Patent · US Active

Computer-implemented methods, systems and articles of manufacture for tax topic prediction utilizing prior tax returns

US10685407B1 · kind B1 · utility

8Cited by
85References
37Claims
0Family size

Assignee

Inventors

Key dates

Filing dateApr 30, 2015
Grant dateJun 16, 2020
Priority date
Expiry dateFeb 2, 2037

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/123
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

Computer-implemented methods, systems and articles of manufacture for determining which questions to present to a user of a modular tax preparation application in which analysis of tax logic by the tax logic agent is separate from interview screens generated by the user interface controller. A topic engine of the modular tax preparation application is configured or programmed to predict which tax topics are applicable to the current electronic tax return based at least in part upon a data of a prior year tax return. Other sources besides the current tax return being prepared and the prior year tax return may also be utilized for topic determination. The tax logic agent generates a non-binding suggestion for the user interface controller based at least in part upon an output generated by the topic engine.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.