Systems, methods and apparatus for attaching electronic documents to an electronic tax return
US11138675B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Sep 28, 2016 |
| Grant date | Oct 5, 2021 |
| Priority date | — |
| Expiry date | May 12, 2037 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06F40/174
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
Systems, methods and articles of manufacture for preparing an electronic tax return in which a supporting document is associated with a specific form field of the tax return and attached to the tax return. The system displays a tax data input screen for a user to input tax data for a current form field of the tax return being worked on. The system determines that a supporting document is required for the current form field and displays an attach document command. When a user selects the command, the system displays a file selection function. The system receives a selection of a document file selected using the file selection function and automatically associates the selected document file with the current form field and uses metadata related to the form field to assign a document description to the selected document file.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.