System for tax data collection
AssigneeSimplification, LLC
InventorDavid S. Miller
Life of this patent
Estimating the term…
Abstract
An electronic intermediary electronically connects with a tax data provider and collects electronically tax data from the tax data provider. The electronic intermediary processes the tax data collected electronically, and prepares an electronic tax return using the processed tax data. The electronic intermediary connects electronically with a taxing authority, files the electronic tax return with the taxing authority, and arranges electronically for the payment or receipt of any tax liability or refund, respectively.
Claims35
A computer-readable medium embodying a computer program for tax data collection by an electronic intermediary, said computer program comprising code segments for:
- receiving electronically information by said electronic intermediary from a taxpayer or an authorized tax return preparer of said taxpayer, wherein said received information comprises information on a tax data provider and taxpayer identification information;
- connecting automatically and electronically said electronic intermediary to said tax data provider, wherein said electronic intermediary connects automatically and electronically to said tax data provider based on said received information;
- collecting automatically and electronically tax data by said electronic intermediary from said tax data provider, wherein said tax data is taxpayer specific tax data;
- processing automatically and electronically by said electronic intermediary said tax data collected electronically from said tax data provider to obtain processed tax data;
- and
- preparing automatically and electronically an electronic tax return by said electronic intermediary using said processed tax data.
A method for tax data collection by an electronic intermediary comprising:
- receiving electronically information by said electronic intermediary from a taxpayer or an authorized tax return preparer of said taxpayer, wherein said received information comprises information on a tax data provider and taxpayer identification information;
- connecting automatically and electronically said electronic intermediary to said tax data provider, wherein said electronic intermediary connects automatically and electronically to said tax data provider based on said received information;
- collecting automatically and electronically tax data by said electronic intermediary from said tax data provider, wherein said tax data is taxpayer specific tax data;
- processing automatically and electronically by said electronic intermediary said tax data collected electronically from said tax data provider to obtain processed tax data;
- and
- preparing automatically and electronically an electronic tax return by said electronic intermediary using said processed tax data.
An apparatus for tax data collection, comprising:
- a computer having:
- at least one of a keyboard or a mouse;
- and
- a computer-readable medium embodying a computer program for tax data collection by the computer, the computer program comprising code segments for:
- receiving electronically information by the computer from a taxpayer or an authorized tax return preparer of said taxpayer, wherein the taxpayer or the authorized tax return preparer of the taxpayer provides the information using the keyboard and/or the mouse of the computer, and wherein the received information comprises information on a tax data provider and taxpayer identification information;
- connecting automatically and electronically the computer to the tax data provider using an electronic data network, wherein the computer connects automatically and electronically to the tax data provider based on the received information;
- collecting automatically and electronically tax data by the computer from the tax data provider using the electronic data network, wherein the tax data is taxpayer specific tax data;
- processing automatically and electronically by the computer the tax data collected electronically from the tax data provider to obtain processed tax data;
- and
- preparing automatically and electronically an electronic tax return by the computer using the processed tax data.
Dependencies are inferred from the claim text.