Automated tax return with universal data import

Details Automated tax return with universal data import Automated tax return with universal data import

G - Physics

06

Q

G06Q 40/00 (2006.01)

Patent

CA 2420481

Automated tax return preparation is provided using a relationship-based interview process coupled with universal data import. Information is collected through a process called the interview (204), during which a taxpayer is asked various questions about her background and relationships with financial institutions. The taxpayer provides to the tax planning software a list of financial institutions with which the taxpayer has a relationship, and the software retrieves tax data directly from the financial institutions. The automatic preparation of tax returns is accomplished through the combination of the interview (204), universal data import (206), and existing stored data (208).

L'invention concerne une préparation de déclaration de revenus automatisée mettant en oeuvre un procédé d'entretien fondé sur des relations et couplé à une importation universelle de données. On recueille des informations par le biais d'un procédé appelé l'entretien (204), au cours duquel on pose différentes questions relatives à son passé et à ses relations avec des institutions financières au contribuable. Le contribuable transmet au logiciel de planification de revenus une liste d'institutions financières avec lesquelles il est en relation et le logiciel de revenus récupère des données relatives aux revenus directement à partir desdites institutions. On obtient la préparation automatique des déclarations de revenus par la combinaison de l'entretien (204), de l'importation universelle de données (206) et des données existantes stockées (208).

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