Computer-implemented systems and methods for preparing a tax return in which tax data is requested and entered ad hoc

US10572953B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Ronald J. Char · San Diego, US
• Sasha Mikhael Perez · Del Mar, US
• John Brian Moss · Imperial, US
• Gang Wang · San Diego, US
• Arien C. Ferrell · Sunnyvale, US
• Michael J. Graves · Sunnyvale, US

Key dates

• Filing date: Jul 26, 2016
• Grant date: Feb 25, 2020
• Expiry date: Mar 24, 2037

Classification

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

Abstract

Systems, methods and articles of manufacture for preparing a tax return in which tax questions may be generated and presented to a user in an ad hoc manner. A tax system includes a computing device executing a tax program. The tax program can display a plurality of user interface presentations, such as interview or question screens, with tax questions asking the user to provide tax data related to a taxpayer for preparing a tax return for the taxpayer. The tax program allows the user to skip a tax question on a user interface presentation, and proceed with subsequent user interface presentations. When the tax program determines that a response to the skipped tax questions is required, the tax program dynamically generates a skipped tax question user interface presentation with the skipped tax question and presents it to the user.