Methods, systems and computer program products for calculating an estimated result of a tax return

US10475131B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Luis Felipe Cabrera · Bellevue, US
• William T. Laaser · Palo Alto, US

Key dates

• Filing date: Jan 27, 2016
• Grant date: Nov 12, 2019
• Expiry date: May 27, 2037

Classification

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

Abstract

A system for calculating an estimated result for an electronic tax return to be prepared before a user begins to prepare the electronic tax return using an electronic tax return preparation program includes a server computer having a predictive model, and a user computer having a browser program. The user computer and the browser program are operatively coupled to the server computer and the predictive model by a network. The server computer is configured to obtain a first taxpayer datum associated with a taxpayer and execute the predictive model, which generates a predicted taxpayer datum for the taxpayer based on the first taxpayer datum. The server computer is configured to calculate the estimated result using the predicted taxpayer datum. The user computer is configured to display the estimated result to the user before the user begins to prepare the electronic tax return using the electronic tax return preparation program.