# US 2022/0044334 A1 · Platform and method for preparing a tax return

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- Number: US 2022/0044334 A1
- Document ID: US20220044334A1
- Status: Published application
- Kind: A1
- Application number: 17/507,459
- Filed: 2021-10-21
- Published: 2022-02-10
- Earliest claimed: 2019-12-11
- Assignees: Data Donate Technologies, Inc.
- Applicants: Data Donate Technologies, Inc.
- Inventors: Alfred Blair Blaikie, III; Nathaniel T. Bradley; Joshua S. Paugh; Edward Braniff, III
- Web page: https://patentgrep.com/patent/US20220044334A1

## CPC

- G06Q 40/123: {Tax preparation or submission}
- G06F 40/174: Form filling; Merging
- G06F 40/186: Templates
- G06F 40/216: using statistical methods
- G06Q 30/02: Marketing; Price estimation or determination; Fundraising
- G06Q 30/0204: Market segmentation
- G06Q 2220/00: Business processing using cryptography
- Y02P 90/90: Financial instruments for climate change mitigation, e.g. environmental taxes, subsidies or financing
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- Y02P: CLIMATE CHANGE MITIGATION TECHNOLOGIES IN THE PRODUCTION OR PROCESSING OF GOODS

## 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.

## Claims

### Claim 1

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.

### Claim 2 (depends on 1)

The method of claim 1, wherein the aggregating comprises
importing the client data from available sources, wherein the available sources include at least accounting software.

### Claim 3 (depends on 1)

The method of claim 1, further comprising:
filtering the client data to remove sensitive data.

### Claim 4 (depends on 1)

The method of claim 1, wherein determining a relevant tax return strategy further comprises:
comparing the client data to data for a plurality of clients to determine a selection of the plurality of clients most similar to the client, wherein the template tax return is generated utilizing the data from tax returns of the selection of the plurality of clients.

### Claim 5 (depends on 5)

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.

### Claim 6 (depends on 1)

The method of claim 1, further comprising:
performing an artificial intelligence review of the tax return; and
electronically filing the tax return from the data platform.

### Claim 7 (depends on 1)

The method of claim 1, wherein the tax return includes a federal tax return template and one or more state tax return templates.

### Claim 8 (depends on 1)

The method of claim 1, further comprising:
communicating the tax return to one or more professionals for review.

### Claim 9 (depends on 1)

The method of claim 1, further comprising:
obtaining data and the client data utilizing the data platform; and
tokenizing the data and the client data into one or more tokens for utilization.

### Claim 10 (depends on 9)

The method of claim 9, wherein the one or more tokens are utilized to form the tax return.

### Claim 11

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

### Claim 12 (depends on 11)

The system of claim 11, wherein the data platform imports the client data and the data from the plurality of electronic devices and available sources, wherein the available sources include at least accounting software.

### Claim 13 (depends on 11)

The system of claim 11, wherein the data platform filters the data to deidentify the data.

### Claim 14 (depends on 11)

The system of claim 11, wherein the relevant tax return strategy is determined by comparing the client data to data for a plurality of clients to determine a selection of the plurality of clients most similar to the client, wherein the template tax return is generated utilizing the data from tax returns of the selection of the plurality of clients.

### Claim 15 (depends on 11)

The system of claim 11, wherein the template tax return is generated utilizing tax return strategies utilized by the selection of the plurality of clients.

### Claim 16

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.

### Claim 17 (depends on 16)

The data platform of claim 16, wherein the set of instructions import the client data and the data from the plurality of electronic devices and available sources, and wherein the available sources include at least accounting software.

### Claim 18 (depends on 16)

The data platform of claim 16, wherein the relevant tax return strategy is determined by comparing the client data to data for a plurality of clients to determine a selection of the plurality of clients most similar to the client, wherein the template tax return is generated utilizing the data from tax returns of the selection of the plurality of clients.

### Claim 19 (depends on 16)

The data platform of claim 16, wherein the set of instructions are further executed to obtain data and the client data utilizing the data platform, and tokenize the data and the client data into one or more tokens for utilization.

### Claim 20 (depends on 16)

The data platform of claim 16, wherein the template tax return is generated by combining tax return strategies utilized by the selection of the plurality of clients, and wherein the template tax return includes a federal tax return template and one or more state tax return templates.