Taxpayers switching tax preparers

US12148050B2 · kind B2 · utility

Assignee

• Sureprep, LLC · US

Inventors

• David Wyle · Newport Beach, US
• Sarika Arora · Rancho Santa Margarita, US

Key dates

• Filing date: Jun 7, 2023
• Grant date: Nov 19, 2024
• Expiry date: Jun 7, 2043

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/123
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Methods, systems, and apparatus for automatically obtaining tax documents. The system includes a taxpayer client device and a server configured to automatically identify tax return items associated with the taxpayer by analyzing a prior year tax return. The server is configured to generate a list of tax return items including the automatically identified tax return items. The server is configured to receive, from the taxpayer client device, authentication data for a third party database. The server is configured to access the third party database using the authentication data. The server is configured to receive a document from the third party database and automatically determine whether the document corresponds to a tax return item from the list of tax return items. The server is configured to automatically store the document when the document corresponds to one of the tax return items from the list of tax return items.