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:
Jun. 18, 2024

Filed:

Mar. 29, 2022
Applicant:

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

Inventors:

Gilaad Dital, Tel Aviv, IL;

Yair Horesh, Tel Aviv, IL;

Assignee:

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

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2023.01); G06N 20/00 (2019.01); G06Q 40/03 (2023.01); G06Q 40/10 (2023.01);
U.S. Cl.
CPC ...
G06Q 40/03 (2023.01); G06N 20/00 (2019.01); G06Q 40/10 (2013.01);
Abstract

Systems and methods that may be used to provide a predictive tax loan or other monetary advance before the loan recipient (e.g., a taxpayer) prepares and files its tax return. A risk of providing a predictive tax loan or monetary advance is modeled separately from a machine learning model used to determine the anticipated tax refund amount and tax loan. The disclosed systems and methods may also predict accurate tax withholdings based on multiple machine learning models from multiple services, including non-payroll related services.


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