System and Method for Collecting and Submitting Tax Related Information

• US 20150178856A1
• Filed: 12/19/2014
• Published: 06/25/2015
• Est. Priority Date: 12/20/2013
• Status: Abandoned Application

• Current Assignee: Alfredo David Flores
• Original Assignee: Alfredo David Flores
• Inventors: Flores, Alfredo David
• Application Number:
  US14/577,850
• Publication Number:
  US 20150178856A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/1095 Meeting or appointment
• CPC Class Codes: G06Q 30/0207 Discounts or incentives, e.g. coupons or rebates
• CPC Class Codes: G06Q 40/123 Tax preparation or submission

Abstract

A method for submitting and receiving information required for tax filing contains a mobile interface and a website interface. A client submits information through the mobile interface. Personal information and digital photographs of at least one identification card and received tax documentation are submitted by the client through a client account. Required tax information is extracted from the digital photographs submitted by the client account. The personal information and the required tax information are stored on a secure server. A tax preparer accesses the secure server through a tax preparer account. More specifically, the tax preparer account accesses the secure server through the website interface. When the personal information and the required tax information are reviewed and edited by the tax preparer account, the tax preparer account can proceed with the tax filing process through the website interface.

Claims

1. A method for submitting and receiving tax related information on a portable computing device by executing computer-executable instructions stored on a non-transitory computer-readable medium, the method comprises the steps of:

providing a mobile interface and a website interface;

communicably linking the mobile interface and the website interface through a secure server;

providing a client account and a tax preparer account;

prompting the client account to enter personal information and receiving the personal information through the mobile interface;

receiving digital photographs of an at least one identification card and received tax documentation through the mobile interface;

storing the personal information and the digital photographs of the at least one identification card and the received tax documentation on the secure server;

scanning and extracting required tax information from the digital photographs of the at least one identification card and the received tax documentation;

notifying the tax preparer account to review the personal information and the required tax information;

displaying the personal information and the required tax information to the tax preparer account through the website interface;

prompting the tax preparer account to review and edit the personal information and the required tax information; and

submitting a tax report compiled from the personal information and the required tax information.

2. The method for submitting and receiving tax related information on a portable computing device by executing computer-executable instructions stored on a non-transitory computer-readable medium, the method as claimed in claim 1 further comprises the steps of:

generating an encrypted submission identification number from the personal information and the required tax information;

forwarding the encrypted submission identification number to the tax preparer account in order to notify the tax preparer account to review the personal information and the required tax information;

prompting the tax preparer account to enter the encrypted submission identification number through the website interface;

decrypting and verifying the encrypted submission identification number with the personal information and the required tax information;

retrieving the personal information and the required tax information from the secure server; and

displaying the personal information and the required tax information to the tax preparer account through the website interface.

3. The method for submitting and receiving tax related information on a portable computing device by executing computer-executable instructions stored on a non-transitory computer-readable medium, the method as claimed in claim 1 further comprises the steps of:

searching through the personal information and the required tax information for missing fields and/or incorrect information before submitting the tax report;

displaying an error message to the tax preparer account,

if missing fields and/or incorrect information are found within the personal information and the required tax information;

receiving corrections for the missing fields and/or the incorrect information from the tax preparer account through the website interface; and

submitting the tax report compiled from the personal information and the required tax information with the corrections.

4. The method for submitting and receiving tax related information on a portable computing device by executing computer-executable instructions stored on a non-transitory computer-readable medium, the method as claimed in claim 1 further comprises the steps of:

providing a preparer profile for the tax preparer account;

providing a backend interface, wherein the mobile interface and the website interface are communicably linked through the backend interface;

receiving updates for the preparer profile through the backend interface; and

displaying the preparer profile with the updates to the client account.

5. The method for submitting and receiving tax related information on a portable computing device by executing computer-executable instructions stored on a non-transitory computer-readable medium, the method as claimed in claim 1 further comprises the steps of:

providing an appointment schedule for the tax preparer account;

displaying at least one available time period from the appointment schedule through the mobile interface to the client account;

prompting the client account to select a desired time period from the at least one available time period;

reserving the desired time period within the appointment schedule; and

forwarding an appointment notification for the desired time period to the tax preparer account.

6. The method for submitting and receiving tax related information on a portable computing device by executing computer-executable instructions stored on a non-transitory computer-readable medium, the method as claimed in claim 1 further comprises the steps of:

providing a list of branch locations for the tax preparer account;

displaying the list of branch locations to the client account through the mobile interface;

prompting the client account to select a primary location from the list of branch locations; and

notifying the tax preparer account of the primary location selected by the client account.

7. The method for submitting and receiving tax related information on a portable computing device by executing computer-executable instructions stored on a non-transitory computer-readable medium, the method as claimed in claim 1 further comprises the steps of:

providing the tax preparer account with a service charge paid by the client account;

displaying a list of available coupons to the client account through the mobile interface;

prompting the client account to select a desired coupon from the list of available coupons; and

reducing the service charge paid the client account by applying the desired coupon to the service charge.

8. The method for submitting and receiving tax related information on a portable computing device by executing computer-executable instructions stored on a non-transitory computer-readable medium, the method as claimed in claim 1 wherein, the mobile interface is customized with a plurality of design graphics unique to the tax preparer account.