Methods, Systems, and Computer Program Products for Processing and/or Preparing a Tax Return and Initiating Certain Financial Transactions
AssigneeTax-N-Cash, L.L.C.
InventorsTimothy J. Throndson, Thomas Field
Life of this patent
Estimating the term…
Abstract
A tax return is processed by receiving tax information associated with a taxpayer where the tax information is in a plurality of formats. The tax information is converted into a common electronic format. A determination is made whether the tax information is sufficient to generate a tax return therefrom. A tax return is generated if the tax information has been determined to be sufficient.
Claims41
A method of processing a tax return, comprising:
- receiving tax information associated with a taxpayer;
- determining if the tax information is sufficient to generate a tax return therefrom;
- processing the tax information to generate a tax return responsive to the tax information having been determined to be sufficient to generate the tax return;
- presenting the taxpayer with options for receiving value responsive to the taxpayer being entitled to a tax refund based on the generated tax return;
- and
- presenting the taxpayer with options for paying a tax responsive to the taxpayer owing a tax based on the generated tax return.
A method of processing a tax return, comprising:
- receiving tax information associated with a taxpayer;
- determining if the tax information is sufficient to generate a tax return therefrom;
- processing the tax information to generate a tax return responsive to the tax information having been determined to be sufficient to generate the tax return;
- and
- establishing an account with a financial institution responsive to the taxpayer being entitled to a tax refund based on the generated tax return.
A method of processing a tax return, comprising:
- receiving tax information associated with a taxpayer;
- evaluating the accuracy of the tax information;
- confirming the accuracy of the tax information with the taxpayer;
- processing the tax information to generate a tax return;
- presenting the taxpayer with options for receiving value responsive to the taxpayer being entitled to a tax refund based on the generated tax return;
- and
- presenting the taxpayer with options for paying a tax responsive to the taxpayer owing a tax based on the generated tax return.
A method of processing a tax return, comprising:
- receiving tax information associated with a taxpayer, wherein the tax information is in a plurality of formats;
- converting the tax information into a common electronic format;
- determining if the tax information is sufficient to generate a tax return therefrom;
- processing the tax information to generate a tax return responsive to the tax information having been determined to be sufficient to generate the tax return;
- presenting the taxpayer with options for receiving value responsive to the taxpayer being entitled to a tax refund based on the generated tax return;
- and
- presenting the taxpayer with options for paying a tax responsive to the taxpayer owing a tax based on the generated tax return.
A method of processing a tax return, comprising:
- scanning a tax return that has been filed with a revenue authority;
- converting information on the tax return into an electronic format;
- determining if the tax return contains an error;
- generating an amended tax return responsive to a determination that the tax return contains the error;
- presenting the taxpayer with options for receiving value responsive to the taxpayer being entitled to a tax refund based on the amended tax return;
- and
- presenting the taxpayer with options for paying a tax responsive to the taxpayer owing a tax based on the amended tax return.
Dependencies are inferred from the claim text.