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1. 发明申请

WO2011025553A3 METHOD AND SYSTEM FOR INTEGRATED PROFESSIONAL CONTINUING EDUCATION RELATED SERVICES 审中-公开
公开(公告)号：WO2011025553A3
公开(公告)日：2011-03-03
申请号：PCT/US2010/002413
申请日：2010-08-31
申请人： KOSKAY, Kenneth , BLACK, Stephanie , PERREAULT, Stephen , POIRIER, Greg , DENLINGER, Todd , THOMSON REUTERS (TAX & ACCOUNTING) SERVICES INC.
发明人： KOSKAY, Kenneth , BLACK, Stephanie , PERREAULT, Stephen , POIRIER, Greg , DENLINGER, Todd
IPC分类号： G06F15/16
摘要： The present invention provides a computer-implemented integrated professional services research, resource, and education delivery and management system. The invention integrates the professional services delivery aspect with the professional education, training and requirements aspect associated with professional services firms and concerns. The invention provides electronic filing and reporting of requirements related documents to maintain state certifications. By providing a more efficient learning environment that is more fully integrated in the practice of a given profession, the present invention promotes an environment that more quickly advances and cultivates the skills of professionals, especially those with little experience, and more closely relates such development with the particular areas in which the individual is engaged in the practice and delivery of professional services, thereby enhancing value delivered to the client. Another aspect of the invention enables an administrator to identify a subset of learning courses from a set of available learning courses for association with an educational product, and to assign individuals to each of the subset of learning courses.

2. 发明申请

WO2010008482A1 SYSTEM AND METHOD FOR ONLINE CONFIRMATION OF BILL PAYMENT 审中-公开
标题翻译：在线确认付款条件的系统和方法
公开(公告)号：WO2010008482A1
公开(公告)日：2010-01-21
申请号：PCT/US2009/003775
申请日：2009-06-25
申请人： THOMSON REUTERS (TAX & ACCOUNTING) SERVICES INC. , SWIERZ, Frank, N. , VROOM, Brian, D. , BARON, Jonathan, A.
发明人： SWIERZ, Frank, N. , VROOM, Brian, D. , BARON, Jonathan, A.
IPC分类号： G06Q40/00 , G06Q30/00 , G06Q20/00
CPC分类号： G06Q20/14 , G06Q10/10 , G06Q20/10 , G06Q20/207 , G06Q30/04 , G06Q40/00 , G06Q40/02 , G06Q40/12 , G06Q40/123
摘要： The present invention provides an accounting software application and related system and method for generating and presenting unfileable tax documents to clients for review and upon approval and payment converting the unfileable tax document into a final, fileable document for filing with a tax entity by either the service provider or the client. Watermarks, obscuring text, and other techniques may be employed to render draft tax documents unfileable so as to promote payment of services when presenting work product, such as tax returns, electronically to clients and confirming payment by the client prior to presenting or making accessible a fileable version of the document.
摘要翻译：本发明提供了一种会计软件应用及相关系统和方法，用于生成和呈现不可消费的税务文件给客户进行审查，并通过批准和付款将不可靠的税务文件转换为最终的可归档文件，以便由服务提供给税务实体提供者或客户端。可以使用水印，模糊文本和其他技术来使税务文件不可靠，以便在向客户提供工作产品（例如报税表），电子地向客户提供服务时，促进服务支付，并在客户提出或使访问之前确认付款可文档版本的文档。

3. 发明申请

WO2011025553A2 METHOD AND SYSTEM FOR INTEGRATED PROFESSIONAL CONTINUING EDUCATION RELATED SERVICES 审中-公开
标题翻译：集成专业持续教育相关服务的方法和系统
公开(公告)号：WO2011025553A2
公开(公告)日：2011-03-03
申请号：PCT/US2010002413
申请日：2010-08-31
申请人： KOSKAY KENNETH , BLACK STEPHANIE , PERREAULT STEPHEN , POIRIER GREG , DENLINGER TODD , THOMSON REUTERS TAX & ACCOUNTING SERVICES INC
发明人： KOSKAY KENNETH , BLACK STEPHANIE , PERREAULT STEPHEN , POIRIER GREG , DENLINGER TODD
IPC分类号： G06Q50/00 , G06F3/048 , G06F15/16 , G06F17/30 , G06Q20/00 , G06Q30/00
CPC分类号： G06Q10/10 , G06Q20/102 , G06Q30/018 , G06Q30/0601 , G06Q50/205 , G06Q50/2053 , G06Q50/2057
摘要： The present invention provides a computer-implemented integrated professional services research, resource, and education delivery and management system. The invention integrates the professional services delivery aspect with the professional education, training and requirements aspect associated with professional services firms and concerns. The invention provides electronic filing and reporting of requirements related documents to maintain state certifications. By providing a more efficient learning environment that is more fully integrated in the practice of a given profession, the present invention promotes an environment that more quickly advances and cultivates the skills of professionals, especially those with little experience, and more closely relates such development with the particular areas in which the individual is engaged in the practice and delivery of professional services, thereby enhancing value delivered to the client. Another aspect of the invention enables an administrator to identify a subset of learning courses from a set of available learning courses for association with an educational product, and to assign individuals to each of the subset of learning courses.
摘要翻译：本发明提供了一种计算机实现的集成专业服务研究，资源和教育交付和管理系统。本发明将专业服务交付方面与专业服务公司和关注点相关的专业教育，培训和要求方面结合起来。本发明提供电子申请和报告需求相关文件以维持国家认证。通过提供更加有效的学习环境，其更充分地结合到给定职业的实践中，本发明促进了更快速地发展和培养专业人员的技能的环境，特别是那些经验不多的技术人员，并且更密切地将这种发展与个人从事专业服务的实践和交付的特定领域，从而提高向客户提供的价值。本发明的另一方面使得管理员能够从用于与教育产品相关联的一组可用学习课程中识别学习课程的子集，并且将个人分配给每个学习课程子集。

4. 发明申请

US20150058188A1 Calculating Estimated Tax Payments 审中-公开
标题翻译：计算预算税款
公开(公告)号：US20150058188A1
公开(公告)日：2015-02-26
申请号：US14010351
申请日：2013-08-26
申请人： Thomson Reuters (Tax & Accounting) Services Inc.
发明人： Paul David Bartlett , Steven M. Lynn , Maunang B. Mehta , Binod K. Nair , Kumar S. Unnikrishnan
IPC分类号： G06Q40/00
CPC分类号： G06Q40/123
摘要： Computing devices described herein are configured to determine income information associated with one or more entities and tax information for one or more jurisdictions associated with the one or more entities. The computing devices are further configured to calculate one or more estimated tax payments based at least in part on the income information and the tax information.
摘要翻译：这里描述的计算设备被配置为确定与一个或多个实体相关联的收入信息和与一个或多个实体相关联的一个或多个辖区的税务信息。计算设备还被配置为至少部分地基于收入信息和税务信息来计算一个或多个估计的纳税支付。

5. 发明申请

US20150149334A1 Transfer Pricing Systems and Methods 审中-公开
标题翻译：转移定价系统和方法
公开(公告)号：US20150149334A1
公开(公告)日：2015-05-28
申请号：US14089933
申请日：2013-11-26
申请人： Thomson Reuters (Tax & Accounting) Services Inc.
发明人： Brian Tully , Pablo Perez Perez , Carl Philip Brandt , Enrico Valendiano Galvez , Vikram Purohit
IPC分类号： G06Q40/00
CPC分类号： G06Q40/12 , G06Q40/123
摘要： A method includes identifying a plurality of functions performed by at least one of a sales division of an entity, a manufacturing division of the entity, or a supplier division of the entity during an intra-entity transaction by the at least one division. The method also includes determining, for each function of the plurality of functions, an allocation relationship based on an operating parameter of the at least one division, and determining, for each function, an intra-entity sales expense using the respective allocation relationship associated with each function. The method further includes providing, to the entity, an indication of net income and target earnings for the at least one division. The net income is provided for each function, and is determined based on the respective intra-entity sales expense associated with each function.
摘要翻译：一种方法包括通过至少一个部门在实体间交易期间识别实体的销售部门，实体的制造部门或实体的供应商部分中的至少一个执行的多个功能。所述方法还包括针对所述多个功能的每个功能确定基于所述至少一个部门的操作参数的分配关系，以及针对每个功能，使用与所述至少一个部门相关联的相应分配关系来确定所述实体内销售费用每个功能。该方法还包括向该实体提供至少一个部门的净收入和目标收益的指示。每个功能提供净收入，并且基于与每个功能相关联的相应的实体内销售费用来确定。

6. 发明公开

EP2473923A4 METHOD AND SYSTEM FOR INTEGRATED PROFESSIONAL CONTINUING EDUCATION RELATED SERVICES 审中-公开
标题翻译： VERFAHREN UND SYSTEM ZUR INTEGRIERTEN PROFESSIONELLEN FORTFHHUNG ERZIEHUNGSBEZOGENER DIENSTE
公开(公告)号：EP2473923A4
公开(公告)日：2013-04-10
申请号：EP10812442
申请日：2010-08-31
申请人： THOMSON REUTERS TAX & ACCOUNTING SERVICES INC
发明人： KOSKAY KENNETH , BLACK STEPHANIE , PERREAULT STEPHEN , POIRIER GREG , DENLINGER TODD
IPC分类号： G06Q10/10 , G06F15/16 , G06Q50/20
CPC分类号： G06Q10/10 , G06Q20/102 , G06Q30/018 , G06Q30/0601 , G06Q50/205 , G06Q50/2053 , G06Q50/2057

7. 发明公开

EP2473923A2 METHOD AND SYSTEM FOR INTEGRATED PROFESSIONAL CONTINUING EDUCATION RELATED SERVICES 审中-公开
标题翻译：相关综合专业继续教育的方法和系统服务
公开(公告)号：EP2473923A2
公开(公告)日：2012-07-11
申请号：EP10812442.1
申请日：2010-08-31
申请人： Thomson Reuters (Tax & Accounting) Services Inc.
发明人： KOSKAY, Kenneth , BLACK, Stephanie , PERREAULT, Stephen , POIRIER, Greg , DENLINGER, Todd
IPC分类号： G06F15/16
CPC分类号： G06Q10/10 , G06Q20/102 , G06Q30/018 , G06Q30/0601 , G06Q50/205 , G06Q50/2053 , G06Q50/2057
摘要： The present invention provides a computer-implemented integrated professional services research, resource, and education delivery and management system. The invention integrates the professional services delivery aspect with the professional education, training and requirements aspect associated with professional services firms and concerns. The invention provides electronic filing and reporting of requirements related documents to maintain state certifications. By providing a more efficient learning environment that is more fully integrated in the practice of a given profession, the present invention promotes an environment that more quickly advances and cultivates the skills of professionals, especially those with little experience, and more closely relates such development with the particular areas in which the individual is engaged in the practice and delivery of professional services, thereby enhancing value delivered to the client. Another aspect of the invention enables an administrator to identify a subset of learning courses from a set of available learning courses for association with an educational product, and to assign individuals to each of the subset of learning courses.

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