System and method for recreating tax documents

• US 20060282354A1
• Filed: 08/24/2006
• Published: 12/14/2006
• Est. Priority Date: 01/31/2006
• Status: Active Grant

• Current Assignee: Orem Financial Services Inc.
• Original Assignee: Orem Financial Services Inc.
• Inventors: Varghese, Dennis
• Granted Patent: US 8,099,341 B2
• Time in Patent Office: Days
• US Class Current: 705/32
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• CPC Class Codes: G06Q 40/12 Accounting
• CPC Class Codes: G06Q 40/128 Check-book balancing, updating or printing arrangements

Abstract

Systems and methods for recreating a copy of a previously filed tax document of a user is provide. In exemplary embodiments, an order processing engine receives a user'"'"'s order request for a copy of a previously filed tax document. The order request is processed with an agency, such as the IRS. A tax transcript is downloaded from the agency. Subsequently, values from the tax transcript are mapped into one or more templates to recreate the filed tax document. The recreated tax document is then delivered to the user.

Claims

1. A system for recreating a previously filed tax document of a user, comprising:

an order processing engine configured to process an order request for a copy of the previously filed tax document, to obtain a tax transcript containing data associated with the previously filed tax document, and to parse the data from the tax transcript into a template to recreate the previously filed tax document.

2. The system of claim 1 further comprising an information collection point configured to obtain client information to create the order request, the client information being utilized by the order processing engine to obtain the tax transcript.

3. The system of claim 1 wherein the order processing engine comprises a template module configured to parse the data from the tax transcript into the template.

4. The system of claim 3 wherein the template module is further configured to calculate one or more values for the template based on data from the tax transcript.

5. The system of claim 1 wherein the order processing engine comprises a client format module configured to format the recreated tax document into a proper format for the client.

6. The system of claim 1 wherein the order processing engine comprises a status module configured to track a status of the order request.

7. The system of claim 1 wherein the order processing engine comprises an IRS information module configured to provide the client information to the IRS.

8. The system of claim 1 wherein the order processing engine comprises a correction module configured to verify if the client information is accurate and request the user correct errors in the client information.

9. The system of claim 1 further comprising a delivery module configured to deliver the recreated tax document to the user or a financial institution.

10. The system of claim 1 wherein the order processing engine comprises an IRS information module configured to download tax transcripts from the IRS.

11. A method for recreating a copy of a previously filed tax document of a user, comprising:

processing an order request received from a user;

downloading a tax transcript from the agency; and

mapping values from the tax transcript into a template to recreate the previously filed tax document.

12. The method of claim 11 further comprising receiving client information associated with the order request.

13. The method of claim 11 further comprising converting the recreated tax document into a .pdf format.

14. The method of claim 11 further comprising merging a plurality of recreated tax document into few files for a single user.

15. The method of claim 11 further comprising delivering the recreated tax document to the user.

16. The method of claim 11 further comprising updating status of the order request whenever an action is completed for the order request.

17. The method of claim 11 wherein the agency is the IRS.

18. The method of claim 11 wherein the agency is a state franchise tax board.

19. The method of claim 11 wherein the downloading and mapping may be repeated in series for a plurality of order requests.

20. A machine readable medium having embodied thereon a program, the program providing instructions for a method for recreating a copy of a previously filed document of a user, the method comprising:

processing an order request received from a user;

downloading a data transcript from the agency; and

mapping values from the data transcript into a template to recreate the previously filed document.