Invention Grant
- Patent Title: Systems, methods and articles of manufacture for determining relevancy of tax topics in a tax preparation system
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Application No.: US14555553Application Date: 2014-11-26
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Publication No.: US10296984B1Publication Date: 2019-05-21
- Inventor: Gang Wang , Kevin M. McCluskey , Jennifer Keenan , Suzette Tritt
- 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

Abstract:
Systems, methods and articles of manufacture for determining the relevancy of tax matters to a particular taxpayer and prioritizing the tax matters in a tax preparation system for preparing an electronic tax return. A computerized tax preparation system accesses taxpayer data and generates a taxpayer data profile using the taxpayer data. The system executes at tax logic agent which evaluates missing tax data required to prepare the tax return for the taxpayer and outputs a plurality of suggested tax matters for obtaining the missing tax data to a user interface manager. The tax logic agent utilizes the taxpayer data profile and a tax matter relevancy module having a plurality of tax data profiles to determine a relevancy ranking for each suggested tax matter. A user interface manager receives the suggested tax matters and the corresponding relevancy rankings and determines one or more tax questions to present to the user.
Information query