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:
Apr. 12, 2011
Filed:
Apr. 14, 2006
David R. Banks, Little Elm, TX (US);
Jeffrey J. Harvey, Allen, TX (US);
Aaron H. Brady, McKinney, TX (US);
John P. Catrett, McKinney, TX (US);
David R. Banks, Little Elm, TX (US);
Jeffrey J. Harvey, Allen, TX (US);
Aaron H. Brady, McKinney, TX (US);
John P. Catrett, McKinney, TX (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A system for tax planning with legislation conformance options comprises one more processors coupled to a memory. The memory stores instructions executable by the processors to implement a tax planner configured to receive data exported from a tax return preparation tool. The tax planner receives input indicating whether a tax projection to be prepared using the data is to include an impact of specified tax legislation. If the input indicates that the tax projection is to include the impact of the specified legislation, the tax planner is configured to include the impact of the specified legislation in the tax projection without requiring data to be re-exported from the tax return preparation tool. If the input indicates that the tax projection is to exclude the impact of the specified legislation, the tax planner is configured to prepare the tax projection without including the impact of the specified legislation.