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Systems and methods for tax data capture and use

  • US 9,639,900 B2
  • Filed: 02/08/2016
  • Issued: 05/02/2017
  • Est. Priority Date: 02/28/2013
  • Status: Active Grant
First Claim
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1. A computer-implemented method for preparing at least a portion of an electronic tax return with a computerized tax preparation application, the computer-implemented method comprising:

  • a computing device receiving an image of one or more documents containing tax data therein with an imaging device;

    the computing device processing the image by;

    extracting a plurality of features from the image of the one or more documents, wherein optical character recognition is performed on at least one of the features to output text,comparing the extracted one or more features and output text to a graphical database and a textual database, respectively, containing a plurality of different tax forms, andidentifying a tax form corresponding to the one or more documents from the plurality of different tax forms based on a comparison of the extracted one or more features and the output text to the graphical database and the textual database, respectively; and

    the computing device transferring at least a portion of the tax data determined from the image into corresponding fields of the computerized tax preparation application to automatically prepare at least a portion of the electronic tax return.

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