Invention Grant
- Patent Title: Computer-implemented methods systems and articles of manufacture for image-initiated preparation of electronic tax return
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Application No.: US15419549Application Date: 2017-01-30
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Publication No.: US11295396B1Publication Date: 2022-04-05
- Inventor: Andrew S. McDonald , Caitlin Elizabeth Flint , Phillip J. Ohme
- 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 ; G06K9/00

Abstract:
An intermediate computer hosts a tax return preparation application and generates an interview screen presented to a preparer through a display of the preparer computing device executing a browser. In response, the preparer acquires images of tax documents to begin preparation of an electronic tax return, e.g., by sequentially taking photographs of tax documents using a camera of a mobile communication device, which transmits the images or results of image processing such as Optical Character Recognition (OCR) to the intermediate computer. The intermediate computer, as necessary, performs OCR processing and automatically populates a plurality of electronic tax forms with the first electronic tax data and the second electronic tax data. The electronic tax return may be completed by tax document imaging and manual corrections to OCR results as necessary, in contrast to traditional tax return preparation applications structured according to a pre-determined and programmed sequence of interview screens.
Information query