×

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
First Claim
Patent Images

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, andmapping 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, andin 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, andpresenting 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.

View all claims
  • 1 Assignment
Timeline View
Assignment View
    ×
    ×