System and method for completing a form

A computer readable medium storing instructions for completing a financial form associated with a user, the instructions executable on a hardware processor and comprising functionality to:

• generate a plurality of panels associated with a plurality of financial events reported by the financial tax return;
• extract an alphanumeric key from a previously populated financial tax return associated with the user and a financial event of the plurality of financial events;
• search online, using the alphanumeric key as a search criterion, for a visual data item associated with the user and the financial event;
• obtain the visual data item from a webpage;
• apply the visual data item to a panel of the plurality of panels, wherein the panel is associated with the financial event;
• display, after the visual data item is applied to the panel, the panel to the user, wherein the user inputs a financial value into a component of the panel;
• capture the financial value associated with the financial event from the component of the panel;
• populate at least a portion of the tax return reporting the financial event based on the financial value.

A system for completing a tax return by a user, comprising:

• a hardware processor;
• a form module executing on the hardware processor and configured to populate a portion of a tax return, wherein the tax return reports a plurality of financial events;
• a panel generator, executing on the hardware processor, operatively connected to the form module, and configured to generate a plurality of panels associated with the plurality of financial events before the portion of the tax return is populated;
• and
• a customization module, executing on the hardware processor, operatively connected to the panel generator, and configured to:
• extract an alphanumeric key from a previously filed tax return associated with the user and a financial event of the plurality of financial events,
• search online, using the alphanumeric key as a search criterion, for a visual data item associated with the user and the financial event of the plurality of financial events, and
• obtain the visual data item from a webpage,
• wherein the panel generator is further configured to apply the visual data item to a panel of the plurality of panels,
• wherein the panel comprises a component and is presented to the user after the visual data item is applied to the panel,
• wherein the user inputs a financial value into the component of the panel, and
• wherein the portion of the tax return is populated based on the financial value.