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:
Jul. 12, 2022

Filed:

Oct. 17, 2017
Applicant:

Hrb Innovations, Inc., Las Vegas, NV (US);

Inventor:

Sandee Astrachan, Kansas City, MO (US);

Assignee:

HRB Innovations, Inc., Las Vegas, NV (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/123 (2013.12);
Abstract

Tax payoffs are determined for potential income source exclusions, for potential tax deductions, for potential tax credits, and for other tax implications. Identifying the tax payoff may be based at least in part on the likeliness that the tax implication will apply to the taxpayer's situation, the expected monetary impact on the taxpayer's tax burden if it does apply, and the expected effort required to claim the tax implication. Based upon the tax payoffs, embodiments of the invention may then recommend potential tax implications, prioritize potential tax implications, eliminate potential tax implications from consideration, or take other actions to assist the taxpayer in efficiently and effectively prepare their tax return.


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