US 2016/0078567 A1 · METHODS SYSTEMS AND ARTICLES OF MANUFACTURE FOR USING A PREDICTIVE MODEL TO DETERMINE TAX TOPICS WHICH ARE RELEVANT TO A TAXPAYER IN PREPARING AN ELECTRONIC TAX RETURN

Abstract

Methods, systems and articles of manufacture for using one or more predictive models to predict which tax matters are relevant to a particular taxpayer during preparation of an electronic tax return. A tax return preparation system accesses taxpayer data such as personal data and/or tax data regarding the particular taxpayer. The system executes a predictive model which receives the taxpayer data as inputs to the predictive model. The predictive model generates as output(s) one or more predicted tax matters which are determined to be likely to be relevant to the taxpayer. The system may then determine tax questions to present to the user based at least in part upon the predicted tax matters determined by the predictive model.

Claims21

Dependent claims

A computer-implemented method of predicting which tax matters are relevant to a taxpayer and should be presented during preparation of an electronic tax return, the method comprising:

a tax return preparation system accessing taxpayer data comprising at least one of personal data and tax data regarding a taxpayer, the tax return preparation system comprising a computing device having a computer processor and a tax return preparation software application;
and
the tax return preparation system executing a predictive model, the predictive model receiving the taxpayer data, inputting the taxpayer data into the predictive model and generating one or more predicted tax matters comprising tax topics and/or tax questions which the predictive model determines are likely to be relevant to the taxpayer.

A computer-implemented method of predicting which tax matters are relevant to a taxpayer and should be presented during preparation of an electronic tax return, the method comprising:

a tax return preparation system accessing taxpayer data comprising personal data and tax data regarding a taxpayer, the tax return preparation system comprising a computing device having a computer processor and a tax return preparation software application;
the tax return preparation system executing a predictive model, the predictive model receiving the taxpayer data, inputting the taxpayer data into the predictive model and generating one or more predicted tax matters comprising tax topics and/or tax questions which the predictive model determines are likely to be relevant to the taxpayer;
the tax return preparation system determining one or more initial tax questions to present to a user for obtaining missing tax data for completing the tax return based at least in part upon the predicted tax matters.

A system for predicting which tax matters are relevant to a taxpayer and should be presented during preparation of an electronic tax return, comprising:

a computing device having a computer processor and memory;
a tax return preparation software application executable by the computing device;
a predictive model configured to use taxpayer data regarding the taxpayer as input and generating one or more predicted tax matters which the predictive model determines to be relevant to the taxpayer as output;
wherein the computing device and tax return preparation software application are configured to perform a process comprising:
accessing taxpayer data comprising personal data and tax data regarding a taxpayer;
executing the predictive model, the predictive model receiving the taxpayer data, inputting the taxpayer data into the predictive model and generating one or more predicted tax matters comprising tax topics and/or tax questions which the predictive model determines are likely to be relevant to the taxpayer;
and
determining one or more initial tax questions to present to a user for obtaining missing tax data for completing the tax return based at least in part upon the predicted tax matters.

5 more elements

An article of manufacture comprising a non-transitory computer program carrier readable by a computer and embodying instructions executable by the computer to perform a method predicting which tax matters are relevant to a taxpayer and should be presented during preparation of an electronic tax return, the method comprising:

accessing taxpayer data comprising personal data and tax data regarding a taxpayer;
executing a predictive model, the predictive model receiving the taxpayer data, inputting the taxpayer data into the predictive model and generating one or more predicted tax matters comprising tax topics and/or tax questions which the predictive model determines are likely to be relevant to the taxpayer;
and
determining one or more initial tax questions to present to a user for obtaining missing tax data for completing the tax return based at least in part upon the predicted tax matters.

1 more element

Dependencies are inferred from the claim text.

Methods systems and articles of manufacture for using a predictive model to determine tax topics which are relevant to a taxpayer in preparing an electronic tax return

Life of this patent

Methods systems and articles of manufacture for using a predictive model to determine tax topics which are relevant to a taxpayer in preparing an electronic tax return

Life of this patent

Abstract

Claims21