- Patent Title: System and method for automated data gathering for tax preparation
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Application No.: US14555296Application Date: 2014-11-26
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Publication No.: US10235721B1Publication Date: 2019-03-19
- Inventor: Luis F. Cabrera , Gang Wang , Kevin M. McCluskey , Per-Kristian Halvorsen , Michael J. Graves , Arien C. Ferrell
- Applicant: Intuit Inc.
- Applicant Address: US CA Mountain View
- Assignee: INTUIT INC.
- Current Assignee: INTUIT INC.
- Current Assignee Address: US CA Mountain View
- Agency: DLA Piper LLP US
- Main IPC: G06Q40/00
- IPC: G06Q40/00 ; G06Q10/10 ; G06Q50/26

Abstract:
A computer-implemented method for gathering user-related tax data for use with tax preparation software includes a computing device executing a data capture utility configured to connect to one or more remotely located data sources, wherein the data capture utility captures user-specific tax data from the one or more remotely located data sources and stores the captured data in a data store. The computing device executes a tax logic engine configured to read data from the data store and determine the completeness of the data contained within the data store. The computing device communicates a message to the user regarding the level of completeness of the data contained within the data store.
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