform within prescribed office procedures, maintain harmonious working relationships, and function according to standard work practices and conduct.

Ability to read simple sentences or phrases written in the English language.

Ability to understand and follow detailed oral and written instructions.

Ability to sort or group tax documents into different categories based on sameness, omission, uniformity, or other conditions.

Ability to keep categorical log records on such information as the amount, type or disposition of materials or individuals.

Ability to file and retrieve materials by matching the item category with the appropriate file heading.

Ability to transfer information accurately from one source to another.

Ability to proofread the straight transfer of information for accuracy and to correct copying errors.

Ability to perform basic arithmetic calculations such as the adding and subtracting of whole numbers and decimals; and multiplying and dividing by one digit whole number or decimal
multipliers and divisors.

Ability to use code reference sheets in assigning numbers, letters, symbols to corresponding items for direct cross reference.

Ability to learn the operation of office and/or mail processing machines such as the typewriter, adding machine, photocopier, postage meter, addressograph, remittance processors, verifier
machines, microfilmer, envelope slicer machine, bates stamp, video display terminal and sorter.

Ability to perform minor maintenance on office and/or mail processing machines.

*Ability to lift mail trays and bags weighing between 40-50 pounds.

Sufficient physical dexterity to allow performance of clerical work such as filing, sorting papers and opening mail.

*Special selection criteria based on the nature of the position.

MINIMUM EXPERIENCE AND TRAINING:

Possession of the required knowledge and abilities.