Patent Document ID: 7539635
Application ID: 10747537

Base Claim:
1. A computerized method for generating a tax advice document from a tax return preparation program executing on a computer comprising: (a) entering in said computer a plurality of tax advice statements relevant to a tax liability; (b) entering in said computer assignments of at least two of said tax advice statements to a client-requested category; (c) entering in said computer assignments of each of said plurality of tax advice statements except said at least two of said client-requested category tax advice statements to one of a plurality of other tax advice categories; (d) entering in said computer assignments of a category relevance value to each of said tax advice categories of tax advice statements; (e) entering in said computer assignments of a statement relevance value to each of said tax advice statements in each of said tax advice categories; (f) associating in said computer each of said plurality of tax advice statements with a trigger in said tax return preparation system; (g) entering in said computer a category maximum number of tax advice statements from each of said tax advice categories to include on a tax advice document; (h) entering in said computer a total maximum number of tax advice statements to include on a tax advice document; (i) entering in said computer at least two interview questions for determining which of said tax advice statements in said client-requested category to include first in a tax advice document; (j) entering taxpayer data into said tax preparation program executing on said computer, said taxpayer data including a taxpayer's response to an interview question for selecting a tax advice statement from said client-requested category to include in a tax advice document that also comprises; (1) tax advice statements selected from said plurality of tax advice statements when conditions associated with said triggers in said tax return preparation program executing on said computer are met; (2) selected tax advice statements from said client-requested category up to said category maximum number of tax advice statements for said client-requested category; (3) selected tax advice statements from said other tax advice categories up to said category maximum number of tax advice statements for each of said other tax advice categories; (4) a number of said selected tax advice statements from said client-requested category and said selected tax advice statements from said other tax advice categories that does not exceed said total maximum number of tax advice statements; (5) a first selected tax advice statement from said client-requested category; and (6) selected tax advice statements from said other tax advice categories ordered on said tax advice document according to said category relevance value and within each category said statement relevance value.

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Claim 5:
5. The computerized method of claim 1 wherein at least one tax advice statement in said tax advice document comprises a value calculated according to said tax return data for said taxpayer.