System and method for acquiring tax data for use in tax preparation software

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United States of America Patent

PATENT NO 8606665
SERIAL NO

11855724

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Abstract

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An automated system and method for acquiring tax data and importing it into tax preparation software. Tax documents are acquired electronically in a tax data acquisition process by scanning, faxing, or emailing them. Once a tax document is in electronic form, an optical character recognition (OCR) software process obtains tax data from the electronic tax document. Each piece of tax data that is obtained from the OCR software process is then imported into tax preparation software. Once the tax data has been imported into tax preparation software, the software may be used to complete a tax return. An important step in the tax return preparation process is automated so the need for tax professionals to spend time entering tax data into tax preparation software is reduced and data entry errors are reduced. Tax professionals may devote more time to preparing tax returns and less time to data entry.

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Patent Owner(s)

  • HRB TAX GROUP, INC.

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Shaw, Neal Shawnee, US 12 598

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