METHOD FOR MANAGING TAX RETURN INFORMATION
First Claim
1. A method for managing tax return information, comprising the steps of:
- receiving information necessary to prepare a tax return via a non-tax compliance submission from one or more tax data sources, receiving a request from a requesting party for data from the information, determining whether the requested data comprises identifying information; and
if the requested data does not comprise identifying information, providing the requested data to the requesting party.
1 Assignment
0 Petitions
Accused Products
Abstract
A communication link is established between a first processor and a receiving processor located at a central data repository. Tax return information in electronic form are then downloaded to the central data repository. The electronic tax information is then converted into a new standard electronic document having a standard format. The new standard electronic document is then sent into a first database where it is sorted and stored with the other standard electronic documents. A first copy of the standard electronic document is then sent through a filtering process in which all the data fields containing identifiable data such as names, social security codes, identification numbers, and street address are removed creating an electronic data mining document. The electronic data mining document is then sent to a second database where the data mining document is sorted and stored with other electronic data mining documents.
-
Citations
16 Claims
-
1. A method for managing tax return information, comprising the steps of:
- receiving information necessary to prepare a tax return via a non-tax compliance submission from one or more tax data sources,
receiving a request from a requesting party for data from the information, determining whether the requested data comprises identifying information; and
if the requested data does not comprise identifying information, providing the requested data to the requesting party. - View Dependent Claims (5, 6, 8, 11, 14)
- receiving information necessary to prepare a tax return via a non-tax compliance submission from one or more tax data sources,
-
2. A method for managing tax return information, comprising the steps of:
-
receiving information necessary to prepare a tax return from one or more tax data sources, receiving a request from a requesting party for data from the information, wherein the requesting party is not a government agency, determining whether the requested datat comprises identifying information; and
if the requested data does not comprise identifying information, providing the requested data to the requesting party. - View Dependent Claims (7, 9, 12, 15)
-
-
3. A method for managing tax return information, comprising the steps of:
-
receiving information necessary to prepare a tax return from one or more tax data sources;
providing the information on a computer server, receiving a request from a requesting party for information regarding a taxpayer;
determining whether the requesting party has authority to receive the taxpayer'"'"'s information; and
if the requesting party has authority to receive the taxpayer'"'"'s information, allowing the requesting party to electronically download the information from the computer server. - View Dependent Claims (4, 10, 13, 16)
-
Specification