The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
May. 26, 2020
Filed:
Jun. 30, 2015
Intuit Inc., Mountain View, CA (US);
Gang Wang, San Diego, CA (US);
Luis F. Cabrera, Bellevue, WA (US);
Kevin M. McCluskey, Carlsbad, CA (US);
David A. Hanekamp, Jr., Carlsbad, CA (US);
INTUIT INC., Mountain View, CA (US);
Abstract
Systems, methods and articles of manufacture for determining tax recommendations for a taxpayer by using a tax calculation graph to identify tax variables that a taxpayer can control and modify. The tax preparation system of comprises a recommendation engine configured to analyze a tax calculation graph which is calculated using tax data of the taxpayer. The recommendation engine determines tax variables from the tax calculation graph which can affect the tax result. The recommendation engine analyzes these tax variables to determine which of them can be reasonably controlled by the taxpayer using a controllability model. The recommendation engine then executes a tax calculation engine to calculate the tax calculation graph by varying the taxpayer controllable variables to determine how varying the user controllable variables affects the tax result. The recommendation engine then analyzes the affect on the tax result and determines one or more tax recommendation for the taxpayer.