Comprehensive tax return preparation system
US11544799B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Dec 5, 2017 |
| Grant date | Jan 3, 2023 |
| Priority date | — |
| Expiry date | Jul 31, 2038 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q30/0613
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Methods, systems, and apparatus for facilitating interactions between a taxpayer and a tax preparer. The system includes a taxpayer client device configured to provide a graphical user interface to a user for receiving and displaying data in a consistent manner. The system also includes a signature unit configured to receive taxpayer signature data from the taxpayer client device via the graphical user interface. The system also includes a document upload unit configured to receive tax document data from the taxpayer client device via the graphical user interface. The system also includes a secure messaging unit configured to facilitate securely exchanging messages between devices. The system also includes an E-File authorization unit configured to receive taxpayer E-File authorization data from the taxpayer client device via the graphical user interface. The system also includes a payment unit configured to receive payment data from the taxpayer client device via the graphical user interface.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.