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:
Jun. 03, 2014
Filed:
Jan. 11, 2012
Richard E. Mcvickar, San Diego, CA (US);
Takashi Kuwahara, San Diego, CA (US);
Azhar M. Zuberi, San Diego, CA (US);
Christopher Morgan Dye, San Diego, CA (US);
Richard E. McVickar, San Diego, CA (US);
Takashi Kuwahara, San Diego, CA (US);
Azhar M. Zuberi, San Diego, CA (US);
Christopher Morgan Dye, San Diego, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A method for obtaining financial data for use in a financial return of a tax paying entity, including: obtaining credentials of the tax paying entity; determining, by a computer processor, that the financial data is available for download from a data provider; sending a first text message to a mobile device of the tax paying entity indicating that the financial data is available for download; receiving, from the mobile device, a second text message requesting to import the financial data into the financial return; sending, to the data provider, a request to download the financial data, where the request includes the credentials; downloading, after sending the request, the financial data into a data repository; and sending, after downloading the financial data, the financial data to a tax preparation application, where the financial data is imported by the tax preparation application into the financial return.