METHOD AND SYSTEM FOR APPLYING ANALYTICS MODELS TO A TAX RETURN PREPARATION SYSTEM TO DETERMINE A LIKELIHOOD OF RECEIVING EARNED INCOME TAX CREDIT BY A USER

Patent №

US 10,169,828

Granted

2019-01-01

Filed 2015

Owner

INTUIT INC.

Lab

AI components

3

ml · planning · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

14813022

A method and system applies analytics models to a tax return preparation system to determine a likelihood of qualification for an earned income tax credit by a user, according to one embodiment. The method and system receive user data and applying the user data to a predictive model to cause the predictive model to determine, at least partially based on the user data, a likelihood of qualification for an earned income tax credit for the user, according to one embodiment. The method and system display, for the user, an estimated tax return benefit to the user, at least partially based on the likelihood of qualification for the earned income tax credit exceeding a predetermined threshold, to reduce delays in presenting estimated earned income tax credit benefits to the user during a tax return preparation session in a tax return preparation system, according to one embodiment.

AI classification

Machine learning1.00
Planning1.00
AI hardware0.61
Knowledge representation0.36
Vision0.34
Natural language0.09
Evolutionary computation0.02
Speech0.00

Ownership

INTUIT INC.

assignment · 362120955

Assignors

MORIN, YAO H., MASCARO, MASSIMO, OJHA, PREETAM KUMAR, MINTON, JOEL R.

On an employer assignment, the assignors are typically the inventors.

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