METHOD AND SYSTEM FOR PERSONALIZING AND FACILITATING A TAX RETURN PREPARATION INTERVIEW IN A TAX RETURN PREPARATION SYSTEM BY USING A MULTI-SECTIONAL VIEW OF INTERVIEW CONTENT TO PROGRESS A USER THROUGH THE TAX RETURN PREPARATION INTERVIEW

METHOD AND SYSTEM FOR PERSONALIZING AND FACILITATING A TAX RETURN PREPARATION INTERVIEW IN A TAX RETURN PREPARATION SYSTEM BY USING A MULTI-SECTIONAL VIEW OF INTERVIEW CONTENT TO PROGRESS A USER THROUGH THE TAX RETURN PREPARATION INTERVIEW

A method and system personalizes and facilitates an electronic tax return preparation interview in a tax return preparation system, using a multi-sectional view of interview content, according to one embodiment. The method and system displays first user income information at least partially based on...

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Bibliographische Detailangaben
Hauptverfasser: Roe Andrew, Howe Carol Ann, Knust Sylvia, Takacs Lyle Avery, Macdonald Hugh D, Kopjak Alexandra Graham, Dang Thai, Bamford Robert E, Leamon Corey Daniel, Hartford Alexis
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:A method and system personalizes and facilitates an electronic tax return preparation interview in a tax return preparation system, using a multi-sectional view of interview content, according to one embodiment. The method and system displays first user income information at least partially based on user data, and displays characteristics for the first user income information in a first section of a user interface to indicate to the user which of the first user income information has been identified by an electronic tax return preparation system, according to one embodiment. The method and system, in a second section of the user interface, acquires second user income information from the user, and updates the first section of the user interface with the second user income information acquired from the user within the second section of the user interface.