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:
Nov. 12, 2013

Filed:

Dec. 12, 2008
Applicants:

Elizabeth J. Pitt, El Cajon, CA (US);

Steven M. Anderson, San Diego, CA (US);

Sheri C. Dombrow, Santee, CA (US);

Patricia D. Hansen, San Diego, CA (US);

Inventors:

Elizabeth J. Pitt, El Cajon, CA (US);

Steven M. Anderson, San Diego, CA (US);

Sheri C. Dombrow, Santee, CA (US);

Patricia D. Hansen, San Diego, CA (US);

Assignee:

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

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 17/22 (2006.01); G07F 19/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

Automatically mapping and importing accounting application data into to a tax preparation application. Account data including an account name is received from an accounting application. A tax category corresponding to the account name is determined automatically, and a tax line assignment or line of a form of the tax preparation application is automatically assigned to the account name such that the corresponding account data can be mapped to and imported into the appropriate section of a tax return. For this purpose, a table or spreadsheet of search terms may be used to correlate an account name selected by a user to a tax category, which is used to determine the appropriate tax line assignment or line of a tax form for that particular account.


Find Patent Forward Citations

Loading…