Tax scorecard reporting system
First Claim
1. A data processing system for monitoring, analyzing, and reporting tax data, the data processing system comprising:
- a processor;
a memory coupled to the processor, the memory comprising;
a scorecard database comprising tax performance data; and
a metrics processing program operable to generate;
evaluated tax key performance indicators based upon the tax performance data;
evaluated tax objectives based upon the evaluated key performance indicators; and
multiple different tax perspectives based upon the evaluated tax objectives;
and wherein the processor is operable to generate a tax scorecard display comprising;
a tax scorecard window for each of the tax perspectives, each tax scorecard window comprising a tax perspective status indicator summarizing the tax perspective for that tax scorecard window;
at least one of the evaluated tax objectives underlying the tax perspective for that tax scorecard window; and
at least one of the evaluated tax key performance indicators underlying the evaluated tax objective which in turn underlies the tax perspective for that tax scorecard window.
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Accused Products
Abstract
A data processing system provides a tax scorecard that displays one or more scorecard windows dedicated to a specific tax perspective. Each tax perspective may have at least one corresponding tax objective, and each tax objective may have at least one corresponding tax key performance indicator. The tax perspectives may be directed toward gathering, monitoring, and analyzing tax data, financial data, and employee opinion data and monitoring business processes. Each scorecard may include drill down capability from a top level analysis to more detailed information related to a tax perspective, objective, or key performance indicator. The key performance indicators may be directed toward monitoring effective tax rates, tax budgets, income before taxes, rating agency liquidity ratios, active or completed business processes, documents contributed or accessed, cross-functional collaboration, allocation of time, communication, performance feedback, professional growth, or other data.
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Citations
24 Claims
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1. A data processing system for monitoring, analyzing, and reporting tax data, the data processing system comprising:
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a processor; a memory coupled to the processor, the memory comprising; a scorecard database comprising tax performance data; and a metrics processing program operable to generate; evaluated tax key performance indicators based upon the tax performance data; evaluated tax objectives based upon the evaluated key performance indicators; and multiple different tax perspectives based upon the evaluated tax objectives; and wherein the processor is operable to generate a tax scorecard display comprising; a tax scorecard window for each of the tax perspectives, each tax scorecard window comprising a tax perspective status indicator summarizing the tax perspective for that tax scorecard window; at least one of the evaluated tax objectives underlying the tax perspective for that tax scorecard window; and at least one of the evaluated tax key performance indicators underlying the evaluated tax objective which in turn underlies the tax perspective for that tax scorecard window. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A method for monitoring, analyzing, and reporting tax data, the method comprising:
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storing tax performance data in a memory; executing a metric processing program from the memory on a processing unit to generate; evaluated tax key performance indicators based upon the tax performance data; evaluated tax objectives based upon the evaluated key performance indicators; and multiple different tax perspectives based upon the evaluated tax objectives; and generating via the processing unit a tax scorecard display comprising; a tax scorecard window for each of the multiple different tax perspectives, each tax scorecard window comprising a tax perspective status indicator summarizing the tax perspective for that tax scorecard window; at least one of the evaluated tax objectives underlying the tax perspective for that tax scorecard window; and at least one of the evaluated tax key performance indicators underlying the evaluated tax objective which in turn underlies the tax perspective for that tax scorecard window. - View Dependent Claims (14, 15, 16, 17, 18)
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19. A product comprising:
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a computer-readable medium; and instructions stored on the medium that cause a processor to; generate evaluated tax key performance indicators based upon tax performance data; generate evaluated tax objectives based upon the evaluated key performance indicators; generate multiple different tax perspectives based upon the evaluated tax objectives; and generate a tax scorecard display comprising; a tax scorecard window for each of the tax perspectives, each tax scorecard window comprising; a tax perspective status indicator summarizing the tax perspective for that tax scorecard window; at least one of the evaluated tax objectives underlying the tax perspective for that tax scorecard window; and at least one of the evaluated tax key performance indicators underlying the evaluated tax objective which in turn underlies the tax perspective for that tax scorecard window. - View Dependent Claims (20, 21, 22, 23, 24)
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Specification