CA3032079C - Systemes et procedes mis en oeuvre par ordinateur pour preparer des formulaires de conformite pour satisfaire des exigences reglementaires - Google Patents

Systemes et procedes mis en oeuvre par ordinateur pour preparer des formulaires de conformite pour satisfaire des exigences reglementaires Download PDF

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Publication number
CA3032079C
CA3032079C CA3032079A CA3032079A CA3032079C CA 3032079 C CA3032079 C CA 3032079C CA 3032079 A CA3032079 A CA 3032079A CA 3032079 A CA3032079 A CA 3032079A CA 3032079 C CA3032079 C CA 3032079C
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Prior art keywords
compliance
data
error
graph
calculation
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CA3032079A
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English (en)
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CA3032079A1 (fr
Inventor
Gang Wang
Luis Felipe Cabrera
Kevin M. MCCLUSKEY
Alex G. Balazs
Per-Kristian G. Halvorsen
Amir R. Eftekhari
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Intuit Inc
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Intuit Inc
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    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/12—Accounting
    • G06Q40/123—Tax preparation or submission

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  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Strategic Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • General Business, Economics & Management (AREA)
  • Theoretical Computer Science (AREA)
  • Economics (AREA)
  • Human Resources & Organizations (AREA)
  • Physics & Mathematics (AREA)
  • Development Economics (AREA)
  • General Physics & Mathematics (AREA)
  • Marketing (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Data Mining & Analysis (AREA)
  • Technology Law (AREA)
  • Operations Research (AREA)
  • Quality & Reliability (AREA)
  • Tourism & Hospitality (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

Des systèmes et des procédés mis en uvre par ordinateur permettent de préparer et de soumettre une pluralité de différents types de formulaires de conformité à une agence de réglementation. Le système comprend un dispositif informatique, une mémoire de données et un programme logiciel de formulaire de conformité exécutable par le dispositif informatique. Le programme de conformité comprend un moteur de calcul universel, un agent logique et un gestionnaire d'interface utilisateur configurés chacun pour traiter un modèle de domaine respectif configuré pour chaque type de formulaire de conformité. Chaque modèle de domaine comprend un graphique de calcul, un modèle de complétude comprenant une table de décision et un graphique de complétude, des actifs d'interface utilisateur et des règles de classement configurées spécifiquement pour un type particulier de forme de conformité. Les règles et les règlements pour chaque type de formulaire de conformité sont intégrés dans les structures de données déclaratives du graphe de calcul respectif et du graphe de complétude pour chaque modèle de domaine. Le moteur de calcul et l'agent logique sont configurés pour traiter respectivement le graphique de calcul et le graphique de complétude.
CA3032079A 2016-07-26 2016-07-26 Systemes et procedes mis en oeuvre par ordinateur pour preparer des formulaires de conformite pour satisfaire des exigences reglementaires Active CA3032079C (fr)

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/US2016/044094 WO2018022023A1 (fr) 2016-07-26 2016-07-26 Systèmes et procédés mis en œuvre par ordinateur pour préparer des formulaires de conformité pour satisfaire des exigences réglementaires

Publications (2)

Publication Number Publication Date
CA3032079A1 CA3032079A1 (fr) 2018-02-01
CA3032079C true CA3032079C (fr) 2021-10-19

Family

ID=61017594

Family Applications (1)

Application Number Title Priority Date Filing Date
CA3032079A Active CA3032079C (fr) 2016-07-26 2016-07-26 Systemes et procedes mis en oeuvre par ordinateur pour preparer des formulaires de conformite pour satisfaire des exigences reglementaires

Country Status (4)

Country Link
EP (1) EP3494485A4 (fr)
AU (1) AU2016416442B2 (fr)
CA (1) CA3032079C (fr)
WO (1) WO2018022023A1 (fr)

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US20230245763A1 (en) * 2022-01-12 2023-08-03 Svensk Health Systems Llc. System for finding and enrolling individuals in programs requiring determination, certification and redetermination chronically

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US9760953B1 (en) 2014-03-12 2017-09-12 Intuit Inc. Computer implemented methods systems and articles of manufacture for identifying tax return preparation application questions based on semantic dependency
US10867355B1 (en) 2014-07-31 2020-12-15 Intuit Inc. Computer implemented methods systems and articles of manufacture for preparing electronic tax return with assumption data
US11430072B1 (en) 2014-07-31 2022-08-30 Intuit Inc. System and method of generating estimates used to calculate taxes
US11861734B1 (en) 2014-08-18 2024-01-02 Intuit Inc. Methods systems and articles of manufacture for efficiently calculating a tax return in a tax return preparation application
US10540725B1 (en) 2014-08-18 2020-01-21 Intuit Inc. Methods systems and articles of manufacture for handling non-standard screen changes in preparing an electronic tax return
US10970793B1 (en) 2014-08-18 2021-04-06 Intuit Inc. Methods systems and articles of manufacture for tailoring a user experience in preparing an electronic tax return
US10977743B1 (en) 2014-08-18 2021-04-13 Intuit Inc. Computer implemented methods systems and articles of manufacture for instance and suggestion differentiation during preparation of electronic tax return
US10796381B1 (en) 2014-10-31 2020-10-06 Intuit Inc. Systems and methods for determining impact correlations from a tax calculation graph of a tax preparation system
US10169826B1 (en) 2014-10-31 2019-01-01 Intuit Inc. System and method for generating explanations for tax calculations
US10387970B1 (en) 2014-11-25 2019-08-20 Intuit Inc. Systems and methods for analyzing and generating explanations for changes in tax return results
US11222384B1 (en) 2014-11-26 2022-01-11 Intuit Inc. System and method for automated data estimation for tax preparation
US10235722B1 (en) 2014-11-26 2019-03-19 Intuit Inc. Systems and methods for analyzing and determining estimated taxes
US10235721B1 (en) 2014-11-26 2019-03-19 Intuit Inc. System and method for automated data gathering for tax preparation
US10157426B1 (en) 2014-11-28 2018-12-18 Intuit Inc. Dynamic pagination of tax return questions during preparation of electronic tax return
US10572952B1 (en) 2014-12-01 2020-02-25 Intuit Inc. Computer implemented methods systems and articles of manufacture for cross-field validation during preparation of electronic tax return
US10140666B1 (en) 2015-03-30 2018-11-27 Intuit Inc. System and method for targeted data gathering for tax preparation
US10872384B1 (en) 2015-03-30 2020-12-22 Intuit Inc. System and method for generating explanations for year-over-year tax changes
US10796382B1 (en) 2015-03-30 2020-10-06 Intuit Inc. Computer-implemented method for generating a customized tax preparation experience
US11113771B1 (en) 2015-04-28 2021-09-07 Intuit Inc. Systems, methods and articles for generating sub-graphs of a tax calculation graph of a tax preparation system
US10685407B1 (en) 2015-04-30 2020-06-16 Intuit Inc. Computer-implemented methods, systems and articles of manufacture for tax topic prediction utilizing prior tax returns
US10664924B1 (en) 2015-04-30 2020-05-26 Intuit Inc. Computer-implemented methods, systems and articles of manufacture for processing sensitive electronic tax return data
US10664925B2 (en) 2015-06-30 2020-05-26 Intuit Inc. Systems, methods and articles for determining tax recommendations
US10607298B1 (en) 2015-07-30 2020-03-31 Intuit Inc. System and method for indicating sections of electronic tax forms for which narrative explanations can be presented
US10402913B2 (en) 2015-07-30 2019-09-03 Intuit Inc. Generation of personalized and hybrid responses to queries submitted from within tax return preparation system during preparation of electronic tax return
US11176620B1 (en) 2016-06-28 2021-11-16 Intuit Inc. Systems and methods for generating an error report listing errors in the preparation of a payroll tax form
US10796231B2 (en) 2016-07-26 2020-10-06 Intuit Inc. Computer-implemented systems and methods for preparing compliance forms to meet regulatory requirements
US11087411B2 (en) 2016-07-27 2021-08-10 Intuit Inc. Computerized tax return preparation system and computer generated user interfaces for tax topic completion status modifications
US10872315B1 (en) 2016-07-27 2020-12-22 Intuit Inc. Methods, systems and computer program products for prioritization of benefit qualification questions
US10769592B1 (en) 2016-07-27 2020-09-08 Intuit Inc. Methods, systems and computer program products for generating explanations for a benefit qualification change
US10762472B1 (en) 2016-07-27 2020-09-01 Intuit Inc. Methods, systems and computer program products for generating notifications of benefit qualification change
US11055794B1 (en) 2016-07-27 2021-07-06 Intuit Inc. Methods, systems and computer program products for estimating likelihood of qualifying for benefit
US12020334B2 (en) 2016-10-26 2024-06-25 Intuit Inc. Methods, systems and computer program products for generating and presenting explanations for tax questions
US10664926B2 (en) 2016-10-26 2020-05-26 Intuit Inc. Methods, systems and computer program products for generating and presenting explanations for tax questions
US11138676B2 (en) 2016-11-29 2021-10-05 Intuit Inc. Methods, systems and computer program products for collecting tax data
CN110473080A (zh) * 2019-07-30 2019-11-19 阿里巴巴集团控股有限公司 一种报表处理方法、装置及计算机设备
CN111274667B (zh) * 2019-12-13 2023-06-02 成都材智科技有限公司 一种跨尺度材料计算软件集成计算系统及方法
US11481421B2 (en) 2019-12-18 2022-10-25 Motorola Solutions, Inc. Methods and apparatus for automated review of public safety incident reports
US20250005683A1 (en) * 2023-06-30 2025-01-02 Hrb Innovations, Inc. Intelligent virtual digital assistant for tax filing
WO2025072975A1 (fr) * 2023-09-29 2025-04-03 data phleet, Inc. Techniques pour moteur à conformité universelle

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US20030101070A1 (en) * 2001-08-17 2003-05-29 Mahosky Keith J. Method for preparing and electronically filing environmental permits and reports via the internaet
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US8813178B1 (en) * 2011-08-01 2014-08-19 Niraj Khanna Systems and methods for preparing and submitting documents to comply with securities regulations
US10332216B2 (en) * 2013-05-10 2019-06-25 Intuit, Inc. Streamlined sales tax return preparation
US11354755B2 (en) * 2014-09-11 2022-06-07 Intuit Inc. Methods systems and articles of manufacture for using a predictive model to determine tax topics which are relevant to a taxpayer in preparing an electronic tax return

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20230245763A1 (en) * 2022-01-12 2023-08-03 Svensk Health Systems Llc. System for finding and enrolling individuals in programs requiring determination, certification and redetermination chronically

Also Published As

Publication number Publication date
AU2016416442B2 (en) 2020-07-23
EP3494485A1 (fr) 2019-06-12
AU2016416442A1 (en) 2019-02-21
WO2018022023A1 (fr) 2018-02-01
EP3494485A4 (fr) 2020-03-25
CA3032079A1 (fr) 2018-02-01

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Effective date: 20190725