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:
Aug. 03, 2010
Filed:
Jul. 31, 2008
R. Jason Char, San Diego, CA (US);
Melanie Ann Novak, San Diego, CA (US);
John R. Caldwell, San Diego, CA (US);
Geoffrey C. Howard, San Diego, CA (US);
William Nolte, Encinitas, CA (US);
R. Jason Char, San Diego, CA (US);
Melanie Ann Novak, San Diego, CA (US);
John R. Caldwell, San Diego, CA (US);
Geoffrey C. Howard, San Diego, CA (US);
William Nolte, Encinitas, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A process for providing a year-round tax monitor whereby baseline tax data and current year-to-date tax data for a user is obtained. Data representing current tax year directives made by the user, and/or data representing tax related choices made by the user in the current tax year to date, and/or data representing tax related events associated with the user in the current tax year to date is also obtained. Using the baseline tax data, and/or current year-to-date tax data, and/or the data representing current tax year directives made by the user, and/or the data representing tax related choices made by the user in the current tax year, and/or the data representing tax related events associated with the user for the current tax year, an estimate and/or projection of tax liability for the current tax year is calculated and a projected tax refund that will be owed to, or a tax liability that will owed by, the user for the current tax year is estimated. The estimated tax refund that will be owed to, or a tax liability that will be owed by, the user for the current tax year is then provided to the user via a tax monitor widget displayed on a display device accessible by the user.