Intuit, Inc.

Matthew G Rice

Leslie A Skelly

Morris Neer

Eric Young Pan

Rachel L Evans

John A Dryden

Phillip J Ohme

Richard Neil Preece

Jeffrey M Wolfe

Teresa Lynn Roberts

Brett Hellman

Steven Karl Wheelis

Martin Lewandowski

Jorge R Olavarrieta

Nadeem Mohammed Yusuf Ilkal

Jason Paul Ridge

Devin W Breise

Sabina Szonn

Helen Welbourn

Ronald G Starling, Ii

Maude Harris

Ronald Anthony Schaefer

Celia M Lynn

Stephen J Seiler

Todd Stanley

Brian Riggs

Thanh Hang Nguyen Huynh

Jeffrey Weber

Mary Lou Cassell

A method allowing a professional service provider to access client data stored in an online account without storing confidential account information by the professional service provider. In particular, the service provider may register the relationship with the client in a third party information transfer framework where the client approves such registration and download the data from the online account using the confidential account information in a temporary manner. The client data may be stored in a repository available to the service provider based on the relationship registration. In an example, a professional tax preparation software may include functionality to check for newly downloaded client data within the third party information transfer framework, notifying a tax accountant (i.e., the service provider), and may provide a one click access to import the client data directly into the client tax return.

Third party information transfer

A method for obtaining data from a user includes receiving a row selection in an input grid, where each column is associated with one of a plurality of primary input variables, and where each row is configured to display primary data corresponding with the plurality of primary input variables, receiving a request to expand the row to display an input form, where the input form comprises a plurality of fields, where each of the plurality of fields is associated with one of a plurality of supplementary input variables, and where the plurality of fields are configured to display supplementary data corresponding with the plurality of supplementary input variables. The method further includes expanding the row to display the input form, obtaining and storing supplementary data for the input form, collapsing the row to hide the input form, and displaying a summary of supplementary data stored for the input form.

Method and system for obtaining form data from a user

A method for displaying a form involves checking an input to determine whether an error exists, where the input corresponds to a field within the form, updating a tally of errors for the form reflecting the error when the error is contained in the field within the form, and visualizing the tally of errors by concurrently displaying the tally of errors and the form, where the field corresponding to the error is identified within the form.

Error checking for data entry

A computer-readable medium includes instructions for managing output settings in a form-based application by modifying a first output setting control associated with a first output version of a form of the form-based application, initiating outputting the first output version based on modifying the first output setting control, and initiating outputting a second output version based on a second output setting control.

Method and GUI for managing output settings in a form-based application

Automated tax return preparation is provided using a relationship-based interview process coupled with universal data import. Information is collected through a process called the interview, during which a taxpayer is asked various questions about her background and relationships with financial institutions. The taxpayer provides to the tax planning software a list of financial institutions with which the taxpayer has a relationship, and the tax software retrieves tax data directly from the financial institutions. The combination of the interview, universal data import, and existing stored data enables an automated tax return system to prepare tax returns in advance with minimal user assistance.

Automated tax return with universal data import

A method for searching involving receiving a search term and obtaining a related word based on the search term to generate a search criteria, searching forms for the search criteria, identifying a topic associated with a field within a form based on the search criteria, and presenting the field within the form associated with the topic.

Field-level search tool

Growing community of inventors

San Diego, CA, United States of America

Matthew G Rice