Computer implemented methods systems and articles of manufacture for cross-field validation during preparation of electronic tax return

US10572952B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Gang Wang · San Diego, US
• Kevin M. McCluskey · Carlsbad, US
• Suzette Tritt · San Diego, US
• Kyle J. Ryan · San Diego, US

Key dates

• Filing date: Dec 1, 2014
• Grant date: Feb 25, 2020
• Expiry date: Jul 10, 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, systems and articles of manufacture detecting inconsistent electronic tax return data. In a tax return preparation application in which a tax logic agent and user interface controller share a data store, and the tax logic agent including or executing a cross-field validation engine is separate from or loosely coupled to a user interface controller, the tax logic agent reads runtime data of the electronic tax return from the data store, and the validation engine compares runtime data cross-field rule conditions. A cross-field rule having a condition that is not satisfied by the runtime data is identified, and a non-binding suggestion is generated by the tax logic agent and received by the user interface controller, which generates an interview screen concerning the detected inconsistency for display to the user.