Method and apparatus for managing tax return preparation

US7805343B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Zachary Lyons · San Diego, US
• Michael J. Maron · San Diego, US
• Richard S. Davis · Romeo, US
• Qwan T. Pham · San Diego, US
• Christopher David Nesladek · San Francisco, US

Key dates

• Filing date: Aug 22, 2005
• Grant date: Sep 28, 2010
• Expiry date: Oct 19, 2027

Classification

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

Abstract

A method for managing tax return preparation includes receiving employee first information from a first company on behalf of a first employee, and preparing a tax return using the employee first information. The method further includes access to the tax return being provided to the employee. When the employee is satisfied, authorization is received to file the tax return on behalf of the employee and the tax return is filed with a tax authority.