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:
Jan. 21, 2014
Filed:
Sep. 15, 2008
Neal Shaw, Shawnee, KS (US);
Neal Shaw, Shawnee, KS (US);
HRB Innovations, Inc., Kansas City, MO (US);
Abstract
A computerized system and method for identifying tax documents to customize tax return preparation. Tax preparation software allows users to identify the tax documents relevant to a taxpayer's situation so that an appropriate tax return can be prepared. The software displays graphical representations of tax documents and allows the user to select the tax documents applicable to the taxpayer's situation by dragging and dropping them on a designated area on the computer display. Once the user has selected the appropriate tax documents, the software prompts the user for responses to data prompts that are appropriate for the taxpayer's situation according to the selected tax documents. The data prompts that are presented relate to the tax documents identified by the user and therefore, are relevant to the taxpayer's specific situation. Prompts for tax data that are not appropriate for the taxpayer's situation are not asked.