US 8,484,106 B1Granted

Opt-out payroll

AssigneeIntuit Inc.

InventorsMiriam Nga-Shun Vu, Charles Shieh, Lucinda Kathryn Foss, Lesley K. Grossblatt, Sandra Marie Edwards

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Abstract

The invention relates to a method for processing a payroll. The method steps include obtaining a compliance rule of a tax agency regarding the payroll, obtaining an update of a payroll parameter from a financial management application (FMA), analyzing the update of the payroll parameter based on the compliance rule of the tax agency to detect a schedule changing event, adjusting the payment schedule of the tax agency based on the schedule changing event to generate an adjusted payment schedule of the tax agency, submitting the adjusted payment schedule of the tax agency and an amount of the payment to the tax agency to a user for approval, accessing a payroll tax paying website of the tax agency, and making the payment to the tax agency using the payroll tax paying website in response to receiving the approval from the user.

Claims20

Dependent claims

A method for processing a payroll of a business entity, comprising:

obtaining a compliance rule of a tax agency regarding the payroll, wherein the compliance rule of the tax agency relates to a payment to the tax agency according to a payment schedule of the tax agency;
receiving a salary payment schedule from a user;
performing, by a central processing unit (CPU) and based on a one-time authorization from the user, recurring payroll tasks comprising:
a first plurality of automatic recurring salary payments to each employee of the business entity according to the salary payment schedule;
and
a first plurality of automatic recurring payroll tax deposits each comprising the payment to the tax agency according to the payment schedule of the tax agency,
wherein the first plurality of automatic recurring salary payments and the first plurality of automatic recurring payroll tax deposits are performed without further user intervention subsequent to the one time authorization;
obtaining an update of an employee salary from a financial management application (FMA), wherein financial data of the business entity is managed using the FMA;
analyzing the update based on the compliance rule of the tax agency to detect a schedule changing event;
adjusting, using the CPU, the payment schedule of the tax agency based on the schedule changing event to generate an adjusted payment schedule of the tax agency;
submitting—the adjusted payment schedule of the tax agency to the user for approval;
and
further performing, in response to receiving the approval from the user, the recurring payroll tasks comprising:
a second plurality of automatic recurring salary payments to each employee of the business entity according to the salary payment schedule;
and
a second plurality of automatic recurring payroll tax deposits each comprising an adjusted payment to the tax agency according to the adjusted payment schedule of the tax agency,
wherein the second plurality of automatic recurring salary payments and the second plurality of automatic recurring payroll tax deposits are performed without further user intervention subsequent to the one time authorization and the approval from the user.

14 more elements

A method for processing a payroll of a business entity, comprising:

obtaining data to populate a financial management application (FMA) of a user, wherein the data comprises an employee salary of the business entity;
receiving a notification from a payroll agent, executing on a central processing unit (CPU), regarding a payment to a tax agency;
and
providing an approval of the payment to the tax agency in response to receiving the notification,
wherein the payroll agent is configured to:
obtain a compliance rule of a tax agency regarding the payroll, wherein the compliance rule of the tax agency relates to the payment to the tax agency according to a payment schedule of the tax agency;
receive a salary payment schedule from the user;
perform, by the CPU and based on a one-time authorization from the user, recurring payroll tasks comprising:
a first plurality of automatic recurring salary payments to each employee of the business entity according to the salary payment schedule;
and
a first plurality of automatic recurring payroll tax deposits each comprising the payment to the tax agency according to the payment schedule of the tax agency,
wherein the first plurality of automatic recurring salary payments and the first plurality of automatic recurring payroll tax deposits are performed without further user intervention subsequent to the one time authorization;
obtain an update of the employee salary from the FMA;
analyze the update based on the compliance rule of the tax agency to detect a schedule changing event;
adjust, using the CPU, the payment schedule of the tax agency based on the schedule changing event to generate an adjusted payment schedule of the tax agency;
submit the adjusted payment schedule of the tax agency to the user for approval;
and
further perform, in response to receiving the approval from the user, the recurring payroll tasks comprising:
a second plurality of automatic recurring salary payments to each employee of the business entity according to the salary payment schedule;
and
a second plurality of automatic recurring payroll tax deposits each comprising an adjusted payment to the tax agency according to the adjusted payment schedule of the tax agency,
wherein the second plurality of automatic recurring salary payments and the second plurality of automatic recurring payroll tax deposits are performed without further user intervention subsequent to the one time authorization and the approval from the user.

19 more elements

A system for processing a payroll, comprising:

a financial management application (FMA), wherein a user manages financial data of a business entity using the FMA;
a payroll agent operatively coupled to the FMA and executing on a central processing unit (CPU), comprising:
a payment module configured to perform, based on a one-time authorization from the user, recurring payroll tasks comprising:
a first plurality of automatic recurring salary payments to each employee of the business entity according to a salary payment schedule;
and
a first plurality of automatic recurring payroll tax deposits each comprising a payment to the tax agency according to a payment schedule of the tax agency,
wherein the first plurality of automatic recurring salary payments and the first plurality of automatic recurring payroll tax deposits are performed without further user intervention subsequent to the one time authorization;
a payroll analyzer configured to:
analyze an update of an employee salary based on a compliance rule of a tax agency to detect a schedule changing event;
adjust the payment schedule of the tax agency based on the schedule changing event to generate an adjusted payment schedule of the tax agency;
and
a user module configured to:
obtain the salary payment schedule from the user;
obtain the update from the FMA;
and
submit the adjusted payment schedule of the tax agency to the user for approval,
wherein the payment module further performs, in response to receiving the approval from the user, the recurring payroll tasks comprising:
a second plurality of automatic recurring salary payments to each employee of the business entity according to the salary payment schedule;
and
a second plurality of automatic recurring payroll tax deposits each comprising an adjusted payment to the tax agency according to the adjusted payment schedule of the tax agency,
wherein the second plurality of automatic recurring salary payments and the second plurality of automatic recurring payroll tax deposits are performed without further user intervention subsequent to the one time authorization and the approval from the user;
and
a repository storing the payment schedule of the tax agency.

20 more elements

A non-transitory computer readable medium storing instructions for processing a payroll of a business entity, the instructions when executed by a computer comprising functionality to:

obtain a compliance rule of a tax agency regarding the payroll, wherein the compliance rule of the tax agency relates to a payment to the tax agency according to a payment schedule of the tax agency;
receive a salary payment schedule from a user;
and
perform, based on a one-time authorization from the user, recurring payroll tasks comprising:
a first plurality of automatic recurring salary payments to each employee of the business entity according to the salary payment schedule;
and
a first plurality of automatic recurring payroll tax deposits each comprising the payment to the tax agency according to the payment schedule of the tax agency,
wherein the first plurality of automatic recurring salary payments and the first plurality of automatic recurring payroll tax deposits are performed without further user intervention subsequent to the one time authorization;
obtain an update of an employee salary from a financial management application (FMA), wherein financial data of the business entity is managed using the FMA;
analyze the update based on the compliance rule of the tax agency to detect a schedule changing event;
adjust the payment schedule of the tax agency based on the schedule changing event to generate an adjusted payment schedule of the tax agency;
submit the adjusted payment schedule of the tax agency to the user for approval;
and
further perform, in response to receiving the approval from the user, the recurring payroll tasks comprising:
a second plurality of automatic recurring salary payments to each employee of the business entity according to the salary payment schedule;
and
a second plurality of automatic recurring payroll tax deposits each comprising an adjusted payment to the tax agency according to the adjusted payment schedule of the tax agency,
wherein the second plurality of automatic recurring salary payments and the second plurality of automatic recurring payroll tax deposits are performed without further user intervention subsequent to the one time authorization and the approval from the user.

15 more elements

A non-transitory computer readable medium storing instructions for processing a payroll of a business entity, the instructions when executed by a computer comprising functionality to:

obtain data to populate a financial management application (FMA) of a user, wherein the data comprises an employee salary of the business entity;
receive a notification from a payroll agent regarding a payment to a tax agency;
and
provide an approval of the payment to the tax agency in response to receiving the notification,
wherein the payroll agent executes on a central processing unit of the computer and is configured to:
obtain a compliance rule of a tax agency regarding the payroll, wherein the compliance rule of the tax agency relates to the payment to the tax agency according to a payment schedule of the tax agency;
receive a salary payment schedule from the user;
perform, based on a one-time authorization from the user, recurring payroll tasks comprising:
a first plurality of automatic recurring salary payments to each employee of the business entity according to the salary payment schedule;
and
a first plurality of automatic recurring payroll tax deposits each comprising the payment to the tax agency according to the payment schedule of the tax agency,
wherein the first plurality of automatic recurring salary payments and the first plurality of automatic recurring payroll tax deposits are performed without further user intervention subsequent to the one time authorization;
obtain an update of the employee salary from the FMA;
analyze the update based on the compliance rule of the tax agency to detect a schedule changing event;
adjust the payment schedule of the tax agency based on the schedule changing event to generate an adjusted payment schedule of the tax agency;
submit the adjusted payment schedule of the tax agency to the user for approval;
and
further perform, in response to receiving the approval from the user, the recurring payroll tasks comprising:
a second plurality of automatic recurring salary payments to each employee of the business entity according to the salary payment schedule;
and
a second plurality of automatic recurring payroll tax deposits each comprising an adjusted payment to the tax agency according to the adjusted payment schedule of the tax agency,
wherein the second plurality of automatic recurring salary payments and the second plurality of automatic recurring payroll tax deposits are performed without further user intervention subsequent to the one time authorization and the approval from the user.

19 more elements

Dependencies are inferred from the claim text.