Patent ID: 8244607
Filing Date: 2012-08-14
Classification: G06Q

Abstract:
1. A method for preparing tax returns using community defined presentation structures, comprising: identifying, by a processor of a computer system, a default presentation structure comprising a first default financial category having a first financial interview segment (FIS) and a second default financial category having a second FIS and a third FIS; displaying, during a plurality of sessions of a tax preparation application, the first FIS, the second FIS, and the third FIS to a first plurality of users according to a presentation order of the default presentation structure; receiving, during the plurality of sessions, a plurality of tags assigned to the first FIS, the second FIS, and the third FIS by the first plurality of users, wherein the tax preparation application comprises a metadata submission panel having a graphical user interface (GUI) widget for inputting at least one of the plurality of tags; identifying, by the processor a tag of the plurality of tags assigned to the first FIS and the third FIS; grouping, in response to identifying the tag, the first FIS of the first default financial category and the third FIS of the second default financial category into a first custom category, wherein the first custom category is user assigned based on the tag; creating a community defined presentation structure based on multiple user assigned categories and comprising the first custom financial category and a second custom financial category having the second FIS; displaying the first FIS, the second FIS, and the third FIS to a second plurality of users according to a presentation order of the community defined presentation structure; receiving, from a user of the second plurality of users, a response to the first FIS; and populating a tax return for the user based on the response.