Proactive tax preparation

Details Proactive tax preparation Proactive tax preparation

2005-01-13

2010-12-28

Gart, Matthew S (Department: 3687)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Accounting

C705S030000, C705S032000

Reexamination Certificate

active

07860763

ABSTRACT:
An automated system prepares a new tax return for a user based on information associated with the user's return from a previous year. The system uses the tax return from the previous year to obtain taxpayer data and to identify sources of current data. It retrieves current year information from the sources and uses it together with data from the previous year return to prepare a new tax return with minimal user assistance. In an embodiment, the system determines the likely accuracy of a new tax return generated based on the previous year tax return, and prepares the new tax return only if the likely accuracy is above a predetermined threshold.

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