System and method for efficient return preparation for newly-independent filers
US7590572B2 · kind B2 · utility
Assignee
Inventor
Key dates
| Filing date | Dec 14, 2006 |
| Grant date | Sep 15, 2009 |
| Priority date | — |
| Expiry date | Mar 20, 2028 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/123
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A system and method for facilitating a transition from being a dependent of a parent tax filer to being a newly independent tax filer may include determining if a prior-year dependent will be responsible for filing his or her own tax return. The system and method may include obtaining permission from the parent tax filer to offer an evaluation of a tax program to the newly independent tax filer. If permission is granted, information relevant to the newly independent tax filer may be extracted from the parent tax filer's tax information. An invitation to evaluate the tax program may be sent to the newly independent tax filer on behalf of the parent tax filer. If the invitation is accepted, the extracted information may be used to seed a current tax return for the newly independent tax filer. If not, the extracted information may be deleted.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.