Platform and method for preparing a tax return
AssigneeData Donate Technologies, Inc.
InventorsAlfred Blair Blaikie, III, Nathaniel T. Bradley, Joshua S. Paugh, Edward Braniff, III
Life of this patent
Estimating the term…
Abstract
A system, method, device, and data platform for generating a tax return utilizing a data platform. Client data is aggregated for a client from available source to generate a client profile. A relevant tax return strategy is determined based on the client data. A template tax return is automatically created based on the relevant tax return strategy. The template tax return is populated with the client data to generate the tax return for the client.
Claims20
A method for generating a tax return utilizing a data platform, comprising:
- aggregating client data for a client from available sources to generate a client profile;
- determining a relevant tax return strategy based on the client data;
- automatically creating a template tax return based on the relevant tax return strategy;
- and
- populating the template tax return with the client data to generate the tax return for the client.
The method of claim 5, wherein the template tax return is generated utilizing tax return strategies utilized by the selection of the plurality of clients.
A system for preparing a tax return, comprising:
- a plurality of electronic devices executing a data application, the data application is configured to aggregate client data associated with a client and data from a plurality of clients;
- and
- a data platform accessible by the plurality of electronic devices executing the data application through one or more networks, wherein the data platform determines a relevant tax return strategy based on the client data, automatically creates a template tax return based on the relevant tax return strategy, and populate the template tax return with the client data to generate the tax return for the client
A data platform, comprising:
- a processor for executing a set of instructions;
- a memory for storing the set of instructions, wherein the set of instructions are executed to:
- aggregate client data for a client from available sources to generate a client profile utilizing a data platform, determine a relevant tax return strategy based on the client data, automatically create a template tax return based on the relevant tax return strategy, and populate the template tax return with the client data to generate the tax return for the client.
Dependencies are inferred from the claim text.