Patent · US Active

Methods systems and articles of manufacture for using a predictive model to determine tax topics which are relevant to a taxpayer in preparing an electronic tax return

US11354755B2 · kind B2 · utility

5Cited by
122References
13Claims
0Family size

Assignee

Inventors

Key dates

Filing dateSep 11, 2014
Grant dateJun 7, 2022
Priority date
Expiry dateMay 27, 2037

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/123
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

Methods, systems and articles of manufacture for using one or more predictive models to predict which tax matters are relevant to a particular taxpayer during preparation of an electronic tax return. A tax return preparation system accesses taxpayer data such as personal data and/or tax data regarding the particular taxpayer. The system executes a predictive model which receives the taxpayer data as inputs to the predictive model. The predictive model generates as output(s) one or more predicted tax matters which are determined to be likely to be relevant to the taxpayer. The system may then determine tax questions to present to the user based at least in part upon the predicted tax matters determined by the predictive model.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.