Intuit, Inc.

Dave Curtis Barrett

Bennett R Blank

Alan Brian Tifford

Anthony Lionel Creed

Karla Julietta Uribe

Joel Kopelioff

Jason J Casseday

Kenchi Mori

Michelle M Makowski

A method for populating forms based on a user interview. The method includes generating, using a computer processor, binary questions according to a first rule, receiving answers to the binary questions from the user, adjusting, using the computer processor, a binary question based on answers according to a second rule during the user interview, and identifying, using the computer processor, forms from a forms library based on the answers according to a third rule. The method also includes presenting based on the answers, data entry fields of forms to the user in a unified format, where related data entry fields are grouped together to form data entry menus in the unified format, receiving data from the user for the data entry fields, populating a portion of the forms to generate populated forms based on the data, and storing the populated forms in a repository on behalf of the user.

Unified data entry for generating multiple forms

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 plurality of financial events; applying the visual data item to a panel of the plurality of panels, where the panel is associated with the financial event; capturing a financial value associated with the financial event using the panel; populating at least a portion of the financial form based on the financial value; extracting a key from a previously populated financial form associated with the user; and searching a visual data source based on the key, where the visual data item is located in the visual data source.

System and method for completing a form

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Chula Vista, CA, United States of America

Dave Curtis Barrett