Patent ID: 7860763
Filing Date: 2010-12-28
Classification: G06F,G06Q

Abstract:
1. A computer-implemented method of generating a new tax return for a taxpayer, the method comprising: extracting, by a proactive tax preparation system (PTPS) stored in a memory and executing on a processor, identification information about the taxpayer and an identity of a payroll provider from a previous tax return, wherein the identification information comprises an age group of the taxpayer; determining, by the PTPS, a likelihood of the payroll provider remaining the same since the previous tax return, requesting, automatically by the PTPS and without intervention of the taxpayer, tax data for the new tax return from the payroll provider based on the likelihood of the payroll provider remaining the same; and generating, automatically by the PTPS, the new tax return including the identification information and the tax data.