Identification of electronic tax return errors based on declarative constraints

US10013721B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• William T. Laaser · Palo Alto, US
• Jonathan Goldman · Mountain View, US
• Massimo Mascaro · San Diego, US
• Luis Felipe Cabrera · Bellevue, US

Key dates

• Filing date: Oct 31, 2014
• Grant date: Jul 3, 2018
• Expiry date: Apr 8, 2037

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/123
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Computer-implemented methods, articles of manufacture and computerized systems for identifying or alerting a user of certain data in electronic tax returns. A computerized tax return preparation system including a tax return preparation software application executed by a computing device receives electronic tax return data and populates a field of the electronic tax return. The system executes a constraint engine that compares the electronic tax return data with a constraint of a tax authority requirement expressed in a declarative format. An alert is generated for the user of the tax return preparation software application when the electronic tax data does not satisfy the declarative constraint.