Intuit, Inc.

Steven J Atkinson

David Alan Hanekamp, Jr

Gang Wang

Kevin M McCluskey

Michael A Artamonov

Daniel P Dunbar

Kyle J Ryan

Matthew Allen Brincho

Peter Lubczynski

Alex G Balazs

Cem Unsal

Ganesh Bhat

Saneesh Joseph

Alberto Garcia

Methods, systems and articles of manufacture for efficiently calculating an electronic tax return, such as within a tax return preparation system. A computerized tax return preparation system accesses taxpayer-specific tax data from a shared data store. The system executes a tax calculation engine configured to perform a plurality of tax calculations based on a tax calculation graph and the taxpayer-specific tax data from the shared data store. The system is configured to perform only the calculations in the tax calculation graph which are changed by new taxpayer-specific tax data received since the preceding tax calculation executed by the tax calculation engine. The system may also determine whether the new taxpayer-specific tax data does, or does not change the calculated tax return and the reason why.

Methods systems and articles of manufacture for efficiently calculating a tax return in a tax return preparation application

A computer-implemented method for generating explanations for a tax calculation or operation performed by tax preparation software is disclosed. A computing device executes a tax calculation engine in connection with the tax preparation software and operates on a tax calculation graph to perform a tax calculation. The tax calculation graph semantically describes data dependent tax operations comprising functional nodes connected to input nodes by one of a plurality of functions, wherein each tax operation is associated with one or more explanations. An explanation engine is executed to generate a narrative explanation from the one or more explanations associated with one of the tax operations and is presented to the user on the computing device.

System and method for generating explanations for tax calculations

A method and system generate sample data set for efficiently and accurately testing a new calculation for preparing a portion of an electronic document for users of an electronic document preparation system. The method and system receive the new calculation and gather historical use data related to previously prepared electronic documents for a large number of historical users. The method and system group the historical users into groups based on which sections of a previous version of electronic document preparation software were executed for each historical user in preparing electronic documents for the historical users. The groups are then sampled by selecting a small number of historical users from each group.

System and method for identifying a subset of total historical users of a document preparation system to represent a full set of test scenarios based on code coverage

Growing community of inventors

San Diego, CA, United States of America

Steven J Atkinson