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1. 发明授权

US08510187B1 Intelligent tax refund allocation 有权
标题翻译：智能退税分配
公开(公告)号：US08510187B1
公开(公告)日：2013-08-13
申请号：US12709345
申请日：2010-02-19
申请人： Vidya Dinamani , Alan Tifford , Richard N. Preece , David D. Taylor
发明人： Vidya Dinamani , Alan Tifford , Richard N. Preece , David D. Taylor
IPC分类号： G06F17/22 , G07F19/00
CPC分类号： G06Q40/10
摘要： A tax refund amount is determined or received at an intermediate computer operably connected to tax authority and user computers. The user computer and a tax preparation program are used to prepare an electronic tax return and determine the refund amount. Accounts that are available to receive a portion of the refund are identified and selected. A determination regarding how the refund can be allocated to selected accounts is made. The refund is transferred from the tax authority to the intermediate computer, and respective portions of the refund are transferred from the intermediate computer to respective selected accounts based at least in part upon a determined or selected allocation to increase the value of the refund, e.g., due to interest rates of selected accounts, compared to the refund value determined with the tax preparation program.
摘要翻译：在可操作地连接到税务机关和用户计算机的中间计算机上确定或接收退税金额。用户计算机和税务准备计划用于准备电子报税表并确定退款金额。可以识别并选择可用于接收部分退款的帐户。作出了如何将退款分配给所选帐户的决定。退款从税务机关转移到中间计算机，并且至少部分地基于确定或选择的分配来从中间计算机将各部分的退款从中间计算机转移到各个所选择的账户，以增加退款的价值，例如，由于所选账户的利率，与用纳税准备计划确定的退还金额相比较。

2. 发明授权

US08478671B1 Method and system for community-based tax deduction advice 有权
标题翻译：以社区为基础的扣税咨询方法和制度
公开(公告)号：US08478671B1
公开(公告)日：2013-07-02
申请号：US12209101
申请日：2008-09-11
申请人： Alan Tifford
发明人： Alan Tifford
IPC分类号： G06Q40/00
CPC分类号： G06Q40/10
摘要： A method for community-based tax deduction advice involves displaying a suggestion input control in a networked tax preparation application, obtaining tax deduction suggestions from taxpayers using the suggestion input control, and displaying a live feed of tax deduction suggestions to a user of the networked tax preparation application.
摘要翻译：基于社区税收扣除建议的方法包括在网络税务准备申请中显示建议输入控制，使用建议输入控制从纳税人处获得减税建议，并向网络税的用户显示扣除扣除建议的实时饲料准备申请。

3. 发明授权

US09558521B1 System and method for populating a field on a form including remote field level data capture 有权
标题翻译：用于填充表单上的字段的系统和方法，包括远程字段级数据捕获
公开(公告)号：US09558521B1
公开(公告)日：2017-01-31
申请号：US13239732
申请日：2011-09-22
申请人： Amir R. Eftekhari , Alan Tifford
发明人： Amir R. Eftekhari , Alan Tifford
IPC分类号： G06Q40/00
CPC分类号： G06Q40/12 , G06F17/243 , G06Q40/10 , G06Q40/123
摘要： In general, in one aspect, the invention relates to a method for populating a field on a form. The method includes: establishing a communication session between a first computing device and a second computing device; receiving, from a user of the first computing device, a selection of source data; transferring, over the secure communication session, the source data from the first computing device to the second computing device; matching, based on a matching criterion, the source data to the field in the second computing device; calculating, after matching the source data to the field, a value for the field based on the matching criterion and the source data; and populating the field with the value.
摘要翻译：通常，一方面，本发明涉及用于填充表单上的字段的方法。该方法包括：在第一计算设备和第二计算设备之间建立通信会话; 从所述第一计算设备的用户接收源数据的选择; 通过安全通信会话将源数据从第一计算设备传送到第二计算设备; 基于匹配标准将源数据匹配到第二计算设备中的字段; 在源数据与字段匹配之后，根据匹配标准和源数据计算该字段的值; 并用该值填充该字段。

4. 发明授权

US08656273B1 Unified data entry for generating multiple forms 有权
标题翻译：用于生成多个表单的统一数据输入
公开(公告)号：US08656273B1
公开(公告)日：2014-02-18
申请号：US12499057
申请日：2009-07-07
申请人： Alan Tifford , Dave Curtis Barrett , Bennett R. Blank , Kenchi Mori
发明人： Alan Tifford , Dave Curtis Barrett , Bennett R. Blank , Kenchi Mori
IPC分类号： G06F3/00
CPC分类号： G06Q30/02 , G06Q10/10
摘要： A method for populating forms based on a user interview. The method includes generating, using a computer processor, binary questions according to a first rule, receiving answers to the binary questions from the user, adjusting, using the computer processor, a binary question based on answers according to a second rule during the user interview, and identifying, using the computer processor, forms from a forms library based on the answers according to a third rule. The method also includes presenting based on the answers, data entry fields of forms to the user in a unified format, where related data entry fields are grouped together to form data entry menus in the unified format, receiving data from the user for the data entry fields, populating a portion of the forms to generate populated forms based on the data, and storing the populated forms in a repository on behalf of the user.
摘要翻译：一种基于用户面试填写表单的方法。该方法包括根据第一规则生成使用计算机处理器的二进制问题，从用户接收二进制问题的答案，使用计算机处理器根据用户面试中的第二规则根据答案调整二进制问题并且根据第三规则，根据答案识别使用计算机处理器从表单库中的表单。该方法还包括基于答案，以统一格式向用户呈现表单的数据输入字段，其中相关数据输入字段被分组在一起以形成统一格式的数据输入菜单，从用户接收数据输入的数据字段，填充一部分表单以基于数据生成填充表单，并且代表用户将填充表单存储在存储库中。

5. 发明授权

US08725603B1 Method and system for facilitating management of paycheck disbursements 有权
标题翻译：便利管理工资支付的方法和制度
公开(公告)号：US08725603B1
公开(公告)日：2014-05-13
申请号：US12244471
申请日：2008-10-02
申请人： Susan A. Harman , Alan Tifford
发明人： Susan A. Harman , Alan Tifford
IPC分类号： G06F17/22 , G07F19/00 , G07B17/00 , G06Q40/00
CPC分类号： G06Q40/10
摘要： A method and system are provided for helping a user configure her paycheck deductions and disbursements. Paycheck information is retrieved (e.g., from an aggregator, from benefits providers, from the user) and a tool is activated to present an electronic paycheck summary to the user. A tax engine is invoked to determine whether her net pay can be increased by reducing the amount of pay withheld for taxes. The user is then invited to change any or all of the benefit deductions taken from her pay. For example, she may be invited to select from a number of insurance plans (e.g., medical, dental, life insurance), select a level of contribution to a retirement account, open an investment account, and so on. Action to implement some or all of the user's selected deductions may then be initiated electronically. Alternatively, she may be presented with a checklist of actions she needs to take.
摘要翻译：提供了一种帮助用户配置她的工资扣除和支出的方法和系统。检索（例如，聚合器，来自利益提供者，来自用户）的支票信息，并且激活工具以向用户呈现电子支票汇总。调查税收引擎，以确定是否可以通过减少扣缴税款的方式来增加其净薪酬。然后，请用户更改从她的工资中扣除的任何或全部利益。例如，她可能被邀请从一些保险计划（例如医疗，牙科，人寿保险）中进行选择，选择对退休账户的缴费水平，开立投资账户等。可以以电子方式启动用于实现部分或全部用户选择的扣除的动作。或者，她可能会获得她需要采取的行动清单。

6. 发明授权

US08463676B1 Interpreting refund discrepancies 有权
标题翻译：解释退款差异
公开(公告)号：US08463676B1
公开(公告)日：2013-06-11
申请号：US12846723
申请日：2010-07-29
申请人： Vidya Dinamani , Alan Tifford , Richard N. Preece , David D. Taylor
发明人： Vidya Dinamani , Alan Tifford , Richard N. Preece , David D. Taylor
IPC分类号： G06Q40/00
CPC分类号： G06Q40/12 , G06Q40/02 , G06Q40/123
摘要： In general, in one aspect, the invention relates to a method, system, and computer readable medium for interpreting discrepancy codes. The invention comprises obtaining, by an intermediary system, tax information associated with a taxpayer, wherein the tax information comprises an expected refund amount; obtaining an issued refund amount associated with the taxpayer; comparing the expected refund amount and the issued refund amount; determining, based on the comparing, a discrepancy amount; obtaining, in response to determining the discrepancy amount, a discrepancy code associated with the issued refund amount; retrieving, from a discrepancy code database, a discrepancy information record using the discrepancy code, wherein the discrepancy information record indicates a source of the discrepancy amount; generating a discrepancy explanation using the discrepancy information record, the discrepancy amount, and the tax information; and sending the generated discrepancy explanation to a client system.
摘要翻译：通常，一方面，本发明涉及用于解释差异代码的方法，系统和计算机可读介质。本发明包括通过中介体系获得与纳税人相关的税务信息，其中所述税务信息包括预期退款金额; 获得与纳税人有关的已发放退款金额; 比较预计退款金额和已发行退款金额; 根据比较确定差异量; 为了响应确定差异金额而获得与已发行退款金额相关联的差异代码; 使用所述差异代码从差异代码数据库检索差异信息记录，其中所述差异信息记录指示所述差异量的来源; 使用差异信息记录，差异量和税收信息产生差异性解释; 并将生成的差异性解释发送给客户端系统。

7. 发明授权

US07788137B1 Method and system for price variability of a service 有权
标题翻译：服务价格变动的方法和系统
公开(公告)号：US07788137B1
公开(公告)日：2010-08-31
申请号：US11788405
申请日：2007-04-19
申请人： Alan Tifford
发明人： Alan Tifford
IPC分类号： G06Q30/00 , G06F17/22
CPC分类号： G06Q40/02 , G06Q30/02 , G06Q30/0601 , G06Q40/123
摘要： A computer implemented method for determining a price for a service includes determining a price range for the service based on data associated with a prospective user of the service, transmitting the price range to the prospective user, enabling access to the service based on an acceptance of the price range by the prospective user, and transmitting a final price within the price range to the prospective user, wherein the final price is based on use of the service by the prospective user.
摘要翻译：用于确定服务的价格的计算机实现方法包括基于与服务的潜在用户相关联的数据确定服务的价格范围，将价格范围传送给潜在用户，使得能够基于接受所述价格范围由所述潜在用户发送，并且将所述价格范围内的最终价格发送给所述潜在用户，其中所述最终价格基于所述潜在用户对所述服务的使用。

8. 发明授权

US08214276B1 Method and system for providing relative financial position data 有权
标题翻译：提供相关财务状况数据的方法和系统
公开(公告)号：US08214276B1
公开(公告)日：2012-07-03
申请号：US12361693
申请日：2009-01-29
申请人： Richard Preece , Vidya Dinamani , Alan Tifford , David Duayne Taylor
发明人： Richard Preece , Vidya Dinamani , Alan Tifford , David Duayne Taylor
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/025
摘要： A method and system for providing relative financial position data whereby actual financial data, such as, but not limited to, overall financial position data, income and asset data, expense data, and transactional data, and/or demographic data for various individuals is obtained from one or more sources. A given individual's actual financial transaction data is then compared with other individuals that are determined to be similarly situated with the given individual. The given individual is then provided one or more graphical displays and/or data displays showing a comparison between the given individual's own financial data and/or position and the average financial data and/or position of similarly situated individuals.
摘要翻译：一种用于提供相对财务状况数据的方法和系统，其中获得实际财务数据，例如但不限于总体财务状况数据，收入和资产数据，费用数据和事务数据，和/或各种个人的人口统计数据来自一个或多个来源。然后将给定个人的实际金融交易数据与确定与给定个人相似的其他个人进行比较。然后，向给定的个人提供一个或多个图形显示和/或数据显示，其显示给定个人自己的财务数据和/或位置与类似位置的个人的平均财务数据和/或位置之间的比较。

9. 发明申请

US20120027246A1 TECHNIQUE FOR COLLECTING INCOME-TAX INFORMATION 审中-公开
标题翻译：收集税收信息的技巧
公开(公告)号：US20120027246A1
公开(公告)日：2012-02-02
申请号：US12845947
申请日：2010-07-29
申请人： Alan Tifford , Jane L. Ryder , Carol A. Howe , Amir Eftekhari
发明人： Alan Tifford , Jane L. Ryder , Carol A. Howe , Amir Eftekhari
IPC分类号： G06K9/00
CPC分类号： G06K9/033 , G06Q10/00 , G06Q40/00
摘要： A technique for collecting income-tax information is described. This collection technique allows a user (such as a taxpayer) to provide income-tax information by submitting an image of a document, such as an income-tax summary or form. After receiving the image, the income-tax information is extracted from the document, and a subset of the income-tax information that is relevant to the user is determined. This subset of the income-tax information is then provided to the user for validation, and the user subsequently provides feedback about the subset of the income-tax information, such as acceptance of the subset or correction of any errors. Furthermore, after receiving the user feedback, fields in an income-tax return of the user may be populated using the subset of the income-tax information.
摘要翻译：描述了收集所得税信息的技术。这种收集技术允许用户（例如纳税人）通过提交文档的图像来提供所得税信息，例如所得税摘要或表格。收到图像后，从文件中提取所得税信息，确定与用户相关的所得税信息的子集。收入税信息的该子集然后被提供给用户进行验证，并且用户随后提供关于所得税信息子集的反馈，例如接受子集或校正任何错误。此外，在接收到用户反馈之后，可以使用所得税信息的子集填充用户的所得税申报表中的字段。

10. 发明授权

US10769554B2 Interactive technique for using a user-provided image of a document to collect information 有权
公开(公告)号：US10769554B2
公开(公告)日：2020-09-08
申请号：US13195298
申请日：2011-08-01
申请人： Amir Eftekhari , Alan Tifford
发明人： Amir Eftekhari , Alan Tifford
IPC分类号： G06F17/30 , G06Q10/00 , G06Q40/00 , G06F40/174
摘要： In a collection technique, a user (such as a taxpayer) provides information (such as income-tax information) by submitting an image of a document, such as an income-tax summary or form. In particular, the user may provide a description of the document. In response, the user is prompted for the information associated with the field in the document. Then, the user provides the image of a region in the document that includes the field. Based on the image, the information is extracted, and the field in the form is populated using the extracted information. The prompting, receiving, extracting and populating operations may be repeated for one or more additional fields in the document.

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