EP3494485A4 - 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
EP3494485A4
EP3494485A4 EP16910698.6A EP16910698A EP3494485A4 EP 3494485 A4 EP3494485 A4 EP 3494485A4 EP 16910698 A EP16910698 A EP 16910698A EP 3494485 A4 EP3494485 A4 EP 3494485A4
Authority
EP
European Patent Office
Prior art keywords
computer
methods
regulatory requirements
implemented systems
meet regulatory
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.)
Pending
Application number
EP16910698.6A
Other languages
German (de)
French (fr)
Other versions
EP3494485A1 (en
Inventor
Gang Wang
Luis Felipe Cabrera
Kevin M. MCCLUSKEY
Alex G. Balazs
Per-Kristian G. Halvorsen
Amir R. Eftekhari
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 EP3494485A1 publication Critical patent/EP3494485A1/en
Publication of EP3494485A4 publication Critical patent/EP3494485A4/en
Pending 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
    • 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
EP16910698.6A 2016-07-26 2016-07-26 Computer-implemented systems and methods for preparing compliance forms to meet regulatory requirements Pending EP3494485A4 (en)

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/US2016/044094 WO2018022023A1 (en) 2016-07-26 2016-07-26 Computer-implemented systems and methods for preparing compliance forms to meet regulatory requirements

Publications (2)

Publication Number Publication Date
EP3494485A1 EP3494485A1 (en) 2019-06-12
EP3494485A4 true EP3494485A4 (en) 2020-03-25

Family

ID=61017594

Family Applications (1)

Application Number Title Priority Date Filing Date
EP16910698.6A Pending EP3494485A4 (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 (en)
AU (1) AU2016416442B2 (en)
CA (1) CA3032079C (en)
WO (1) WO2018022023A1 (en)

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* Cited by examiner, † Cited by third party
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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
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
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
US11430072B1 (en) 2014-07-31 2022-08-30 Intuit Inc. System and method of generating estimates used to calculate taxes
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
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
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
US10235722B1 (en) 2014-11-26 2019-03-19 Intuit Inc. Systems and methods for analyzing and determining estimated taxes
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
US10796382B1 (en) 2015-03-30 2020-10-06 Intuit Inc. Computer-implemented method for generating a customized tax preparation experience
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
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
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
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
US10664925B2 (en) 2015-06-30 2020-05-26 Intuit Inc. Systems, methods and articles for determining tax recommendations
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
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
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
US10762472B1 (en) 2016-07-27 2020-09-01 Intuit Inc. Methods, systems and computer program products for generating notifications of benefit qualification change
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
US10872315B1 (en) 2016-07-27 2020-12-22 Intuit Inc. Methods, systems and computer program products for prioritization of benefit qualification questions
US11055794B1 (en) 2016-07-27 2021-07-06 Intuit Inc. Methods, systems and computer program products for estimating likelihood of qualifying for benefit
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
US11138676B2 (en) 2016-11-29 2021-10-05 Intuit Inc. Methods, systems and computer program products for collecting tax data
CN110473080A (en) * 2019-07-30 2019-11-19 阿里巴巴集团控股有限公司 A kind of report processing method, device and computer equipment
CN111274667B (en) * 2019-12-13 2023-06-02 成都材智科技有限公司 Cross-scale material computing software integrated computing system and method
US11481421B2 (en) 2019-12-18 2022-10-25 Motorola Solutions, Inc. Methods and apparatus for automated review of public safety incident reports

Citations (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20160078567A1 (en) * 2014-09-11 2016-03-17 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

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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
US20030101070A1 (en) * 2001-08-17 2003-05-29 Mahosky Keith J. Method for preparing and electronically filing environmental permits and reports via the internaet
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
US10332216B2 (en) * 2013-05-10 2019-06-25 Intuit, Inc. Streamlined sales tax return preparation

Patent Citations (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20160078567A1 (en) * 2014-09-11 2016-03-17 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

Non-Patent Citations (1)

* Cited by examiner, † Cited by third party
Title
See also references of WO2018022023A1 *

Also Published As

Publication number Publication date
AU2016416442B2 (en) 2020-07-23
WO2018022023A1 (en) 2018-02-01
CA3032079A1 (en) 2018-02-01
AU2016416442A1 (en) 2019-02-21
CA3032079C (en) 2021-10-19
EP3494485A1 (en) 2019-06-12

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