Streamlined sales tax return preparation
First Claim
1. A method for providing a streamlined user interface on a computing device, comprising:
- accessing in computer-readable memory by a tax preparation server computer a plurality of system-wide table of tax type universal codes;
disposing in a record in a database, via an authenticated account management user computer interface, one or more enabled tax type universal codes, wherein the enabled tax type universal codes are a unique subset of the plurality of system-wide table of tax type universal codes, wherein the record is associated with a specific end-user, and wherein each enabled tax type universal code corresponds to one or more jurisdiction-specific tax report sections, tax schedules, or both, according to a compliance tax jurisdiction for the specific end-user;
subsequently, generating, by the tax preparation server computer, a unique web form that does not replicate a tax filing form for the compliance tax jurisdiction on a user interface of a computing device in use by the specific end-user, the unique web form having first input fields prompting the specific end-user to input only aggregated sales data values corresponding to each of the one or more enabled tax type universal codes according to the record in the database and suppressing presentation of second input fields for reception of input data values excluded from the unique subset of the plurality of system-wide table of tax type universal codes, thereby reducing display space required on the computing device;
receiving, by the tax preparation server computer via the first input fields, one or more input aggregated sales data values from the computing device; and
preparing, by the tax preparation server computer, an electronic sales tax return using the received one or more input aggregated sales data values according to one or more rules of the compliance tax jurisdiction which apply to the specific end-user, and by associating the received one or more input aggregated sales data values with jurisdiction-specific tax report sections or schedules corresponding to the enabled tax type universal codes in the record in the database, wherein the specific end-user is prevented from authenticating as an account management user.
4 Assignments
0 Petitions
Accused Products
Abstract
A tool for assisting end-users to comply with complex sales tax compliance requirements by electronically preparing a tax return by dynamically creating and providing to each end-user a first data input page having input fields relating only to types and categories of tax for which each end-user'"'"'s line of business is required to report while suppressing presentation to the end-user data fields which are related to tax types which are not required to be reported or collected for the end-user'"'"'s line of business. Using the streamlined input page, the end-user only provides the relevant data values and avoids seeing or worrying about irrelevant input values. The tool then electronically prepares one or more tax return forms or data files, and optionally submits those to an electronic server corresponding to the tax authority for the appropriate jurisdiction(s) or produces a paper return.
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Citations
20 Claims
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1. A method for providing a streamlined user interface on a computing device, comprising:
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accessing in computer-readable memory by a tax preparation server computer a plurality of system-wide table of tax type universal codes; disposing in a record in a database, via an authenticated account management user computer interface, one or more enabled tax type universal codes, wherein the enabled tax type universal codes are a unique subset of the plurality of system-wide table of tax type universal codes, wherein the record is associated with a specific end-user, and wherein each enabled tax type universal code corresponds to one or more jurisdiction-specific tax report sections, tax schedules, or both, according to a compliance tax jurisdiction for the specific end-user; subsequently, generating, by the tax preparation server computer, a unique web form that does not replicate a tax filing form for the compliance tax jurisdiction on a user interface of a computing device in use by the specific end-user, the unique web form having first input fields prompting the specific end-user to input only aggregated sales data values corresponding to each of the one or more enabled tax type universal codes according to the record in the database and suppressing presentation of second input fields for reception of input data values excluded from the unique subset of the plurality of system-wide table of tax type universal codes, thereby reducing display space required on the computing device; receiving, by the tax preparation server computer via the first input fields, one or more input aggregated sales data values from the computing device; and preparing, by the tax preparation server computer, an electronic sales tax return using the received one or more input aggregated sales data values according to one or more rules of the compliance tax jurisdiction which apply to the specific end-user, and by associating the received one or more input aggregated sales data values with jurisdiction-specific tax report sections or schedules corresponding to the enabled tax type universal codes in the record in the database, wherein the specific end-user is prevented from authenticating as an account management user. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)
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14. A computer program product comprising:
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one or more tangible computer memory devices; and program instructions encoded by the one or more tangible computer memory devices for causing a tax preparation server computer to perform an operation for providing a streamlined user interface on a computing device, the operation comprising; accessing in computer-readable memory a plurality of system-wide table of tax type universal codes; disposing in a record in a database, via an authenticated account management user computer interface, one or more enabled tax type universal codes, wherein the enabled tax type universal codes are a unique subset of the plurality of system-wide table of tax type universal codes, wherein the record is associated with a specific end-user, and wherein each enabled tax type universal code corresponds to one or more jurisdiction-specific tax report sections, tax schedules, or both, according to a compliance tax jurisdiction for the specific end user; subsequently, generating a unique web form that does not replicate a tax filing form for the compliance tax jurisdiction on a user interface of a computing device in use by the specific end-user, the unique wed form having first input fields prompting the specific end-user to input only aggregated sales data values corresponding to each of the one or more enabled tax type universal codes according to the record in the database and suppressing presentation of second input fields for reception of input data values excluded from the unique subset of the plurality of system-wide table of tax type universal codes, thereby reducing display space required on the computing device, receiving one or more input aggregated sales data values via the first input fields from the computing device; and preparing an electronic sales tax return using the received one or more input aggregated sales data values according to one or more rules of the compliance tax jurisdiction which apply to the specific end-user, and by associating the received one or more input aggregated sales data values with jurisdiction-specific tax report sections or schedules corresponding to the enabled tax type universal codes in the record in the database, wherein the end-user is prevented from authenticating as an account management user. - View Dependent Claims (15, 16, 17)
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18. A system comprising:
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a tax preparation server computer having a processor for performing logical operations; one or more tangible computer memory devices accessible by the processor; and program instructions encoded by the one or more tangible computer memory devices for causing the tax preparation server computer to perform an operation for providing a streamlined user interface on a computing device, the operation comprising; accessing in computer-readable memory a plurality of system-wide table of tax type universal codes; disposing in a record in a database, via an authenticated account management user computer interface, one or more enabled tax type universal codes, wherein the enabled tax type universal codes are a unique subset of the plurality of system-wide table of tax type universal codes, wherein the record is associated with a specific end-user, and wherein each enabled tax type universal code corresponds to one or more jurisdiction-specific tax report sections, tax schedules, or both, according to a compliance tax jurisdiction for the specific end-user; subsequently, generating a unique web form that does not replicate a tax filing form for the compliance tax jurisdiction on a user interface of a computing device in use by the specific end-user, the unique web form having first input fields prompting the specific end-user to input only aggregated sales data values corresponding to each of the one or more enabled tax type universal codes according to the record in the database and suppressing presentation of second input fields for reception of input data values excluded from the unique subset of the plurality of system-wide table of tax type universal codes, thereby reducing display space required on the computing device; receiving one or more input aggregated sales data values via the first input fields from the computing device; and preparing an electronic sales tax return using the received one or more input aggregated sales data values according to one or more rules of the compliance tax jurisdiction which apply to the specific end-user, and by associating the received one or more input aggregated sales data values with jurisdiction-specific tax report sections or schedules corresponding to the enabled tax type universal codes in the record in the database, wherein the end-user is prevented from authenticating as an account management user. - View Dependent Claims (19, 20)
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Specification