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1. 发明授权

US10970793B1 Methods systems and articles of manufacture for tailoring a user experience in preparing an electronic tax return 有权
公开(公告)号：US10970793B1
公开(公告)日：2021-04-06
申请号：US14462411
申请日：2014-08-18
申请人： Intuit Inc.
发明人： Gang Wang , Kevin M. McCluskey , William T. Laaser , Luis F. Cabrera , Per-Kristian Halvorsen , Matthew A. Lisowski
IPC分类号： G06Q40/00
摘要： Methods, systems and articles of manufacture for a method for generating a database of tax correlation data which can be used for tailoring a user experience in preparing an electronic tax return. A computing device accesses a data source having a plurality of data records. Each data record comprises a taxpayer attribute and a tax related aspect for a respective taxpayer. The computing device analyzes the plurality of data records and determines a correlation between the taxpayer attribute and the tax related aspect and determines a probability for the correlation. The computing device utilizes the probability for the correlation to determine a quantitative relevancy score for a tax matter, which can be incorporated into the tax correlation data of the life/knowledge module.

2. 发明授权

US10664924B1 Computer-implemented methods, systems and articles of manufacture for processing sensitive electronic tax return data 有权
公开(公告)号：US10664924B1
公开(公告)日：2020-05-26
申请号：US14701087
申请日：2015-04-30
申请人： Intuit Inc.
发明人： Luis F. Cabrera , Gang Wang , Kevin M. McCluskey
IPC分类号： G06Q40/00 , G06F3/048
摘要： Computer-implemented methods, computerized systems and articles of manufacture for processing sensitive electronic tax return data. A tax logic agent reads runtime data of the electronic tax return from a shared data store and identifies logic computations to be performed given a directed completion graph and runtime data. Certain logic computations involve sensitive runtime data (name, social security number, other personal identification data, and private data such as address, telephone number and account numbers), are indicated as such, and may be processed differently than other logic computations involving runtime data not indicated to be sensitive data. Logic computations involving sensitive data may be performed locally, whereas logic computations not involving sensitive data may be performed by a remote computing resource, in which case computation results are merged and used to generate a non-binding suggestion of a topic or question to present to the user via the user interface controller.

3. 发明授权

US11379930B1 System and method for targeted data gathering for tax preparation 有权
公开(公告)号：US11379930B1
公开(公告)日：2022-07-05
申请号：US16188442
申请日：2018-11-13
申请人： Intuit Inc.
发明人： Gang Wang , Kevin M. McCluskey , Luis F. Cabrera
IPC分类号： G06Q40/00
摘要： A computer-implemented method for the targeted gathering of tax data for use with tax preparation software includes a computing device presenting to the user a plurality of interview questions or statements. The computing device creates a user profile based on the responses to the interview questions or statements. The computing device identifies highly relevant tax topics based on user profile and executes a user interface manager to automatically generate interview questions or statements on said highly relevant tax topics. The user then confirms whether other tax topics apply to the user. The computing device executes a tax calculation engine of the tax preparation software configured to compute a tax liability or refund amount.

4. 发明授权

US10796381B1 Systems and methods for determining impact correlations from a tax calculation graph of a tax preparation system 有权
公开(公告)号：US10796381B1
公开(公告)日：2020-10-06
申请号：US14529798
申请日：2014-10-31
申请人： Intuit Inc.
发明人： Gang Wang , Kevin M. McCluskey , David A. Hanekamp, Jr. , Luis F. Cabrera , Daniel Dunbar , Michael A. Artamonov , Henry Tayloe Stansbury
IPC分类号： G06Q40/00
摘要： Systems, methods and articles of manufacture for determining impact correlations from a calculation graph for calculating taxes. The system includes a computing device, a data store in communication with the computing device and a tax preparation software application executable by the computing device. The tax preparation software application has a tax calculation engine, a tax calculation graph, and an impact chain engine. The tax calculation engine is configured to perform a plurality of tax calculation operations based on the tax calculation graph. The impact chain engine is configured to analyze the tax calculation graph and determine an impact correlation between a change in a value of a first node caused by a change in a value of a second node utilizing an impact chain which includes both the first node and the second node.

5. 发明授权

US09990678B1 Systems methods and articles of manufacture for assessing trustworthiness of electronic tax return data 有权
公开(公告)号：US09990678B1
公开(公告)日：2018-06-05
申请号：US14675166
申请日：2015-03-31
申请人： Intuit Inc.
发明人： Luis F. Cabrera , Gang Wang , Kevin M. McCluskey , William T. Laaser
IPC分类号： G06Q40/00
CPC分类号： G06Q40/123 , G06Q40/00
摘要： Computer-implemented methods, systems and articles of manufacture for assessing trustworthiness of electronic tax return data. Systems may include modular components including a confidence module that determines at least one attribute of a source of the electronic tax return data, determines a confidence score for the electronic tax return data based at least in part upon at least one source attribute, compares the confidence score and pre-determined criteria, and generates an output indicating whether the confidence score for the electronic tax return data satisfies the pre-determined criteria. When the confidence score does not satisfy the pre-determined criteria, the user can be presented with an alert or message. Confidence scores can be generated and may also be displayed for specific electronic tax return data or fields, a tax form or worksheet, an interview screen, a tax topic, or the tax return as a whole, e.g., for purposes of determining audit risk.

6. 发明申请

US20170032468A1 GENERATION OF PERSONALIZED AND HYBRID RESPONSES TO QUERIES SUBMITTED FROM WITHIN TAX RETURN PREPARATION SYSTEM DURING PREPARATION OF ELECTRONIC TAX RETURN 审中-公开
标题翻译：在电子退税准备期间从回收制备系统中提交的查询的个性化和混合响应的生成
公开(公告)号：US20170032468A1
公开(公告)日：2017-02-02
申请号：US14814329
申请日：2015-07-30
申请人： INTUIT INC.
发明人： Gang Wang , Luis F. Cabrera , Kevin M. McCluskey , Ronald Jason Char , David S. Chon
IPC分类号： G06Q40/00
CPC分类号： G06Q40/123
摘要： A hybrid response mechanism for processing queries submitted through an interview screen of a tax preparation application. User submits query through search field of interview screen generated by tax preparation application. Response engine accesses runtime data of electronic tax return stored in data store and generates hybrid response including runtime data and an action. Hybrid response data may be alpha/numerical runtime data or data identifying runtime data and identifying or including a link to an action, e.g., a form to be completed or revised, or to prepare a new form. The hybrid search result can also include a result (such as reference materials, e.g., information about tax topics or an answer provided by an on-line community member) generated by an external computing resource such as an online community for the tax preparation application also processing the query but that is not included in the electronic tax return being prepared.
摘要翻译：用于处理通过税务准备申请的面试屏幕提交的查询的混合响应机制。用户通过税务准备申请生成的面试屏幕搜索字段提交查询。响应引擎访问存储在数据存储中的电子报税表的运行时数据，并生成包含运行时数据和动作的混合响应。混合响应数据可以是字母/数字运行时间数据或识别运行时间数据的数据，并且识别或包括到动作的链接，例如要完成或修改的表单，或者准备新表单。混合搜索结果还可以包括外部计算资源（例如税务准备申请的在线社区）产生的结果（例如参考资料，例如关于税务主题的信息或由在线社区成员提供的答案）处理查询，但不包括在电子报税表中。

7. 发明授权

US11430072B1 System and method of generating estimates used to calculate taxes 有权
公开(公告)号：US11430072B1
公开(公告)日：2022-08-30
申请号：US14448922
申请日：2014-07-31
申请人： Intuit Inc.
发明人： Gang Wang , Kevin M. McCluskey , Luis F. Cabrera , Per-Kristian Halvorsen , Jennifer L. Keenan
IPC分类号： G06Q40/00
摘要： A computer-implemented method of calculating tax liability using automatically generated estimates uses a computing device connecting to a shared data store configured to store user-specific tax data therein. The computing device executes an estimation module configured to estimate user-specific tax data and write the estimated user-specific tax data to the shared data store. A tax calculation engine configured to read user-specific tax data from the shared data store and write calculated tax data to the shared data store is executed, wherein at least some of the read data comprises estimated user-specific tax data.

8. 发明授权

US11113771B1 Systems, methods and articles for generating sub-graphs of a tax calculation graph of a tax preparation system 有权
公开(公告)号：US11113771B1
公开(公告)日：2021-09-07
申请号：US14698733
申请日：2015-04-28
申请人： Intuit Inc.
发明人： Gang Wang , Kevin M. McCluskey , Luis F. Cabrera , David A. Hanekamp, Jr.
IPC分类号： G06Q40/00 , G06F16/22
摘要： Systems, methods and articles of manufacture for generating a sub-graph of a tax calculation graph usable by a tax calculation engine to perform tax calculation operations. The system includes a computing device, a data store in communication with the computing device and a tax preparation software application executable by the computing device. The system comprises a tax calculation graph and a sub-graph engine which executes on the computing device. The sub-graph engine is configured to generate a sub-graph of the tax calculation graph based upon a target node and one or more user enterable nodes selected from the nodes of the tax calculation graph. The sub-graph engine analyzes the tax calculation graph in view of the target node and user enterable nodes and generates a sub-graph which excludes all nodes which are not necessary to calculate the target node.

9. 发明授权

US10740853B1 Systems for allocating resources based on electronic tax return preparation program user characteristics 有权
公开(公告)号：US10740853B1
公开(公告)日：2020-08-11
申请号：US14698683
申请日：2015-04-28
申请人： Intuit Inc.
发明人： William T. Laaser , Jonathan Goldman , Massimo Mascaro , Luis F. Cabrera
IPC分类号： G06Q40/00 , G06Q30/02
摘要： A computer analytic system for allocating resources of an electronic tax return preparation system, the system includes an information module configured to collect taxpayer data of a user, the taxpayer data including an indicator of an increased likelihood that the user will abandon the electronic tax return preparation program. The system also includes a memory module configured to store the collected taxpayer data. The system further includes a retention module configured to analyze the collected taxpayer data and generate a resource allocation recommendation based on the collected taxpayer data.

10. 发明授权

US10664925B2 Systems, methods and articles for determining tax recommendations 有权
公开(公告)号：US10664925B2
公开(公告)日：2020-05-26
申请号：US14755684
申请日：2015-06-30
申请人： Intuit Inc.
发明人： Gang Wang , Luis F. Cabrera , Kevin M. McCluskey , David A. Hanekamp, Jr.
IPC分类号： G06Q40/00
摘要： Systems, methods and articles of manufacture for determining tax recommendations for a taxpayer by using a tax calculation graph to identify tax variables that a taxpayer can control and modify. The tax preparation system of comprises a recommendation engine configured to analyze a tax calculation graph which is calculated using tax data of the taxpayer. The recommendation engine determines tax variables from the tax calculation graph which can affect the tax result. The recommendation engine analyzes these tax variables to determine which of them can be reasonably controlled by the taxpayer using a controllability model. The recommendation engine then executes a tax calculation engine to calculate the tax calculation graph by varying the taxpayer controllable variables to determine how varying the user controllable variables affects the tax result. The recommendation engine then analyzes the affect on the tax result and determines one or more tax recommendation for the taxpayer.

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