Methods systems and articles of manufacture for providing tax document guidance during preparation of electronic tax return

• US 9,916,627 B1
• Filed: 04/30/2014
• Issued: 03/13/2018
• Est. Priority Date: 04/30/2014
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Huang, Nankun, Howe, Carol A., Bamford, Robert E., Dye, Christopher M.
• Primary Examiner(s): Liu, Chia-Yi
• Application Number:
  US14/266,512
• Time in Patent Office: 1,413 Days
• Field of Search: 705 35- 45
• CPC Class Codes: G06Q 40/123 Tax preparation or submission

Abstract

Computer-implemented methods, systems and computer program products for directing a current user of a tax preparation application to a portion of the current user'"'"'s tax document. Images of tax documents of other or prior users are received, and a tax document image is selected. Tax data within the selected tax document image is redacted from the image to generate an image of a template of a tax document. Sections or interface elements of interview screens generated by the tax preparation program are mapped to sections of the template. When the current user selects an interface element such as a field, a pre-determined or selected portion of the template image is presented through the tax preparation application to the current user. The particular field mapped to the particular selected interface element may be identified or highlighted.

Claims

1. A computer-implemented method for transforming a user interface generated by a computerized tax return preparation application comprising instructions executed by a computing apparatus during preparation of an electronic tax return, the method comprising:

the computing apparatus, by execution of a guidance module utilized by the computerized tax return preparation application and during preparation of electronic tax return of a second user different from a first user;

receiving a first image of a first tax document, the first image comprising tax data of a first user of the computerized tax return preparation application,

transforming the first image into a first template of the first tax document by redacting tax data of the first user from the first image,

cropping, by execution of the guidance module utilized by the computerized tax return preparation application the first template into a plurality of template portions,

storing the plurality of template portions to a data store, and

mapping respective template portions to respective portions of respective interview screens of the computerized tax return preparation application; and

;

detecting selection by the second user of a first interface element of an interview screen generated by the computerized tax return preparation application and presented to the second user through a display of a computing device utilized by the second user, and

in response to detecting selection of the first interface element by the second user, the computing apparatus, by execution of the guidance module;

accessing the data store,

selecting a first template portion based at least in part upon the mapping, and

presenting the selected first template portion through the interview screen generated by the computerized tax return preparation application and the display of the computing device utilized by the second user.

2. The computer-implemented method of claim 1, the first interface element comprising a fillable field of the first interview screen.

3. The computer-implemented method of claim 1, the first interface element being selected by the second user manipulating a computer mouse of the computing device to position a pointer generated by the computer mouse over the first interface element or to click on the first interface element.

4. The computer-implemented method of claim 1, the first image of the first tax document comprising an image of a printed tax document of the first user.

5. The computer-implemented method of claim 1, further comprising the computing apparatus receiving the first image from a mobile communication device of the first user, wherein a camera component of the mobile communication device captured the first image of the first tax document during use of the computerized tax return preparation application by the first user utilizing the mobile communication device.

6. The computer-implemented method of claim 1, further comprising the computing apparatus, by execution of the guidance module:

receiving a second image of the first tax document, the second image comprising tax data of a third user of the computerized tax return preparation application;

performing a comparison involving the first image and the second image;

selecting the second image based at least in part upon the comparison,

processing the second image by transforming the second image into a second template, wherein transforming the second image comprises redacting tax data of the third user from the second image,

cropping the second template into a plurality of second template portions,

storing the plurality of second template portions to the data store,

mapping respective second template portions to respective portions of respective interview screens of the computerized tax return preparation application,

in response to detecting selection of the first interface element a second time by the second user, the computing apparatus, by execution of the guidance module;

accessing the data store,

selecting a second template portion based at least in part upon the mapping involving respective second template portions, and

presenting the selected second template portion through the interview screen generated by the computerized tax return preparation application and the display of the computing device utilized by the second user.

7. The computer-implemented method of claim 6, further comprising the computing apparatus, by execution of the guidance module:

detecting selection of the first interface element by a fourth user of the computerized tax return preparation application, wherein the fourth user is different from the first user, the second user and the third user; and

in response to detecting selection of the first interface element by the fourth user, the computing apparatus, by execution of the guidance module;

accessing the data store,

selecting a second template portion based at least in part upon the mapping, and

presenting the selected second template portion through the interview screen generated by the computerized tax return preparation application and the display of the computing device utilized by the fourth user.

8. The computer-implemented method of claim 6, performing the comparison comprising the computing apparatus, by execution of the guidance module, comparing an image attribute of the first image and the image attribute of the second image to each other or relative to a pre-determined threshold.

9. The computer-implemented method of claim 8, wherein the image attribute is image brightness, contrast or noise.

10. The computer-implemented method of claim 9, performing the comparison comprising the computing apparatus, by execution of the guidance module, comparing respective histogram data of respective first and second images.

11. The computer-implemented method of claim 9, performing the comparison comprising the computing apparatus, by execution of the guidance module, comparing respective alignment or skew data of respective first and second images.

12. The computer-implemented method of claim 1, redacting the first tax data from the first image comprising the computing apparatus, by execution of the guidance module:

performing a recognition process to identify tax data of the first user within the first image of the first tax document; and

deleting or masking identified tax data of the first user from the first image to generate the first template.

13. The computer-implemented method of claim 1, the computing apparatus, by execution of the guidance module, redacting tax data of the first user in response to the second user selecting the first interface element.

14. The computer-implemented method of claim 1, the selected first template portion comprising a single field within the first template, the single field being associated with the first interface element.

15. The computer-implemented method of claim 1, the selected first template portion comprising a plurality of fields including a first field of the first template associated with the first interface element and a second field of the first template located adjacent to the first field of the first template.

16. The computer implemented method of claim 1, further comprising the computing apparatus, by execution of the guidance module:

receiving a second request by the second user, the second request being based at least in part upon the second user selecting a second interface element of the first interview screen;

presenting a second portion of the first template to the second user in response to the second request.

17. The method of claim 1, further comprising the computing apparatus, by execution of the computerized tax return preparation application:

receiving tax data of a tax document of the second user; and

populating a field associated with the selected first interface element with the received tax data.

18. The method of claim 17, the computing apparatus, by execution of the computerized tax return preparation application, receiving data manually entered by the second user into the field associated with the selected first interface element after the selected first template portion has been presented to the second user.

19. The method of claim 18, further comprising the computing apparatus, by execution of the computerized tax return preparation application:

completing the electronic tax return; and

electronically filing the completed electronic tax return with a computer of a tax authority.

20. The method of claim 1, wherein the selected first template portion overlays at least a portion of the displayed interview screen comprising the first interface element.

21. The method of claim 20, wherein the selected first template portion does not overlay the selected first interface element and overlays a plurality of fields of the interview screen comprising the first interface element.

22. The method of claim 1, further comprising the computing apparatus, by execution of the guidance module:

receiving or determining template identification data; and

selecting the first template from a plurality of templates in the data store based at least in part upon the identification data, wherein the selected first template portion is selected for presentation to the second user.

23. The method of claim 22, further comprising the computing apparatus, by execution of the guidance module, presenting a request for the template identification data from the second user through the computerized tax return preparation application, the template identification data being received by the guidance module from the second user in response to the request.

24. The method of claim 22, the template identification data being determined by the guidance module from a populated field within the first interview screen or the electronic tax return.

25. The computer implemented method of claim 1, the computerized tax return preparation application comprising an online tax return preparation application accessible by a browser executing on the computing device of the second user.

26. The computer-implemented method of claim 1, wherein the first user'"'"'s first tax document is a tax document for a current tax year, and the second user is utilizing the computerized tax return preparation application to prepare an electronic tax return for the current tax year.

27. The computer-implemented method of claim 1, wherein the first image is a jpeg image or an image of a .pdf document.

28. The computer-implemented method of claim 1, the selected first template portion comprising a plurality of fields including a first field of the first template associated with the first interface element and at least two other fields located adjacent to the first field of the first template.

29. The computer-implemented method of claim 1, the computing apparatus, by execution of the guidance module, presenting the selected first template portion in response to selection of the first interface element by the second user to enhance:

the interview screen generated by the computerized tax return preparation application and presented to the second user through the display, and

computer-based tax document guidance during preparation of the electronic tax return by the second user.