System and method for preparing a tax liability projection
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United States of America Patent
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Apr 12, 2011
Grant Date -
Oct 25, 2007
app pub date -
Apr 14, 2006
filing date -
Apr 14, 2006
priority date (Note) -
In Force
status (Latency Note)
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Abstract
A system for tax planning with legislation conformance options comprises one more processors coupled to a memory. The memory stores instructions executable by the processors to implement a tax planner configured to receive data exported from a tax return preparation tool. The tax planner receives input indicating whether a tax projection to be prepared using the data is to include an impact of specified tax legislation. If the input indicates that the tax projection is to include the impact of the specified legislation, the tax planner is configured to include the impact of the specified legislation in the tax projection without requiring data to be re-exported from the tax return preparation tool. If the input indicates that the tax projection is to exclude the impact of the specified legislation, the tax planner is configured to prepare the tax projection without including the impact of the specified legislation.
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