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:
Jul. 06, 2021
Filed:
Jul. 30, 2015
Intuit Inc., Mountain View, CA (US);
Gang Wang, San Diego, CA (US);
Jay J. Yu, Encinitas, CA (US);
Matthew L. Sivertson, San Diego, CA (US);
Dirk A. Reschly, Escondido, CA (US);
Kevin M. McCluskey, Carlsbad, CA (US);
INTUIT INC., Mountain View, CA (US);
Abstract
Modular computerized tax return preparation systems that allow tax data determinations to be performed when the user indicates that tax data will not be entered, which may be for various reasons including the user declining to provide personal information (such as a social security number or other personal identification information), not knowing the requested data, or not having the requested data readily available. A user interface controller presents an interview screen requesting data tax return data and the user responds that the requested data applies to the user but is not being entered or will be entered at a later time. A placeholder is generated or selected for interim use until the requested data is provided by the user, and when provided, tax data determinations and calculations can be repeated as necessary if the provided data differs from the placeholder.