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1. (WO2018022325) METHOD AND SYSTEM FOR INTEGRATING INVOICE RELATED FINANCIAL TRANSACTION DATA INTO A PERSONAL FINANCIAL MANAGEMENT AND BILL PAYMENT SYSTEM TO MORE ACCURATELY IDENTIFY AND CATEGORIZE TAX RELATED FINANCIAL TRANSACTIONS
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Pub. No.: WO/2018/022325 International Application No.: PCT/US2017/042085
Publication Date: 01.02.2018 International Filing Date: 14.07.2017
IPC:
G06Q 40/00 (2006.01) ,G06Q 10/10 (2012.01) ,G06Q 30/04 (2012.01)
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
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
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
30
Commerce, e.g. shopping or e-commerce
04
Billing or invoicing
Applicants:
INTUIT INC. [US/US]; 2700 Coast Avenue Mountain View, California 94043, US
Inventors:
SHANMUGAM, Elangovan; US
MCCLUSKEY, Sean; US
AXELOWITZ, Jesse Aaron; US
KHURANA, Ashwin Singh; US
SEILNACHT, Michael J.; US
Agent:
MCKAY, Philip; US
Priority Data:
15/220,60227.07.2016US
Title (EN) METHOD AND SYSTEM FOR INTEGRATING INVOICE RELATED FINANCIAL TRANSACTION DATA INTO A PERSONAL FINANCIAL MANAGEMENT AND BILL PAYMENT SYSTEM TO MORE ACCURATELY IDENTIFY AND CATEGORIZE TAX RELATED FINANCIAL TRANSACTIONS
(FR) PROCÉDÉ ET SYSTÈME D'INTÉGRATION DE DONNÉES DE TRANSACTIONS FINANCIÈRES RELATIVES À DES FACTURES DANS UN SYSTÈME PERSONNEL DE GESTION FINANCIÈRE ET DE PAIEMENT DE FACTURES DE FAÇON À IDENTIFIER ET CATÉGORISER PLUS PRÉCISÉMENT DES TRANSACTIONS FINANCIÈRES RELATIVES À DES IMPÔTS
Abstract:
(EN) Invoice related financial transaction data is obtained and integrated into a personal financial management and bill payment system. The integrated invoice related financial transaction data is then analyzed to identify and extract additional invoice related financial transaction data, such as Level-3 financial transaction data, included in the invoice related financial transaction data. The additional invoice related financial transaction data is then used to more accurately and automatically identify tax related financial transactions for processing as tax related financial transactions having tax ramifications.
(FR) Des données de transactions financières relatives à des factures sont obtenues et intégrées dans un système personnel de gestion financière et de paiement de factures. Les données de transactions financières relatives à des factures intégrées sont ensuite analysées de façon à identifier et extraire des données de transactions financières relatives à des factures supplémentaires, telles des données de transactions financières de niveau 3, parmi les données de transactions financières relatives à des factures. Les données de transactions financières relatives à des factures supplémentaires sont ensuite utilisées pour identifier plus précisément et automatiquement des transactions financières relatives à des impôts afin de les traiter en tant que transactions financières relatives à des impôts ayant des ramifications fiscales.
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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, JO, 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 Office (AM, AZ, BY, KG, KZ, RU, TJ, TM)
European Patent Office (EPO) (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)