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Class 705/31 - Tax preparation or submission


Subclass of Class 705 - Data processing: financial, business practice, management, or cost/price determination
Definition: Subject matter drawn to a computerized arrangement for determining
No. of patents: 186
Last issue date: 05/29/2012


1          
NumberTitleIssue Date
8190499Methods systems and articles of manufacture for collecting data for future electronic tax return
Collecting tax return data and integrating collected tax return data into a future electronic tax return. A computer in communication with a tax authority stores first year electronic tax return data of a user that prepared the tax return with a tax preparation appl...
05/29/2012
8165936Payroll system and method
A paycheck-centric payroll system and method for generating, accumulating and reporting on payroll information including payroll deductions and payroll tax deposits. ...
04/24/2012
8156019Accounts payable tax rules processing system and method
A system for generation of accounts payable processing system tax rules is provided. A tax account system generates an account for a tax jurisdiction. An over-tax rule system generates one or more rules for processing a tax amount in excess of a required tax amount ...
04/10/2012
8156018Transformation of standard document format electronic documents for electronic filing
An electronic filing system may receive electronic documents including a completed tax return. The electronic documents may be of a standard document presentation format such as Portable Document Format. The electronic filing system may parse the completed tax retur...
04/10/2012
8150747Disposable tax return preparation device
A tax return preparation kit is provided that contains a disposable tax return preparation device for receiving taxpayer input of tax related data for use in preparing an electronic tax return. The disposable tax return preparation device is adapted to prepare an el...
04/03/2012
8140413Tax return evaluation system
Tax returns are received from one or more tax agencies. Each tax return is compared to a stored profile, and a determination is made as to whether each tax return falls within a trend. An evaluation of the tax return is generated based on the comparison and the dete...
03/20/2012
8135634System and method for automatic payment of financial obligations
The present invention is a method for managing funds in anticipation of paying at least two financial obligations, such as an estimated tax payment and a mortgage payment. The due dates and amounts due are determined from customer financial information. During an es...
03/13/2012
8126786Notification and correction of E-filing rejections
An electronic filing system may electronically file a tax return created by a user using a tax preparation application. The electronic filing system may receive an error indication from a taxing authority identifying a specific tax return error. The electronic filin...
02/28/2012
8126787System and method for preparing a tax return using electronically distributed tax return data
The present invention is a system and method for preparing a tax return using electronically distributed tax return data. Electronically distributed tax return data (such as W-2 data or 1099 data) that is stored at a third party's computer system for a taxpayer is a...
02/28/2012
8117098Flexible and adaptive accrual method and apparatus for calculating and facilitating compliance with taxes and other obligations
A computer-based system and method calculates and facilitates revenue accrual, for making larger, less frequent payments of estimated taxes or other obligations. Payer preferences are applied to satisfy variable payment intervals, amounts, and available resources. T...
02/14/2012
8103562System and method for processor cycle accounting and valuation
A system monitors the operations of a programmable processor to determine how much of its time is spent performing a certain task. An estimate of the value of the task is made, and a certificate that reflects the value is issued. Related methods and software are als...
01/24/2012
8099342Methods and apparatus for centralized global tax computation, management, and compliance reporting
Methods, apparatus, and articles of manufacture for tax computation, management, and compliance reporting via a centralized transactional tax platform capable of incorporating transaction data and/or tax information from multiple locations and/or multiple business a...
01/17/2012
8050988Method and system of generating audit procedures and forms
The present invention provides a computer-implemented method for automatically generating and placing documents associated with a tax and accounting related engagement, for example assessing risks associated with an audit. A user is presented with a plurality of aud...
11/01/2011
8036959System and method for automatic payment of estimated tax due
Embodiments of the present invention may provide a method and system for accepting financial information from a customer for generating an estimated tax due to the taxing authority and a date by which the estimated tax is due, and periodically impounding an amount o...
10/11/2011
8019664System and method for completing a form
A method for completing a financial form by a user, including: generating a plurality of panels associated with a plurality of financial events reported by the financial form; obtaining a visual data item associated with the user and a financial event of the plurali...
09/13/2011
8015083Method and apparatus for client-specific notification service
Method and apparatus for an automated, client-specific notification service for reporting return preparers. A notification mechanism may be implemented as a part or component of a return preparation program or as a separate application. The notification mechanism ma...
09/06/2011
8001021System and method for compensation query management
A system for compensation query management includes one or more processors and memory coupled to the processors. The memory stores program instructions executable by the processors to implement an analysis tool. The analysis tool is configured to access representati...
08/16/2011
7991660Information processing method for managing and determining tax provision information
A multi-user information processing method for managing and determining tax provision information that includes a source database storing data for determining tax provision information; a calculation engine for performing information processing operations on the dat...
08/02/2011
7983966System for handling refunding of value-added tax
System for handling of refunding of value-added tax to a consumer who has purchased goods in a foreign country includes a central database and first terminals, placed in shops) connected to the system. The first terminals include equipment for entering purchase data...
07/19/2011
7970658Systems and methods for item valuation and marketplace
In various embodiments, sellers and buyers may interact with a price determination application and/or electronic marketplace to buy/sell items for tax deductions to increase the tax deduction benefit for the sellers and buyers. For example, donating an item may have...
06/28/2011
7966231System and method for calculating taxes and multi-currency pricing
A method and a system for determining taxes attributable to a financial transaction create a tax rate table, link an entity of the financial transaction to the tax rate table through a product rule, and calculate taxes based on the tax rate table according to one co...
06/21/2011
7953649Interface between online salary statement and tax declaration program
A method of electronically reporting information in response to an agency's request for information is disclosed. The electronic reporting process allows a user to report data and to file a declaration with the requesting agency. In particular, a tax agency can elec...
05/31/2011
7930226User-driven document-based data collection
A user-driven document data collection system may allow the user to enter document data in no particular order. The data collection system may help the user identify documents and determine whether those documents are relevant. The document data collection system ma...
04/19/2011
7925553System and method for preparing a tax liability projection
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...
04/12/2011
7917412Method and system for collecting information
In general, the invention relates to a method for collecting information. The method includes receiving a request for user information from a preparer application executing on a preparer system and sending a notification of the request to a browser application execu...
03/29/2011
7917411System and method for reducing return errors
A system and method for error reduction may reduce errors of tax returns filed with a taxing authority. The system and method for error reduction may include an error reduction component that may compare user-supplied tax information to corresponding tax entity info...
03/29/2011
7912767Tax preparation system facilitating remote assistance
A tax preparation application may initiate a tax preparation process for a user. The tax preparation process may detect that the user is having difficulty with the tax preparation process and present an option to the user to contact a tax preparation professional. I...
03/22/2011
7912768Flexible and adaptive accrual method and apparatus for calculating and facilitating compliance with taxes and other obligations
A computer-based system and method calculates and facilitates revenue accrual, for making larger, less frequent payments of estimated taxes or other obligations. Payer preferences are applied to satisfy variable payment intervals, amounts, and available resources. T...
03/22/2011
7908191Method and system for tracking miles to determine traveling distance
A portable computing device associated with a user for tracking mileage in a motor vehicle, including a processor, a memory, a global positioning satellite (GPS) module configured to determine a physical location of the portable computing device, a tracking applicat...
03/15/2011
7908190Systems and methods for applying tax legislation
Systems and methods are provided for applying tax legislation. In one implementation, a system is provided that includes means for receiving a request for performing a tax calculation, the request including a first mark-up language document containing transaction da...
03/15/2011
7904356Icon based data management
A financial computer program includes an icon representing a financial circumstance within the financial computer program, where the icon is selectable by a user to indicate the financial circumstance relevant to the user and manipulatable by the user to support a f...
03/08/2011
7895097Intelligent apparatus, system and method for financial data computation, report remittance and funds transfer over an interactive communications network
A system for financial computation and revenue remittance over a network. A first-server providing e-content to users. A second receiving data from the first server and parsing the data. A third server receiving transactional data from the second server, parsing the...
02/22/2011
7881989Information model for property records management
An information model for a party and property records management system includes a legal party role object for maintaining relationships between objects, such as legal party objects and revenue-object objects, within the information model. A legal party object could...
02/01/2011
7860763Proactive tax preparation
An automated system prepares a new tax return for a user based on information associated with the user's return from a previous year. The system uses the tax return from the previous year to obtain taxpayer data and to identify sources of current data. It retrieves ...
12/28/2010
7853494Efficient work flow system and method for preparing tax returns
A processor-based method for preparing a tax return using multiple service providers. The method includes receiving at a first service provider an image file that includes a plurality of data values and assigning at the first service provider the image file to a for...
12/14/2010
7848971Integrated online chat within an income tax preparation product
A computer implemented method involves requesting assistance while completing a first page of an online financial document, and engaging in a discussion using a chat window to obtain assistance in completing the online financial document, where the chat window is in...
12/07/2010
7827079Method and system for assessing and reporting VAT charges for network-based marketplace services
A method and system for assessing VAT on marketing services provided via a network-based marketplace are disclosed. VAT is automatically assesses for users of the services having residences in different countries, at least a portion of which require VAT charges for ...
11/02/2010
7818222Method and system for organizing tax information and providing tax advice
A method includes providing to a user a set of computer-executable instructions that, when executed by a user's electronic device, generate a user interface displayable on a display device coupled to the user's electronic device, presenting to the user via the user ...
10/19/2010
7809614Tax transaction system
A tax transaction system, and combined sale and tax transaction systems, are disclosed for use in electronic commerce for the deduction of a tax, which may be a sales tax, value-added tax, or any tax on income related to a transaction or taxing event. A trusted thir...
10/05/2010
7805343Method and apparatus for managing tax return preparation
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...
09/28/2010
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