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:
May. 28, 2013

Filed:

Jul. 27, 2010
Applicants:

Jonathan Michael Talan, Frisco, TX (US);

Ronald G. Starling, Ii, San Diego, CA (US);

Jonathan Allen Kirkland, The Colony, TX (US);

Steven Karl Wheelis, Frisco, TX (US);

Inventors:

Jonathan Michael Talan, Frisco, TX (US);

Ronald G. Starling, II, San Diego, CA (US);

Jonathan Allen Kirkland, The Colony, TX (US);

Steven Karl Wheelis, Frisco, TX (US);

Assignee:

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

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

A method for filing a tax form, comprising generating a basic return form, receiving a plurality of basic return answers to a plurality of basic return questions from a user, obtaining aggregate tax data from a plurality of filed tax returns based on the plurality of basic return answers, determining a plurality of aggregate tax questions based on the aggregate tax data, determining a plurality of utilization levels for the plurality of aggregate tax questions, generating a summary input form comprising a first plurality of tax questions and a second plurality of tax questions, receiving a plurality of summary input answers to the first plurality of tax questions and the second plurality of tax questions from the user, completing the tax form based on the plurality of summary input answers to obtain a completed tax form, and filing the completed tax form with a tax authority.


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