Intuit, Inc.

John R Caldwell

Christopher Morgan Dye

Ryan Michael Steckler

Lisa Lin Kanter

Wendy Ann Castleman

R Jason Char

Geoffrey C Howard

William Nolte

Christopher Stephen Riche

Kelly Rohrbach

Christopher L Battles

Melanie Ann Novak

Display device with transitional refund and explanation graphical user interface

A method for saving money through payroll withholding, including: obtaining, for a tax year, a projected tax liability of an employee and a target savings amount selected by the employee; identifying, for the tax year, multiple pay periods for the employee; calculating multiple of tax withholding amounts for the multiple pay periods based on the projected tax liability; calculating multiple savings withholding amounts for the multiple pay periods based on the target savings amount; withholding the multiple tax withholding amounts and the multiple savings withholding amounts from multiple paychecks of the employee corresponding to the multiple pay periods; sending the multiple tax withholding amounts to a tax authority for paying the projected tax liability; and disbursing the target savings amount from a financial account funded by the multiple savings withholding amounts.

Personal savings plan

A process for providing a year-round tax monitor whereby baseline tax data and current year-to-date tax data for a user is obtained. Data representing current tax year directives made by the user, and/or data representing tax related choices made by the user in the current tax year to date, and/or data representing tax related events associated with the user in the current tax year to date is also obtained. Using the baseline tax data, and/or current year-to-date tax data, and/or the data representing current tax year directives made by the user, and/or the data representing tax related choices made by the user in the current tax year, and/or the data representing tax related events associated with the user for the current tax year, an estimate and/or projection of tax liability for the current tax year is calculated and a projected tax refund that will be owed to, or a tax liability that will owed by, the user for the current tax year is estimated. The estimated tax refund that will be owed to, or a tax liability that will be owed by, the user for the current tax year is then provided to the user via a tax monitor widget displayed on a display device accessible by the user.

Method and system for providing a year-round tax monitor

Growing community of inventors

San Diego, CA, United States of America

John R Caldwell