TAX RETURN SIGNATURE SYSTEMS AND METHODS

Patent №

US 8,301,520

Granted

2012-10-30

Filed 2009

Owner

H&R BLOCK SERVICES, INC.

Lab

AI components

1

planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

12506779

The present invention is integrated tax return preparation systems and methods that provide a taxpayer with options related to review and signing of a tax return by a tax professional. The integrated systems and methods are computer-based and web-based online tax return preparation systems and tax software used by taxpayers to prepare their own electronic tax returns. Communications with a tax professional and various forms of automated electronic communications are supported so that taxpayers that prepare their own tax returns using a self-preparation tax product may have them reviewed and signed by a tax professional. Signature and review service options that are available from a retail tax preparation service and typically available to only customers of the tax preparation service are also provided to taxpayers who prepare their own tax returns using an online tax preparation system or tax software.

PlanningG06Q 40/02G06Q 40/12G06Q 40/123

AI classification

Planning1.00
Machine learning0.10
Natural language0.01
Knowledge representation0.01
Vision0.00
AI hardware0.00
Evolutionary computation0.00
Speech0.00

Ownership

H&R BLOCK SERVICES, INC.

assignment · 290290929

Assignors

SHAW, NEAL, HORVATH, AARON

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

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