Computer generated user interfaces, computerized systems and methods and articles of manufacture for personalizing standardized deduction or itemized deduction flow determinations

US10861106B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Sharon E. Hunt · San Diego, US
• Yao H. Morin · San Diego, US
• Alexis Hartford · San Diego, US
• Brian Lyle Hofmaister · Poway, US
• Andrew Roe · Oceanside, US
• Varadarajan Sriram · Escondido, US
• Sylvia R. Knust · Lemon Grove, US
• Thai D. Dang · San Diego, US
• Robert E. Bamford · San Diego, US
• Carol Ann Howe · San Diego, US

Key dates

• Filing date: Jan 14, 2016
• Grant date: Dec 8, 2020
• Expiry date: Apr 26, 2037

Classification

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

Abstract

Computing systems, computer-implemented methods, articles of manufacture for making personalized assessments regarding whether a taxpayer should be presented with a standardized flow of interview screens, questions or topics, or with an itemized deduction flow of interview screens, questions or topics. This assessment is made utilizing a generated user interface and analytic data elements that generate outputs that reflect the taxpayer's data, e.g., in the form of ranges of numerical data that are based on the taxpayer's data. User interface elements representing response options in the form of range data may be selected by the user without entering specific electronic tax return data for the purpose of making standardized v. itemized determinations and to determine which questions or topics can be bypassed.