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. 19, 2012

Filed:

Oct. 28, 2010
Applicants:

Amir R. Eftekhari, San Diego, CA (US);

Erikheath A. Thomas, Lincoln, NE (US);

Carol Ann Howe, San Diego, CA (US);

George Thomas Ericksen, San Diego, CA (US);

Gerald Baron Huff, Berkeley, CA (US);

Gang Wang, San Diego, CA (US);

Inventors:

Amir R. Eftekhari, San Diego, CA (US);

Erikheath A. Thomas, Lincoln, NE (US);

Carol Ann Howe, San Diego, CA (US);

George Thomas Ericksen, San Diego, CA (US);

Gerald Baron Huff, Berkeley, CA (US);

Gang Wang, San Diego, CA (US);

Assignee:

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

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06F 17/22 (2006.01);
U.S. Cl.
CPC ...
Abstract

A method involves generating a partially completed tax return based on basic user information without needing to obtain other user inputs through an extensive user interview. A list of simple and concise interview questions are generated or selected from an interview question collection based on the partially completed tax return to finalize the tax return. The method further involves using an inference engine to allow data collection at any time and in any order via specific, personalized questions geared toward completion of the tax return. Therefore the taxpayer spends time reviewing rather than preparing his or her tax documents.


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