EFFICIENT WORK FLOW SYSTEM AND METHOD FOR PREPARING TAX RETURNS
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Abstract
A processor-based method for preparing a tax return using multiple service providers. The method includes receiving at a first service provider an image file that includes a plurality of data values and assigning at the first service provider the image file to a form having a plurality of predefined field names, wherein each of the plurality data values belong to one of the plurality of predefined field names. The method also includes receiving at a second service provider the image file and an input form having a plurality of input fields corresponding to the plurality of predefined field names and associating at the second service provider the plurality of data values from the image file with the plurality of input fields.
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Citations
25 Claims
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1-10. -10. (canceled)
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11. A machine-readable medium that provides instructions, which when read by a processor, cause the machine to perform operations comprising:
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receiving an electronic source document containing a tax document; receiving a form type corresponding to the tax document; extracting a plurality of data values from the tax document to create a reference page; and populating a tax return with the plurality of data values; and checking the tax return using the reference page. - View Dependent Claims (12, 13, 14, 15)
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16. A machine-readable medium that provides instructions, which when read by a processor, cause the machine to perform operations comprising:
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receiving a tax document having a plurality of data values; placing a reference adjacent to some each of the plurality of data values; extracting the plurality of data values that are adjacent to the references to create a reference page; and creating a tax return using the plurality of data values; and checking the tax return using the reference page. - View Dependent Claims (17, 18, 19, 20)
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21. A processor-based method for preparing a tax return using multiple service providers comprising:
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receiving, at a computer, an image file that includes a plurality of data values; assigning, at the computer, the image file and a first tax form from an electronic tax return document to a first service provider, the first tax form having a plurality of first input fields; assigning, at the computer, the image file and a second tax form from the electronic tax return document to a second service provider, the second tax form having a plurality of second input fields that are different from the plurality of first input fields; receiving, at the first service provider, the image file and the first tax form; receiving, at the second service provider, the image file and the second tax form; populating the plurality of first input fields with data values from the image file using the first service provider; populating the plurality of second input fields with data values from the image file using the second service provider; allowing the first service provider and the second service provider to simultaneously populate the electronic tax return document; and preparing, at the computer, a single tax return by combining the populated first and second input fields. - View Dependent Claims (22, 23, 24, 25)
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Specification