Methods systems and articles of manufacture for tailoring a user experience in preparing an electronic tax return

US10970793B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Gang Wang · San Diego, US
• Kevin M. McCluskey · Carlsbad, US
• William T. Laaser · Palo Alto, US
• Luis Felipe Cabrera · Bellevue, US
• Per-Kristian Halvorsen · Los Altos Hills, US
• Matthew A. Lisowski · Ramona, US

Key dates

• Filing date: Aug 18, 2014
• Grant date: Apr 6, 2021
• Expiry date: Oct 25, 2035

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 a method for generating a database of tax correlation data which can be used for tailoring a user experience in preparing an electronic tax return. A computing device accesses a data source having a plurality of data records. Each data record comprises a taxpayer attribute and a tax related aspect for a respective taxpayer. The computing device analyzes the plurality of data records and determines a correlation between the taxpayer attribute and the tax related aspect and determines a probability for the correlation. The computing device utilizes the probability for the correlation to determine a quantitative relevancy score for a tax matter, which can be incorporated into the tax correlation data of the life/knowledge module.