Invention Grant
- Patent Title: Identifying and recommending potential benefits
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Application No.: US15496876Application Date: 2017-04-25
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Publication No.: US10713735B2Publication Date: 2020-07-14
- Inventor: Laurie Croslin Scott , Joseph Bartling , Gil Charney , C. Taylor Brown
- Applicant: HRB Innovations, Inc.
- Applicant Address: US NV Las Vegas
- Assignee: HRB Innovations, Inc.
- Current Assignee: HRB Innovations, Inc.
- Current Assignee Address: US NV Las Vegas
- Agency: Erise IP, P.A.
- Main IPC: G06Q40/00
- IPC: G06Q40/00 ; G06F16/00 ; G06F16/13

Abstract:
Potential benefits that may be applicable to a taxpayer are identified based upon other tax returns for other similar taxpayers, specifically based upon a common external entity that may provide or be associated with the benefit. Identified potential benefits are then recommended to the user. Steps may include receiving a set of taxpayer information related, at least in part, to a subject tax return of the subject taxpayer; identifying an external entity identified on the subject tax return; analyzing a filed return data store to determine benefits reported on tax returns that are indicative of the external entity; identifying a potential benefit associated with the external entity; determining an estimated criterion for the potential benefit; determining whether the subject taxpayer is likely eligible for the potential benefit, based upon the estimated criterion and the set of taxpayer information; and recommending the potential benefit to the subject taxpayer.
Public/Granted literature
- US20180060972A1 IDENTIFYING AND RECOMMENDING POTENTIAL BENEFITS Public/Granted day:2018-03-01
Information query