Back to results
US 2014/0351105 A1Published application
System and method for tax filing, data processing, data verification and reconciliation
OwnerNoel Hamminventor
Life of this patent
Estimating the term…
Abstract
A system and method for processing transaction and use tax data, verifying tax calculations/determinations, reconciling calculation/determination errors, and filing and/or paying taxes owed to the appropriate jurisdictions is provided.
Claims20
A method of processing tax data for sales or purchase of goods or services, said method comprising the steps of:
- uploading a data file containing information regarding taxes collected or paid for a plurality of transactions into a database accessible by a customer-administered mapping tool of a computer program;
- obtaining by said mapping tool information from column headers of said data file;
- populating a source field table of said database with said information from column headers of said data file;
- displaying said source field table of said database to a system user of said computer program, the system user being a customer-type user of said computer program that utilizes said computer program for processing tax data provided by the system user;
- providing the system user destination field selection options for association with each record in said source field table;
- storing in a destination field table of said database the destination field selection option selected by the system user for association with each record in said source field table;
- saving said source field table and said destination field table in said database as a source file map;
- and
- utilizing said source file map to process by said computer program a data file containing information regarding taxes collected or paid for a plurality of transactions.
6 more elements
A method of processing tax data for sales or purchase of goods or services, said method comprising the steps of:
- uploading a data file containing information regarding taxes collected or paid for a plurality of transactions into a database accessible by a computer program;
- processing said data file by said computer program;
- displaying to a system user of said computer program information relevant to one or more records of said data file in said database after said processing step, the system user being a customer-type user of said computer program that utilizes said computer program for processing tax data provided by the system user;
- allowing the system user to input an action to be taken with respect to said displayed information;
- storing said inputted action in said database in association with said one or more records to which said displayed information is relevant;
- utilizing said inputted action for further processing of said one or more records;
- and
- displaying to the system user updated information relevant to said one or more records following said utilizing step.
5 more elements
A method of processing tax data for sales or purchase of goods or services, said method comprising the steps of:
- uploading a data file containing information regarding taxes collected or paid for a plurality of transactions into a database accessible by a computer program;
- processing said data file by said computer program;
- selecting by said computer program one or more jurisdictions in which one or more tax filings are recommended to be based upon said information in said data file;
- reporting to a system user said one or more jurisdictions recommended by said computer program, the system user being a customer-type user of said computer program that utilizes said computer program for processing tax data provided by the system user.
1 more element
Dependencies are inferred from the claim text.