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.

Date of Patent:
Jun. 16, 2020

Filed:

Apr. 30, 2015
Applicant:

Intuit Inc., Mountain View, CA (US);

Inventors:

Luis F. Cabrera, Bellevue, WA (US);

Gang Wang, San Diego, CA (US);

Kevin M. McCluskey, Carlsbad, CA (US);

Kyle J. Ryan, San Diego, CA (US);

Assignee:

INTUIT INC., Mountain View, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/123 (2013.12);
Abstract

Computer-implemented methods, systems and articles of manufacture for determining which questions to present to a user of a modular tax preparation application in which analysis of tax logic by the tax logic agent is separate from interview screens generated by the user interface controller. A topic engine of the modular tax preparation application is configured or programmed to predict which tax topics are applicable to the current electronic tax return based at least in part upon a data of a prior year tax return. Other sources besides the current tax return being prepared and the prior year tax return may also be utilized for topic determination. The tax logic agent generates a non-binding suggestion for the user interface controller based at least in part upon an output generated by the topic engine.


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