Patent ID: 7805343
Filing Date: 2010-09-28
Classification: G06Q

Abstract:
1. A method for managing tax return preparation using a tax preparer, the method comprising: receiving, using a computer, a selection by a first employer, wherein the tax preparer is selected by the first employer to prepare a tax return for an employee of the first employer, wherein the employee authorizes the first employer to provide employee first information to the tax preparer to facilitate preparation of the tax return by the tax preparer on behalf of the employee; coordinating, using the computer, with the first employer to receive the employee first information associated with the employee of the first employer, wherein the first employer determines when to send the employee first information to the tax preparer; receiving, using the computer, the employee first information from the first employer on behalf of the employee, wherein the first employer is one selected from a group consisting of an employer of the employee, a payroll processing company, a payroll service company, a medical service provider, a medical product provider, a mortgage service company, and a financial services company; preparing the tax return using the employee first information received from the first employer; providing access to the tax return by the employee by sending the employee an electronic message comprising an attachment comprising the tax return in a form readable by tax preparation software provided to the employee; receiving an updated tax return from the employee, wherein the updated tax return is generated based on the tax return by the tax preparation software; receiving authorization to file the updated tax return on behalf of the employee; and in response to the authorization, filing the updated tax return with a tax authority.