Patent Document ID: 8635127
Application ID: 12210557

Base Claim:
1. A computerized method for identifying tax documents to customize a taxpayer interview in a tax preparation program comprising: presenting to a computer user on a computer screen from said tax preparation program images of a plurality of sample tax documents corresponding to said taxpayer's actual tax documents comprising reported tax data; determining in said tax preparation program said computer user's selection of at least one of said plurality of sample tax documents relevant to said taxpayer's tax situation; in response to said computer user's selection of said at least one sample tax document, customizing a tax preparation interview process according to said at least one sample tax document wherein said tax preparation program: (1) presents at least one data prompt to said computer user for entering tax data, said data prompt selected for said computer user according to said at least one of said plurality of tax documents selected by said computer user; (2) receives said computer user's response to said at least one data prompt for entering tax data; and in response to receiving said computer user's response, prepares a tax return using said tax preparation program and said response to said at least one data prompt for entering tax data.

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Claim 6:
6. The method of claim 1 wherein said computer user is a tax professional preparing said tax return for said taxpayer.