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Efficient work flow system and method for processing taxpayer source documents

  • US RE45,007 E1
  • Filed: 06/07/2011
  • Issued: 07/08/2014
  • Est. Priority Date: 06/20/2007
  • Status: Active Grant
First Claim
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1. A method of processing a taxpayer source document comprising:

  • receiving, at a computer system, proforma data and an electronic image of a taxpayer source document;

    determining, using a processor of the computer system, a type of tax statement for the taxpayer source document from the electronic image of the taxpayer source document;

    using the proforma data to verify, using the processor of the computer system, the determination of the type of the tax statement for the electronic image of the taxpayer source document by searching for an identification code within the electronic image of the taxpayer source document to determine whether the identification code matches the proforma data;

    extracting, using the processor of the computer system, data from the electronic image of the taxpayer source document;

    determining, using the processor of the computer system, whether the extracted data from the electronic image of the taxpayer source document has an error by verifying whether the extracted data is within a predetermined amount of accuracy of the proforma data;

    using the proforma data to verify, using the processor of the computer system, the accuracy of the extracted data from the electronic image of the taxpayer source document;

    andcreating, using the processor of the computer system, an electronic document that includes the extracted data.

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