System, method and article of manufacture for organizing and managing transaction-related tax information

• US 20030233297A1
• Filed: 05/05/2003
• Published: 12/18/2003
• Est. Priority Date: 08/31/1999
• Status: Active Grant

• Current Assignee: Accenture Global Services Limited (Accenture PLC)
• Original Assignee: Accenture Holdings BV (Accenture PLC), Accenture LLP (Accenture PLC)
• Inventors: Campbell, Harold
• Granted Patent: US 7,043,448 B2
• Time in Patent Office: Days
• US Class Current: 705/31
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 20/207 Tax processing
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• CPC Class Codes: G06Q 40/123 Tax preparation or submission

Abstract

A system, method, and article of manufacture are provided for organizing an transaction-related dimension of tax-related data for generating fact details to facilitate payment of taxes. First, an transaction-related dimension of tax-related data is provided along with a plurality of attributes for the transaction-related dimension. Such attributes include a transaction line item determined based on a transaction identifier, a transaction type, a tax type, a customer account identifier, a sold to location geographic code, a ship to location geographic code, a contract number, a purchase order number, a vendor account identifier, and a vendor zip code. Next, a plurality of entries are received which are associated with the attributes of the transaction-related dimension. A plurality of fact details are then generated using the entries of a predetermined set of the attributes of the transaction-related dimension. Thereafter, the fact details are outputted.

Claims

1. A method for organizing and managing a transaction-related dimension of tax data for generating fact details comprising the steps of:

(a) providing a transaction-related dimension of tax data;

(b) providing a plurality of attributes for the transaction-related dimension of tax data, the attributes including a transaction line item determined based on attributes selected from the group of attributes consisting of a transaction identifier, a transaction type, a tax type, a customer account identifier, a sold to location geographic code, a ship to location geographic code, a contract number, a purchase order number, a vendor account identifier, and a vendor zip code;

(c) receiving a plurality of entries associated with the attributes of the transaction-related dimension; and

(d) generating a plurality of fact details by using the entries of a predetermined set of the attributes of the transaction-related dimension.

2. The method as set forth in claim 1, and further comprising the step of:

providing a description of each of the attributes.

3. The method as set forth in claim 1, wherein the transaction line item is further determined based on attributes selected from the group consisting of a transaction description and a contract type.

4. The method as set forth in claim 1, and further comprising the step of:

providing a description of each of the fact details.

5. The method as set forth in claim 1, wherein the transaction line item is determined based on attributes including a transaction identifier, a transaction type, a tax type, a customer account identifier, a sold to location geographic code, a ship to location-geographic code, a contract number, a purchase order number, a vendor account identifier, and a vendor zip code.

6. The method as set forth in claim 1, wherein the fact details are selected from the group of fact details consisting of an adjusted book fact, a tax adjustment fact, a schedule M fact, a tax return fact, an apportionment fact, a line item fact, a transaction fact, an invoice fact, an asset fact, a payroll fact, a taxes paid fact, and a projected financial fact.

7. A computer program embodied on a computer readable medium for organizing and managing a transaction-related dimension of tax data for generating fact details comprising:

(a) a code segment that provides a transaction-related dimension of tax data;

(b) a code segment that provides a plurality of attributes for the transaction-related dimension of tax data, the attributes including a transaction line item determined based on attributes selected from the group of attributes consisting of a transaction identifier, a transaction type, a tax type, a customer account identifier, a sold to location geographic code, a ship to location geographic code, a contract number, a purchase order number, a vendor account identifier, and a vendor zip code;

(c) a code segment that receives a plurality of entries associated with the attributes of the transaction-related dimension; and

(d) a code segment that generates a plurality of fact details by using the entries of a predetermined set of the attributes of the transaction-related dimension.

8. The computer program as set forth in claim 7, and further comprising a code segment that provides a description of each of the attributes.

9. The computer program as set forth in claim 7, wherein the transaction line item is further determined based on attributes selected from the group consisting of a transaction description and a contract type.

10. The computer program as set forth in claim 7, and further comprising a code segment that provides a description of each of the fact details.

11. The computer program as set forth in claim 7, wherein the transaction line item is determined based on attributes including a transaction identifier, a transaction type, a tax type, a customer account identifier, a sold to location geographic code, a ship to location geographic code, a contract number, a purchase order number, a vendor account identifier, and a vendor zip code.

12. The computer program as set forth in claim 7, wherein the fact details are selected from the group of fact details consisting of an adjusted book fact, a tax adjustment fact, a schedule M fact, a tax return fact, an apportionment fact, a line item fact, a transaction fact, an invoice fact, an asset fact, a payroll fact, a taxes paid fact, and a projected financial fact.

13. A system for organizing and managing a transaction-related dimension of tax data for generating fact details comprising:

(a) logic that provides a transaction-related dimension of tax data;

(b) logic that provides a plurality of attributes for the transaction-related dimension of tax data, the attributes including a transaction line item determined based on attributes selected from the group of attributes consisting of a transaction identifier, a transaction type, a tax type, a customer account identifier, a sold to location geographic code, a ship to location geographic code, a contract number, a purchase order number, a vendor account identifier, and a vendor zip code;

(c) logic that receives a plurality of entries associated with the attributes of the transaction-related dimension; and

(d) logic that generates a plurality of fact details by using the entries of a predetermined set of the attributes of the transaction-related dimension.

14. The system as set forth in claim 13, and further comprising logic that provides a description of each of the attributes.

15. The system as set forth in claim 13, wherein the transaction line item is further determined based on attributes selected from the group consisting of a transaction description and a contract type.

16. The system as set forth in claim 13, and further comprising logic that provides a description of each of the fact details.

17. The system as set forth in claim 13, wherein the transaction line item is determined based on attributes including a transaction identifier, a transaction type, a tax type, a customer account identifier, a sold to location geographic code, a ship to location geographic code, a contract number, a purchase order number, a vendor account identifier, and a vendor zip code.

18. The system as set forth in claim 13, wherein the fact details are selected from the group of fact details consisting of an adjusted book fact, a tax adjustment fact, a schedule M fact, a tax return fact, an apportionment fact, a line item fact, a transaction fact, an invoice fact, an asset fact, a payroll fact, a taxes paid fact, and a projected financial fact.