System and method for creating cross-reference links, tables and lead sheets for tax return documents

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United States of America Patent

PATENT NO 7610227
APP PUB NO 20060026083A1
SERIAL NO

10903637

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Abstract

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A processor-based method for creating a set of work papers with cross-reference links to tax documents. The method may include receiving a tax document, displaying a page of the tax document, receiving a form type corresponding to the page of the tax document, and receiving a form name corresponding to the page of the tax document. The method may also include displaying a plurality of categories related to the form type, selecting a category from the plurality of categories, providing a link corresponding to the selected category, and receiving a number corresponding to the link.

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Patent Owner(s)

  • SUREPREP, LLC

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Wyle, David A Newport Coast , US 14 357

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