System with an interactive, graphical interface for delivery of planning information and consulting materials, research, and compliance information relating to tax or other forms

• US 20050102283A1
• Filed: 10/15/2003
• Published: 05/12/2005
• Est. Priority Date: 10/15/2003
• Status: Abandoned Application

• Current Assignee: PricewaterhouseCoopers LLP (Pricewaterhousecoopers International Limited)
• Original Assignee: PricewaterhouseCoopers LLP (Pricewaterhousecoopers International Limited)
• Inventors: Anderson, Stephen J., Larsen, Bruce, Vogel, Christina, Gilbertson, David, Wooley, Christopher, Murray, Kelly, McCaig, Shawn, Hines, Patricia, On, Gary
• Application Number:
  US10/686,425
• Publication Number:
  US 20050102283A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03

Abstract

An interactive, graphical depiction of a form (e.g., a tax, banking, insurance or other form) is presented through a computer network. A request is received through the network for information relating to a location on the form selected by a user, where the selection is made through interaction with the graphical depiction of the form. Information is delivered to the user through the network in response to the request. The delivered information may include one or more of the following relating to the selected form location: planning information, consulting materials, research and compliance information. An interactive depiction of a map or series of maps also may be presented through the network. The user may interact with the map to obtain jurisdiction-specific information on a topic that relates to the subject matter of the graphical, interactive form. The jurisdiction-specific information also may be delivered to the user through the network.

Claims

1. A method comprising:

presenting an interactive, graphical depiction of a form through a computer network and allowing for selection of a desired location on the form;

receiving a request for information relating to a location on the form selected by a user, the selection being made through interaction with the graphical depiction of the form; and

delivering information to the user through the network in response to the request, wherein the delivered information includes at least one of the following relating to the selected form location;

planning information, consulting materials, research, and compliance information.

2. The method of claim 1 including:

receiving a request for information relating to a second selected location on the form selected by the user through another interaction by the user with the graphical depiction of the form; and

delivering additional information to the user through the network, wherein the additional information includes at least one of the following relating to the selected form location;

planning information, consulting materials, research or compliance information.

3. The method of claim 1 wherein the form comprises a tax form.

4. The method of claim 1 wherein the selected form location corresponds to a section of the form identified by an alphanumeric designation.

5. The method of claim 1 including:

retrieving, from a database, ideas that are linked to the selected form location; and

delivering the ideas to the user through the network.

6. The method of claim 5 including providing to the user a list of hyperlinks for information from third-parties that relates to the selected form location.

7. The method of claim 6 wherein at least one of the hyperlinks provides access to pages that are pre-populated with information relating to the selected form location.

8. The method of claim 6 wherein at least one of the hyperlinks provides access to information from subscription-based services.

9. The method of claim 6 wherein at least one of the hyperlinks provides access to pages created based on a search of information contained in the individual ideas.

10. The method of claim 6 including:

receiving an indication of the user'"'"'s selection of a hyperlink in the list;

authenticating the user to a third-party site associated with the selected hyperlink in a manner that is transparent to the user; and

providing to the user information relating to the selected form location, wherein the provided information is obtained from the third-party site.

11. The method of claim 1 further including:

presenting an interactive depiction of a map through the network and allowing for selection of a desired jurisdiction;

receiving a request for information relating to a selected geographic location on the map in response to the user'"'"'s interaction with the depiction of the map; and

delivering additional information to the user through the network, wherein the additional information relates to the selected geographic location.

12. The method of claim 11 wherein the form comprises a tax form, and wherein the information relating to the selected form location and the additional information relating to the selected geographic location comprise tax-related information.

13. The method of claim 11 wherein the form relates to a specified subject, and wherein the information relating to the selected form location and the additional information relating to the selected geographic location comprise information about the specified subject.

14. The method of claim 11 wherein presenting the interactive map occurs in response to receiving a user selection from among a plurality of available interactive maps.

15. The method of claim 11 wherein the form relates to a specified subject and wherein the interactive map comprises a plurality of geographic regions about which information relating to the specified subject may be obtained,

the method including delivering to a user, through the network, information relating to the specified subject and associated with a particular geographic region selected by the user.

16. The method of claim 11 wherein the form relates to a specified subject and wherein the interactive map depicts a plurality of countries about which information relating to the specified subject may be obtained,

the method including delivering to a user through the network information relating to the specified subject and associated with a particular country selected by the user.

17. An apparatus comprising:

a computer network;

a user device coupled to the network, the user device including a display;

one or more servers coupled to the network to;

present on the display, via the computer network, an interactive, graphical depiction of a form; and

deliver information to the user device through the network,

wherein the information is delivered in response to receiving a request for information relating to a location on the form selected by a user, the selection being made through interaction with the graphical depiction of the form, and

wherein the delivered information includes at least one of the following relating to the selected form location;

planning information, consulting materials, research and compliance information.

18. The apparatus of claim 17 including a database, wherein the one or more servers are configured to retrieve from the database ideas that are linked to the selected form location, and to deliver the ideas to the user device through the network.

19. The apparatus of claim 17 wherein the form comprises a tax form.

20. The apparatus of claim 17 wherein the selected form location corresponds to a section of the form identified by an alphanumeric designation.

21. The apparatus of claim 17 wherein the one or more servers are configured to provide to the user device, in response to the request, a list of hyperlinks for information from third-parties that relates to the selected form location.

22. The apparatus claim 21 wherein at least one of the hyperlinks provides access to pages that are pre-populated with information relating to the selected form location.

23. The apparatus of claim 21 wherein at least one of the hyperlinks provides access to pages created based on a search of information contained in the individual ideas.

24. The apparatus of claim 21 wherein at least one of the hyperlinks provides access to information from subscription-based services.

25. The apparatus of claim 21 wherein the one or more servers are configured to:

authenticate the user to a third-party site associated with a selected hyperlink in a manner that is transparent to the user in response to receiving an indication of the user'"'"'s selection of a hyperlink in the list; and

provide to the user information relating to the selected form location, wherein the provided information is obtained from the third-party site.

26. The apparatus of claim 17 wherein the one or more servers are configured to:

present on the display, via the computer network, an interactive depiction of a map, wherein the interactive depiction of the map allows for selection of a desired jurisdiction; and

deliver additional information through the network to the user device, wherein the additional information is delivered in response to a request for information relating to a geographic location on the map selected by the user by interacting with the depiction of the map, and wherein the additional information relates to the selected geographic location.

27. The apparatus of claim 26 wherein the form comprises a tax form, and wherein the information relating to the selected form location and the additional information relating to the selected geographic location comprise tax-related information.

28. The apparatus of claim 26 wherein the form relates to a specified subject, and wherein the information relating to the selected form location and the additional information relating to the selected geographic location comprise information about the specified subject.

29. The apparatus of claim 26 wherein the interactive map is presented in response to receiving a user selection from among a plurality of available interactive maps.

30. The apparatus of claim 26 wherein the form relates to a specified subject and wherein the interactive map comprises a plurality of geographic regions about which information relating to the specified subject may be obtained, and

wherein the one or more servers are configured to deliver to the user device information relating to the specified subject and associated with a particular geographic region selected by the user.

31. The apparatus of claim 26 wherein the form relates to a specified subject and wherein the interactive map depicts a plurality of countries about which information relating to the specified subject may be obtained, and

wherein the one or more servers are configured to deliver to the user device information relating to the specified subject and associated with a particular country selected by the user.

32. An article comprising a machine-readable medium storing machine-executable instructions that, when applied to a machine, cause the machine to:

present an interactive, graphical depiction of a form through a computer network and allow a user to select a desired location on the form; and

deliver information to the user through the network,

wherein the information is delivered in response to receiving a request for information relating to a location on the form selected by the user, the selection being made through interaction with the graphical depiction of the form, and

wherein the delivered information includes at least one of the following relating to the selected form location;

planning information, consulting materials, research and compliance information.

33. The article of claim 32 wherein the form comprises a tax form.

34. The article of claim 32 wherein the selected form location corresponds to a section of the form identified by an alphanumeric designation.

35. The article of claim 32 including instructions that, when applied to the machine, cause the machine to:

retrieve, from a database, ideas that are linked to the selected form location; and

deliver the ideas to the user through the network.

36. The article of claim 35, including instructions that, when applied to the machine, cause the machine to:

provide to the user a list of hyperlinks for information from third-parties that relates to the selected form location.

37. The article of claim 36 wherein at least one of the hyperlinks provides access to pages that are pre-populated with information relating to the selected form location.

38. The article of claim 36 wherein at least one of the hyperlinks provides access to pages created based on a search of information contained in the individual ideas.

39. The article of claim 36 wherein at least one of the hyperlinks provides access to information from subscription-based services.

40. The article of claim 32 including instructions that, when applied to the machine, cause the machine to:

authenticate the user to a third-party site associated with the selected hyperlink in a manner that is transparent to the user in response to receiving an indication of the user'"'"'s selection of a hyperlink in the list; and

provide to the user information relating to the selected form location, wherein the provided information is obtained from the third-party site.

41. The article of claim 32 including instructions that, when applied to the machine, cause the machine to:

present on the display, via the computer network, an interactive depiction of a map, wherein the interactive depiction of the map allows for selection of a desired jurisdiction; and

deliver additional information through the network to the user, wherein the additional information is delivered in response to a request for information relating to a geographic location on the map selected by the user, the selection being made by interacting with the depiction of the map, and wherein the additional information relates to the selected geographic location.

42. The article of claim 41 wherein the form comprises a tax form, and wherein the information relating to the selected form location and the additional information relating to the selected geographic location comprise tax-related information.

43. The article of claim 41 wherein the form relates to a specified subject, and wherein the information relating to the selected form location and the additional information relating to the selected geographic location comprise information about the specified subject.

44. The article of claim 41 wherein the interactive map is presented in response to receiving a user selection from among a plurality of available interactive maps.

45. The article of claim 41 wherein the form relates to a specified subject and wherein the interactive map comprises a plurality of geographic regions about which information relating to the specified subject may be obtained, and

wherein the article includes instructions, that when applied to the machine, cause the machine to:

deliver to the user, through the network, information relating to the specified subject and associated with a particular geographic region selected by the user.

46. The article of claim 41 wherein the form relates to a specified subject and wherein the interactive map depicts a plurality of countries about which information relating to the specified subject may be obtained, and

wherein the article includes instructions, that when applied to the machine, cause the machine to:

deliver to a user, through the network, information relating to the specified subject and associated with a particular country selected by the user.

47. A method comprising:

presenting an interactive depiction of a map through a network and allowing for selection of a desired jurisdiction;

receiving a request for information relating to a selected geographic location on the map in response to a user'"'"'s interaction with the depiction of the map; and

delivering information to the user through the network wherein the information relates to the selected geographic location.

48. The method of claim 47 wherein the information relating to the selected geographic location comprises tax-related information.

49. The method of claim 47 wherein the information relating to the selected geographic location comprises information for use in connection with at least one of securities, banking and insurance industries.

50. The method of claim 47 wherein presenting the interactive map occurs in response to receiving a user'"'"'s selection from among a plurality of available interactive maps.

51. The method of claim 47 including displaying one or more hyperlinks to subsets of the information in response to receiving the request for information.

52. The method of claim 47 wherein the interactive map depicts a plurality of states in the United States for which information relating to a specified subject may be obtained, wherein the method includes delivering to a user, through the network, information relating to the specified subject and associated with a particular state selected by the user via the interactive map.

53. The method of claim 47 wherein the interactive map depicts a plurality of countries for which information relating to a specified subject may be obtained, wherein the method includes delivering to a user, through the network, information relating to the specified subject and associated with a particular country selected by the user via the interactive map.

54. An apparatus comprising:

a computer network;

a user device coupled to the network, the user device including a display;

one or more servers coupled to the network to;

present on the display, via the computer network, an interactive depiction of a map, wherein the interactive depiction of the map allows for selection of a desired jurisdiction; and

deliver information through the network to the user device, wherein the information is delivered in response to a request for information relating to a geographic location on the map selected by the user by interacting with the depiction of the map, and wherein the additional information relates to the selected geographic location.

55. The apparatus of claim 54 wherein the information relating to the selected geographic location comprises tax-related information.

56. The apparatus of claim 54 wherein the information relating to the selected geographic location comprises information for use in connection with at least one of securities, banking and insurance industries.

57. The apparatus of claim 54 wherein the one or more servers are adapted to present the interactive map in response to receiving a user selection from among a plurality of available interactive maps.

58. The apparatus of claim 54 wherein the one or more servers are adapted to display one or more hyperlinks to subsets of the information in response to receiving the request for information.

59. The apparatus of claim 54 wherein the interactive map depicts a plurality of states in the United States for which information relating to a specified subject may be obtained, and wherein the one or more servers are adapted to deliver to the user device, through the network, information relating to the specified subject and associated with a particular state selected by the user via the interactive map.

60. The apparatus of claim 54 wherein the interactive map depicts a plurality of countries for which information relating to a specified subject may be obtained, and wherein the one or more servers are adapted to deliver to the user device, through the network, information relating to the specified subject and associated with a particular country selected by the user via the interactive map.

61. An article comprising a machine-readable medium storing machine-executable instructions that, when applied to a machine, cause the machine to:

present on a display an interactive depiction of a map, wherein the interactive depiction of the map allows for selection of a desired jurisdiction; and

deliver information through the network to a user, wherein the information is delivered in response to a request for information relating to a geographic location on the map selected by a user, the selection being made by interacting with the depiction of the map, and wherein the information relates to the selected geographic location.

62. The article of claims 61 wherein the information relating to the selected geographic location comprises tax-related information.

63. The article of claim 61 wherein the information relating to the selected geographic location comprises information for use in connection with at least one of securities, banking and insurance industries.

64. The article of claim 61 including instructions that, when applied to the machine, cause the machine to present the interactive map in response to receiving the user'"'"'s selection from among a plurality of available interactive maps.

65. The article of claim 61 including instructions that, when applied to the machine, cause the machine to display one or more hyperlinks to subsets of the information in response to receiving the request for information.

66. The article of claim 61 wherein the interactive map depicts a plurality of states in the United States for which information relating to a specified subject may be obtained, and wherein the article includes instructions that, when applied to the machine, cause the machine to display information relating to the specified subject and associated with a particular state selected by the user via the interactive map.

67. The article of claim 61 wherein the interactive map depicts a plurality of countries for which information relating to a specified subject may be obtained, and wherein the article includes instructions that, when applied to the machine, cause the machine to display information relating to the specified subject and associated with a particular country selected by the user via the interactive map.