# US 7,610,227 B2 · System and method for creating cross-reference links, tables and lead sheets for tax return documents

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- Number: US 7,610,227 B2
- Document ID: US7610227B2
- Status: Granted
- Kind: B2
- Application number: 10/903,637
- Filed: 2004-07-30
- Published: 2006-02-02
- Granted: 2009-10-27
- Earliest claimed: 2004-07-30
- Assignees: SurePrep, LLC
- Inventors: David A. Wyle
- Web page: https://patentgrep.com/patent/US7610227B2

## CPC

- G06Q 10/10: Office automation; Time management
- G06F 40/174: Form filling; Merging
- G06Q 40/00: Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q 40/123: {Tax preparation or submission}
- 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)

## 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.

## Claims

### Claim 1

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.

### Claim 2 (depends on 1)

The method of claim 1 wherein the receiving the form type includes providing a form type selection from a plurality of form types.

### Claim 3 (depends on 1)

The method of claim 1 wherein the receiving the form name includes providing a form name selection from a plurality of preexisting form names or inputting a form name.

### Claim 4 (depends on 1)

The method of claim 1 further comprising positioning, on the display screen, a display pointer adjacent to one of the plurality of categories.

### Claim 5 (depends on 1)

The method of claim 1 further comprising displaying, on the display screen, a link adjacent to the selected category.

### Claim 6 (depends on 1)

The method of claim 1 further comprising displaying, on the display screen, a link symbol adjacent to the selected category.

### Claim 7 (depends on 1)

The method of claim 1 further comprising displaying, on the display screen, an input line corresponding to the selected category.

### Claim 8 (depends on 7)

The method of claim 7 wherein the input line includes an input field for receiving the number.

### Claim 9 (depends on 1)

The method of claim 1 further comprising storing, on a storage device, link information related to the link.

### Claim 10

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.

### Claim 11 (depends on 10)

The machine-readable medium of claim 10 further comprising providing a number corresponding to the link, the number representing an amount from the page of the tax document.

### Claim 12 (depends on 11)

The machine-readable medium of claim 11 further comprising creating a document having the number with the link positioned adjacent to the number.

### Claim 13 (depends on 11)

The machine-readable medium of claim 11 further comprising retrieving a tax return reconciliation page having a plurality of headings and inserting the number into the tax return reconciliation page at a location that relates to the category selected.

### Claim 14 (depends on 10)

The machine-readable medium of claim 10 further comprising positioning a display pointer adjacent to the category selected.

### Claim 15 (depends on 10)

The machine-readable medium of claim 10 further comprising displaying the link adjacent to the category selected.

### Claim 16 (depends on 10)

The machine-readable medium of claim 10 further comprising displaying an input line corresponding to the category selected.