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:
Nov. 03, 2020

Filed:

Feb. 16, 2017
Applicant:

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

Inventors:

Elangovan Shanmugam, Cupertino, CA (US);

Sean McCluskey, Redwood City, CA (US);

Jesse Aaron Axelowitz, San Francisco, CA (US);

Ashwin Singh Khurana, Fremont, CA (US);

Michael J. Seilnacht, Fremont, CA (US);

Assignee:

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

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01); G06Q 30/04 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/10 (2013.01); G06Q 30/04 (2013.01); G06Q 40/12 (2013.12);
Abstract

Financial transaction data is obtained and integrated into a personal financial management and bill payment system. Payment method data associated with the financial transaction data is obtained from the personal financial management and bill payment system. The payment method data is then used to more accurately and automatically identify tax related financial transactions for processing as tax related financial transactions having tax ramifications.


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