AU2016416442B2 - Computer-implemented systems and methods for preparing compliance forms to meet regulatory requirements - Google Patents

Computer-implemented systems and methods for preparing compliance forms to meet regulatory requirements Download PDF

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Publication number
AU2016416442B2
AU2016416442B2 AU2016416442A AU2016416442A AU2016416442B2 AU 2016416442 B2 AU2016416442 B2 AU 2016416442B2 AU 2016416442 A AU2016416442 A AU 2016416442A AU 2016416442 A AU2016416442 A AU 2016416442A AU 2016416442 B2 AU2016416442 B2 AU 2016416442B2
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Australia
Prior art keywords
compliance
data
calculation
error
graph
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AU2016416442A1 (en
Inventor
Alex G. Balazs
Luis Felipe Cabrera
Amir R. Eftekhari
Per-Kristian G. Halvorsen
Kevin M. MCCLUSKEY
Gang Wang
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Intuit Inc
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Intuit Inc
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    • 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
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • 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

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  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Strategic Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • General Business, Economics & Management (AREA)
  • Theoretical Computer Science (AREA)
  • Economics (AREA)
  • Human Resources & Organizations (AREA)
  • Physics & Mathematics (AREA)
  • Development Economics (AREA)
  • General Physics & Mathematics (AREA)
  • Marketing (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Data Mining & Analysis (AREA)
  • Technology Law (AREA)
  • Operations Research (AREA)
  • Quality & Reliability (AREA)
  • Tourism & Hospitality (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
AU2016416442A 2016-07-26 2016-07-26 Computer-implemented systems and methods for preparing compliance forms to meet regulatory requirements Active AU2016416442B2 (en)

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/US2016/044094 WO2018022023A1 (fr) 2016-07-26 2016-07-26 Systèmes et procédés mis en œuvre par ordinateur pour préparer des formulaires de conformité pour satisfaire des exigences réglementaires

Publications (2)

Publication Number Publication Date
AU2016416442A1 AU2016416442A1 (en) 2019-02-21
AU2016416442B2 true AU2016416442B2 (en) 2020-07-23

Family

ID=61017594

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2016416442A Active AU2016416442B2 (en) 2016-07-26 2016-07-26 Computer-implemented systems and methods for preparing compliance forms to meet regulatory requirements

Country Status (4)

Country Link
EP (1) EP3494485A4 (fr)
AU (1) AU2016416442B2 (fr)
CA (1) CA3032079C (fr)
WO (1) WO2018022023A1 (fr)

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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
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
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
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
US10169826B1 (en) 2014-10-31 2019-01-01 Intuit Inc. System and method for generating explanations for tax calculations
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
US10387970B1 (en) 2014-11-25 2019-08-20 Intuit Inc. Systems and methods for analyzing and generating explanations for changes in tax return results
US10235722B1 (en) 2014-11-26 2019-03-19 Intuit Inc. Systems and methods for analyzing and determining estimated taxes
US11222384B1 (en) 2014-11-26 2022-01-11 Intuit Inc. System and method for automated data estimation for tax preparation
US10235721B1 (en) 2014-11-26 2019-03-19 Intuit Inc. System and method for automated data gathering 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
US10140666B1 (en) 2015-03-30 2018-11-27 Intuit Inc. System and method for targeted data gathering for tax preparation
US10872384B1 (en) 2015-03-30 2020-12-22 Intuit Inc. System and method for generating explanations for year-over-year tax changes
US10796382B1 (en) 2015-03-30 2020-10-06 Intuit Inc. Computer-implemented method for generating a customized tax preparation experience
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
US10664925B2 (en) 2015-06-30 2020-05-26 Intuit Inc. Systems, methods and articles for determining tax recommendations
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
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
US10796231B2 (en) 2016-07-26 2020-10-06 Intuit Inc. Computer-implemented systems and methods for preparing compliance forms to meet regulatory requirements
US11055794B1 (en) 2016-07-27 2021-07-06 Intuit Inc. Methods, systems and computer program products for estimating likelihood of qualifying for benefit
US10762472B1 (en) 2016-07-27 2020-09-01 Intuit Inc. Methods, systems and computer program products for generating notifications of benefit qualification change
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
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
CN110473080A (zh) * 2019-07-30 2019-11-19 阿里巴巴集团控股有限公司 一种报表处理方法、装置及计算机设备
CN111274667B (zh) * 2019-12-13 2023-06-02 成都材智科技有限公司 一种跨尺度材料计算软件集成计算系统及方法
US11481421B2 (en) 2019-12-18 2022-10-25 Motorola Solutions, Inc. Methods and apparatus for automated review of public safety incident reports

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US20030101070A1 (en) * 2001-08-17 2003-05-29 Mahosky Keith J. Method for preparing and electronically filing environmental permits and reports via the internaet
US20140337189A1 (en) * 2013-05-10 2014-11-13 Jonathan Barsade Streamlined Sales Tax Return Preparation

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US6535883B1 (en) * 1999-08-04 2003-03-18 Mdsi Software Srl System and method for creating validation rules used to confirm input data
US20040083164A1 (en) * 2002-07-08 2004-04-29 Schwartz Dennis P. System and method for generating residential loan documents from multiple and diverse databases
US8813178B1 (en) * 2011-08-01 2014-08-19 Niraj Khanna Systems and methods for preparing and submitting documents to comply with securities regulations
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

Patent Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20030101070A1 (en) * 2001-08-17 2003-05-29 Mahosky Keith J. Method for preparing and electronically filing environmental permits and reports via the internaet
US20140337189A1 (en) * 2013-05-10 2014-11-13 Jonathan Barsade Streamlined Sales Tax Return Preparation

Also Published As

Publication number Publication date
CA3032079C (fr) 2021-10-19
AU2016416442A1 (en) 2019-02-21
EP3494485A4 (fr) 2020-03-25
WO2018022023A1 (fr) 2018-02-01
EP3494485A1 (fr) 2019-06-12
CA3032079A1 (fr) 2018-02-01

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