Efficient work flow system and method for processing taxpayer source documents

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United States of America Patent

PATENT NO RE47037
SERIAL NO

14325207

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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A method for processing taxpayer source documents is disclosed. The method may include receiving proforma data and an electronic image of a taxpayer source document, determining a type of tax statement for the taxpayer source document from the electronic image of the taxpayer source document and using the proforma data, a database, and business rules to verify the type of the tax statement for the electronic image of the taxpayer source document. This can be done by searching for an identification code within the electronic image of the taxpayer source document to determine whether the identification code matches the proforma data. The method can also include extracting data from the electronic image of the taxpayer source document and determining if the extracted data from the electronic image of the taxpayer source document has an error. Once the data is extracted, the method can also include creating an electronic document that includes the extracted data.

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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 Corona Del Mar, US 14 357

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