Jeffrey A Weber

US Patent:

7747484, Jun 29, 2010

Filed:

Apr 6, 2006

Appl. No.:

11/278945

Inventors:

Todd Stanley - San Diego CA, US
Devin Breise - La Jolla CA, US
Brian Riggs - San Diego CA, US
Matthew Rice - Carlsbad CA, US
Jeffrey Weber - Ramona CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06Q 40/00

US Classification:

705 31

Abstract:

Automated tax return preparation is provided using a relationship-based interview process coupled with universal data import. Information is collected through a process called the interview, during which a taxpayer is asked various questions about her background and relationships with financial institutions. The taxpayer provides to the tax planning software a list of financial institutions with which the taxpayer has a relationship, and the tax software retrieves tax data directly from the financial institutions. The combination of the interview, universal data import, and existing stored data enables an automated tax return system to prepare tax returns in advance with minimal user assistance.