Intuit, Inc.

Arien C Ferrell

Gang Wang

Michael J Graves

Kevin M McCluskey

Luis Felipe Cabrera

Per-Kristian G Halvorsen

Gregory W Miller

Sasha Mikhael Perez

Jennifer Lynn Keenan

Andre Felipe Luis

Massimo Mascaro

Joseph Elwell

Alex G Balazs

Girish Mallenahally Channakeshava

Ronald Jason Char

John Brian Moss

Saneesh Joseph

Benny Venat Joseph

A system for explaining tax questions for an electronic tax return preparation program includes a computing device having a tax logic agent and a user interface controller. The computing device executes the tax logic agent, which analyzes a completeness graph to identify a required variable. The tax logic agent also determines whether an explanation asset is indexed to the required variable in the completeness graph, and sends an identity of the required variable to a user interface controller. The user interface controller generates a tax question corresponding to the required variable. When the tax logic agent determines that an explanation asset is indexed to the required variable in the completeness graph, the computing device presents the tax question and the explanation asset. When an explanation asset is not indexed to the required variable in the completeness graph, the computing device presents the tax question without the explanation asset.

Methods, systems and computer program products for generating and presenting explanations for tax questions

A computer-implemented method for inferring or estimating user-related data for use with tax preparation software is disclosed. The method uses a computer that connects to the one or more remotely located data sources and executing a data capture utility, the data capture utility capturing at least some tax data pertaining to the user. The computing device executes an estimation module that receives the captured tax data pertaining to the user and generates one or more estimates and stores the one or more estimates in a data store associated with the tax preparation software, the data store configured to store user-specific tax data therein. The computing device executes a tax calculation engine of the tax preparation software configured to read the user-specific tax data contained in the data store and compute an intermediate or final tax liability or refund amount.

System and method for automated data estimation for tax preparation

A computer-implemented method for acquiring benefits qualification data includes obtaining a profile corresponding to the individual. The method also includes forming respective sets of unanswered questions in each completeness graph in a set of completeness graphs by running the profile against each completeness graph. The method further includes forming a union set of unanswered questions in the set of completeness graphs from the respective sets of unanswered questions in each completeness graph. Moreover, the method includes identifying a high priority unanswered question in the union set of unanswered questions using a prioritization algorithm. Each completeness graph corresponds to a respective benefit program.

Methods, systems and computer program products for prioritization of benefit qualification questions

A computing platform identifies one or more characteristics of a user accessing application software or a software service via a user interface and a field to be filled or completed in the user interface of the application software or a software service. The computing platform further determines and presents, at one or more automatic fill or completion modules that are stored at least partially in memory and function in tandem with one or more computer processors in the computing platform, a list of one or more completion candidates in the user interface of the application software or a software service at least by performing one or more incremental searches based in part or in whole upon the one or more characteristics. The field is then populated with a completion candidate from the list of one or more completion candidates.

Methods, systems, and articles of manufacture for automatic fill or completion for application software and software services

A computer-implemented method for generating an explanation for a benefit qualification status change over different benefit qualification periods includes a computing device executing a benefit calculation engine. The benefit calculation engine operates on first and second benefit completeness graphs from respective first and second benefit qualification periods to perform first and second benefit qualification status determination. The first and second benefit completeness graphs each describe data dependent benefit qualification operations including a plurality of interconnecting functional nodes connected by one of a plurality of functions. The method also includes the computing device identifying the differences among nodes within the first benefit completeness graph and the second benefit completeness graph. The method further includes the computing device executing an explanation engine associated with the benefit calculation engine to generate a textual explanation identifying one or more differences among the nodes.

Methods, systems and computer program products for generating explanations for a benefit qualification change

A computer-implemented method for providing a notice regarding a benefit qualification status change includes receiving a change in a qualification requirement for a benefit program. The method also includes obtaining a completeness graph corresponding to the benefit program. The method further includes modifying the completeness graph based on the received change in the qualification requirement for the benefit program. Moreover, the method includes obtaining a profile corresponding to an individual. In addition, the method includes obtaining a first qualification status relating to the individual's qualification for the benefit program before the received change in the qualification requirement for the benefit program. The method also includes determining a second qualification status by running the profile against the modified completeness graph. The method further includes when the first and second qualification statuses are different, providing a notice for a corresponding benefit qualification status change.

Methods, systems and computer program products for generating notifications of benefit qualification change

A system for explaining added tax questions resulting from modified tax data for an electronic tax return preparation program includes a computing device having a completeness graph engine, an explanation engine, and a user interface controller. The computing device executes the completeness graph engine, which takes a first snapshot of input needs for a completeness graph corresponding to a tax topic, takes a second snapshot of input needs for the completeness graph corresponding to the tax topic after receiving modified tax data, and compares the first and second snapshots to identify an added variable in the completeness graph. An explanation engine analyzes the completeness graph and the modified tax data to generate an explanation asset for the added variable. A user interface controller generates a tax question corresponding to the added variable. The computing device presents the tax question and the explanation asset to a user.

Systems, methods and articles of manufacture for preparing a tax return in which tax questions may be generated and presented to a user in an ad hoc manner. A tax system includes a computing device executing a tax program. The tax program can display a plurality of user interface presentations, such as interview or question screens, with tax questions asking the user to provide tax data related to a taxpayer for preparing a tax return for the taxpayer. The tax program allows the user to skip a tax question on a user interface presentation, and proceed with subsequent user interface presentations. When the tax program determines that a response to the skipped tax questions is required, the tax program dynamically generates a skipped tax question user interface presentation with the skipped tax question and presents it to the user.

Computer-implemented systems and methods for preparing a tax return in which tax data is requested and entered ad hoc

A computer-implemented method for gathering user-related tax data for use with tax preparation software includes a computing device executing a data capture utility configured to connect to one or more remotely located data sources, wherein the data capture utility captures user-specific tax data from the one or more remotely located data sources and stores the captured data in a data store. The computing device executes a tax logic engine configured to read data from the data store and determine the completeness of the data contained within the data store. The computing device communicates a message to the user regarding the level of completeness of the data contained within the data store.

System and method for automated data gathering for completing form

System and method for automated data gathering for tax preparation

The method for conducting a purchase involves obtaining a target item specification for purchasing a target item, wherein the target item specification comprises a target item description, a target purchase date, and a target price, obtaining, using a central processing unit (CPU), candidate item information related to a candidate item found on a merchant site consistent with the target item specification, wherein the candidate item information comprises a candidate item description and a candidate item price, populating a categorized entry in a user budget using the candidate item price and the target purchase date, wherein the candidate item price is no more than the target price, updating, using the CPU, the budget based on user transactions, generating a result by analyzing, using the CPU, the user budget with respect to the categorized entry, and submitting the result to a user for formulating a decision regarding whether to purchase the candidate item.

Growing community of inventors

Sunnyvale, CA, United States of America

Arien C Ferrell