Intuit, Inc.

Justin C Marr

Kenichi Mori

Anthony Lionel Creed

Ronald Jason Char

Christopher Neil Quinn

Chris Quinn

Jonathan A Lieberman

Ryan Michael Steckler

Catherine M H Harriss

Amir R Eftekhari

Bennett R Blank

Nankun Huang

Paul F Hubbard

Cathy C Goode

Vincent Cheng

Jason Char

David M Kanter

Cheng-Cheng Lok

Robert H Warrington

A tax data collection system includes a navigation module configured to obtain user data. The system also includes a data graph including information relating to the user data. The system further includes a knowledge engine configured to map the user data onto a data model using the information from the data graph. Moreover, the system includes an inference engine configured to suggest a system action by analyzing at least the data model after the user data has been mapped thereon.

Methods, systems and computer program products for obtaining tax data

Methods, systems and computer program products for processing video of tax documents and associated verbal input provided by a user and populating at least a portion of an electronic tax return with processing results. A video/voice processor associated with a tax return preparation application executed by a computing apparatus such as mobile communication device receives a video of a tax document and voice data. The document type is determined using video and/or voice data. Voice to text conversion can be used to determine what a user said about the document to determine the document type. Tax data determined from the video is used to populate a field of the electronic tax return. A front facing camera may be used to take a video of a tax document while a rear facing camera is used to detect a facial expression, which may result in certain dialogue with the user.

Video-voice preparation of electronic tax return summary

Video-voice preparation of electronic tax return

Tax data, e.g., Form W2 data, is encoded as a two-dimensional machine readable representation, such as a QR CODE. Certain tax data is encoded as segments of a QR CODE, and a tax form generated by an employer or payroll processing service and provided to an employee or user includes the QR CODE representing certain W-2 or other tax data. An image of the QR CODE is acquired using a camera of a mobile communication device or computer or other image capture device. When using a Smartphone, a tax preparation application executing on the Smartphone decodes the QR CODE image to determine the tax data, and populates fields of an electronic tax return with decoded data, thus allowing a consumer to prepare an electronic tax return using a mobile communication device.

Systems methods and computer program products for encoding and decoding tax return data

Transaction or receipt data, e.g., data of a receipt document, is encoded as a two-dimensional machine readable representation, such as a QR CODE. Certain receipt data is encoded as segments of a QR CODE. An image of the QR CODE is acquired using a camera of a mobile communication device or computer or other image capture device. The QR CODE image is decoded to determine the receipt data, and fields of an electronic receipt summary can be populated with decoded data.

Systems methods and computer program products for encoding and decoding transaction data

Methods, systems and computer program products for paying tax owed with a refund through an intermediary when a taxpayer owes tax to one tax authority and is entitled to a refund from another tax authority. The intermediary may be an intermediate computer that electronically filed respective tax returns and may host the tax preparation application that was used to prepare the tax returns. The intermediate computer may wait to pay one tax authority until after a refund is received from a different tax authority.

Methods systems and computer program products for applying tax refund as tax payment

Some embodiments of the present invention provide a system that performs card-based transactions. During operation, the system displays a set of magnetic-stripe cards to a user through a user interface of a portable device and obtains a user selection of a magnetic-stripe card from the set of magnetic stripe cards. Next, the system writes magnetic-stripe data associated with the magnetic-stripe card to a rewritable magnetic stripe on the portable device. Finally, the system uses the rewritable magnetic stripe in the card-based transaction in place of the magnetic-stripe card.

Method and system for performing card-based transactions using a portable device

A method for entering input into a form involves receiving prose based on the form and a first input, receiving a request for a second input, where the request is based on the first input, submitting the second input in response to the request, where the second input contains a modification to the prose, where the second input is incorporated into the prose to obtain a summary that enables comprehension of the form.

Dynamic paragraphs

A presentation configuration system may receive metadata from multiple users utilizing tax preparation applications. The metadata may be tags or labels of interview segments of the tax preparation applications. The presentation configuration system may create community defined presentation structures from the metadata such that the community defined presentation structure includes an organization of interview segments within a tax preparation application. The community defined presentation structure may indicate how interview segments of a tax preparation application should be presented to a user. Furthermore, a tax preparation application may provide a user (e.g., a taxpayer) with multiple options corresponding to community defined presentation structures. The tax preparation application may receive a selection of one of the options from the user. Thus, the tax preparation application may present the tax preparation interview segments of the tax preparation application to the user according to the community defined presentation structure indicated by the option selected.

System and method for creating and implementing community defined presentation structures

An electronic filing system may receive electronic documents including a completed tax return. The electronic documents may be of a standard document presentation format such as Portable Document Format. The electronic filing system may parse the completed tax return and create transmittable data that includes the completed tax return. The transmittable data may be of a format that is accepted by a taxing authority and different than the original format. The transmittable data may be transmitted to the taxing authority for electronic filing of the completed tax return. The electronic filing system may check for tax return errors before transmitting the transmittable data. The electronic filing system may enable the user to correct errors before transmitting the transmittable data as well as receiving additional error notifications from the taxing authority. The electronic filing system may notify the user of such errors and enable the user to correct the errors.

Transformation of standard document format electronic documents for electronic filing

A method of populating at least one form involving selecting a current completion option based on a previous completion option, obtaining a first completion process based on the current completion option, and populating the at least one form using the first completion process, wherein a format of the first completion process is determined by the selected current completion option.

Method and system for populating a form based on an existing format

A method for managing a tax refund account by a taxpayer, comprising obtaining a tax refund account comprising financial information associated with the taxpayer, wherein the financial information comprises tax information, calculating a current refund balance representing a value of the tax refund account for the taxpayer contemporaneously with displaying the current refund balance, wherein the value of the tax refund account is based on the tax information of the taxpayer, displaying a list of contributions, wherein the list of contributions comprises a plurality of activities and a value associated with each of the plurality of activities, adjusting the current refund balance based on at least the list of contributions to obtain an estimated refund amount, and displaying the estimated refund amount comprising an estimated value of a tax refund.

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San Diego, CA, United States of America

Justin C Marr