System and method for indicating previous document source information for current document fields

US7752092B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Sara D. Mattice · Farmersville, US
• Jennifer L. Reeves · Frisco, US
• Pamela R. Welch · Carrollton, US
• Laurie A. Irish-Duncan · Plano, US
• William W. Huckabee · Sachse, US
• James G. Johnson · Lake Forest, US
• Kenneth R. Howard · Allen, US

Key dates

• Filing date: Jun 16, 2006
• Grant date: Jul 6, 2010
• Expiry date: Jun 15, 2027

Classification

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

Abstract

System and method for accessing and displaying previous financial return information in financial return preparation programs. For example, historical tax return information for a taxable entity may be used in the preparation of a current tax return, and some of this information or data may be transferred into a current tax return electronic document, or used in the calculation of a value for a field in a current tax return document. Embodiments may provide a mechanism that enables the preparer to “jump” from a current financial return electronic document, or field on a current electronic document, that is being prepared using a current program to an electronic document prepared using a previous program, and that thus allows the preparer to directly view the source of transferred information or data. Embodiments may thus allow the preparer to identify the specific sources of transferred data or information.