Intuit, Inc.

Joel Kopelioff

Anthony Lionel Creed

Bennett R Blank

Joseph Elwell

Alan Brian Tifford

Jennifer Lynn Keenan

Chris Quinn

Karla Julietta Uribe

Qwan T Pham

Shuang Li

Jason J Casseday

Jason Char

Dave Curtis Barrett

Rodney Sitton

Michelle M Makowski

Elizabeth Nelson

David Bernat

Greg Miller

Sue Tritt

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

A system and method for completing a financial form including generating a navigation path by selecting a plurality of financial events, where the navigation path is used as a framework to complete the financial form, selecting a webinar event from the plurality of financial events in the navigation path, where the webinar event is one of the plurality of financial events associated with at least one webinar related to one of the plurality of financial events, and completing at least a portion of the financial form using the at least one webinar.

Method and apparatus for completing a financial form

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San Diego, CA, United States of America

Joel Kopelioff