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Tax preparation or submission

Subclass of:

705 - Data processing: financial, business practice, management, or cost/price determination

705001000 - AUTOMATED ELECTRICAL FINANCIAL OR BUSINESS PRACTICE OR MANAGEMENT ARRANGEMENT

705030000 - Accounting

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DocumentTitleDate
20130085913AUTOMATED SALES TAX PAYMENT SYSTEM - Described are technologies relating to transaction processing. In general, one aspect of the subject matter described herein can be embodied in methods that include the actions of calculating, in relation to a transaction, one or more tax amounts associated with a price of the transaction, obtaining, in relation to a payment source, an approval for at least the price of the transaction and the one or more tax amounts, thereby defining an approved sales transaction, and, subsequent to obtaining the approval, (a) settling at least a revenue portion of one or more approved sales transactions in favor of a first account, and (b) settling the one or more tax amounts in favor of a second account that is different than the first account.04-04-2013
20100076875SYSTEM AND METHOD FOR PROVISIONING ANTICIPATED TAX REFUND, INCOME OR CONSUMER LOANS - A system and method for provisioning a refund anticipation loan is providing that includes receiving tax return information wherein the tax return information is associated with a taxpayer and the tax return information includes an expected refund amount and authorization for a combined bank to receive the expected refund amount, determining whether the expected refund amount meets a threshold value for the RAL, determining whether there is a debt indicator associated with the tax return, requesting an account for the taxpayer from a combined bank wherein the combined bank will also fund the RAL under a the same charter, requesting RAL funding for the taxpayer account from the combined bank if a debt indicator is not associated with the tax return, and receiving the expected refund amount at the combined bank, wherein the RAL is offset by receipt of the expected refund amount at the combined bank.03-25-2010
20120246038TRANSACTION TAX SETTLEMENT IN PERSONAL COMMUNICATION DEVICES - A transactional tax settlement system for use with a personal communication device is provided. The system has particular usefulness in determining a taxing authority and calculating a tax rate imposed by the taxing authority in a communication network environment. The system may be used to determine a tax authority and corresponding tax rate for a buyer/seller transaction over a network, e.g., the Internet. The system may also be used to determine a tax authority and corresponding tax rate in a mobile telecommunications network, e.g., a cellular phone. The system includes a tax information system for determining the taxing authorities and corresponding tax rates by evaluating factors pertaining to the transaction such as, location, tax status, and transaction description. In addition, the tax information system may validate a payment modality, collect taxes, and account for the transaction.09-27-2012
20120246037TRANSACTION TAX SETTLEMENT IN PERSONAL COMMUNICATION DEVICES - A transactional tax settlement system for use with a personal communication device is provided. The system has particular usefulness in determining a taxing authority and calculating a tax rate imposed by the taxing authority in a communication network environment. The system may be used to determine a tax authority and corresponding tax rate for a buyer/seller transaction over a network, e.g., the Internet. The system may also be used to determine a tax authority and corresponding tax rate in a mobile telecommunications network, e.g., a cellular phone. The system includes a tax information system for determining the taxing authorities and corresponding tax rates by evaluating factors pertaining to the transaction such as, location, tax status, and transaction description. In addition, the tax information system may validate a payment modality, collect taxes, and account for the transaction.09-27-2012
20130080302METHOD AND SYSTEM FOR ORGANIZING TAX INFORMATION AND PROVIDING TAX ADVICE - A method includes providing to a user a set of computer-executable instructions that, when executed by a user's electronic device, generate a user interface displayable on a display device coupled to the user's electronic device, presenting to the user via the user interface a plurality of solicitations for a set of personal information describing characteristics of the user, receiving via the user interface the personal information set, and, based on the personal information set, generating to the user interface a checklist of tax return preparation information to be compiled by the user.03-28-2013
20090132399System and method for preparing multi-level tax returns - A system for calculating and preparing state and local sales and use tax returns suitable for filing with state and local municipal taxing authorities is disclosed. The system in accordance with the present invention provides a total solution for sales and use taxes and is configured to not only determine and prepare state and use tax returns but also calculates and prepares returns of all local taxing authorities where the taxpayer conducts business. Thus, the system in accordance with the present invention is able to provide a total solution for determining and preparing state and local sales and use tax returns. The system is also able to easily and effortlessly prepare local municipal sales and use tax returns that are cumbersome.05-21-2009
20130036034Method and System for Distributed Network Accounting - This disclosure relates to a method and system for storing beneficiary allocation preferences and processing financial transactions across a multiplicity of independent media publishers and socially responsible advocates operating over a distributed computer network wherein subscribers elect varying levels of support for geographically diverse beneficiaries having dissimilar accounting, accrual, legal and organizational structures, and wherein proceeds from subscriber-initiated financial transactions are allocated among the beneficiaries according to subscriber preference.02-07-2013
20100106629AUTOMATIC DELINQUENCY ITEM PROCESSING WITH CUSTOMIZATION FOR LENDERS - A method of processing delinquency items associated with taxes on properties may include receiving preferences from two or more lenders. Delinquency items may be automatically processed according to the preferences of each lender for their respective loans. The preferences may include business rules for whether to process a delinquency item. A lender preference may include specific criteria for a determination process (e.g., criteria for when to act on delinquencies with respect to particular states).04-29-2010
20120226591TAX RETURN EVALUATION SYSTEM - Tax returns are received from one or more tax agencies. Each tax return is compared to a stored profile, and a determination is made as to whether each tax return falls within a trend. An evaluation of the tax return is generated based on the comparison and the determination of whether the tax return falls within the trend. The evaluation includes an indication of the tax returns potential to be a fraudulent tax return.09-06-2012
20090012884METHOD AND SYSTEM FOR POPULATING TAX RETURNS USING AGGREGATED DATA - Some embodiments of the present invention provide a system that populates a tax return using employee information obtained from a human resources system and/or employee personal profile. During operation, this system obtains employee information associated with a user from the human resources system and/or employee personal profile and then partially populates the tax return using the employee information.01-08-2009
20080294538E-Commerce Sales and Use Exchange System and Method - The invention provides a system and method for calculating, collecting and/or disbursing one or more third party payments owed to one or more third parties resulting from one or more electronic transactions occurring over a wide area network (WAN) between a customer and a merchant. The transaction concern one or more services and/or products provided by the merchant. The system and method require that the calculation of the amount owed to the third party occur at a WAN node that is different than and at a different locale than that of the merchant. By so doing, the merchant is not required to purchase and install equipment and/or software of the third party to which a payment is due. The present system includes a merchant node, third party payment processing node, financial network, and third party payment receiving node. A consumer conducts a transaction at a merchant node. As a result of the transaction, a third party may or may not be due a payment. The third party payment processing node determines whether such payment is due, calculates the amount of the third party payment, and/or authorizes payment of the third party payment. The financial network, which includes at least the merchant's acquirer bank, the customer's credit card issuing bank and the credit car association, then handles payment of the amount(s) due to the third party, the amount(s) due to the merchant and the amount(s) owed by the customer. The system of the invention can be a fee for service type of system wherein those (the merchant or the third party) that employ the system and/or method pay a fee, for example per transaction or per amounts collected and disbursed, to the provider of the claimed system.11-27-2008
20080255971METHOD AND SYSTEM OF SELF-AUDITING FOR RECOVERING SALES TAX - This invention relates to a method and system of self-auditing for recovering refundable sales taxes, including but not limited to value-added (VAT), by performing specifically established tax compliance algorithmic functions. Business entities are entitled to recover tax paid on purchased goods and services. The method and system allow the business to conduct self-audit on their own accounting system, which contains its business related accounts payable accounting transaction data in order to extract specific data anomalies related to sales tax entitlements. The method and system process and identify specific transaction details and calculate differential monetary currency tax recovery amounts that have been overlooked as tax entitlements or overpaid in error to vendors for their determination of their net tax owing to various government bodies.10-16-2008
20090112743SYSTEM AND METHOD FOR REPORTING ACCORDING TO EU VAT RELATED LEGAL REQUIREMENTS - A system and method for reporting according to the EU VAT related legal requirements and, in the preferred embodiment, within SAP environment is described. Because the report will aid in legally required reporting for EU VAT, it will also aid in the avoidance of penalties that may be legally imposed for non-compliance to EU VAT rules. This invention will also allow for better reporting and improved EU VAT Reclamation process. The present invention provides for data collection of EU VAT related invoice transactions made electronically based on additional fields which are provided in SAP. Additionally, a new report is created and is run based on input criteria.04-30-2009
20110302066Method and system for automated tax appeal - A system and method enables users to prepare property and other types of tax appeal forms by an automated template while performing back-end database look-ups and analyses to determine the extent of the appeal. The template can be readily adjusted or added by system administrators to accommodate changes in the tax procedures or newly added jurisdictions, respectively.12-08-2011
20120022984TOOL FOR CALCULATING TAX CREDIT AMOUNT AND ELIGIBILITY - An online web-based software application is disclosed to calculate the exact amount of tax credit that a business may receive under the Small Business Tax Credit under Section 45R of the Internal Revenue Code, Title 26 of the United States Code, based on the state each employee works and health care coverage provided by the business to its employees. In one embodiment, a system for determining a healthcare tax credit using a web-based healthcare tax credit calculating tool is disclosed. The healthcare tax credit calculating tool resides on a web server and is accessible from a remote device by a user or users over a wide area network.01-26-2012
20110191215UNIVERSAL TAX ENGINE - A program controlled apparatus, system, and method for determining the transactional taxes due for each item by any taxing authority worldwide. The apparatus comprises a first database comprising a tree structure identifying all of the zones to be examined. A second database comprising all of the taxing authorities is independent from the first zone database. A third database, decoupled from the first and second databases, has data representing the relationship between the data records of the first database and the data records of the second database. Each of the databases can be updated periodically to reflect any changes in identified taxing authorities for the zones over which they may have taxing authority. Furthermore, the present invention provides for an independent, autonomous determination of jurisdiction and tax for each line item and calculates the tax based on any exceptions and exemptions.08-04-2011
20110218896VEHICLE TRAVEL MONITORING AND PAYMENT SYSTEMS AND METHODS - The invention provides various methods and systems for collecting and allocating road use fees. The invention may include receiving funds from a party, wherein the party is responsible for operation of a vehicle. Data indicating where the vehicle has travelled may be received by a computer system. A jurisdiction may be identified where road use fees are due based on where the vehicle has travelled. Fees due to the jurisdiction may be calculated based on the jurisdiction's road use fee schedule. The fee due for road use may be deducted from an account of the vehicle's operator.09-08-2011
20110218895METHODS, APPARATUS, SYSTEMS AND COMPUTER READABLE MEDIUMS FOR USE IN ASSOCIATION WITH DETERMINATION OF CUSTOMS DUTIES - According to some embodiments, a system, a method and/or a computer readable medium are provided. According to some embodiments, a method includes receiving, by a processor, data indicative of a plurality of imported components, each one of the plurality of imported components being subject to an import duty if a respective condition associated with the imported component is not satisfied; maintaining, by a processor, data indicative of ones of the plurality of imported components for which the respective condition has not been satisfied; wherein the maintaining data indicative of ones of the plurality of imported components for which the respective condition has not been satisfied comprises: providing data indicative of ones of the plurality of imported components for which the respective condition has not been satisfied; and updating the data indicative of ones of the plurality of imported components for which the respective condition has not been satisfied; and after the maintaining data indicative of ones of the plurality of imported components for which the respective condition has not been satisfied, determining, by a processor, a respective duty owed for each of the ones of the plurality of imported components for which the respective condition has not been satisfied.09-08-2011
20090138389DETERMINING THE OCCURRENCE OF EVENTS USING DECISION TREES - The determination of whether an event, such as a taxable event for a commercial transaction, has occurred uses an executable decision tree. The decision tree includes a number of test nodes that each include a comparison field and at least one allowed value. A data value associated with the comparison field is accessed and compared to the allowed values. If the comparison field equals an allowed value, execution proceeds to a child node, and if not, execution proceeds to a sibling node. The child and sibling nodes are either another test node, a result node, or an error node. Execution of the decision tree proceeds until a result node or an error node is reached.05-28-2009
20100076876Information processing method for managing and determining tax provision information - A multi-user information processing method for managing and determining tax provision information that includes a source database storing data for determining tax provision information; a calculation engine for performing information processing operations on the data stored in the source database for determining tax provision information; a transformed database for storing tax provision information determined by the calculation engine; and a reporting engine for producing reports using information from the transformed database.03-25-2010
20120109793FLEXIBLE AND ADAPTIVE ACCRUAL METHOD AND APPARATUS FOR CALCULATING AND FACILITATING COMPLIANCE WITH TAXES AND OTHER OBLIGATIONS - A computer-based system and method calculates and facilitates periodic revenue accrual for making larger, less frequent payments of estimated taxes by electronic messaging. A service host enables a plurality of payers to make set-asides at various levels as needed, on an individual or batch basis. Payer preferences are applied to satisfy variable payment intervals, amounts, and available resources. The obligation, required payments, and set-aside schedules are recalculated as needed, under payer and/or system control. Excess accruals are minimized; set-aside schedules are configurable. Automatic data links move information and command fund transfers from the payer's bank, to accrue funds and make payments to other accounts. The service host provides individual or batch taxpayer enrollment with the taxing authority for tax payment by electronic messages, and makes the tax payments by transmission of individual payment messages or by batch file transmission to the taxing authority.05-03-2012
20120109792INSTANT TAX RETURN PREPARATION - A method involves generating a partially completed tax return based on basic user information without needing to obtain other user inputs through an extensive user interview. A list of simple and concise interview questions are generated or selected from an interview question collection based on the partially completed tax return to finalize the tax return. The method further involves using an inference engine to allow data collection at any time and in any order via specific, personalized questions geared toward completion of the tax return. Therefore the taxpayer spends time reviewing rather than preparing his or her tax documents.05-03-2012
20090287591MULTI-STAGE, MULTI-USER ENGAGEMENT SUBMISSION AND TRACKING PROCESS - A method for submitting information for an engagement is disclosed. The method might include the steps of generating a tracking screen for tracking the submission of a plurality of files, including a tax file and an image file, each file having the same client identification code, receiving the tax file from a first client device, and updating the tracking screen to reflect the submission of the tax file. The method further might include the steps of receiving an image file from a second client device, updating the tracking screen to reflect the submission of the image file, and transmitting the plurality of files to a remote server system.11-19-2009
20080281734SYSTEM AND METHOD FOR INTEGRATED CREDIT APPLICATION AND TAX REFUND ESTIMATION - Systems and methods for handling multiple aspects of the acquisition of products and/or services, such as vehicles, are provided in a unified and streamlined fashion. Through an integrated credit application and tax refund estimation service application/systems, credit application-related data and non-overlapping tax-related data is captured. A tax refund is estimated based upon the tax-related data and at least a portion of the credit application-related data. Upon a determination to utilize at least a portion of the estimated tax refund as at least a portion of a down payment on a loan, at least a portion of the estimated tax refund is incorporated into a deal structure of the loan, and a credit application including the deal structure and at least the credit application-related data is submitted for a decision.11-13-2008
20090094143Gross Margin Tax Method - A method for calculating the gross margin tax (GMT), for example, in a particular state. In an example embodiment, one or more new accounts are added to the income statement for a GMT taxable entity. These new accounts are accounts or items that are deductible under the GMT, but not necessarily under the federal tax.04-09-2009
20100138329Table Driven Accounting Method and System - The described embodiments of the invention include a method for maintaining accounting records for a portfolio of investments, comprising accounting records stored on a computer readable medium and providing a table for each event type affecting an investment for generating an account entry, each line of the table designating which accounting record receives the account entry and at least one key designating a data source for the account entry and an operation on the data source to determine the amount of the account entry. In an alternate embodiment of the invention, a data processing system for maintaining accounting records for a portfolio of securities comprises a plurality of accounting records stored on a computer readable medium, the accounting records including tax accounts, a plurality of defined security types and, for each security type, a plurality of tables for each transaction affecting a security for generating an account entry, each line of the table designating which accounting record receives the account entry and a key designating a data source for the account entry and an operation on the data source to determine the amount of the account entry.06-03-2010
20100293079TAX REFUND SYSTEM - A tax refund system is disclosed in which in exchange for a taxpayer assigning all or a portion of his or her tax refund, a participating provider provides to the taxpayer a spending vehicle with buying power at participating outlets. Tax return data for an individual's tax return is processed by the IRS. A taxpayer consents to using a portion of the tax return data to acquire a spending vehicle from a financial institution of the taxpayer's choosing. Using a portion of the tax return data, the IRS arranges to electronically transfer an amount related to the taxpayer's refund to an account at the financial institution selected by the taxpayer. A taxpayer then receives a spending vehicle such as a credit, debit, or cash card, spending account, coupon, or rebate from a financial institution or other spending vehicle provider such as a retailer, service provider, wholesaler, distributor, or entertainment entity.11-18-2010
20120036053Tax Liability And Deductions Verification System - A computer implemented method and system for verifying tax liability and tax deductions reported by taxable entities. A tax monitoring platform comprising a database management system dynamically generates one or more tax forms specific to each taxable entity based on characteristic information of the taxable entities. The tax monitoring platform acquires tax information filled into the tax forms by the taxable entities via a user interface, extracts tax elements from the tax information, and transforms the tax elements to conform to a predetermined template. The tax monitoring platform determines an association between a first taxable entity and a second taxable entity based on the tax elements of each of the taxable entities, and compares the tax elements of the first taxable entity with the tax elements of the second taxable entity based on the association using the database management system, for determining the accuracy of reporting of tax information.02-09-2012
20090119193AUTOMATED TRANSACTION CALCULATIONS WITH SCRIPTED RULE SETS - A rule-based payment system is described that divides a payment among multiple parties by invoking one or more deduction rules. The rule-based payment system typically operates as part of a software application that provides many functions relevant to a real estate or other commission-based practice. Rules can be added to the system at any time without modifying the software. Rules are scripts that the software application can invoke to carry out deductions specific to a particular environment. If the software application manufacturer wants to provide the software to multiple markets in many different environments, the software manufacturer can provide a different set of rules for each environment without modifying the software application itself. Thus, the rule-based payment system allows software to be shared among many markets while still having the flexibility of custom-built software.05-07-2009
20120197771ACCOUNTS PAYABLE TAX RULES PROCESSING SYSTEM AND METHOD - A system for generation of accounts payable processing system tax rules is provided. A tax account system generates an account for a tax jurisdiction. An over-tax rule system generates one or more rules for processing a tax amount in excess of a required tax amount associated with the tax jurisdiction. An under-tax rule system generates one or more rules for processing a tax amount that is less than the required tax amount associated with the tax jurisdiction.08-02-2012
20130218735USER INTERFACE FOR TAX-RETURN PREPARATION - A method is implementable in an electronic system coupled to an electronic device, which is, in turn, coupled to a display device. A web page displayable on the display device is served to the electronic device. The displayed web page includes a user interface, which, in turn, includes a frame and at least one stile defining a plurality of panes within the frame. In a first one of the panes, at least one field into which a tax-data provider can input tax data is displayed. In a second one of the panes, information of a first type of a plurality of information types operable to assist the provider in performing a first operation of a set of operations using the user interface is displayed. Input tax data is received from the electronic device.08-22-2013
20110145112FLEXIBLE AND ADAPTIVE ACCRUAL METHOD AND APPARATUS FOR CALCULATING AND FACILITATING COMPLIANCE WITH TAXES AND OTHER OBLIGATIONS - A computer-based system and method calculates and facilitates revenue accrual, for making larger, less frequent payments of estimated taxes or other obligations. Payer preferences are applied to satisfy variable payment intervals, amounts, and available resources. The obligation, required payments, and set-aside schedules are recalculated as needed, under payer and/or system control. Excess accruals are minimized; set-aside schedules are configurable. The system may be self-contained, handheld, or accessed remotely. Automatic datalinks move information and command fund transfers from the payer's bank, to accrue funds and make payments to other accounts. A service host may support a plurality of payers to make set-asides and payments at various levels as needed, on an individual or batch basis, including individual taxpayer enrollment for batch file tax payments by service providers. Some embodiments can be embedded to enhance the capabilities of other systems.06-16-2011
20080262951Facilitating International Customs Planning - Facilitating customs planning and clearance including creating in an international customs server, in response to a signal communicated through a client device coupled for data communications through at least one internet connection to the international customs server, a master customs planning record; creating a related customs planning record wherein the related customs planning record is related to the master customs planning record; calculating duty on the goods described in the related customs planning record; storing the amount of the calculated duty in the related customs planning record; incrementing the total amount of duty stored in the duty total field in the master customs planning record; submitting, to the destination country, payment of the duty; creating, in dependence upon the related customs planning record, a customs declaration form for a destination country; and submitting the customs declaration form to a customs declaration forms database for the destination country.10-23-2008
20090210330PAYROLL SYSTEM AND METHOD - A paycheck-centric payroll system and method for generating, accumulating and reporting on payroll information including payroll deductions and payroll tax deposits.08-20-2009
20080319882EFFICIENT WORK FLOW SYSTEM AND METHOD FOR PROCESSING TAXPAYER SOURCE DOCUMENTS - A method for processing taxpayer source documents is disclosed. The method may include receiving proforma data and an electronic image of a taxpayer source document, determining a type of tax statement for the taxpayer source document from the electronic image of the taxpayer source document and using the proforma data, a database, and business rules to verify the type of the tax statement for the electronic image of the taxpayer source document. This can be done by searching for an identification code within the electronic image of the taxpayer source document to determine whether the identification code matches the proforma data. The method can also include extracting data from the electronic image of the taxpayer source document and determining if the extracted data from the electronic image of the taxpayer source document has an error. Once the data is extracted, the method can also include creating an electronic document that includes the extracted data.12-25-2008
20100161460Method and system for source document data entry and form association - The present invention provides software and a method and system of efficient source document data entry and data association. More particularly, the present invention relates to a software module which receives source documents and recognizes or extracts information from the documents or associated files for use in populating fields of related or derivative documents or screens to facilitate accurate transfer of data. The invention also allows for ease in confirming the accuracy of the extracted or imported data by comparison with the source document either directly by a person or through automated or semi-automated procedures.06-24-2010
20100241538METHODS AND SYSTEMS FOR AUTOMATED GENERATION OF BILLS - The present invention provides methods and systems for processing bills electronically. Generally, a bill is created for a customer using billing information and master data from a biller and master data from a customer. Billing information is received from the biller by a first processing module having access to the master data of the biller. The first processing module generates a bill using the billing information and the master data of the biller. A second processing module having access to the master data of the customer provides customer data to the first processing module. The bill is transformed into a format specified in the master data of the customer by the first processing module if the format of the generated bill is not the format specified in the master data of the customer. The generated or transformed bill is transferred to the second processing module by the first processing module.09-23-2010
20100235269System and Method of Processing Asset Data - A method of processing asset data can include receiving data related to an asset from an electronic data warehouse at an adjustment system. The method can also include identifying a tax class of a plurality of tax classes based on the received data and storing the received data in association with the identified tax class. Further, the method can include determining based on the received data that the asset has been added, retired or depreciated during a time period. In addition, the method can include adjusting a value of the asset, wherein the adjusted value corresponds to an addition, retirement or depreciation of the asset.09-16-2010
20100217694Method and system for collecting and processing electronic data - The present invention provides a system and method of generating a set of tax schedule information comprising: (a) providing an Excel interface, the Excel interface being associated with a set of commands and functions; (b) accessing a separate database, the separate database storing a set of data, the set of data having been defined using the set of commands and functions; (c) manipulating the set of data according to the set of commands and functions to generate the set of tax schedule information; and (d) storing the set of tax schedule information in a separate database. This embodiment may further include one or more of the following: using at least one entry from the set of tax schedule information to populate a tax schedule; wherein the separate database is an XML database; wherein the set of tax schedule information is based, at least in part, on a set of tags associated with the XML database.08-26-2010
20100250412Online analytic processing cube with time stamping - In one example embodiment, a system and method are shown for receiving data that include a time stamp. The system and method also include building an Online Analytical Processing (OLAP) cube that includes a dimension, the dimension acting as a schema for the data that include the time stamp. The system and method may also include populating the OLAP cube with an object, the object including the data and the time stamp as at least one attribute. The system and method may also include storing the OLAP cube.09-30-2010
20090037305System and Method for Monitoring Tax Information - This disclosure provides various embodiments of software for monitoring tax information in a business application. In one aspect, the software collects a set of tax information associated with at least one taxed entity from a plurality of logically disparate sub-modules, each sub-module associated with a business application. The software presents at least a portion of the collected set of tax information at a centralized reporting interface to a first client authorized by the particular taxed entity, wherein presenting at least a portion of the set of tax information comprises displaying one or more of the following: tax information related to one or more tax returns associated with the particular taxed entity; tax information related to one or more tax registers associated with the particular taxed entity; or tax information related to one or more tax payments associated with the particular taxed entity.02-05-2009
20100332362TAX RETURN EVALUATION SYSTEM - Tax returns are received from one or more tax agencies. Each tax return is compared to a stored profile, and a determination is made as to whether each tax return falls within a trend. An evaluation of the tax return is generated based on the comparison and the determination of whether the tax return falls within the trend. The evaluation includes an indication of the tax returns potential to be a fraudulent tax return.12-30-2010
20090187500Accounts payable tax rules processing system and method - A system for generation of accounts payable processing system tax rules is provided. A tax account system generates an account for a tax jurisdiction. An over-tax rule system generates one or more rules for processing a tax amount in excess of a required tax amount associated with the tax jurisdiction. An under-tax rule system generates one or more rules for processing a tax amount that is less than the required tax amount associated with the tax jurisdiction.07-23-2009
20110131119SYSTEM AND METHOD FOR GENERATING AND TRACKING FIELD VALUES OF MORTGAGE FORMS - A system for generating field values of mortgage forms. The system includes a database, a calculation module, a monitoring module. The database contains jurisdictional tax and fee information used to calculate field values for the mortgage form. The calculation module is configured to calculate field values for the mortgage form and to generate a transaction log for mortgage and related transactions. The monitoring module communicates with the database and identifies when changes in the field values of tax and fee information occur in the transaction log, and report those changes to the affected lender.06-02-2011
20100161461MONEY TRANSFERS FOR TAX REFUNDS - Tax refunds are provided via a money transfer service. Merely by way of example, a taxpayer (or a tax preparer) might provide to the IRS an account number at a bank, as a target for a direct deposit refund related to a tax return. In an aspect, the account number might have a specific format that informs the bank that the refund is to be processed by the money transfer service, and in another aspect, the account number might include data that identifies the taxpayer to the money transfer service.06-24-2010
20090240610Integrated e-Commerce Sales & Use Tax Exchange System and Method - The invention provides a system and method for calculating, collecting and/or disbursing one or more third party payments owed to one or more third parties resulting from one or more electronic transactions occurring over a wide area network (WAN) between a customer and a merchant.09-24-2009
20100042521INVESTMENT AND DISTRIBUTION TO MINIMIZE TAX LIABILITY - Methods, instructions on computer media and computing devices are provided for distribution from and investment into a plurality of accounts. In particular, the methods, instructions and computing devices provide for the minimization of tax liability during distribution and investment. An investor may invest funds into and receive distributions from a plurality of accounts based on some combination of tax obligations associated with each account and effective tax rates applicable to various portions of the investor's income. Maximum effective tax rates at present and at some point in the future, such as after retirement, may also be utilized for strategic investment.02-18-2010
20110153473SYSTEM AND METHOD FOR MANAGING ROYALTY PAYMENTS - A comprehensive platform for merchandising intellectual property (IP) and conducting IP transactions is disclosed. A standardized data collection method enables IP assets to be characterized, rated and valuated in a consistent manner. Project management, workflow and data security functionality enable consistent, efficient and secure interactions between the IP Marketplace participants throughout the IP transaction process. Business rules, workflows, valuation models and rating methods may be user defined or based upon marketplace, industry or technology standards.06-23-2011
20110153476SYSTEM AND METHOD FOR DETERMINING TAX LIABILITY IN RESPONSE TO A MOBILITY - A tax event system is configured to evaluate a taxable event that gives rise to tax liability in multiple jurisdictions. The system provides for real time determination of location information (e.g. work location, residence location, assignment location, and the like) for the calculation of tax liability. Such real time analysis allows for transactions to be settled and tax liability to be satisfied in time periods prescribed by various regulating authorities.06-23-2011
20100063908Estate Disposition Modeling - A system and computer-implemented method for modeling estate disposition are disclosed. One embodiment receives balance sheet inputs, estate planning document inputs and timing/event inputs. Conveyance and tax logic are applied to the inputs. Flowcharts illustrating the disposition of the estate based on the inputs are generated. Tax and liquidity analysis based on the inputs are also generated.03-11-2010
20100057596METHOD AND APPARATUS FOR FACILITATING SHIPMENT OF PACKAGES - A method and apparatus for facilitating the shipment of a package or packages, each package containing one or more items, from a Sender to a Recipient, via one of a number of shippers. The apparatus includes a database for storing shipper data, a processor for processing the data in the database, a Sender's terminal for selectively receiving and sending shipment information to and from the processing system, a first communications link for selectively enabling communication between the database/processor and the Sender's terminal, a second communications link for selectively communicating between the database/processor and the shipper of the package(s), and a third communications link for selectively communicating between the database/processor and customs facilitation entities such as customs brokers. The Internet may be used as at least one of the communication links, and the database may be made available through a Web site.03-04-2010
20100070394EFFICIENT WORK FLOW SYSTEM AND METHOD FOR PREPARING TAX RETURNS - A processor-based method for preparing a tax return using multiple service providers. The method includes receiving at a first service provider an image file that includes a plurality of data values and assigning at the first service provider the image file to a form having a plurality of predefined field names, wherein each of the plurality data values belong to one of the plurality of predefined field names. The method also includes receiving at a second service provider the image file and an input form having a plurality of input fields corresponding to the plurality of predefined field names and associating at the second service provider the plurality of data values from the image file with the plurality of input fields.03-18-2010
20110153474ELECTRIC VEHICLE CHARGING AND ACCOUNTING - Electric vehicle charging stations include a time of use meter that can be programmed with different time periods so that different tariffs can be applied to energy readings of those different time periods. The time periods may be specific to electric vehicle operators. The tariffs may also be specific to electric vehicle operators and apply to charging stations that are supplied with electricity from different electric utilities.06-23-2011
20110078062METHOD AND SYSTEM FOR PROVIDING ACCOUNTING SERVICES - A computerized system and method for preparing at least one tax return, including, but not limited to: accepting tax information, by at least one accounting module, for the at least one tax return from at least one user; processing the tax information, at the at least accounting module, so that at least one third party tax software application can utilize the tax information to calculate the at least one tax return; and providing calculated results of the at least one tax return, from the at least one accounting module, to the at least one user; wherein third-party software is utilized to calculate the at least one tax return so that the at least one accounting module does not need to calculate the at least one tax return.03-31-2011
20120303495USER INTERFACE FOR TAX-RETURN PREPARATION - A method is implementable in an electronic system coupled to an electronic device, which is, in turn, coupled to a display device. A web page displayable on the display device is served to the electronic device. The displayed web page includes a user interface, which, in turn, includes a frame and at least one stile defining a plurality of panes within the frame. In a first one of the panes, at least one field into which a tax-data provider can input tax data is displayed. In a second one of the panes, information of a first type of a plurality of information types operable to assist the provider in performing a first operation of a set of operations using the user interface is displayed. Input tax data is received from the electronic device.11-29-2012
20110153475FEDERAL ADJUSTMENT TRACKING SYSTEM - Tracking federal adjustments includes receiving an automated upload at a database, from a tax platform implemented on at least one processor, of at least one of: a beginning balance, a thirteenth period adjustment and an ending balance for a general ledger account. User input specifying a type of tax report is received. A report itemizing data stored in the database and calculations based on the data stored in the database, in accordance with the user input.06-23-2011
20110022502Tax resolution process and system - A tax resolution system and method are disclosed for identifying and implementing solutions to tax delinquency problems. A taxpayer who is delinquent is guided to provide pertinent data and preferences to be analyzed to derive one or more potential solutions to resolve tax problems or plan a future tax strategy. The taxpayer or a tax professional is provided with the data and support information to solve tax problems and prepare documentation to implement potential solutions based on recommendations provided by the tax resolution system and method.01-27-2011
20100179893System for controlling the charge rate of an electric vehicle battery by a third party, and monitoring, recording, and reporting the power supplied to it. - A system and means for controlling, monitoring, recording and reporting the use of power supplied for battery charging in electrically powered vehicles and their batteries; for the purposes of adjusting power loading on the electrical supply system, as well as allowing monitoring, recording, reporting and billing for such power use, and for recording, reporting and billing local and federal taxes for use of such electrical energy used for vehicle propulsion purposes.07-15-2010
20120310799PAYROLL RECONCILIATION SYSTEMS AND METHODS - A method of payroll reconciliation comprising providing a first set of employee payroll data relating to at least one paycheck previously issued to an employee; preparing an adjusting check using the first set of employee payroll data on a paycheck system comprising a client interface comprising a plurality of editable fields; allowing a user to edit data on the plurality of the editable fields, wherein the data on the plurality of the editable fields for the adjusting check comprises cumulative earnings and taxes; storing in a computer readable medium the data for the adjusting check; and preparing an employee paycheck using the paycheck system.12-06-2012
20110191216SYSTEM AND METHOD FOR CALCULATING TAXES AND MULTI-CURRENCY PRICING - A method and a system for determining taxes attributable to a financial transaction create a tax rate table, link an entity of the financial transaction to the tax rate table through a product rule, and calculate taxes based on the tax rate table according to one component of the financial transaction. The tax rate tables can be linked by a default product rule, which is a defined by a global variable. Alternatively, specific product rules can be used to link specific entities, such as tax jurisdiction records, or legal entity records. In one application, the method and the system calculate revenue tax, cost tax, input tax, and profits for each transaction. The method and the system may further include multi-currency support analysis for a financial transaction so that a financial transaction can be analyzed under a common currency, even though the financial transaction is conducted using one or more currencies in one or more jurisdictions.08-04-2011
20110307359SYSTEMS AND METHODS FOR MANAGING ADDRESS AND TAX INVENTORY DATA - An exemplary method includes a computing system accessing inventory data maintained in a repository of inventory data, the inventory data maintained for use in determining tax revenue to be collected from at least one customer, and auditing the inventory data, the audit including accessing a data record included in the inventory data, subjecting the data record to at least one of a validation process, a range split condition check process, and a tax code identifier check process, and generating output data representative of a result produced by the at least one of the validation process, the range split condition check process, and the tax code identifier check process. When the result indicates an error condition, the output data is configured to facilitate a correction of the error condition in the inventory data included in the repository of inventory data. Corresponding methods and systems are also disclosed.12-15-2011
20120072321METHODS AND APPARATUS FOR CENTRALIZED GLOBAL TAX COMPUTATION, MANAGEMENT, AND COMPLIANCE REPORTING - Methods, apparatus, and articles of manufacture for tax computation, management, and compliance reporting via a centralized transactional tax platform capable of incorporating transaction data and/or tax information from multiple locations and/or multiple business applications via a network architecture are disclosed herein. In one embodiment, a central server may be configured to execute an application to generate a user interface to enable configuration of tax compliance data via a network link, to receive transaction data from one or more client systems via the network, to calculate transaction taxes corresponding to the transaction data, and to store tax information, including outputs and computational logic generated by tax calculation engines executed by the server. In another embodiment, the tax calculations may be executed client-side, while administration of tax compliance data and reporting are facilitated by the central server.03-22-2012
20130013471LOCATION-BASED TAX RATE ACQUISITION AND MANAGEMENT - Various embodiments are provided for location-based tax rate acquisition and management. Acquisition comprises access to various types of tax rates (sales tax rates, use tax rates, specialty tax rates, user-defined tax rates, etc.) for one or more tax jurisdictions in a geographical or geopolitical area. In one aspect, acquisition can comprise a monitoring service to track changes in tax information, such as tax rates, for a specific location, changes in tax rates for a specific jurisdiction, or changes in tax jurisdiction boundaries.01-10-2013
20120158559COMPUTER-BASED SYSTEM - A computer-based system for determining insurance premium taxes (IPT) for multiple clients in a plurality of jurisdictions comprises an electronic database containing data identifying a plurality of classes of risk in each tax jurisdiction for which IPT is payable, the tax rates for each tax type applicable to each class of risk in each jurisdiction, the tax-collection organisation(s) in each jurisdiction for each class of risk, and financial data supplied by clients. Software associated with the database receives financial data from each client relating to insurance transactions for which IPT is payable and stores said data in the database, determines from said financial data the relevant class(es) of risk for each jurisdiction and the tax payable in respect thereof to each tax-collection organisation in the jurisdiction, and prepares a tax return for each transaction for which IPT is due.06-21-2012
20120233043Mobile Device and Method for Determining a Number of Days Before a Tax Liability Trigger - The present disclosure relates to a mobile device and method for determining a number of days before a tax liability trigger. In one embodiment, a mobile device receives location information identifying a country that the mobile device is present in and tracks a number of days the mobile device is present in the country. The mobile device determines a number of days before a tax liability trigger occurs in the country based on the tracked number of days and tax information of the user of the mobile device, and then displays the number of days before the tax liability trigger.09-13-2012
20120084185SYSTEM, COMPUTER PROGRAM, AND METHOD FOR ONLINE, REAL-TIME DELIVERY OF CONSUMER TAX SERVICES - A system, a method, and a computer program for performing an online, real-time tax consultation for preparation of a client's taxes by a tax agent, wherein the tax agent is remote from the client, and the system is implemented via an electronic, online application accessible via a communications network. Embodiments allow for a client desiring tax preparation of a tax return to initiate the tax preparation with a tax agent via an online, integrated platform; electronically upload or otherwise push the client's tax-related information and documents to the tax agent; participate in an online tax consultation so that the tax agent may investigate, learn, or otherwise obtain the tax information necessary for completing the client's tax return; and electronically approve and file the completed tax return.04-05-2012
20120166321APPARATUS AND METHOD FOR TAX COLLECTION - A processing apparatus is configured to automatically collect and distribute funds raised by a Business Levy which is imposed by a main government on the gross revenues of all business entities within the economy, subject to optional exemptions. Taxable entities are required to maintain a special account with a bank within jurisdiction into which they must deposit all taxable business revenues. Taxable entities may not access such revenue until after the bank has transferred the appropriate amount, corresponding to the Business Levy, from the gross receipts account to the main government account. Thereafter levy-paid balances are transferred to a general operating account maintained by the bank for the benefit of the taxpayer, which may be accessed freely by the taxation entity. Preferably, such a method of collecting revenues is used to finance governments' budgets on all levels of administration: federal, state or provincial and county and/or municipal, replacing all other taxes and fees imposed by all levels of governments.06-28-2012
20120215670Method, System and Computer Program Product for Processing Tax Notices - A method, system and computer program product includes entering information from a tax notification into a system using a workflow where the system searches a database for a matching company. The system determines a status of the tax notification, generates a template letter to be communicated to the company, and places the tax notification on an active notice listing. An active notification is selected to process using a workflow. A research workflow is selected if research of the active notification is required. The system stores the research results in the database, determines a change in status of the active notification, and generates a template letter to the company. An actuals workflow is selected if payment of penalties and interest or receipt of refund is required. The system presents an abatement workflow when penalties and interest are due and generates template letters to the company of and an agency.08-23-2012
20120215669SYSTEMS METHODS AND COMPUTER PROGRAM PRODUCTS FOR ENCODING AND DECODING TAX RETURN DATA - Tax data, e.g., Form W2 data, is encoded as a two-dimensional machine readable representation, such as a QR CODE. Certain tax data is encoded as segments of a QR CODE, and a tax form generated by an employer or payroll processing service and provided to an employee or user includes the QR CODE representing certain W-2 or other tax data. An image of the QR CODE is acquired using a camera of a mobile communication device or computer or other image capture device. When using a Smartphone, a tax preparation application executing on the Smartphone decodes the QR CODE image to determine the tax data, and populates fields of an electronic tax return with decoded data, thus allowing a consumer to prepare an electronic tax return using a mobile communication device.08-23-2012
20120136764ON-LINE TAX PREPARATION APPLICATION SCREEN NAVIGATION USING URL BOOKMARKS - Bookmarking interview screens of an electronic tax return prepared using an on-line tax preparation application. A widget or other element is executed by a user to request a URL bookmark of a screen. A bookmark program of or associated with the on-line tax preparation application dynamically generates a URL bookmark based at least in part upon context data of the screen identifying a path to the screen within hierarchical structure of screens. The URL bookmark is provided to the user and may be utilized to jump to the bookmarked screen without having retracing prior navigation steps through multiple screens before the subject screen. Embodiments may be utilized by technical support persons assisting end users, e.g., by requesting a URL bookmark in the form of a hypertext link and sending the link to a screen to an end user who may click on the link to jump to the bookmarked screen.05-31-2012
20100036760FLEXIBLE AND ADAPTIVE ACCRUAL METHOD AND APPARATUS FOR CALCULATING AND FACILITATING COMPLIANCE WITH TAXES AND OTHER OBLIGATIONS - A computer-based system and method calculates and facilitates revenue accrual, for making larger, less frequent payments of estimated taxes or other obligations. Payer preferences are applied to satisfy variable payment intervals, amounts, and available resources. The obligation, required payments, and set-aside schedules are recalculated as needed, under payer and/or system control. Excess accruals are minimized; set-aside schedules are configurable. The system may be self-contained, handheld, or accessed remotely. Automatic datalinks move information and command fund transfers from the payer's bank, to accrue funds and make payments to other accounts. A service host may support a plurality of payers to make set-asides and payments at various levels as needed, on an individual or batch basis, including individual taxpayer enrollment for batch file tax payments by service providers. Some embodiments can be embedded to enhance the capabilities of other systems.02-11-2010
20090327108System and method for online bill payment - The present invention provides an accounting software application and related system and method for generating and presenting unfileable tax documents to clients for review and upon approval and payment converting the unfileable tax document into a final, fileable document for filing with a tax entity by either the service provider or the client. Watermarks, obscuring text, and other techniques may be employed to render draft tax documents unfileable so as to promote payment of services when presenting work product, such as tax returns, electronically to clients and confirming payment by the client prior to presenting or making accessible a fileable version of the document.12-31-2009
20110004537METHOD AND SYSTEM FOR ORGANIZING TAX INFORMATION AND PROVIDING TAX ADVICE - A method includes providing to a user a set of computer-executable instructions that, when executed by a user's electronic device, generate a user interface displayable on a display device coupled to the user's electronic device, presenting to the user via the user interface a plurality of solicitations for a set of personal information describing characteristics of the user, receiving via the user interface the personal information set, and, based on the personal information set, generating to the user interface a checklist of tax return preparation information to be compiled by the user.01-06-2011
20120239538INFORMATION MODEL FOR PROPERTY RECORDS MANAGEMENT - An information model for a party and property records management system includes a legal party role object for maintaining relationships between objects, such as legal party objects and revenue-object objects, within the information model. A legal party object could have several associated objects, such as an identification number object or a legal party communication object.09-20-2012
20120323749SYSTEM AND METHOD FOR DATA PRIVACY AND CATEGORIZATION OF SALES AND USE TAX DATA - A system may include a computing system comprising processing device, an input device, an output device, a storage device, and a network device. A computer program may configure the at least one computing system to receive, via the network device, sales and use tax data, store, on the storage device, the received sales and use tax data, extract an interstate sales entry from the stored sales and use tax data, analyze, using the processing device, the interstate sales entry to determine a jurisdiction associated with the interstate sales entry, privatize a SKU in the interstate sales entry, and store a transaction record in a database on the storage device, the transaction record including the determined jurisdiction and the privatized SKU.12-20-2012
20110288972Information Processing System and Method for Managing and Determining Tax Information - A multi-user information processing system and method for managing a multi-jurisdictional entity's data for determining tax returns information and tax provision information, and for tax planning purposes. The system includes a database for storing data, a calculation engine for determining tax returns information and tax provision information based on data stored in the database, a user interface unit for creating dataset(s) and manipulating the dataset(s) for tax planning purposes, and a report engine for producing reports using information from the database.11-24-2011
20100131394MANAGING CONSISTENT INTERFACES FOR TAX AUTHORITY BUSINESS OBJECTS ACROSS HETEROGENEOUS SYSTEMS - A business object model, which reflects data that is used during a given business transaction, is utilized to generate interfaces. This business object model facilitates commercial transactions by providing consistent interfaces that are suitable for use across industries, across businesses, and across different departments within a business during a business transaction. In some operations, software creates, updates, or otherwise processes information related to a tax assessment notice, a tax form, a tax object, a tax obligation and/or a tax return business object.05-27-2010
20120150704Voice Assisted Vehicle Recording Device For Recording, Tracking and Reporting Vehicle Business Expenses - A method of recording for future reference the use of a vehicle which is not normally used for a business purpose is being used for a business purpose and is an allowable IRS expense for that business purpose wherein, subsequent to initiating the process by pressing a button on the steering wheel or on the dashboard and prior to moving the vehicle, a recording is made of the odometer reading on the vehicle, the date of the trip and the purpose of the trip. At the completion of the trip a recording is made of the odometer reading on the vehicle to obtain the true total distance traveled and the allowable tax deductable expense for the use of the vehicle during the business purpose is recorded where the allowable tax deductable expense is based on miles traveled and other related allowable expenses incurred.06-14-2012
20110246341SYSTEM AND METHOD FOR TAX ALLOCATION TO PARTNERS IN U.S. PARTNERSHIPS - A method and apparatus are provided which allocate a U.S. partnership's pass-through items of distributive income to partners (also called “tax allocations”). Data of a partnership's distributive items of income, and partners' book and tax capital account values (these terms as defined in the Treasury Regulations) are received and an optimization including all of these data is performed to implement the partner tax allocation that are compliant with the relevant sections of the Internal Revenue Code [1] and the relevant Treasury Regulations [2, 3, 4]. Partners' distributive tax allocations provided to the partnership based on the optimization.10-06-2011
20110264570METHOD, SYSTEM, AND COMPUTER PROGRAM FOR PREDICTING TAX LIABILITIES AND BENEFITS - A method, a system, and a computer program for suggesting to the user a tax event to reduce the user's tax liability. Embodiments comprise accessing known user information related to the user and the user's taxes, wherein the known user information includes at least some information for a current tax year to date; comparing the known user information with requirements for at least one of tax deductions and tax credits offered by a taxing authority for the current tax year; identifying deductions or credits having requirements related to the known user information; and suggesting to the user a tax event for reducing the user's tax liability, wherein the suggested tax event is based at least partially on the known user information and the identified deductions or credits having requirements related to the known user information.10-27-2011
20110264569METHOD, SYSTEM, AND COMPUTER PROGRAM FOR PREDICTING TAX LIABILITES AND BENEFITS - A method, a system, and a computer program for predicting an impact of a tax event on a user's tax liabilities at any intermediate time during a current tax year based on a comparison of known and predicted user information related to the user and the user's taxes, tax event information, and a tax deduction database of tax deductions, credits, and eligibility rules. The computer program and method for predicting the impact of the tax event comprise acquiring information about the user from a user profile, acquiring information about the tax event, comparing the user information and the tax event information with requirements for tax deductions and credits offered by a taxing authority, and identifying deductions or credits having requirements related to the user information and the tax event information. Furthermore, embodiments may also comprise determining a probability that the user will qualify for the deduction or credit based on both the known and predicted user information, the tax event information, and the requirements for tax deductions and credits for the current year.10-27-2011
20130179314Risk Based Data Assessment - A system for receiving and processing data includes a data processing and verification component that accepts data from a client in an electronic format and identifies therefrom data elements that can be directly verified. A risk assessment component receives data elements that have not been identified as directly verifiable and assesses a risk that the data elements are incomplete or incorrect. The risk assessment component generates risk assessment data. A decision support component receives the risk assessment data from the risk assessment component and selects appropriate actions for subsequent processing of the client data according to the assessment of risk contained in the risk assessment data.07-11-2013
20120253999INVOICING MANAGEMENT METHOD AND SYSTEM - An invoicing management method and system for an electronic transaction relating to the purchase of goods and/or services by a bearer, characterised in that it has the following steps: collection of at least one bearer-identification element contained in a data medium by the reading device of a terminal; retrieval of an ordered set of data elements corresponding to the transaction characteristics from a previously downloaded application interface and input device of the terminal; transmission of the at least one identification element and the ordered set of retrieved data elements to a central server; generation of an electronic invoice by the processing device of the central server, on the basis of identification data associated with the identification element in a database of the server and the ordered set of retrieved data elements; and archiving of the electronic invoice in the database of the central server.10-04-2012
20110218894Variable Taxation System and Method - A variable taxation/variable goods control system includes a consumer database populated with a plurality of consumers, a goods database populated with one or more goods limits for a predetermined time period, and a tax rate database populated with at least a first tax rate and a second tax rate. Each of the plurality of consumers in the consumer database is affiliated with at least a first goods limit in the energy database. Each consumer in the consumer database is affiliated with at least the first tax rate in the tax rate database, the first tax rate corresponding to the first goods limit. Each consumer is taxed at the first tax rate for goods purchases up to the consumer's first goods limit, and each consumer is taxed at the second or higher tax rate for goods purchases beyond the first goods limit.09-08-2011
20100287076Allergen-free food expense tracking system - A website with secure user access enables a registered user to obtain a dashboard report (YTD, or for other customized date ranges) on incremental spending relating to the user's food allergies and/or food intolerances11-11-2010
20110313901REFUND SYSTEM AND METHOD - In response to receipt of an identifier for at least one of a user or a purchase transaction, a validation system prompts a user to input information for obtaining a tax refund associated with one or more purchase transactions. The validation system causes information relating to users and purchase transactions and stored in a storage system to be updated based on information input by the user. The validation system transmits a validation request message that identifies the user to an approval system that has access to the storage system to validate a tax refund for the one or more purchases for an eligible user, eligibility being derived from user related information. The validation system receives a response message from the approval system and indicates to the user whether a refund associated with the one or more purchases has been validated.12-22-2011
20130191256AUTOMATED TAX DIAGNOSTIC SYSTEMS AND PROCESSES - Accounting functionality integratable into an ERP system such as, e.g., SAP® is described. The functionality provides multiple features including automatically reconciling vendor-billed tax such as on manual or automatic invoices and tax calculated by third party tax software. The functionality is configurable to automatically decide if a particular document is to be processed based on various parameters. Appropriate outputs may be made to accounting records. In one aspect, the functionality includes calculating and recording tax accruals on various sources including inventory movements. In one aspect, automation of the process of evaluating the accuracy of transaction tax results on procure-to-pay and order-to-cash transaction data is described.07-25-2013
20120022983Web Based Tax Preparation - A web based tax preparation system may enable communication between an individual and a tax preparer by way of a kiosk or personal computer. The individual scans tax documents and checks the clarity of the scanned tax documents. Thereafter, the scanned and checked tax documents are transmitted to a tax preparer or made available to the tax preparer at which time the tax preparer and the individual are connected by way of a web conference. The tax preparer and the individual may simultaneously view the scanned tax documents as well as the tax return being prepared for the individual. This process streamlines the tax preparation process and also allows the individual to prepare his/her tax returns in the comfort of his/her own home as well as a kiosk which is less intimidating than making a personal appointment with a professional tax preparer.01-26-2012
20120030076System and method for risk-based data assessment - Systems, methods, and computer program products are provided for transforming data into a format suitable for analytics use, such as statistically-based risk assessments. In one exemplary embodiment, the method may include receiving data from one or more data sources, and generating one or more associations among the received data, the associations providing links between one or more data elements of the received data. In addition, the method may include generating one or more segmented data sets based on the received data and the one or more associations, the segmented data sets reflecting an organization of the received data, and integrating one or more variables related to the received data into the one or more segmented data sets to create pre-processed data. Furthermore, the method may include outputting the pre-processed data and integrated real-time data for application of analytics.02-02-2012
20130198047METHOD, SYSTEM, AND COMPUTER PROGRAM FOR PREDICTING TAX LIABILITIES ASSOCIATED WITH REPORTABLE INCOME ON A 1099 FORM - A method, a system, and a computer program for predicting an impact of a tax event, such as reportable income on a 1099 form, on a user's tax liabilities at any intermediate time during a current tax year based on a comparison of known and predicted user information related to the user and the user's taxes, tax event information, and a tax deduction database of tax deductions, credits, and eligibility rules. The computer program and method for predicting the impact of the tax event comprise acquiring information about the user from a user profile, acquiring information about the tax event, comparing the user information and the tax event information with requirements for tax deductions and credits offered by a taxing authority, and identifying deductions or credits having requirements related to the user information and the tax event information.08-01-2013
20130204758Novel tax simplification table product for tax rate and tax calculations - The present invention relates to a tax simplification table product to convert all Tax Table and tax calculations into the simplification table product with filing status, taxable income, tax rate formula, tax rate range check, tax rate and tax calculations together. Tax rate formulas are connected with filing statuses. A calculated tax rate is examined and compared with its correct tax rate range, which avoid or reduce calculation mistakes. Related calculations are done automatically or manually. Automatic calculations are done by a calculator or computer software product. Manual calculations are done by paper work easily. Existing Tax Tables from federal and local governments are not needed. The Tax Tables are replaced by tax rate formulas. The tax simplification table product simplifies the existing government tax systems and save time and cost significantly for individuals, corporations and governments.08-08-2013
20120072320Tax-return assembly, apparatus, and method - An apparatus, and an associated method for a tax kiosk provides for a tax filer to enter information related to a tax return that is required to be prepared for the tax filer. Both tax-filer information and tax-form information is collected at the kiosk. Once collected, the collected information is sent to a remote location at which the tax return is prepared.03-22-2012

Patent applications in class Tax preparation or submission