User interface for displaying imported tax data in association with tax line assignments
AssigneeIntuit Inc.
InventorsGregory B. Baxter, Kathy L. Eusepi, Gillian Meyer, Kenichi Mori, Joseph M. Quadros, Jackie Rierdan, Sara Y. Clancy, Mary Kate Anderson, Elaine Marie Conway
Life of this patent
Estimating the term…
Abstract
A system, method, and a user interface that allows a user of a tax preparation application to view a tax augmented accounting report in which tax related data from a financial accounting application is associated with an accounting line item and a tax line assignment for the accounting line item.
Claims13
A computer-implemented method for displaying tax related data comprising, receiving, by a tax preparation application (TPA) executing on a processor, a plurality of financial categories and a plurality of tax line assignment numbers for the plurality of financial categories from a financial accounting application (FAA);
- receiving, by the TPA, an accounting report from the FAA after receiving the plurality of financial categories;
- identifying a financial category of the plurality of financial categories within the accounting report using the TPA;
- mapping the financial category to a tax line assignment number of the plurality of tax line assignment numbers using the TPA;
- identifying a tax line assignment description based on the tax line assignment number using the TPA;
- generating, by the TPA, a tax augmented accounting report comprising the accounting report and the tax line assignment description next to the financial category;
- and
- displaying the tax augmented accounting report.
A system for displaying tax related data comprising:
- a processor;
- a memory operatively connected to the processor;
- a financial accounting application (FAA) stored in the memory and executing on the processor;
- and
- a tax preparation application (TPA) stored in the memory and executing on the processor and comprising:
- a data import module configured to:
- receive a plurality of financial categories and a plurality of tax line assignment numbers for the plurality of financial categories from the FAA;
- and
- receive an accounting report from the FAA after receiving the plurality of financial categories;
- a parsing module configured to:
- identify a financial category of the plurality of financial categories within the accounting report;
- map the financial category to a tax line assignment number of the plurality of tax line assignment numbers;
- identify a tax line assignment description based on the tax line assignment number;
- and
- generate a tax augmented accounting report comprising the accounting report and the tax line assignment description next to the financial category;
- and
- a rendering module configured to display the tax augmented accounting report.
A computer readable medium storing instructions to display tax related data, the instructions executable on a processor and comprising functionality to:
- receive, by a tax preparation application (TPA), a plurality of financial categories and a plurality of tax line assignment numbers for the plurality of financial categories from a financial accounting application (FAA);
- receive, by the TPA, an accounting report from the FAA after receiving the plurality of financial categories;
- identify a financial category of the plurality of financial categories within the accounting report using the TPA;
- map the financial category to a tax line assignment number of the plurality of tax line assignment numbers using the TPA;
- identify a tax line assignment description based on the tax line assignment number using the TPA;
- generate, by the TPA, a tax augmented accounting report comprising the accounting report and the tax line assignment description next to the financial category;
- and
- display the tax augmented accounting report.
Dependencies are inferred from the claim text.