System and method for indicating previous document source information for current document fields

• US 7,752,092 B1
• Filed: 06/16/2006
• Issued: 07/06/2010
• Est. Priority Date: 06/16/2006
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Johnson, James G., Irish-Duncan, Laurie A., Reeves, Jennifer L., Mattice, Sara D., Howard, Kenneth R., Huckabee, William W., Welch, Pamela R.
• Primary Examiner(s): Gart; Matthew S
• Assistant Examiner(s): Goyea; Olusegun
• Application Number:
  US11/454,401
• Time in Patent Office: 1,481 Days
• Field of Search: 705/30, 705/31, 705/1, 707/203, 707/100, 707/200, 707/204, 707/3, 707/201, 707/101, 703/22, 717/110, 717/109, 717/100, 717/170, 715/764, 715/224, 715/753, 715/221, 715/227, 715/781, 715/779, 715/146, 715/139
• US Class Current: 705/30
• CPC Class Codes: G06F 40/134 Hyperlinking
• 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 40/123 Tax preparation or submission

Abstract

System and method for accessing and displaying previous financial return information in financial return preparation programs. For example, historical tax return information for a taxable entity may be used in the preparation of a current tax return, and some of this information or data may be transferred into a current tax return electronic document, or used in the calculation of a value for a field in a current tax return document. Embodiments may provide a mechanism that enables the preparer to “jump” from a current financial return electronic document, or field on a current electronic document, that is being prepared using a current program to an electronic document prepared using a previous program, and that thus allows the preparer to directly view the source of transferred information or data. Embodiments may thus allow the preparer to identify the specific sources of transferred data or information.

Claims

1. A computer-implemented method, comprising the steps of:

opening, using a processor, a current financial return in a currently executing version of a financial return preparation executable software program (FRPP);

receiving a request to display a source of a field upon selecting the field in the current financial return, wherein the field comprises a value obtained from a historical financial return for a non-current period;

accessing, using the processor, a mapping between the value and a portion of the historical financial return comprising a source of the value;

invoking, by using the mapping, execution of a historical version of the FRPP, with an instruction for displaying the source of the value, after accessing and in response to the request, wherein the current version of the FRPP and the historical version of the FRPP are different executable software programs, which are executing concurrently after invoking execution of the historical version by the current version of the FRPP; and

displaying the source of the value within the portion of the historical financial return in a window of the historical version of the FRPP while concurrently displaying the current financial return in a window of the current version of the FRPP.

2. The method as recited in claim 1, wherein the current financial return is a tax return prepared for a governmental entity for a specified reporting period.

3. The method as recited in claim 1, further comprising:

accessing a stored copy of the historical financial return from a current version of the FRPP in response to said selecting; and

displaying at least a portion of the accessed stored copy of the historical financial return in the current version of the FRPP.

4. The method as recited in claim 1, further comprising:

displaying a user interface element in response to said selecting a field in a current financial return, wherein the user interface element includes one or more user-selectable interface items each configured to, in response to user selection, display a portion of the historical financial return that includes a value that is a source value for the value displayed in the field of the current financial return; and

displaying a portion of the electronic document from the historical financial return in response to user selection of one of the one or more user-selectable interface items.

5. The method as recited in claim 1, further comprising highlighting one or more fields of the displayed historical financial return that includes the one or more values that are source values for the value displayed in the selected field of the current financial return.

6. The method as recited in claim 1, further comprising displaying a calculation used for obtaining the value displayed in the selected field of the current financial return from the one or more values that are source values for the value displayed in the selected field of the current financial return.

7. A system, comprising:

one or more processors;

a display device; and

a memory coupled to the one or more processors and the display device, wherein the memory comprises instructions executable by the one or more processors, the instructions comprising functionality for;

a current version of a financial return preparation executable software program (FRPP) to;

display a portion of a current financial return on the display device;

receive a request to display a source of a field upon user input selecting the field of the current financial return, wherein the field comprises a value obtained from a historical financial return for a non-current period;

access a mapping between the value and a portion of the historical financial return comprising a source of the value;

invoke, by using the mapping, execution of a historical version of the FRPP with an instruction for displaying the source of the value, after accessing and in response to the request; and

the historical version of the FRPP to;

display, on the display device, the source of the value within the portion of the historical financial return, wherein the current version of the FRPP and the historical version of the FRPP are different executable software programs, which are executing concurrently after invoking execution of the historical version by the current version of the FRPP.

8. The system as recited in claim 7, wherein the current financial return is a tax return prepared for a governmental entity for a specified reporting period.

9. The system as recited in claim 7, wherein, to display a portion of a historical financial return on the display device, the program instructions are further executable by the one or more processors to:

access a stored copy of the historical financial return from a current version of the FRPP in response to said user input; and

display a portion of the accessed stored copy of the historical financial return in the current version of the FRPP on the display device.

10. The system as recited in claim 7, wherein the program instructions are further executable to:

display on the display device a user interface element in response to said user input, wherein the user interface element includes one or more user-selectable interface items each configured to, in response to user selection, display the historical financial return that includes a value that is a source value for the value displayed in the field of the current financial return; and

display on the display device a portion of the historical financial return in response to user selection of one of the one or more user-selectable interface items.

11. The system as recited in claim 7, wherein the program instructions are further executable to highlight one or more fields of the historical financial return that includes the one or more values that are source values for the value displayed in the selected field of the current financial return.

12. The system as recited in claim 7, wherein the program instructions are further executable to display on the display device a calculation used for obtaining the value displayed in the selected field of the current financial return from the one or more values that are source values for the value displayed in the selected field of the current financial return.

13. A computer-readable storage medium comprising program instructions stored thereon, wherein the program instructions comprise functionality to:

open a current financial return in a currently executing version of a financial return preparation executable software program (FRPP);

receive a request to display a source of a field upon selecting a field in the current financial return, wherein the field comprises a value obtained from a historical financial return for a non-current period;

access a mapping between the value and a portion of the historical financial return comprising a source of the value;

invoke, by using the mapping, execution of a historical version of the FRPP with an instruction for displaying the source of the value, after accessing and in response to the request, wherein the current version of the FRPP and the historical version of the FRPP are different executable software programs, which are executing concurrently after invoking execution of the historical version by the current version of the FRPP; and

display the source of the value within the portion of the historical financial return in a window of the historical version of the FRPP while concurrently displaying the current financial return in a window of the current version of the FRPP.

14. The computer-readable storage medium as recited in claim 13, wherein the current financial return is a tax return prepared for a governmental entity for a specified reporting period.

15. The computer-readable storage medium as recited in claim 13, wherein, in said displaying a portion of the historical financial return, the program instructions are further computer-executable to implement:

accessing a stored copy of the historical financial return from the current version of the FRPP in response to said selecting; and

displaying a portion of the accessed stored copy of the historical financial return in the current version of the FRPP.

16. The computer-readable storage medium as recited in claim 13, wherein the program instructions are further computer-executable to implement:

displaying a user interface element in response to said selecting a field in the current financial return, wherein the user interface element includes one or more user-selectable interface items each configured to, in response to user selection, display a portion of the previous financial return that includes a value that is a source value for the value displayed in the field of the current financial return; and

displaying a portion of the historical financial return in response to user selection of one of the one or more user-selectable interface items.

17. The computer-readable storage medium as recited in claim 13, wherein the program instructions are further computer-executable to implement highlighting one or more fields of the displayed historical financial return that include the one or more values that are source values for the value displayed in the selected field of the current financial return.

18. The computer-readable storage medium as recited in claim 13, wherein the program instructions are further computer-executable to implement displaying a calculation used for obtaining the value displayed in the selected field of the current financial return from the one or more values that are source values for the value displayed in the selected field of the current financial return.