Patent ID: 8706581
Filing Date: 2014-04-22
Classification: G06Q

Abstract:
1. A computer-implemented method, written as a programmable code, stored on a non-transitory computer readable medium, and adapted to manage operations of a tax preparation business, the method comprising: inputting contractor data into a software application stored on a database in a computer, wherein the contractor data includes Preparer Tax Identification Numbers (PTINs) and commission rates for a plurality of contractors; obtaining raw data into the software application from a tax preparation software, wherein the raw data includes at least a PTIN for at least one of the plurality of contractors; linking the raw data to the contractor data using PTIN for the least one of the plurality of contractors; and providing a plurality of reports for a user to select based on the linked raw data and contractor data, wherein the plurality of reports include a contractor dollar volume report, a contractor client volume report, a client list, a type of return report, a payroll report and a fees collected/lost report.