System and method for automated data gathering for tax preparation

US10235721B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Luis Felipe Cabrera · Bellevue, US
• Gang Wang · San Diego, US
• Kevin M. McCluskey · Carlsbad, US
• Per-Kristian Halvorsen · Los Altos Hills, US
• Michael J. Graves · Sunnyvale, US
• Arien C. Ferrell · Sunnyvale, US

Key dates

• Filing date: Nov 26, 2014
• Grant date: Mar 19, 2019
• Expiry date: Dec 27, 2036

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q50/26
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A computer-implemented method for gathering user-related tax data for use with tax preparation software includes a computing device executing a data capture utility configured to connect to one or more remotely located data sources, wherein the data capture utility captures user-specific tax data from the one or more remotely located data sources and stores the captured data in a data store. The computing device executes a tax logic engine configured to read data from the data store and determine the completeness of the data contained within the data store. The computing device communicates a message to the user regarding the level of completeness of the data contained within the data store.