AU2001285177A1 - Automated tax return with universal data import - Google Patents

Automated tax return with universal data import

Info

Publication number
AU2001285177A1
AU2001285177A1 AU2001285177A AU8517701A AU2001285177A1 AU 2001285177 A1 AU2001285177 A1 AU 2001285177A1 AU 2001285177 A AU2001285177 A AU 2001285177A AU 8517701 A AU8517701 A AU 8517701A AU 2001285177 A1 AU2001285177 A1 AU 2001285177A1
Authority
AU
Australia
Prior art keywords
tax return
data import
universal data
automated tax
automated
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
AU2001285177A
Other languages
English (en)
Inventor
Devin Breise
Matthew Rice
Brian Riggs
Todd Stanley
Jeff Weber
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Intuit Inc
Original Assignee
Intuit Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Intuit Inc filed Critical Intuit Inc
Publication of AU2001285177A1 publication Critical patent/AU2001285177A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/12—Accounting
    • G06Q40/123—Tax preparation or submission

Landscapes

  • Business, Economics & Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Engineering & Computer Science (AREA)
  • Development Economics (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
AU2001285177A 2000-09-01 2001-08-21 Automated tax return with universal data import Abandoned AU2001285177A1 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US22969300P 2000-09-01 2000-09-01
US60229693 2000-09-01
PCT/US2001/026182 WO2002021370A1 (fr) 2000-09-01 2001-08-21 Declaration de revenus automatisee et dotee d'une importation universelle de donnees

Publications (1)

Publication Number Publication Date
AU2001285177A1 true AU2001285177A1 (en) 2002-03-22

Family

ID=22862317

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001285177A Abandoned AU2001285177A1 (en) 2000-09-01 2001-08-21 Automated tax return with universal data import

Country Status (5)

Country Link
US (2) US20020111888A1 (fr)
AU (1) AU2001285177A1 (fr)
CA (1) CA2420481A1 (fr)
GB (1) GB2382437A (fr)
WO (1) WO2002021370A1 (fr)

Families Citing this family (227)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20010037268A1 (en) * 1997-05-08 2001-11-01 Miller David S. Fully-automated system for tax reporting, payment and refund and system for accessing tax information
US6473741B1 (en) * 1998-10-26 2002-10-29 Samuel R. Baker Method and system for aggregation and exchange of electronic tax information
US8876608B2 (en) 2000-04-07 2014-11-04 Igt Virtually tracking un-carded or anonymous patron session data
US20030233296A1 (en) * 2000-12-01 2003-12-18 Wagner Brad H. System and method for automated form generation and comparison
US20020091602A1 (en) * 2001-01-11 2002-07-11 International Business Machines Corporation System and method for preparation of personal income taxes
US20020165806A1 (en) * 2001-01-23 2002-11-07 Kataria Anjali Rani System and method for managing a regulated industry
US7801777B2 (en) * 2001-01-23 2010-09-21 Oracle International Corporation System and method for managing the development and manufacturing of a beverage
US7395230B2 (en) 2001-03-13 2008-07-01 Intuit Inc. System and method for tracking charitable deductions
WO2003044659A1 (fr) * 2001-11-19 2003-05-30 Hewlett-Packard Company Procede informatique, module logiciel et produit de programme informatique pour traiter des informations dans des applications relatives a des taxes sur les transactions
US8620777B2 (en) * 2001-11-19 2013-12-31 Hewlett-Packard Development Company, L.P. Methods, software modules and software application for logging transaction-tax-related transactions
US6984175B2 (en) 2002-02-28 2006-01-10 Igt Electronic payout administration method and system
WO2003075203A1 (fr) * 2002-02-28 2003-09-12 Igt Procede et systeme d'administration de paiement electronique
US7171615B2 (en) * 2002-03-26 2007-01-30 Aatrix Software, Inc. Method and apparatus for creating and filing forms
US20070198910A1 (en) * 2002-03-26 2007-08-23 Aatrix Software, Inc. Method and apparatus for creating and filing forms
US8234128B2 (en) * 2002-04-30 2012-07-31 Baxter International, Inc. System and method for verifying medical device operational parameters
EP1359523A1 (fr) * 2002-05-02 2003-11-05 Accenture Global Services GmbH Système de transactions avec l'évaluation de l'imposition
US7769645B1 (en) 2002-11-25 2010-08-03 Xcm Development, Llc Tax return outsourcing and systems for protecting data
US20040148519A1 (en) * 2003-01-28 2004-07-29 Convey Development, Inc. Sensitive data retrieval system and method
US20080040779A1 (en) * 2003-04-17 2008-02-14 Budzichowski Allen J System and method for identification verification
US7636886B2 (en) * 2003-04-24 2009-12-22 Sureprep Llc System and method for grouping and organizing pages of an electronic document into pre-defined categories
US7720616B2 (en) 2003-05-07 2010-05-18 Sureprep, Llc Multi-stage, multi-user engagement submission and tracking process
US8239233B1 (en) 2003-07-17 2012-08-07 Xcm Development, Llc Work flow systems and processes for outsourced financial services
US8380592B2 (en) * 2003-08-13 2013-02-19 Tax-N-Cash, L.L.C. Methods, systems, and computer program products for processing and/or preparing a tax return and initiating certain financial transactions
US7636742B1 (en) * 2004-04-01 2009-12-22 Intuit Inc. Automated data retrieval
US7747938B2 (en) * 2004-05-04 2010-06-29 Oracle International Corporation Data insertion from a database into a fixed electronic template form
JP4317086B2 (ja) * 2004-07-08 2009-08-19 川崎重工業株式会社 減圧装置を備えた空気掃気型エンジン
US20070011234A1 (en) * 2004-07-29 2007-01-11 Xcm Development, Llc Computer conferencing system and features
US7610227B2 (en) * 2004-07-30 2009-10-27 Sureprep, Llc System and method for creating cross-reference links, tables and lead sheets for tax return documents
US7860763B1 (en) * 2004-09-07 2010-12-28 Intuit Inc. Proactive tax preparation
US20060085304A1 (en) * 2004-09-10 2006-04-20 Buarque De Macedo Michael C Corporate business tax web site
US7996759B2 (en) * 2004-09-14 2011-08-09 Oracle Internatonal Corporation Data insertion from a database into a fixed electronic template form that supports overflow data
US20060085306A1 (en) * 2004-09-29 2006-04-20 Vaudit Group Integrated virtual tax auditing system
CN101194252A (zh) * 2004-11-23 2008-06-04 英图特有限公司 模型驱动的用户访问
US7778895B1 (en) * 2004-12-15 2010-08-17 Intuit Inc. User interface for displaying imported tax data in association with tax line assignments
US7693769B1 (en) * 2004-12-24 2010-04-06 Hrb Tax Group, Inc. System and method for identifying tax savings opportunities for a taxpayer
US20060149595A1 (en) * 2004-12-30 2006-07-06 Afa Technologies, Inc. System and method of integrating information related to health care savings accounts and health care plans
US8606665B1 (en) * 2004-12-30 2013-12-10 Hrb Tax Group, Inc. System and method for acquiring tax data for use in tax preparation software
US7565312B1 (en) 2004-12-30 2009-07-21 H&R Block Services, Inc. Tax return systems and methods
US7853494B2 (en) * 2005-01-07 2010-12-14 Sureprep, Llc Efficient work flow system and method for preparing tax returns
US20070033117A1 (en) * 2005-01-14 2007-02-08 Murray David K User interface and data acquisition for tax-return preparation
US8468077B2 (en) * 2005-01-14 2013-06-18 Taxnet Inc. Distributed tax-return-preparation processing
US8812380B2 (en) * 2005-01-14 2014-08-19 Hrb Digital Llc Tax-return preparation systems and methods
US8224726B2 (en) * 2005-01-14 2012-07-17 Taxnet Inc. User interface for tax-return preparation
WO2006099674A1 (fr) * 2005-03-24 2006-09-28 Accenture Global Services Gmbh Evaluation de donnees basee sur des risques
US20070005461A1 (en) * 2005-06-10 2007-01-04 Lenz Kenneth R Business tax organizing method and system
US7805343B1 (en) * 2005-08-22 2010-09-28 Intuit Inc. Method and apparatus for managing tax return preparation
US7584884B2 (en) 2005-09-06 2009-09-08 Capital One Financial Corporation System and method for capturing sales tax deduction information from monetary card transactions
US9069869B1 (en) 2005-10-31 2015-06-30 Intuit Inc. Storing on a client device data provided by a user to an online application
US7836406B1 (en) * 2005-12-19 2010-11-16 Intuit Inc. Method and apparatus for displaying a user interface enabling selection and instant display and access of pages
US20130218735A1 (en) * 2006-01-17 2013-08-22 Taxnet Inc. User interface for tax-return preparation
US8099341B2 (en) * 2006-01-31 2012-01-17 OREM Financial Services Inc. System and method for recreating tax documents
TWI352066B (en) * 2006-02-17 2011-11-11 Lg Chemical Ltd Preparation method of lithium-metal composite oxid
US7848971B1 (en) * 2006-02-28 2010-12-07 Intuit Inc. Integrated online chat within an income tax preparation product
US20060271451A1 (en) * 2006-03-30 2006-11-30 George Varughese System and method for providing data to tax preparation software
US7925553B2 (en) * 2006-04-14 2011-04-12 Intuit Inc. System and method for preparing a tax liability projection
US8001021B1 (en) * 2006-05-16 2011-08-16 Intuit Inc. System and method for compensation query management
US7934150B1 (en) * 2006-05-31 2011-04-26 Intuit Inc. Method and GUI for managing output settings in a form-based application
US7752092B1 (en) * 2006-06-16 2010-07-06 Intuit Inc. System and method for indicating previous document source information for current document fields
US7801689B2 (en) * 2006-07-17 2010-09-21 Oracle International Corporation Systems and methods for tracking the composition of distilled spirits in production and storage
US7966561B1 (en) * 2006-07-18 2011-06-21 Intuit Inc. System and method for indicating information flow among documents
US7930226B1 (en) * 2006-07-24 2011-04-19 Intuit Inc. User-driven document-based data collection
US8015083B1 (en) * 2006-09-11 2011-09-06 Intuit Inc. Method and apparatus for client-specific notification service
US7818222B2 (en) * 2006-11-30 2010-10-19 Hrb Innovations, Inc. Method and system for organizing tax information and providing tax advice
US7970796B1 (en) * 2006-12-01 2011-06-28 Intuit Inc. Method and system for importing data to a repository
US7590572B2 (en) * 2006-12-14 2009-09-15 Intuit Inc. System and method for efficient return preparation for newly-independent filers
US8126786B1 (en) * 2006-12-18 2012-02-28 Intuit Inc. Notification and correction of E-filing rejections
US7849405B1 (en) * 2006-12-18 2010-12-07 Intuit Inc. Contextual user-contributed help information for a software application
US7685033B2 (en) * 2006-12-19 2010-03-23 Intuit Inc. Method and apparatus for automatically mapping account-data to tax-forms
US8856314B1 (en) 2006-12-28 2014-10-07 Perftech, Inc. System, method and computer readable medium for determining users of an internet service
US7680756B2 (en) * 2006-12-29 2010-03-16 Intuit Inc. System and method for creating and implementing community defined presentation structures
US8417596B1 (en) * 2007-01-25 2013-04-09 Intuit Inc. Technique for explaining income-tax calculations
US8620712B1 (en) * 2007-01-26 2013-12-31 Intuit Inc. Method and system of intelligent matching for meetings
US7899757B1 (en) * 2007-01-30 2011-03-01 Intuit Inc. Mechanism for indicating and resolving the trust level of information
US8126820B1 (en) * 2007-01-30 2012-02-28 Intuit Inc. Community to support the definition and sharing of source trust level configurations
US7917411B1 (en) * 2007-01-31 2011-03-29 Intuit Inc. System and method for reducing return errors
US8024660B1 (en) * 2007-01-31 2011-09-20 Intuit Inc. Method and apparatus for variable help content and abandonment intervention based on user behavior
US8825530B2 (en) * 2007-06-11 2014-09-02 Chevine Arthur Miller Tax liability and deductions verification system
US20080306843A1 (en) * 2007-06-11 2008-12-11 Chevine Arthur Miller Cost effective methods to reduce tax avoidance by landlords, small businesses, and individuals
US7769646B2 (en) * 2007-06-20 2010-08-03 Sureprep, Llc Efficient work flow system and method for processing taxpayer source documents
US20090012884A1 (en) * 2007-07-06 2009-01-08 Harman Susan A Method and system for populating tax returns using aggregated data
US7860746B1 (en) * 2007-07-31 2010-12-28 Intuit Inc. System and method for determining paid taxes
US8635127B1 (en) * 2007-09-14 2014-01-21 Hrb Innovations, Inc. System and method for identifying tax documents to customize preparation of a tax return
US7685034B1 (en) 2007-10-11 2010-03-23 Intuit Inc. System and method for finance-based competition
US8893108B1 (en) * 2007-10-31 2014-11-18 Intuit Inc. Method and system for context-based software updates
US9454390B2 (en) * 2008-04-04 2016-09-27 Intuit Inc. Executable code generated from common source code
US8812809B2 (en) 2008-06-10 2014-08-19 Oracle America, Inc. Method and apparatus for allocating memory for immutable data on a computing device
US10453043B2 (en) * 2008-06-25 2019-10-22 Thomson Reuters Global Resources Unlimited Company System and method for online bill payment
US8001006B1 (en) * 2008-11-03 2011-08-16 Intuit Inc. Intuitive display of financial information
US8732055B1 (en) * 2008-11-21 2014-05-20 Intuit Inc. Method and system for performing a financial rewind
US8583516B1 (en) * 2008-12-12 2013-11-12 Intuit Inc. Importing accounting application data into a tax preparation application
US8484052B2 (en) * 2009-06-18 2013-07-09 Hartford Fire Insurance Company System and method for receiving and evaluating requests for insurance proposals
US8656273B1 (en) * 2009-07-07 2014-02-18 Intuit Inc. Unified data entry for generating multiple forms
US20110016062A1 (en) * 2009-07-16 2011-01-20 Olsen William W Tax deduction apparatus and method
US8792751B1 (en) * 2009-07-27 2014-07-29 Intuit Inc. Identifying and correcting character-recognition errors
US8190499B1 (en) 2009-08-21 2012-05-29 Intuit Inc. Methods systems and articles of manufacture for collecting data for future electronic tax return
US8458582B2 (en) 2009-11-13 2013-06-04 Hartford Fire Insurance Company System and method for translating insurance-related data
WO2011106483A1 (fr) * 2010-02-25 2011-09-01 New River Innovation, Inc. Systèmes et procédés de génération de sortie en réponse à l'examen de dossiers
US8667383B2 (en) * 2010-03-09 2014-03-04 David Schnitt Unified electronic forms management system
US8706580B2 (en) 2010-04-26 2014-04-22 Hrb Tax Group, Inc. Method, system, and computer program for predicting tax liabilities and benefits
US8583517B1 (en) 2010-04-30 2013-11-12 Intuit Inc. Systems and methods for generating and sending electronic messages related to a tax return
US8407113B1 (en) * 2010-06-09 2013-03-26 Intuit Inc. Inference-based tax preparation
US8346635B1 (en) 2010-06-30 2013-01-01 Intuit Inc. Methods systems and computer program products for identifying suspect data of an electronic tax return
US20120027246A1 (en) * 2010-07-29 2012-02-02 Intuit Inc. Technique for collecting income-tax information
US8204805B2 (en) 2010-10-28 2012-06-19 Intuit Inc. Instant tax return preparation
US9558521B1 (en) 2010-07-29 2017-01-31 Intuit Inc. System and method for populating a field on a form including remote field level data capture
US10249004B2 (en) 2010-10-01 2019-04-02 Hrb Tax Group, Inc. System, computer program, and method for online, real-time delivery of consumer tax services
US8775408B2 (en) 2011-09-23 2014-07-08 Sureprep, Llc Document element indexing system
US8914741B1 (en) * 2011-10-13 2014-12-16 Intuit Inc. Leveraging navigation tab placement for in-product discovery
US8744948B1 (en) * 2012-01-11 2014-06-03 Intuit Inc. Mobile data import for a financial return
US8719120B1 (en) * 2012-01-11 2014-05-06 Intuit Inc. Populating tax data using an employer identification number
US9037962B1 (en) * 2012-04-30 2015-05-19 Intuit Inc. Method and system for tracking and reporting data importation accuracy
US10614099B2 (en) 2012-10-30 2020-04-07 Ubiq Security, Inc. Human interactions for populating user information on electronic forms
US9449056B1 (en) 2012-11-01 2016-09-20 Intuit Inc. Method and system for creating and updating an entity name alias table
US9356841B1 (en) * 2013-01-31 2016-05-31 Intuit Inc. Deferred account reconciliation during service enrollment
US10878516B2 (en) 2013-02-28 2020-12-29 Intuit Inc. Tax document imaging and processing
US9256783B2 (en) 2013-02-28 2016-02-09 Intuit Inc. Systems and methods for tax data capture and use
US9916626B2 (en) * 2013-02-28 2018-03-13 Intuit Inc. Presentation of image of source of tax data through tax preparation application
US20140250020A1 (en) * 2013-03-04 2014-09-04 In the Moment Legal LLC System and method for forming a legal entity using a mobile device
US9286332B1 (en) 2013-08-29 2016-03-15 Intuit Inc. Method and system for identifying entities and obtaining financial profile data for the entities using de-duplicated data from two or more types of financial management systems
US10956997B2 (en) * 2013-10-10 2021-03-23 E-Legal, Inc. System, method, and process for the automatic generation of documents
US9451006B1 (en) 2013-12-12 2016-09-20 Intuit Inc. Methods, systems, and articles of manufacture for configuration-based client-side resource resolution framework for customizable user experience
US10182102B1 (en) 2013-12-12 2019-01-15 Intuit Inc. Methods, systems, and articles of manufacture for configuration-based client-side flow control framework for customizable user experience
US9787597B1 (en) 2013-12-12 2017-10-10 Untuit Inc. Methods, systems, and articles of manufacture for implementing model definition and constraint enforcement and validation
US9412017B1 (en) 2013-12-30 2016-08-09 Intuit Inc. Methods systems and computer program products for motion initiated document capture
US10915970B1 (en) 2014-03-12 2021-02-09 Intuit Inc. Computer implemented methods systems and articles of manufacture for communicating and resolving electronic tax return errors and inconsistent data
US10387969B1 (en) * 2014-03-12 2019-08-20 Intuit Inc. Computer implemented methods systems and articles of manufacture for suggestion-based interview engine for tax return preparation application
US9760953B1 (en) 2014-03-12 2017-09-12 Intuit Inc. Computer implemented methods systems and articles of manufacture for identifying tax return preparation application questions based on semantic dependency
US9916627B1 (en) 2014-04-30 2018-03-13 Intuit Inc. Methods systems and articles of manufacture for providing tax document guidance during preparation of electronic tax return
BR112015016131A2 (pt) * 2014-06-09 2017-08-22 Sicpa Security Inks & Systems Usa Inc Sistema de gerenciamento de integridade gerenciando operação e controle ente pelo menos uma entidade em uma cadeia de fornecimento de petróleo, sistema de gerenciamento de integridade gerenciando operação e controle entre uma primeira e uma segunda entidade em uma cadeia de fornecimento e gás e método para gerenciar operação e controle entre pelo menos uma entidade em uma cadeia de fornecimento de petróleo e gás.
US9916628B1 (en) 2014-07-31 2018-03-13 Intuit Inc. Interview question modification during preparation of electronic tax return
US11430072B1 (en) 2014-07-31 2022-08-30 Intuit Inc. System and method of generating estimates used to calculate taxes
US10867355B1 (en) 2014-07-31 2020-12-15 Intuit Inc. Computer implemented methods systems and articles of manufacture for preparing electronic tax return with assumption data
US10970793B1 (en) 2014-08-18 2021-04-06 Intuit Inc. Methods systems and articles of manufacture for tailoring a user experience in preparing an electronic tax return
US10540725B1 (en) 2014-08-18 2020-01-21 Intuit Inc. Methods systems and articles of manufacture for handling non-standard screen changes in preparing an electronic tax return
US11861734B1 (en) 2014-08-18 2024-01-02 Intuit Inc. Methods systems and articles of manufacture for efficiently calculating a tax return in a tax return preparation application
US10977743B1 (en) 2014-08-18 2021-04-13 Intuit Inc. Computer implemented methods systems and articles of manufacture for instance and suggestion differentiation during preparation of electronic tax return
US9959560B1 (en) 2014-08-26 2018-05-01 Intuit Inc. System and method for customizing a user experience based on automatically weighted criteria
US11354755B2 (en) 2014-09-11 2022-06-07 Intuit Inc. Methods systems and articles of manufacture for using a predictive model to determine tax topics which are relevant to a taxpayer in preparing an electronic tax return
EP3198512A4 (fr) 2014-09-23 2018-05-09 Fhoosh Inc. Opérations sécurisées à haut débit de stockage, consultation, récupération et transmission de données
US10579823B2 (en) 2014-09-23 2020-03-03 Ubiq Security, Inc. Systems and methods for secure high speed data generation and access
US10997671B2 (en) * 2014-10-30 2021-05-04 Intuit Inc. Methods, systems and computer program products for collaborative tax return preparation
US10013721B1 (en) 2014-10-31 2018-07-03 Intuit Inc. Identification of electronic tax return errors based on declarative constraints
US10096072B1 (en) 2014-10-31 2018-10-09 Intuit Inc. Method and system for reducing the presentation of less-relevant questions to users in an electronic tax return preparation interview process
US10796381B1 (en) 2014-10-31 2020-10-06 Intuit Inc. Systems and methods for determining impact correlations from a tax calculation graph of a tax preparation system
US10255641B1 (en) 2014-10-31 2019-04-09 Intuit Inc. Predictive model based identification of potential errors in electronic tax return
US10169826B1 (en) 2014-10-31 2019-01-01 Intuit Inc. System and method for generating explanations for tax calculations
US9922376B1 (en) 2014-10-31 2018-03-20 Intuit Inc. Systems and methods for determining impact chains from a tax calculation graph of a tax preparation system
US10387970B1 (en) 2014-11-25 2019-08-20 Intuit Inc. Systems and methods for analyzing and generating explanations for changes in tax return results
US10235721B1 (en) * 2014-11-26 2019-03-19 Intuit Inc. System and method for automated data gathering for tax preparation
US10235722B1 (en) 2014-11-26 2019-03-19 Intuit Inc. Systems and methods for analyzing and determining estimated taxes
US10296984B1 (en) 2014-11-26 2019-05-21 Intuit Inc. Systems, methods and articles of manufacture for determining relevancy of tax topics in a tax preparation system
US11222384B1 (en) 2014-11-26 2022-01-11 Intuit Inc. System and method for automated data estimation for tax preparation
US10157426B1 (en) 2014-11-28 2018-12-18 Intuit Inc. Dynamic pagination of tax return questions during preparation of electronic tax return
US10572952B1 (en) 2014-12-01 2020-02-25 Intuit Inc. Computer implemented methods systems and articles of manufacture for cross-field validation during preparation of electronic tax return
EP3234856B1 (fr) 2014-12-15 2020-07-15 Ubiq Security, Inc. Procédé de récupération de données ayant subi une diffraction
US10475043B2 (en) 2015-01-28 2019-11-12 Intuit Inc. Method and system for pro-active detection and correction of low quality questions in a question and answer based customer support system
US10628894B1 (en) 2015-01-28 2020-04-21 Intuit Inc. Method and system for providing personalized responses to questions received from a user of an electronic tax return preparation system
US20160217534A1 (en) * 2015-01-28 2016-07-28 Intuit Inc. Method and system for identifying sources of tax-related information to facilitate tax return preparation
US10671805B2 (en) * 2015-02-27 2020-06-02 Hrb Innovations, Inc. Digital processing and completion of form documents
US10872384B1 (en) 2015-03-30 2020-12-22 Intuit Inc. System and method for generating explanations for year-over-year tax changes
US10140666B1 (en) 2015-03-30 2018-11-27 Intuit Inc. System and method for targeted data gathering for tax preparation
US10796382B1 (en) 2015-03-30 2020-10-06 Intuit Inc. Computer-implemented method for generating a customized tax preparation experience
US9990678B1 (en) 2015-03-31 2018-06-05 Intuit Inc. Systems methods and articles of manufacture for assessing trustworthiness of electronic tax return data
US10176534B1 (en) 2015-04-20 2019-01-08 Intuit Inc. Method and system for providing an analytics model architecture to reduce abandonment of tax return preparation sessions by potential customers
US10755294B1 (en) 2015-04-28 2020-08-25 Intuit Inc. Method and system for increasing use of mobile devices to provide answer content in a question and answer based customer support system
US10740853B1 (en) 2015-04-28 2020-08-11 Intuit Inc. Systems for allocating resources based on electronic tax return preparation program user characteristics
US11113771B1 (en) 2015-04-28 2021-09-07 Intuit Inc. Systems, methods and articles for generating sub-graphs of a tax calculation graph of a tax preparation system
US10685407B1 (en) 2015-04-30 2020-06-16 Intuit Inc. Computer-implemented methods, systems and articles of manufacture for tax topic prediction utilizing prior tax returns
US10664924B1 (en) 2015-04-30 2020-05-26 Intuit Inc. Computer-implemented methods, systems and articles of manufacture for processing sensitive electronic tax return data
US10447777B1 (en) 2015-06-30 2019-10-15 Intuit Inc. Method and system for providing a dynamically updated expertise and context based peer-to-peer customer support system within a software application
US10664925B2 (en) 2015-06-30 2020-05-26 Intuit Inc. Systems, methods and articles for determining tax recommendations
US10789654B1 (en) * 2015-07-27 2020-09-29 Intuit Inc. Web browsing systems for acquiring tax data during electronic tax return preparation
US10475044B1 (en) 2015-07-29 2019-11-12 Intuit Inc. Method and system for question prioritization based on analysis of the question content and predicted asker engagement before answer content is generated
US10607298B1 (en) 2015-07-30 2020-03-31 Intuit Inc. System and method for indicating sections of electronic tax forms for which narrative explanations can be presented
US10402913B2 (en) 2015-07-30 2019-09-03 Intuit Inc. Generation of personalized and hybrid responses to queries submitted from within tax return preparation system during preparation of electronic tax return
US10268956B2 (en) 2015-07-31 2019-04-23 Intuit Inc. Method and system for applying probabilistic topic models to content in a tax environment to improve user satisfaction with a question and answer customer support system
US11176619B1 (en) * 2015-08-27 2021-11-16 Hrb Innovations, Inc. Tax interview with third-party data source integration
US10394804B1 (en) 2015-10-08 2019-08-27 Intuit Inc. Method and system for increasing internet traffic to a question and answer customer support system
US10740854B1 (en) 2015-10-28 2020-08-11 Intuit Inc. Web browsing and machine learning systems for acquiring tax data during electronic tax return preparation
US10242093B2 (en) * 2015-10-29 2019-03-26 Intuit Inc. Method and system for performing a probabilistic topic analysis of search queries for a customer support system
US10937109B1 (en) 2016-01-08 2021-03-02 Intuit Inc. Method and technique to calculate and provide confidence score for predicted tax due/refund
US10482544B2 (en) 2016-01-28 2019-11-19 Intuit Inc. Methods, systems and computer program products for masking tax data during collaborative tax return preparation
US10599699B1 (en) 2016-04-08 2020-03-24 Intuit, Inc. Processing unstructured voice of customer feedback for improving content rankings in customer support systems
US10410295B1 (en) * 2016-05-25 2019-09-10 Intuit Inc. Methods, systems and computer program products for obtaining tax data
US11176620B1 (en) 2016-06-28 2021-11-16 Intuit Inc. Systems and methods for generating an error report listing errors in the preparation of a payroll tax form
US11222266B2 (en) 2016-07-15 2022-01-11 Intuit Inc. System and method for automatic learning of functions
US10725896B2 (en) 2016-07-15 2020-07-28 Intuit Inc. System and method for identifying a subset of total historical users of a document preparation system to represent a full set of test scenarios based on code coverage
US10579721B2 (en) 2016-07-15 2020-03-03 Intuit Inc. Lean parsing: a natural language processing system and method for parsing domain-specific languages
US10140277B2 (en) * 2016-07-15 2018-11-27 Intuit Inc. System and method for selecting data sample groups for machine learning of context of data fields for various document types and/or for test data generation for quality assurance systems
US11049190B2 (en) 2016-07-15 2021-06-29 Intuit Inc. System and method for automatically generating calculations for fields in compliance forms
US10796231B2 (en) * 2016-07-26 2020-10-06 Intuit Inc. Computer-implemented systems and methods for preparing compliance forms to meet regulatory requirements
US10460398B1 (en) 2016-07-27 2019-10-29 Intuit Inc. Method and system for crowdsourcing the detection of usability issues in a tax return preparation system
US10762472B1 (en) 2016-07-27 2020-09-01 Intuit Inc. Methods, systems and computer program products for generating notifications of benefit qualification change
US11055794B1 (en) 2016-07-27 2021-07-06 Intuit Inc. Methods, systems and computer program products for estimating likelihood of qualifying for benefit
US10467541B2 (en) 2016-07-27 2019-11-05 Intuit Inc. Method and system for improving content searching in a question and answer customer support system by using a crowd-machine learning hybrid predictive model
US10872315B1 (en) 2016-07-27 2020-12-22 Intuit Inc. Methods, systems and computer program products for prioritization of benefit qualification questions
US11087411B2 (en) 2016-07-27 2021-08-10 Intuit Inc. Computerized tax return preparation system and computer generated user interfaces for tax topic completion status modifications
US10769592B1 (en) 2016-07-27 2020-09-08 Intuit Inc. Methods, systems and computer program products for generating explanations for a benefit qualification change
US20180240198A1 (en) * 2016-09-16 2018-08-23 Zishun Michael Chen Method for transacting tax related data
US10445332B2 (en) 2016-09-28 2019-10-15 Intuit Inc. Method and system for providing domain-specific incremental search results with a customer self-service system for a financial management system
US10572954B2 (en) 2016-10-14 2020-02-25 Intuit Inc. Method and system for searching for and navigating to user content and other user experience pages in a financial management system with a customer self-service system for the financial management system
US10733677B2 (en) 2016-10-18 2020-08-04 Intuit Inc. Method and system for providing domain-specific and dynamic type ahead suggestions for search query terms with a customer self-service system for a tax return preparation system
US10664926B2 (en) 2016-10-26 2020-05-26 Intuit Inc. Methods, systems and computer program products for generating and presenting explanations for tax questions
US12020334B2 (en) 2016-10-26 2024-06-25 Intuit Inc. Methods, systems and computer program products for generating and presenting explanations for tax questions
US11138676B2 (en) 2016-11-29 2021-10-05 Intuit Inc. Methods, systems and computer program products for collecting tax data
US10552843B1 (en) 2016-12-05 2020-02-04 Intuit Inc. Method and system for improving search results by recency boosting customer support content for a customer self-help system associated with one or more financial management systems
US10748157B1 (en) 2017-01-12 2020-08-18 Intuit Inc. Method and system for determining levels of search sophistication for users of a customer self-help system to personalize a content search user experience provided to the users and to increase a likelihood of user satisfaction with the search experience
US10922367B2 (en) 2017-07-14 2021-02-16 Intuit Inc. Method and system for providing real time search preview personalization in data management systems
US11093951B1 (en) 2017-09-25 2021-08-17 Intuit Inc. System and method for responding to search queries using customer self-help systems associated with a plurality of data management systems
US11544799B2 (en) 2017-12-05 2023-01-03 Sureprep, Llc Comprehensive tax return preparation system
US11314887B2 (en) 2017-12-05 2022-04-26 Sureprep, Llc Automated document access regulation system
US11238540B2 (en) 2017-12-05 2022-02-01 Sureprep, Llc Automatic document analysis filtering, and matching system
US10970477B1 (en) 2018-01-02 2021-04-06 Intuit Inc. Computer-implemented methods systems and articles of manufacture for automated construction of computer-generated user interface
US11436642B1 (en) 2018-01-29 2022-09-06 Intuit Inc. Method and system for generating real-time personalized advertisements in data management self-help systems
US11030705B1 (en) * 2018-02-28 2021-06-08 Intuit Inc. Quick serve tax application
US11349656B2 (en) 2018-03-08 2022-05-31 Ubiq Security, Inc. Systems and methods for secure storage and transmission of a data stream
US11269665B1 (en) 2018-03-28 2022-03-08 Intuit Inc. Method and system for user experience personalization in data management systems using machine learning
US11307879B2 (en) * 2018-07-11 2022-04-19 Intuit Inc. Personalized help using user behavior and information
US11093462B1 (en) 2018-08-29 2021-08-17 Intuit Inc. Method and system for identifying account duplication in data management systems
US11861302B2 (en) 2019-02-04 2024-01-02 Aatrix Software, Inc. AUF XML specification compiler
US11163956B1 (en) 2019-05-23 2021-11-02 Intuit Inc. System and method for recognizing domain specific named entities using domain specific word embeddings
US11836808B2 (en) 2019-07-31 2023-12-05 Jenjer Monique Sawyer System and method of tracking sales tax
US10997194B1 (en) 2019-11-15 2021-05-04 Bank Of America Corporation Data mapper tool
US11783128B2 (en) 2020-02-19 2023-10-10 Intuit Inc. Financial document text conversion to computer readable operations
US11860950B2 (en) 2021-03-30 2024-01-02 Sureprep, Llc Document matching and data extraction
US11393026B1 (en) * 2021-06-24 2022-07-19 Block, Inc. Tax refund loan management platform
WO2023023115A1 (fr) * 2021-08-17 2023-02-23 K1X, Inc. Procédé et système d'échange de documents fiscaux numériques

Family Cites Families (13)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5724523A (en) * 1988-01-21 1998-03-03 Benefical Franchise Company, Inc. Electronic income tax refund system utilizing the tax refund to underwrite issuance of a secured credit card
US5193057A (en) * 1988-01-21 1993-03-09 Beneficial Franchise Company Inc. Electronic income tax refund early payment system with means for creating of a new deposit account for receipt of an electronically transferred refund from the irs
US4890228A (en) * 1988-01-21 1989-12-26 Beneficial Management Corporation Of America Electronic income tax refund early payment system
US5138549A (en) * 1989-04-28 1992-08-11 Dabco Computer Services, Inc. Automated tax deposit processing system
US5909794A (en) * 1992-09-04 1999-06-08 Coinstar, Inc. Donation transaction method and apparatus
US5644724A (en) * 1994-09-28 1997-07-01 Cretzler; Donald J. Point-of-sale tax collection system and method of using same
US5774872A (en) * 1995-03-31 1998-06-30 Richard Golden Automated taxable transaction reporting/collection system
US5799283A (en) * 1995-05-10 1998-08-25 Francisco; Paul A. Point of sale governmental sales and use tax reporting and receipt system
US6202052B1 (en) * 1997-05-08 2001-03-13 Simplification, Llc Fully-automated system for tax reporting, payment and refund
US5910988A (en) * 1997-08-27 1999-06-08 Csp Holdings, Inc. Remote image capture with centralized processing and storage
US6996539B1 (en) * 1998-03-11 2006-02-07 Foliofn, Inc. Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
US6473741B1 (en) * 1998-10-26 2002-10-29 Samuel R. Baker Method and system for aggregation and exchange of electronic tax information
US6823478B1 (en) * 2000-09-12 2004-11-23 Microsoft Corporation System and method for automating the testing of software processing environment changes

Also Published As

Publication number Publication date
GB0304383D0 (en) 2003-04-02
US20060178961A1 (en) 2006-08-10
GB2382437A (en) 2003-05-28
WO2002021370A1 (fr) 2002-03-14
GB2382437A8 (en) 2004-03-04
CA2420481A1 (fr) 2002-03-14
US7747484B2 (en) 2010-06-29
US20020111888A1 (en) 2002-08-15

Similar Documents

Publication Publication Date Title
AU2001285177A1 (en) Automated tax return with universal data import
AU2001229371A1 (en) Information server
AU2001237561A1 (en) Data access
AU2000234758A1 (en) Automated categorization of internet data
AU2001242968A1 (en) Position information
AU2001255745A1 (en) Information retrieval
AU2002230777A1 (en) Information transformation software engine
AU2001263043A1 (en) Website for financial information
AU3410101A (en) Information gathering system
AU2001282686A1 (en) Distributing time information
WO2002063531A8 (fr) Systeme automatise de gestion de demandes d'indemnisations
AU2002228834A1 (en) Data relationship model
AU1078801A (en) Data extractor
AU2001233946A1 (en) Data entry
AU2001273554A1 (en) Automated business form information acquisition system
AU2876501A (en) Data handling
AU2001265031A1 (en) Solutions server
GB0002807D0 (en) Interaction with query data
AU2002216322A1 (en) Segmented data transmission
AUPR197400A0 (en) Data storage
AU2001290513A1 (en) Automated securitization system
AU2002223847A1 (en) Data addressing
AU7681800A (en) Data logger
AU2001233134A1 (en) Universal biomolecular data system
AU2001234724A1 (en) Automated target-market sampler