Efficient work flow system and method for preparing tax returns

• US 7,853,494 B2
• Filed: 01/07/2005
• Issued: 12/14/2010
• Est. Priority Date: 01/07/2005
• Status: Active Grant

• Current Assignee: SurePrep, LLC
• Original Assignee: SurePrep, LLC
• Inventors: Wyle, David A.
• Primary Examiner(s): Zeender; F. Ryan
• Assistant Examiner(s): Obeid; Fahd A
• Application Number:
  US11/031,060
• Publication Number:
  US 20060155618A1
• Time in Patent Office: 2,167 Days
• Field of Search: 705/31
• US Class Current: 705/31
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06Q 20/207 Tax processing
• CPC Class Codes: G06Q 40/10 Tax strategies
• CPC Class Codes: G06Q 40/123 Tax preparation or submission

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.

Claims

1. A processor-based method for preparing a tax return comprising:

receiving, at a first computer operated by a tax provider, an image file that includes a plurality of data values;

associating, at the first computer, the image file with an electronic tax return document having a first tax form and a second tax form;

submitting, at the first computer, the image file and the first and second tax forms to an electronic queue;

retrieving, at a second computer operated by a referencer, the image file from the electronic queue;

placing a reference adjacent to at least one of the plurality of data values of the image file using the second computer;

submitting the referenced image file to the electronic queue;

retrieving, at a third computer operated by a first service provider, the referenced image file and the first tax form from the electronic queue;

retrieving, at a fourth computer operated by a second service provider, the referenced image file and the second tax form from the electronic queue;

populating the first tax form with the at least one of the plurality of data values of the referenced image file associated with the reference using the third computer;

populating the second tax form with the at least one of the plurality of data values of the referenced image file associated with the reference using the fourth computer;

allowing the first service provider operating the third computer to populate the first tax form with data values from the image file and the second service provider operating the fourth computer to populate the second tax form with data values from the image file simultaneously; and

preparing, at the first computer, a single tax return by merging the populated first and second tax forms.

2. The method of claim 1 further comprising sending a request to access the electronic queue from the third computer to the first computer prior to retrieving, at the third computer, the image file and the first tax form from the electronic queue.

3. The method of claim 1 wherein the third computer is configured to populate only a specific type of tax form.

4. The method of claim 1 further comprising storing, by the third computer, the populated first tax form in a memory located remotely from the third computer.

5. The method of claim 1 wherein the first and second tax forms are each selected from a group consisting of a W-2 form, a 1065 form, a 1098 form, a 1099 form, a K-1 form, a schedule C form, a schedule D form, a deductions form, a credit form, and a taxes paid/received form.

6. A processor-based method for preparing a tax return using multiple service providers comprising:

receiving, at a first computer operated by a tax provider, an image file that includes a plurality of data values;

associating, at the first computer, the image file with an electronic tax return document having a first tax form and a second tax form;

assigning, at the first computer, the image file and the first tax form to a first service provider, the first service provider configured to only populate the first tax form;

assigning, at the first computer, the image file and the second tax form to a second service provider, the second service provider configured to only populate the second tax form;

submitting the first tax form and the second tax form to an electronic queue;

retrieving, at a second computer operated by a referencer, the image file from the electronic queue;

placing a reference adjacent to at least one of the plurality of data values of the image file using the second computer;

submitting the referenced image file to the electronic queue;

retrieving, by a third computer operated by the first service provider, the first tax form from the electronic queue;

retrieving, by a fourth computer operated by the second service provider, the second tax form from the electronic queue;

populating the first tax form with the at least one of the plurality of data values of the referenced image file associated with the reference using the third computer;

populating the second tax form with the at least one of the plurality of data values of the referenced image file associated with the reference using the fourth computer;

allowing the first service provider operating the third computer to populate the first tax form with data values from the image file and the second service provider operating the fourth computer to populate the second tax form with data values from the image file simultaneously; and

preparing, at the first computer, a single tax return by merging the populated first and second tax forms.

7. The method of claim 6 wherein the first service provider is configured to populate a different type of tax form than the second service provider.

8. The method of claim 6 further comprising accessing, at the first computer, the populated first tax form and the populated second tax form.

9. The method of claim 6 further comprising storing the populated first tax form and the populated second tax form in a memory located remotely from the first service provider and the second service provider.

10. The method of claim 6 further comprising notifying the first computer that the first tax form and the second tax form have been populated with data values.

11. The method of claim 6 wherein the first tax form and the second tax form are each selected from a group consisting of a W-2 form, a 1065 form, a 1098 form, a 1099 form, a K-1 form, a schedule C form, a schedule D form, a deductions form, a credit form, and a taxes paid/received form.