Patent ID: 8893958

Claim:
A system for managing sales tax information associated with purchases made using a financial account, the system comprising one or more computer processors collectively programmed to: receive transaction information associated with a transaction made with a merchant using the financial account, the transaction information received electronically from the merchant at the time of the transaction and used to process the transaction, the transaction information comprising sales tax information for the transaction; process the transaction using at least a portion of the transaction information; store the sales tax information; provide the sales tax information associated with the previously made transaction to a user in response to a request for the sales tax information; determine, in response to the user request, whether the received transaction information is missing a piece of desired sales tax information; and transmit, via an application interface, the missing piece of desired sales tax information to a tax preparation application, wherein the application interface allows the missing piece of desired sales tax information to be formatted and populated in a tax return.