System and method for indicating sections of electronic tax forms for which narrative explanations can be presented

• US 10,607,298 B1
• Filed: 07/30/2015
• Issued: 03/31/2020
• Est. Priority Date: 07/30/2015
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Hanekamp, Jr., David A., McCluskey, Kevin M., Niciu-Chiuaru, Ion, Parks, Paul A., Bhat, Ganesh, Wang, Gang
• Primary Examiner(s): Ebersman, Bruce I
• Assistant Examiner(s): Anderson, John A
• Application Number:
  US14/814,361
• Time in Patent Office: 1,706 Days
• Field of Search: 705 31- 44
• CPC Class Codes: G06Q 40/123 Tax preparation or submission

Abstract

Computer-implemented method, tax return preparation systems and computer program products for presenting an explanation for a tax calculation or operation performed by a tax return preparation system when the system is in “forms” mode. An electronic version of a tax authority form that has been modified by inclusion of interface elements is displayed to a user. In response to the user selecting an interface element while in forms mode, presentation of an explanation regarding a tax calculation or operation for the associated field is invoked. The user interface controller provides data in response to selection of the interface element to an explanation engine, which determines an explanation based at least in part upon the tax calculation graph. The explanation is provided to the user interface controller for presentation to the user.

Claims

1. A computer-implemented method, comprising:

reading, by a calculation engine of a computerized tax return preparation application operable in multiple presentation modes comprising computer-executable instructions executed by a computing device, from a shared data store of the computerized tax return preparation application, runtime data of an electronic tax return being prepared by a user of the computerized tax return preparation application;

populating, by the calculation engine, a directed graph structure of the computerized tax return preparation, the directed graph structure semantically describing data dependent tax operations and comprising leaf nodes populated with specific runtime data, function nodes associated with input nodes, functions, and result nodes,

wherein pre-determined explanations are associated with the function nodes and functions, inputs to a function comprise runtime data of associated leaf nodes, and a result node is populated with a calculation result generated by execution of the function;

constructing, by an explanation engine of the computerized tax return preparation application and in communication with the calculation engine, a narrative explanation concerning the calculation result based at least in part upon the explanation engine;

traversing at least a portion of the directed graph structure and determining an explanation associated with the traversed function nodes and functions, determining the explanation including recursively traversing at least a portion of the graph structure in response to receiving selected field data from a user interface controller process,

recursively traversing at least a portion of the graph structure to determine multiple explanation segments,

executing a natural language processing algorithm on the narrative explanation segments, and

generating, by the natural language processing algorithm, the narrative explanation for presentation to the user;

performing the user interface controller process including presenting, to the user, an electronic version of a tax form of a tax authority that has been modified by inclusion of interface elements associated with fields of the electronic version of the tax form, and receiving, through the interview screen, user input regarding selection of an interface element to invoke presentation of at least one of the explanations associated with traversed function nodes and functions related to a tax calculation or operation for the respective field;

communicating, by the explanation engine, the narrative explanation to a user interface controller of the computerized tax return application that is also in communication with the shared data store;

presenting, by the user interface controller and through a display of the computing device and to the user, a computer generated interface comprising the calculation result and the narrative explanation associated with the calculation result;

receiving, by the user interface controller, further user input requesting to drill down into a more detailed narrative explanation than the narrative explanation provided after the presenting; and

in response to the further user input, presenting at least one additional narrative explanation, the presenting of the at least one additional narrative explanation including;

communicating the request to drill down to the explanation engine,

recursively traversing, by the explanation engine, the graph structure to determine the at least one additional narrative explanation, and

communicating the at least one additional narrative explanation to the user interface controller for presentation to the user.

2. The method claim 1, wherein a field for which an explanation is available being is displayed in a pre-determined color on the electronic version of the tax form.

3. The method of claim 2, wherein a second field for which an explanation is not available is displayed on the electronic version of the tax form in a second pre-determined color that is different than the first pre-determined color.

4. The method of claim 1, wherein a data element in a field is displayed with a pre-determined font attribute on the electronic version of the tax form.

5. The method of claim 4, the font attribute including at least one of font type, font size, font color, bolding, italics, and underlining.

6. The method of claim 1, wherein a data element in a field is displayed with visual emphasis on the electronic version of the tax form.

7. The method of claim 1, wherein a field is displayed on the electronic version of the tax form with a mouse over function.

8. The method of claim 1, wherein the narrative explanation is determined and presented in response to user selection of an interface element associated with a field populated with a result of a calculation that was performed by the tax return preparation system.

9. The method of claim 1, wherein the narrative explanation is determined and presented in response to user selection of an interface element associated with a field populated with data provided by the user.

10. The method of claim 1, wherein the narrative explanation is determined and presented in response to user selection of an interface element associated with a field populated with data imported from an electronic source.

11. The method of claim 1, wherein the narrative explanation is determined and presented in response to user selection of an interface element associated with a field populated with data of a prior year electronic tax return.

12. The method of claim 1, wherein the narrative explanation is determined and presented in response to user selection of an interface element associated with an unpopulated field.

13. The method of claim 1, wherein the narrative explanation is presented in response to user selection of an interface element associated with a field populated with non-numerical data.

14. The method of claim 13, wherein the narrative explanation is presented in response to user selection of an interface element associated with a field including a non-numerical binary indicator.

15. The method of claim 14, wherein the narrative explanation is presented in response to user selection of an interface element of a graph or chart data structure including a plurality of non-numerical binary indicators.

16. The method of claim 1, wherein the interface controller process further includes:

receiving, through the interview screen, a user request requesting change of presentation mode from forms mode to interview mode; and

in response to the user request, changing the presentation from forms mode to interview mode such that the modified version of the electronic version of the tax form is no longer displayed to the user.

17. The method of claim 1 wherein a user interface element is associated with a field of a modified electronic version of a first tax form and a field of a modified electronic version of a second tax form such that when in forms mode, the same explanation is provided in response to user selection of the interface element in the modified electronic version of the first tax form and in response to user selection of the interface element in the modified electronic version of second tax form.

18. The method of claim 1, the graph structure semantically describing data dependent tax operations comprising functional nodes connected to input nodes by one of a plurality of functions, wherein tax calculations or operations are associated with explanations in the graph structure.

19. The method of claim 1, further comprising:

recursively traversing various paths within the tax calculation graph to determine the narrative explanations;

storing the explanations to a data store referenced by data of fields of the modified electronic version of the electronic tax form; and

in response to receiving the user input, looking up a narrative explanation associated with the selected field.

20. The method of claim 1, wherein the narrative explanation is displayed together with a numerical tax calculation.

21. The method of claim 1, wherein the same or similar functional node is found in a plurality of locations within the graph structure.

22. The method of claim 1, further comprising presenting a hyperlink to a source of the data in the field associated with the interface element.

23. The method of claim 1, wherein multiple narrative explanations based on the traversing of the graph structure are presented to the user and can be collapsed to a root explanation in response to user input.

24. The method of claim 1, wherein modifying the electronic version of the tax form comprises modifying a static electronic version of the tax form into an active electronic version of the tax form with which the user can interact and that is operable to present an explanation.

25. A computing system, operable in multiple presentation modes, comprising:

a shared data store of a computerized tax return preparation application configured to store runtime data of an electronic tax return;

a user interface controller of the computerized tax return preparation application that is in communication with the shared data store and comprises computer-executable instructions executable by a processor of a computing device, the user interface controller, while operating in a forms mode of the multiple presentation modes, being configured to generate user interface screens presentable to a user of the computerized tax return preparation application through a display of the computing device and to present to the user an electronic version of a tax form of a tax authority that has been modified by inclusion of interface elements associated with fields of the electronic version of the tax form; and

a directed graph structure of the computerized tax return preparation application associated with runtime data of the electronic tax return, the directed graph structure semantically describing data dependent tax operations and comprising leaf nodes that are populated with specific runtime data, function nodes associated with input nodes, functions, and result nodes,

wherein inputs to a function of the directed graph structure comprise data of associated leaf nodes, a result node comprises a calculation result generated by execution of the function, and pre-determined explanations are associated with function nodes and functions;

a calculation engine of the computerized tax return preparation application, the calculation engine being configured to read, from the shared data store, runtime data of the electronic tax return being prepared by a user of the computerized tax return preparation application, populate leaf nodes with the runtime data, provide data of leaf nodes as inputs to a function of the directed graph structure, execute the function to generate a calculation result, and populate a result node with the calculation result; and

an explanation engine of the computerized tax return preparation application configured to;

construct a narrative explanation concerning the calculation result based at least in part upon traversing at least a portion of the directed graph structure, constructing the explanation including recursively traversing at least a portion of the recursive graph structure in response to receiving selected field data from the user interface controller, recursively traversing at least a portion of the graph structure to determine multiple explanation segments, executing a natural language processing algorithm on the narrative explanation segments, and generating, by the natural language processing algorithm, the narrative explanation for presentation to the user,

and communicate the narrative explanation to the user interface controller;

and the user interface controller being further configured to;

present, through the display, a computer-generated interface comprising the calculation result and the narrative explanation, receive further user input requesting to drill down into a more detailed narrative explanation than the narrative explanation provided after the presenting, and in response to the further user input, presenting at least one additional narrative explanation, the presenting of the at least one additional narrative explanation including;

communicating the request to drill down to the explanation engine, recursively traversing, by the explanation engine, the graph structure to determine the at least one additional narrative explanation, and

communicating the at least one additional narrative explanation to the user interface controller for presentation to the user.

26. The system of claim 25, wherein the explanation engine comprises a natural language generator operable by the processor to transform an explanation into the narrative explanation using natural language.