System and method for automated data gathering for completing form
First Claim
1. A computer-implemented method executed by a first computing device in communication with a second computing device of a user and in communication with one or more remotely located data sources through one or more networks, the computer-implemented method comprising:
- before a computerized form preparation application is opened by the user of the second computing device accessing a first computing device through a network,the first computing device, by executing a modular data capture utility of a computerized form preparation application;
capturing a first user-specific data from the one or more remotely located data sources through one or more networks, andstoring the first user-specific data in a shared data store of the computerized form preparation application;
the first computing device, by executing a modular logic agent of the computerized form preparation application in communication with the shared data store and a modular user interface controller, reading the first user-specific data from the shared data store and determining a degree of completeness of an electronic form based on the first user-specific data;
upon the computerized form preparation application being opened by an end user of the second computing device accessing the first computing device through one or more networks;
prompting, through a display of the second computing device, the user for entry of a second user-specific data that is not previously stored to the shared data store by the modular data capture utility, wherein questions for prompting the user are selected based at least in part upon the first user-specific data and a first data structure, the first data structure comprising respective rows defining respective rules and respective columns defining respective questions,writing respective responses to respective questions to the shared data store to update the shared data store,determining that all conditions have been satisfied for a completeness of the electronic form based on a completeness graph; and
the first computing device, by executing a modular calculation engine of the computerized form preparation application in communication with the shared data store;
reading the user-specific data from the shared data store and that was previously written to the shared data store by the modular data capture utility and the modular user interface controller, anddetermining an intermediate or final calculation of the electronic form based at least in part upon a second data structure comprising an intermediate node, the intermediate node comprising a function and leaf nodes of a calculation graph.
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Accused Products
Abstract
A computer-implemented method for gathering user-related tax data for use with tax preparation software includes a computing device executing a data capture utility configured to connect to one or more remotely located data sources, wherein the data capture utility captures user-specific tax data from the one or more remotely located data sources and stores the captured data in a data store. The computing device executes a tax logic engine configured to read data from the data store and determine the completeness of the data contained within the data store. The computing device communicates a message to the user regarding the level of completeness of the data contained within the data store.
254 Citations
13 Claims
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1. A computer-implemented method executed by a first computing device in communication with a second computing device of a user and in communication with one or more remotely located data sources through one or more networks, the computer-implemented method comprising:
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before a computerized form preparation application is opened by the user of the second computing device accessing a first computing device through a network, the first computing device, by executing a modular data capture utility of a computerized form preparation application; capturing a first user-specific data from the one or more remotely located data sources through one or more networks, and storing the first user-specific data in a shared data store of the computerized form preparation application; the first computing device, by executing a modular logic agent of the computerized form preparation application in communication with the shared data store and a modular user interface controller, reading the first user-specific data from the shared data store and determining a degree of completeness of an electronic form based on the first user-specific data; upon the computerized form preparation application being opened by an end user of the second computing device accessing the first computing device through one or more networks; prompting, through a display of the second computing device, the user for entry of a second user-specific data that is not previously stored to the shared data store by the modular data capture utility, wherein questions for prompting the user are selected based at least in part upon the first user-specific data and a first data structure, the first data structure comprising respective rows defining respective rules and respective columns defining respective questions, writing respective responses to respective questions to the shared data store to update the shared data store, determining that all conditions have been satisfied for a completeness of the electronic form based on a completeness graph; and the first computing device, by executing a modular calculation engine of the computerized form preparation application in communication with the shared data store; reading the user-specific data from the shared data store and that was previously written to the shared data store by the modular data capture utility and the modular user interface controller, and determining an intermediate or final calculation of the electronic form based at least in part upon a second data structure comprising an intermediate node, the intermediate node comprising a function and leaf nodes of a calculation graph. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)
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Specification