Intuit, Inc.

Ncr Corporation

Jeffrey P Ludwig

Amir R Eftekhari

Alan Brian Tifford

Carol Ann Howe

Nankun Huang

Gang Wang

Tejwansh S Anand

Drew T Lettington

Richard N Schubert

Marshall P Lindsay

Glenn K Wikle

Methods, systems and articles of manufacture for allowing taxpayers to utilize mobile communication or communication devices such as smartphones and tablet devices to upload tax document images and process tax document images such that resulting recognized tax data is incorporated into an electronic tax return. Authentication data is generated and provided to the taxpayer to establishing a connection with an image processor, which provides recognized tax data to the on-line tax preparation application for incorporation into the electronic tax return. Authentication data may be embodied within a URL address to the image processor that is transmitted as a SMS message to the mobile communication or computing device or encoded within a QR code such that the mobile communication or computing device can be used to take an image of and decode the QR code to determine the URL address and authentication data to establish a connection with the image processor.

Tax document imaging and processing

Methods, systems and articles of manufacture for automatic generation of executable instructions based on a tax worksheet publication. Electronic data of the tax worksheet publication is received from a source such as a tax authority, converted into a different format and parsed, e.g., in the form of a parse tree or typed relationship graph. An interactive tax worksheet application embodying an executable instruction is generated based at least in part upon parsed electronic data.

Methods systems and articles of manufacture for generating tax worksheet application

Methods, systems and articles of manufacture for generating interface elements of an electronic tax preparation application to allow a taxpayer or user to view a portion of an image of a tax document that is a source of data for a field of a screen generated by the electronic tax application. The image portion displayed may be a particular box or field of a tax document for a corresponding particular field of the screen generated by the electronic tax preparation or a bounding region including one or more adjacent or surrounding boxes or fields. Embodiments allow taxpayers to view an image of a source document while viewing the data that was entered in the field from within the tax preparation application without having to consult paper copies of the tax documents.

Presentation of image of source of tax data through tax preparation application

A computer-implemented method of acquiring tax data for use in tax preparation application includes acquiring an image of at least one document containing tax data therein with an imaging device. A computer extracts one or more features from the acquired image of the at least one document and compares the extracted one or more features to a database containing a plurality of different tax forms. The database may include a textual database and/or geometric database. The computer identifies a tax form corresponding to the at least one document from the plurality of different tax forms based at least in part on a confidence level associated with the comparison of the extracted one or more features to the database. At least a portion of the tax data from the acquired image is transferred into corresponding fields of the tax preparation application.

Systems and methods for tax data capture and use

A system and method for performing intelligent analysis and for generating a report for a user which allows the user to make decisions, without requiring the user to understand or interpret data itself. A database computer includes a database containing the data. The data includes a collection of information about an enterprise of the user. A server computer is coupled to the database computer and executes a database management program. A client computer is coupled to the server and executes an application program. The application program allows a user to define predetermined data types, to define relationships between the data types, to define parameters for the report, to define a method of analysis for the report, and to create the report. The report summarizes the data in terms of the data types, the data relationships, and the method of analysis.

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San Diego, CA, United States of America

Jeffrey P Ludwig