IP Library Granted Patent US 8,468,077
Granted Patent B2
US 8,468,077 · App. 11/334,032 · Granted Jun 18, 2013

Distributed tax-return-preparation processing

Inventor: David K. Murray (Carlsbad, CA)
Assignee: TaxNet Inc.
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Quick Facts
Patent No.
US 8,468,077
App. No.
11/334,032
Granted
Jun 18, 2013
Kind
B2
Abstract

A method includes providing to a tax-data provider a set of computer-executable instructions that, when executed by an electronic device, generate a user interface displayable on a display device coupled to the electronic device and operable to enable the tax-data provider to enter a tax-data set. The electronic system receives, but does not store, the tax-data set. A mathematical operation is performed using the received tax data, yielding a value. The electronic system provides the value to the electronic device.

Claims (19)

1. A method comprising:

providing to a tax-data provider a user-interface module that, when executed by an electronic device, generates a user interface displayable on a display device coupled to the electronic device and operable to enable the tax-data provider to enter a tax-data set;

receiving, with an electronic system, the tax-data set;

performing, with the electronic system, a mathematical operation using a portion of the received tax-data set, the portion being less than the entire tax-data set, wherein the operation yields a value of a tax-refund amount, and wherein the electronic system purges the entire tax-data set after the operation is performed; and

transmitting, with the electronic system, the value to the electronic device.

2. The method of claim 1 wherein providing the user-interface module comprises transferring the user-interface module through a communications medium.

3. The method of claim 1 , further comprising providing, with the electronic system, one or more web pages to the electronic device, the one or more web pages displayable in the user interface, the one or more web pages including a field into which the tax-data provider can input the tax-data set.

4. A system, comprising:

a user-interface module executed by a client device, the user-interface module operable to generate a user interface displayable on a display device coupled to the client device, the user interface operable to enable a tax-data provider to enter a tax-data set; and

a tax-data-processing engine executed by an electronic system, the processing engine operable to receive the tax-data set from the client device, the processing engine further operable to perform a mathematical operation using a portion of the received tax-data set, the portion being less than the entire tax-data set, wherein the operation yields a value of a tax-refund amount, and wherein, upon performing the operation, the entire tax-data set is purged from the electronic system.

5. The method of claim 1 , further comprising preparing a tax return using the value.

6. The method of claim 5 , further comprising causing the tax return to be electronically filed.

7. The system of claim 4 wherein the user-interface module is further operable to perform the operation.

8. The system of claim 7 wherein the user-interface module is further operable to enable the provider to select one of the user-interface module and engine to perform the operation.

9. The system of claim 4 wherein the user-interface module is further operable to cause a tax return to be prepared.

10. The system of claim 9 wherein the user-interface module is further operable to cause the tax return to be electronically filed.

11. The system of claim 4 wherein the user-interface module is further operable to cause the tax-data set to be stored by the client device.

12. The system of claim 4 wherein the processing engine is further operable to transmit the value to the client device.

13. The system of claim 12 wherein the user-interface module is further operable to cause the value to be stored by the client device.

Assignments (3)
MERGER Recorded Feb 6, 2026
From: TAXNET INC.
To: HRB DIGITAL LLC
Reel/Frame 073717/0400 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 6, 2026
From: HRB DIGITAL LLC
To: HRB INNOVATIONS, INC.
Reel/Frame 073717/0433 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 28, 2011
From: MURRAY, DAVID K.
To: TAXNET INC.
Reel/Frame 027140/0460 →
Continuity (2)
Provisional Application 60644328 · Jan 14, 2005
Related Publication 20070033130A1 · Feb 8, 2007