System and method for preparing a tax return using electronically distributed tax return data

• US 7,742,958 B1
• Filed: 11/08/2004
• Issued: 06/22/2010
• Est. Priority Date: 11/08/2004
• Status: Active Grant

• Current Assignee: HRB Tax Group Incorporated (H&R Block, Inc.)
• Original Assignee: HRB Tax Group Incorporated (H&R Block, Inc.)
• Inventors: Leek, Kevin, White, Terry
• Primary Examiner(s): Zeender; F. Ryan
• Assistant Examiner(s): ORTIZ ROMAN, DENISSE Y
• Application Number:
  US10/984,204
• Time in Patent Office: 2,052 Days
• Field of Search: 705/31, 705/37, 709/203
• US Class Current: 705/31
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• 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
• CPC Class Codes: G06Q 50/26 Government or public services business processes related to the transportation industry G06Q50/40

Abstract

The present invention is a system and method for preparing a tax return using electronically distributed tax return data. Electronically distributed tax return data (such as W-2 data or 1099 data) that is stored at a third party'"'"'s computer system for a taxpayer is accessed to prepare the tax return. The location of the electronically distributed tax return data is provided to a tax preparer that accesses the electronic data and prepares the tax return. The taxpayer provides authorization for the tax preparer to access the electronically distributed tax return data stored at the third party system. After the current tax year, the tax preparer checks the availability of the electronically distributed tax return data. When the electronically distributed tax return data is determined to be available, the tax preparer accesses it and prepares the tax return.

Claims

1. A computerized method for preparing a tax return comprising:

obtaining a first authorization from a taxpayer to prepare said tax return;

obtaining a second authorization from said taxpayer to monitor for availability of electronically distributed tax return data on a third party computer;

receiving from said taxpayer location information for accessing said electronically distributed tax return data for said taxpayer;

receiving from said taxpayer access procedure information for accessing said electronically distributed tax return data for said taxpayer;

receiving at a computer said location information;

initiating at said computer an operation in which said computer automatically periodically checks availability of said electronically distributed tax return data at said third party computer using said taxpayer location information;

in response to automatically checking at said computer, notifying a tax preparer of availability of said electronically distributed tax return data;

receiving at said computer from said tax preparer a request to access said electronically distributed tax return data at said third party computer using said location and access procedure information;

providing said tax preparer with access to said electronically distributed tax return data at said third party computer;

receiving at said computer for manual entry in a tax preparation system tax return data from said electronically distributed tax return data; and

preparing a tax return at said computer using said manually entered tax return data.

2. The method of claim 1 wherein obtaining a first authorization from a taxpayer to prepare said tax return comprises obtaining authorization to prepare a tax return for the current tax year.

3. The method of claim 2 wherein automatically checking availability of electronically distributed tax return data comprises automatically checking availability of electronically distributed tax return data for said current tax year.

4. The method of claim 3 wherein receiving at said computer from said tax preparer a request to access said electronically distributed tax return data comprises receiving at said computer from said tax preparer a request to access electronically distributed tax return data for said current tax year.

5. The method of claim 4 wherein preparing said tax return comprises preparing said tax return for said current tax year.

6. The method of claim 1 wherein obtaining a first authorization from a taxpayer to prepare said tax return comprises obtaining authorization to prepare a tax return for a prior tax year.

7. The method of claim 6 wherein automatically checking availability of electronically distributed tax return data comprises automatically checking availability of electronically distributed tax return data for said prior tax year.

8. The method of claim 7 wherein receiving at said computer from said tax preparer a request to access said electronically distributed tax return data comprises receiving at said computer from said tax preparer a request to access electronically distributed tax return data for said prior tax year.

9. The method of claim 8 wherein preparing said tax return comprises preparing said tax return for said prior tax year.

10. The method of claim 1 wherein obtaining a first authorization from a taxpayer to prepare said tax return comprises obtaining authorization to prepare a tax return for a future tax year.

11. The method of claim 10 wherein automatically checking availability of electronically distributed tax return data comprises automatically checking availability of electronically distributed tax return data after the current tax year.

12. The method of claim 11 wherein receiving at said computer from said tax preparer a request to access said electronically distributed tax return data comprises receiving at said computer from said tax preparer a request to access electronically distributed tax return data when said electronically distributed tax return data is determined to be available for said current tax year.

13. The method of claim 12 wherein preparing said tax return comprises preparing said tax return for said current tax year.

14. The method of claim 1 further comprising filing said tax return.

15. The method of claim 1 wherein said taxpayer location information for electronically distributed tax return data comprises a URL.

16. The method of claim 15 wherein said taxpayer access procedure information for electronically distributed tax return data comprises a login and password for accessing said electronically distributed tax return data at said URL.

17. The method of claim 15 wherein said electronically distributed tax return data is available from a web page at said URL.

18. The method of claim 15 wherein said electronically distributed tax return data is available from a portable document format file at said URL.

19. The method of claim 1 wherein said electronically distributed tax return data is W-2 data for said taxpayer.

20. A computerized method for preparing a tax return for a prior tax year comprising:

obtaining authorization from a taxpayer to prepare a tax return for a current tax year;

obtaining authorization from said taxpayer to monitor for availability of electronically distributed tax return data on a third party computer;

receiving from said taxpayer location information for accessing electronically distributed tax return data for said taxpayer for said current tax year;

receiving from said taxpayer access procedure information for accessing said electronically distributed tax return data for said taxpayer;

receiving at a computer said location information;

initiating at said computer an operation in which said computer automatically periodically checks availability of said electronically distributed tax return data at said third party computer using said taxpayer location information;

obtaining authorization from said taxpayer to prepare a tax return for said prior tax year if electronically distributed tax return data for said prior tax year is available at said third party computer;

receiving at said computer from a tax preparer a request to access said electronically distributed tax return data at said third party computer for said prior tax year using said location and access procedure information;

receiving at said computer for manual entry in a tax preparation system tax return data for said prior tax year; and

preparing said tax return for said prior tax year using said manually entered tax return data for said prior tax year.

21. The method of claim 20 further comprising transmitting to said taxpayer a notification that said tax return for said prior tax year is complete.

22. The method of claim 21 further comprising receiving from said taxpayer at said computer approval to file said tax return for said prior tax year.

23. The method of claim 22 further comprising filing said tax return for said prior tax year.

24. The method of claim 21 wherein said taxpayer location information for electronically distributed tax return data comprises a URL.

25. The method of claim 24 wherein said taxpayer access procedure information for electronically distributed tax return data comprises a login and password for accessing said electronically distributed tax return data at said URL.

26. The method of claim 24 wherein said electronically distributed tax return data is available from a web page at said URL.

27. The method of claim 24 wherein said electronically distributed tax return data is available from a portable document format file at said URL.

28. The method of claim 21 wherein said electronically distributed tax return data is tax return data selected from the group consisting of W-2 data and 1099 data.

29. A computerized method for preparing a tax return comprising:

obtaining prior to the end of a current tax year authorization from a taxpayer to prepare a tax return for said current tax year;

obtaining authorization from said taxpayer to monitor for availability of electronically distributed tax return data on a third party computer;

receiving from said taxpayer location information for accessing electronically distributed tax return data for said taxpayer;

receiving at a computer said location information;

initiating at said computer an operation in which said computer automatically periodically checks after said current tax year availability of electronically distributed tax return data for said current tax year at said third party computer using said taxpayer location information;

receiving at said computer from a tax preparer a request to access said electronically distributed tax return data for said current tax year at said third party computer when said electronically distributed tax return data for said current tax year is determined automatically to be available;

receiving at said computer for manual entry in a tax preparation system tax return data from said electronically distributed tax return data; and

preparing said tax return for said current tax year using said tax preparation system at said computer and said manually entered tax return data from said electronically distributed tax return data for said current tax year.

30. The method of claim 29 further comprising transmitting to said taxpayer a notification that said tax return for said current tax year is complete.

31. The method of claim 30 further comprising receiving from said taxpayer at said computer authorization to file said tax return for said current tax year.

32. The method of claim 31 further comprising filing said tax return for said current tax year.

33. The method of claim 29 further comprising filing said tax return for said current tax year.

34. The method of claim 29 wherein said taxpayer location information for electronically distributed tax return data comprises a URL.

35. The method of claim 34 wherein said taxpayer access procedure information for electronically distributed tax return data comprises a login and password for accessing said electronically distributed tax return data at said URL.

36. The method of claim 35 wherein said electronically distributed tax return data is available from a web page at said URL.

37. The method of claim 35 wherein said electronically distributed tax return data is available from a portable document format file at said URL.

38. The method of claim 29 wherein said electronically distributed tax return data is tax return data selected from the group consisting of W-2 data and 1099 data.