System and method for creating cross-reference links, tables and lead sheets for tax return documents
AssigneeSurePrep, LLC
InventorDavid A. Wyle
Life of this patent
Estimating the term…
Abstract
A processor-based method for creating a set of work papers with cross-reference links to tax documents. The method may include receiving a tax document, displaying a page of the tax document, receiving a form type corresponding to the page of the tax document, and receiving a form name corresponding to the page of the tax document. The method may also include displaying a plurality of categories related to the form type, selecting a category from the plurality of categories, providing a link corresponding to the selected category, and receiving a number corresponding to the link.
Claims16
A processor-based method for creating a set of work papers with cross-reference links to tax documents comprising:
- receiving, at a computer, a tax document;
- displaying, on a display screen, a page of the tax document;
- receiving, at the computer, a form type corresponding to the page of the tax document;
- receiving, at the computer, a form name corresponding to the page of the tax document;
- displaying, on the display screen, a plurality of categories related to the form type;
- providing, at the computer, a category selection from the plurality of categories;
- providing, at the computer, a link corresponding to the selected category;
- receiving, at the computer, a number or a description corresponding to the link;
- providing, at the computer, a tax return reconciliation template that includes a tax item description field and a tax page identifier field;
- providing, at the computer, a tax return reconciliation page by populating the tax item description field and the tax page identifier field with information from the tax document;
- and
- displaying, on the display screen, the tax return reconciliation page, wherein the tax page identifier field includes a clickable link to the page of the tax document containing a value corresponding to the tax item description field.
A machine-readable medium that provides instructions, which when read by a processor, causes the machine to perform operations comprising:
- displaying a page of a tax document;
- displaying a form type corresponding to the page of the tax document;
- displaying a form name corresponding to the page of the tax document;
- displaying a plurality of categories related to the form type;
- providing a link corresponding to a category selected from the plurality of categories;
- inserting the link on the page of the tax document;
- generating a tax return reconciliation page by retrieving link information corresponding to the link on the page of the tax document;
- inserting a clickable link on the tax return reconciliation page to the page of the tax document containing a value corresponding to the selected category;
- and
- displaying the page of the tax document when the clickable link is selected.
Dependencies are inferred from the claim text.