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:
Jun. 08, 2021
Filed:
Feb. 28, 2018
Glen C. Pascual, Mililani, HI (US);
Antonio J. Hernandez, Chula Vista, CA (US);
Brea Anne Hylan, Carson City, NV (US);
Joanne Magracia, Lemon Grove, CA (US);
Melissa Truong, San Diego, CA (US);
Minh Hai Bach, San Diego, CA (US);
Glen C. Pascual, Mililani, HI (US);
Antonio J. Hernandez, Chula Vista, CA (US);
Brea Anne Hylan, Carson City, NV (US);
Joanne Magracia, Lemon Grove, CA (US);
Melissa Truong, San Diego, CA (US);
Minh Hai Bach, San Diego, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A method includes importing personal and financial information from an image of a third-party tax form associated with a taxpayer. The method further includes assigning, based at least in part on the personal and financial information, the taxpayer to one of a plurality of user classes. The user class of the taxpayer determines at least one subsequent interaction between the taxpayer and an online tax application. And the method includes using at least some of the personal and financial information to pre-populate one or more fields of an online tax return for the taxpayer. The online tax return is presented in a view in a graphical user interface displayed by the online tax application.