Patent ID: 8359239
Filing Date: 2013-01-22
Classification: G06Q

Abstract:
1. A method for managing tax-related data of a user using a mobile device comprising a processor, the method comprising: obtaining a first electronic image of a receipt for a financial transaction, wherein the receipt comprises a financial amount corresponding to a tax-related expense of the user; obtaining a second electronic image of at least one person involved in the financial transaction; receiving, by the processor of the mobile device and from the user, input identifying a deduction category for the financial amount; transmitting, using the processor of the mobile device, a message comprising the financial amount, the deduction category, the first electronic image, and the second electronic image to a transaction management service (TMS), displaying, using the processor of the mobile device and prior to filing the tax form with a taxing authority, the tax form populated with the tax deduction amount on a display screen of the mobile device; and obtaining, by the processor of the mobile device and from the user, an approval of the tax form populated with the tax deduction amount.