Patent · US Active

Methods systems and articles of manufacture for providing tax document guidance during preparation of electronic tax return

US9916627B1 · kind B1 · utility

11Cited by
16References
29Claims
0Family size

Assignee

Inventors

Key dates

Filing dateApr 30, 2014
Grant dateMar 13, 2018
Priority date
Expiry dateNov 25, 2034

Classification

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

Abstract

Computer-implemented methods, systems and computer program products for directing a current user of a tax preparation application to a portion of the current user's tax document. Images of tax documents of other or prior users are received, and a tax document image is selected. Tax data within the selected tax document image is redacted from the image to generate an image of a template of a tax document. Sections or interface elements of interview screens generated by the tax preparation program are mapped to sections of the template. When the current user selects an interface element such as a field, a pre-determined or selected portion of the template image is presented through the tax preparation application to the current user. The particular field mapped to the particular selected interface element may be identified or highlighted.

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