Intuit Inc.
Computer implemented methods systems and articles of manufacture for suggestion-based interview engine for tax return preparation application

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Abstract:

Computer-implemented methods, system and computer program products for determining what to present to a user of a tax preparation application. A tax compliance or rule module receives runtime data of the electronic tax return and tax rules specifying tax authority requirements. The rule module executes at least one tax rule utilizing the runtime data to generate a non-binding suggestion, which is provided as an input to loosely coupled interface controller. The interface controller determines content of an interview screen for display to the user based at least in part upon factors including the non-binding suggestion, and presents the interview screen including the determined content to the user via a user interface. The content may or may not include content based on the non-binding suggestion depending on processing by the interface controller.

Status:
Grant
Type:

Utility

Filling date:

3 Jul 2019

Issue date:

13 Apr 2021