System and method for recreating tax documents
AssigneeOREM Financial Services Inc.
InventorDennis Varghese
Life of this patent
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Abstract
Systems and methods for recreating a copy of a previously filed tax document of a user is provide. In exemplary embodiments, an order processing engine receives a user's order request for a copy of a previously filed tax document. The order request is processed with an agency, such as the IRS. A tax transcript is downloaded from the agency. Subsequently, values from the tax transcript are mapped into one or more templates to recreate the filed tax document. The recreated tax document is then delivered to the user.
Claims19
A system for producing a recreation of a tax document that was previously filed by a user, the system comprising:
- an order processing engine stored in memory and executable by a processor to process an order request for the recreation of the previously filed tax document, to obtain tax information comprising raw data from a government agency with which the tax document had been previously filed, and to parse the raw data from the tax information into a tax document template to generate the recreation of the previously filed tax document, wherein the recreation of the previously filed tax document is visually identical to the tax document as originally filed, including the processor to mathematically calculate one or more quantitative values for the tax document template using the raw data from the tax information, wherein parsing the raw tax data separates the fields into categories at which calculations are performed to determined values of certain required fields.
A method for producing a recreation of a tax document that was previously filed by a user, the method comprising:
- executing instructions stored in memory using a processor to process an order request for the recreation of the previously filed tax document, the order request from the user;
- executing instructions stored in memory using a processor to download tax information comprising raw data from a government agency with which the tax document had been previously filed;
- and
- executing instructions stored in memory using a processor to parse the raw data from the tax information into a tax document template to generate the recreation of the previously filed tax document, wherein the recreation of the previously filed tax document is visually identical to the tax document as originally filed, including the processor mathematically calculating one or more quantitative values for the tax document template using the raw data from the tax information, wherein parsing the raw tax data separates the fields into categories at which calculations are performed to determined values of certain required fields.
A machine readable storage medium having embodied thereon a program, the program executable by a processor to perform a method for providing a recreation of a tax document that was previously filed by a user, the method comprising
- processing an order request for the recreation of the previously filed tax document, the order request received from the user;
- parsing the raw data from the tax information into a tax document template to generate the recreation of the previously filed tax document, wherein the recreation of the previously filed tax document is visually identical to the tax document as originally filed, including the processor mathematically calculating one or more quantitative values for the tax document template using the raw data from the tax information, wherein parsing the raw tax data separates the fields into categories at which calculations are performed to determined values of certain required fields.
Dependencies are inferred from the claim text.