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. 13, 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);

Jennifer L. Keenan, San Diego, CA (US);

Rushabh N. Mehta, San Diego, CA (US);

Matthew A. Brincho, San Diego, CA (US);

Assignee:

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

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01); G06F 3/0484 (2013.01);
U.S. Cl.
CPC ...
G06Q 40/123 (2013.12); G06F 3/04842 (2013.01);
Abstract

Computer-implemented methods, systems and articles of manufacture for uniquely identifying instances during preparation of an electronic tax return. A user interface (UI) controller receives inputs related to respective electronic tax return data for the same element of a schema, e.g., different data for two different Form W-2 documents. The UI controller generates different instance identifiers, which are written to a data store with the electronic tax return data. A first instance for the first electronic tax return data is generated from the schema element for Form W-2 and identified by a first instance identifier, and a second instance for the second electronic tax return data is generated from the same schema element and identified by the different, second instance identifier. The instance identifiers are used by a logic agent that generates non-binding suggestions for the UI controller indicating a question nor topic to present to the user.


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