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:
Apr. 06, 2021

Filed:

Aug. 18, 2014
Applicant:

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

Inventors:

Gang Wang, San Diego, CA (US);

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

William T. Laaser, Palo Alto, CA (US);

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

Per-Kristian Halvorsen, Los Altos Hills, CA (US);

Matthew A. Lisowski, Ramona, 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

Methods, systems and articles of manufacture for a method for generating a database of tax correlation data which can be used for tailoring a user experience in preparing an electronic tax return. A computing device accesses a data source having a plurality of data records. Each data record comprises a taxpayer attribute and a tax related aspect for a respective taxpayer. The computing device analyzes the plurality of data records and determines a correlation between the taxpayer attribute and the tax related aspect and determines a probability for the correlation. The computing device utilizes the probability for the correlation to determine a quantitative relevancy score for a tax matter, which can be incorporated into the tax correlation data of the life/knowledge module.


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