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. 29, 2010
Filed:
Apr. 06, 2006
Todd Stanley, San Diego, CA (US);
Devin Breise, La Jolla, CA (US);
Brian Riggs, San Diego, CA (US);
Matthew Rice, Carlsbad, CA (US);
Jeffrey Weber, Ramona, CA (US);
Todd Stanley, San Diego, CA (US);
Devin Breise, La Jolla, CA (US);
Brian Riggs, San Diego, CA (US);
Matthew Rice, Carlsbad, CA (US);
Jeffrey Weber, Ramona, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
Automated tax return preparation is provided using a relationship-based interview process coupled with universal data import. Information is collected through a process called the interview, during which a taxpayer is asked various questions about her background and relationships with financial institutions. The taxpayer provides to the tax planning software a list of financial institutions with which the taxpayer has a relationship, and the tax software retrieves tax data directly from the financial institutions. The combination of the interview, universal data import, and existing stored data enables an automated tax return system to prepare tax returns in advance with minimal user assistance.