Tax document imaging and processing

US10878516B2 · kind B2 · utility

Assignee

• Intuit Inc. · US

Inventors

• Nankun Huang · San Diego, US
• Amir Eftekhari · San Diego, US
• Carol Ann Howe · San Diego, US
• Alan Tifford · San Diego, US
• Jeffrey P. Ludwig · San Diego, US

Key dates

• Filing date: Feb 28, 2013
• Grant date: Dec 29, 2020
• Expiry date: Apr 17, 2033

Classification

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

Abstract

Methods, systems and articles of manufacture for allowing taxpayers to utilize mobile communication or communication devices such as smartphones and tablet devices to upload tax document images and process tax document images such that resulting recognized tax data is incorporated into an electronic tax return. Authentication data is generated and provided to the taxpayer to establishing a connection with an image processor, which provides recognized tax data to the on-line tax preparation application for incorporation into the electronic tax return. Authentication data may be embodied within a URL address to the image processor that is transmitted as a SMS message to the mobile communication or computing device or encoded within a QR code such that the mobile communication or computing device can be used to take an image of and decode the QR code to determine the URL address and authentication data to establish a connection with the image processor.