Online interactive notification platform for exploring possible tax nexus and implications

US11238542B1 · kind B1 · utility

Assignee

• Avalara, Inc. · US

Inventors

• Ellen Wixted · Bainbridge Island, US
• Andrew Powell · Boston, US
• John Paul Catrett · Bainbridge Island, US
• Brock Rumer · Poulsbo, US
• Ben Fisher Johnson · Seattle, US
• Morgan Coleman · Bainbridge Island, US
• Salvador Anthony Rodriguez · Sacramento, US
• Tyler Flora · Houston, US
• Jeremy Martinez · Salon-de-Provence, FR
• Andrew Louis Bloom · Seattle, US
• Alexander Demyanik · Seattle, US
• Allison M. Grampa · Seattle, US

Key dates

• Filing date: Jan 29, 2020
• Grant date: Feb 1, 2022
• Expiry date: Apr 22, 2040

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q30/0633
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

In response to receiving a request from a querying entity, such as a seller of goods or services, embodiments of a service engine present to a client computing device of the querying entity a set of queries about goods or services sold by the querying entity and other characteristics of the business of the querying entity. The service engine may intelligently determine which queries to present based on responses to preceding queries. The service engine may then compare the entries in response to the queries against stored rules for a one or more of a plurality of tax jurisdictions, the stored rules being about establishing nexus for purposes of remitting transaction tax in the certain tax jurisdiction. The service engine may then determine information regarding potential lack of tax compliance of the querying entity based on the comparison, and notify accordingly.