Richard E Mcvickar

US Patent:

8417597, Apr 9, 2013

Filed:

May 18, 2012

Appl. No.:

13/475744

Inventors:

Richard E. McVickar - San Diego CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/22
G06F 15/16

US Classification:

705 31, 709206

Abstract:

Collecting tax return data and integrating collected tax return data into a future electronic tax return. A computer in communication with a tax authority stores first year electronic tax return data of a user that prepared the tax return with a tax preparation application for that year. The computer sends a first electronic message to the user's communication device asking whether data in the first year tax return changed or to verify prior data. The user sends a response using the communication device, and verified and changed data in the response may be stored for inclusion in an electronic tax return of a second year. The second year tax return may be partially prepared utilizing the user's response. When the tax preparation application for the second year is launched, the electronic tax return for the second year is already partially completed.

US Patent:

8190499, May 29, 2012

Filed:

Aug 21, 2009

Appl. No.:

12/545592

Inventors:

Richard E. McVickar - San Diego CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/22
G06F 15/16

US Classification:

705 31, 709206

Abstract:

Collecting tax return data and integrating collected tax return data into a future electronic tax return. A computer in communication with a tax authority stores first year electronic tax return data of a user that prepared the tax return with a tax preparation application for that year. The computer sends a first electronic message such as an e-mail or text message to a communication device of the user asking whether data in the first year tax return has changed or to verify prior data. The user sends a response to the message using the communication device. Verified and changed data in the response may be stored for inclusion in an electronic tax return of the following or second year. The second year tax return may also be partially prepared utilizing the response from the user. Thus, when the user launches the tax preparation application for the second year, the electronic tax return for the second year is already partially completed to give the user a head start on preparing that electronic tax return.