Intuit, Inc.

Paul Bober

Gang Wang

Nankun Huang

Ganesh Bhat

Joshua G Tsuji

Akhil Pandey

Jessica L Fernando

Wensheng Mao

The methods described herein are suitable for use in explaining changes in the net federal tax between a current year and a preceding year (e.g., year-over-year changes). Thus, the methods have suitability for comparing taxes due amounts between different tax years as well as refund amounts between different tax years. The computing device presents to a user of the tax preparation software a multi-level data presentation of the reasons contributing to the differences in tax liability between a current year and a preceding year. In one aspect, the reasons may be expanded or collapsed to sure more or less detail depending on user preference.

Method for multi-level data presentation for year to year changes in tax liability

Methods, systems and computer program products for generating and presenting an estimate of when a taxpayer can expect to receive a tax refund.

Methods systems and computer program products for estimating when taxpayer will receive tax refund

An electronic filing system may electronically file a tax return created by a user using a tax preparation application. The electronic filing system may receive an error indication from a taxing authority identifying a specific tax return error. The electronic filing system may create an error notification including an error description, error solution, and mechanism for correcting the error. The electronic filing system may send the error notification to a device associated with the user. The device may not be the same device in which the tax preparation application created the tax return. The mechanism may enable the user to correct the error without the tax preparation application. The electronic filing system may receive an error correction sent from the user's device according to the mechanism of the error notification. The electronic filing system may correct an error of the tax return according to the error correction.

Notification and correction of E-filing rejections

The invention relates to a computer implemented method of estimating a first financial outcome. The computer implemented method involves obtaining financial data associated with an entity, selecting a first proposed financial policy impacting the entity, applying the first proposed financial policy to the financial data to estimate the first financial outcome, and presenting the first financial outcome to the entity.

Growing community of inventors

San Diego, CA, United States of America

Paul Bober