Patent · US Active

System and method for preparing a tax liability projection

US7925553B2 · kind B2 · utility

55Cited by
5References
23Claims
0Family size

Assignee

Inventors

Key dates

Filing dateApr 14, 2006
Grant dateApr 12, 2011
Priority date
Expiry dateOct 2, 2029

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/123
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

A system for tax planning with legislation conformance options comprises one more processors coupled to a memory. The memory stores instructions executable by the processors to implement a tax planner configured to receive data exported from a tax return preparation tool. The tax planner receives input indicating whether a tax projection to be prepared using the data is to include an impact of specified tax legislation. If the input indicates that the tax projection is to include the impact of the specified legislation, the tax planner is configured to include the impact of the specified legislation in the tax projection without requiring data to be re-exported from the tax return preparation tool. If the input indicates that the tax projection is to exclude the impact of the specified legislation, the tax planner is configured to prepare the tax projection without including the impact of the specified legislation.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.