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Presentation of image of source of tax data through tax preparation application

  • US 9,916,626 B2
  • Filed: 02/28/2013
  • Issued: 03/13/2018
  • Est. Priority Date: 02/28/2013
  • Status: Active Grant
First Claim
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1. A computer-implemented method for presentation of an image of a source of tax data through a tax preparation application utilized by a preparer of an electronic tax return, the method comprising:

  • a computer receiving or acquiring a first image of a tax document and storing the first image to a data store;

    the computer, by a processor executing programmed instructions of the computerized tax preparation application operable to prepare an electronic tax return, determining a field or box structure of a type of tax document in the first image, mapping coordinates of the field or box structure to the first image, and encoding a first user interface element with a pointer or reference to coordinates of a portion of the first image;

    the computer, by the computerized tax preparation application generating an interview screen or form that is presented through a display of the computer during preparation of the electronic tax return, wherein the interview screen or form includes a plurality of fields that can be populated with respective electronic data and the first user interface element, wherein the first user interface element is associated with a first field and can be selected or activated independently of the first field;

    the computerized tax preparation application receiving preparer input comprising selection or activation of the first user interface element during preparation of the electronic tax return, the preparer input indicating a request to view an image of the tax document that is a source of electronic data entered into the first field; and

    in response to the received input, the computerized tax preparation application accessing the data store,identifying in the data store the first image of the tax document that was previously received or acquired and that is the source of the data in the first field,selecting the portion of the first image based at least in part upon the coordinates of the first image determined from reading the pointer or reference of the first user interface element, andpresenting the selected portion of the first image through the interview screen or form to the preparer simultaneously with the populated first field for a pre-determined time.

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