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1. (WO2017132072) METHODS, SYSTEMS AND COMPUTER PROGRAM PRODUCTS FOR CALCULATING AN ESTIMATED RESULT OF A TAX RETURN
Latest bibliographic data on file with the International Bureau

Pub. No.: WO/2017/132072 International Application No.: PCT/US2017/014455
Publication Date: 03.08.2017 International Filing Date: 20.01.2017
IPC:
G06Q 40/02 (2012.01) ,G06Q 10/10 (2012.01) ,G06F 15/16 (2006.01)
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
02
Banking, e.g. interest calculation, credit approval, mortgages, home banking or on-line banking
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
10
Administration; Management
10
Office automation, e.g. computer aided management of electronic mail or groupware; Time management, e.g. calendars, reminders, meetings or time accounting
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
F
ELECTRIC DIGITAL DATA PROCESSING
15
Digital computers in general; Data processing equipment in general
16
Combinations of two or more digital computers each having at least an arithmetic unit, a programme unit and a register, e.g. for a simultaneous processing of several programmes
Applicants:
INTUIT INC. [US/US]; 2700 Coast Avenue Mountain View, California 94043, US
Inventors:
CABRERA, Luis Felipe; US
STANSBURY, Henry Tayloe; US
LAASER, William T.; US
Agent:
LUECK, Gary D.; US
Priority Data:
15/008,02527.01.2016US
Title (EN) METHODS, SYSTEMS AND COMPUTER PROGRAM PRODUCTS FOR CALCULATING AN ESTIMATED RESULT OF A TAX RETURN
(FR) PROCÉDÉS, SYSTÈMES ET PRODUITS-PROGRAMMES D'ORDINATEUR PERMETTANT LE CALCUL D'UN RÉSULTAT ESTIMÉ D'UNE DÉCLARATION DE REVENUS
Abstract:
(EN) A system for calculating an estimated result during preparation of an electronic tax return includes a server computer having a predictive model, and a tax return preparation computer having an electronic tax return preparation program. The server computer is configured to obtain a first taxpayer datum and execute the predictive model, which analyzes the first taxpayer datum to identify a most relevant taxpayer data category. The server computer is configured to communicate the taxpayer data category to the tax return preparation computer. The tax return preparation computer is configured to obtain a second taxpayer datum corresponding to the taxpayer data category, calculate the estimated result for the taxpayer based on the second taxpayer datum, and display the estimated result to a user during preparation of the electronic tax return.
(FR) L'invention concerne un système permettant de calculer un résultat estimé pendant la préparation d'une déclaration de revenus électronique comprenant un ordinateur serveur ayant un modèle prédictif, et un ordinateur de préparation de déclaration de revenusayant un programme de préparation de déclaration fiscale électronique. L'ordinateur serveur est configuré pour obtenir une première donnée de contribuable et exécuter le modèle prédictif, qui analyse la première donnée de contribuable afin d'identifier une catégorie de données de contribuable étant la plus pertinente. L'ordinateur serveur est configuré pour communiquer la catégorie de données de contribuable à l'ordinateur de préparation de déclaration de revenus. L'ordinateur de préparation de déclaration de revenus est configuré pour obtenir une seconde donnée de contribuable correspondant à la catégorie de données de contribuable, calculer le résultat estimé du contribuable en fonction de la seconde donnée de contribuable, et afficher le résultat estimé à un utilisateur pendant la préparation de la déclaration de revenus électronique.
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Designated States: AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DJ, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IR, IS, JP, KE, KG, KH, KN, KP, KR, KW, KZ, LA, LC, LK, LR, LS, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, RU, RW, SA, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW
African Regional Intellectual Property Organization (ARIPO) (BW, GH, GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, ST, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Organization (AM, AZ, BY, KG, KZ, RU, TJ, TM)
European Patent Office (AL, AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, SI, SK, SM, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, KM, ML, MR, NE, SN, TD, TG)
Publication Language: English (EN)
Filing Language: English (EN)