Methods, systems and computer program products for collaborative tax return preparation

US10997671B2 · kind B2 · utility

Assignee

• Intuit Inc. · US

Inventors

• Avanish Pathak · San Diego, US
• Gaurav Doon · Los Angeles, US
• Robert E. Bamford · San Diego, US
• Vijoy J. Caro · Chula Vista, US
• Nikolaos Ioannou · San Diego, US

Key dates

• Filing date: Oct 30, 2014
• Grant date: May 4, 2021
• Expiry date: Nov 6, 2036

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/00
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A computer-implemented method for collaboratively preparing an electronic tax return includes a host computer receiving a request from a first user for a collaborative tax preparation session through tax preparation software utilized by the first user to prepare an electronic tax return. The method also includes the host computer sending a message through a second network to a second computing device of a second user, inviting the second user to participate in the collaborative tax preparation session with the first user. The method further includes the host computer receiving a reply from the second computing device, including agreement by the second user to participate in the session. Moreover, the method includes the host computer establishing the collaborative tax preparation session. During the collaborative tax preparation session, the host computer receives tax-related information from the second computing device, and sends the received tax-related information to the first computing device.