Hrb Innovations, Inc.

Laurie Croslin Scott

C Taylor Brown

Joseph Bartling

Balamurugan Mohan

Gil Charney

David Longstreet

System, method, and media for the preparation of complex forms and more particularly for exploiting differential error rates in different groups of such forms to reduce the error rates when completing such forms. In particular, embodiments of the invention determine trends between data items in each of two data sets and determine how these trends differ between the two data sets. Based on these trend differences, rules can be generated to alter the operation of a form preparation engine to guide users towards more correct form entries. Forms completed in this way are more likely to be complete and, as such, can be added to the data sets to close the loop and further improve later form completions.

Self-learning form preparation engine

Methods and a system for generating and employing dimensionality-reduction for generating statistical models. Traditionally, constructing models used for statistical analysis has been a laborious process requiring significant amounts of analyst input and processing time. Embodiments of the inventions address the above problem by providing an efficient method for pre-screening variable to automatically prune the dimensionality of the input space to a tractable size while retaining the most predictive power possible.

Dimensionality reduction for statistical modeling

Potential benefits that may be applicable to a taxpayer are identified based upon other tax returns for other similar taxpayers, specifically based upon a common external entity that may provide or be associated with the benefit. Identified potential benefits are then recommended to the user. Steps may include receiving a set of taxpayer information related, at least in part, to a subject tax return of the subject taxpayer; identifying an external entity identified on the subject tax return; analyzing a filed return data store to determine benefits reported on tax returns that are indicative of the external entity; identifying a potential benefit associated with the external entity; determining an estimated criterion for the potential benefit; determining whether the subject taxpayer is likely eligible for the potential benefit, based upon the estimated criterion and the set of taxpayer information; and recommending the potential benefit to the subject taxpayer.

Growing community of inventors

Kansas City, MO, United States of America

Laurie Croslin Scott