IP Library Granted Patent US 10,437,811
Granted Patent B1
US 10,437,811 · App. 16/386,005 · Granted Oct 8, 2019

Personal information database modification and monitoring

Inventors: Michael Kelly Sutton (San Francisco, CA); Stephen Walter Hopkins (San Francisco, CA); Matthew Charles Wilde (San Francisco, CA); Alexander Scott Gerstein (San Francisco, CA); Julia Hara Chin Lee (San Francisco, CA); Michael Ryan Nierstedt (Brooklyn, NY); Nicholas Giancarlo Gervasi (Walnut Creek, CA); Matan Zruya (San Francisco, CA); Robert Douglas Gill, Jr. (Alameda, CA); Bria Nicole Fincher (Oakland, CA); Ningjing Su (San Francisco, CA); Ryan Kwong (San Francisco, CA); Sheng Xiang Lei (San Bruno, CA); Ketki Warudkar Duvvuru (Mountain View, CA)
Assignee: ZenPayroll, Inc.
G06F16/235G06F3/0482G06F9/542G06F16/168G06F16/2365G06Q40/10
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 10,437,811
App. No.
16/386,005
Granted
Oct 8, 2019
Kind
B1
Abstract

A database management engine provides a user interface that allows users to access and modify employee information in a database. The database includes entries for employees, and each database entry includes identifying information about the associated employee. A user can request to modify data within database entries, for instance in order to update information associated with an employee. Responsive to the request, the database management engine identifies liabilities associated with the database modification stemming from associated tax laws. Based on the identified tax liabilities, the engine computes the aggregate tax liability owed by the employer and/or employee. Before modifying a database entry, the engine modifies the user interface to include interface elements detailing the computed aggregate tax liability. The user explicitly can be required to confirm the database modification in view of the aggregate tax liability. Once a user gives explicit confirmation, the engine modifies the database entry.

Claims (65)

1. A method comprising:

providing for display a user interface in which a user can access and modify a database, the database containing a plurality of entries each corresponding to an employee and including data describing a geographic location of a workplace of an employee;

receiving a request from the user to retrospectively modify data in an entry of the database to update the geographic location of the workplace of a corresponding employee from a first geographic location to a second geographic location;

responsive to the request, identifying one or more tax liabilities associated with the modification of the data based on state and local tax laws associated with the first geographic location and the second geographic location;

computing an aggregate tax liability based on the identified one or more tax liabilities;

before modifying the data in the entry of the database, modifying the user interface to include an interface element detailing the computed aggregate tax liability associated with the modification of the data and requesting the user explicitly confirm the request modification to the data in the entry of the database; and

in response to explicit confirmation from the user, modifying the data in the entry of the database and propagating the modification throughout the database.

2. The method of claim 1 , wherein the user interface element includes one or more of a net gain, a net loss, an exemption, or a rebate associated with the modification of the data.

3. The method of claim 1 , further comprising:

automatically preparing and filing one or more change of residence forms associated with the modification with a corresponding governmental agency.

4. The method of claim 1 , further comprising:

identifying one or more actions required by the user before the data can be modified;

autogenerating forms associated with the one or more actions; and

providing the forms for display on the user interface such that the user can access and complete the forms.

5. The method of claim 1 , wherein the one or more tax liabilities include one or more of: a tax form amendment, a tax debit, a tax refund, a new state registration, a change in available deductions, a change in available exemptions, a change in associated tax rates, and a late fee associated with the modification to the data.

6. The method of claim 1 , further comprising:

calculating a net liability associated with modifications to two or more entries of the database, the net liability comprising a sum of aggregate tax liabilities associated with each of the two or more entries;

providing for display, on the user interface, the net liability; and

in response to explicit confirmation from the user, updating the two or more entries of the database based on the net liability.

7. The method of claim 1 , wherein propagating the modification throughout the database further comprises:

identifying a tax document to be amended in response to the modification; and

amending the tax document based on the modification; and

filing the amended tax document based on the modified entry in the database.

8. The method of claim 1 , wherein propagating the modification throughout the database further comprises:

calculating a set of tax penalties associated with the modification owed to a first jurisdiction associated with the first geographic location and owed to a second jurisdiction associated with the second geographic location; and

redistributing funds allocated to the first jurisdiction and second jurisdiction based on the set of tax penalties and the one or more tax liabilities.

9. A non-transitory computer-readable storage medium containing computer program code that, when executed by a hardware processor, causes the hardware processor to perform steps comprising:

providing for display a user interface in which a user can access and modify a database, the database containing a plurality of entries each corresponding to an employee and including data describing a geographic location of a workplace of an employee;

receiving a request from the user to retrospectively modify data in an entry of the database to update the geographic location of the workplace of a corresponding employee from a first geographic location to a second geographic location;

responsive to the request, identifying one or more tax liabilities associated with the modification of the data based on state and local tax laws associated with the first geographic location and the second geographic location;

computing an aggregate tax liability based on the identified one or more tax liabilities;

before modifying the data in the entry of the database, modifying the user interface to include an interface element detailing the computed aggregate tax liability associated with the modification of the data and requesting the user explicitly confirm the request modification to the data in the entry of the database; and

in response to explicit confirmation from the user, modifying the data in the entry of the database and propagating the modification throughout the database.

10. The non-transitory computer-readable storage medium of claim 9 , wherein the user interface element includes one or more of a net gain, a net loss, an exemption, or a rebate associated with the modification of the data.

11. The non-transitory computer-readable storage medium of claim 9 , further comprising code that, when executed by the hardware processor, cause the hardware processor to perform steps comprising:

automatically preparing and filing one or more change of residence forms associated with the modification with a corresponding governmental agency.

12. The non-transitory computer-readable storage medium of claim 9 , further comprising code that, when executed by the hardware processor, cause the hardware processor to perform steps comprising:

calculating a net liability associated with modifications to two or more entries of the database, the net liability comprising a sum of aggregate tax liabilities associated with each of the two or more entries;

providing for display, on the user interface, the net liability; and

in response to explicit confirmation from the user, updating the two or more entries of the database based on the net liability.

13. The non-transitory computer-readable storage medium of claim 9 , wherein propagating the modification throughout the database further comprises:

identifying a tax document to be amended in response to the modification; and

amending the tax document based on the modification; and

filing the amended tax document based on the modified entry in the database.

14. The non-transitory computer-readable storage medium of claim 9 , wherein propagating the modification throughout the database further comprises:

calculating a set of tax penalties associated with the modification owed to a first jurisdiction associated with the first geographic location and owed to a second jurisdiction associated with the second geographic location; and

redistributing funds allocated to the first jurisdiction and second jurisdiction based on the set of tax penalties and the one or more tax liabilities.

15. A method comprising:

providing for display a user interface in which a user can access and modify a database, the database containing a plurality of entries, each entry including data describing a geographic location of a workplace of an employee;

receiving a request from the user to retrospectively modify the geographic location of the workplace of a corresponding employee from a first geographic location to a second geographic location;

responsive to the request, identifying one or more tax liabilities associated with the modification of the geographic location;

before modifying the geographic location in the entry, providing for display, on the user interface to the user, the tax one or more liabilities associated with the modification and an interface element enabling the user to explicitly confirm the modification to the entry; and

in response to explicit confirmation from the user, modifying the data entry and propagating the modified data entry throughout the database.

16. The method of claim 15 , wherein the user interface element includes one or more of a net gain, a net loss, an exemption, or a rebate associated with the modification of the data.

17. The method of claim 15 , further comprising:

automatically preparing and filing one or more change of residence forms associated with the modification with a corresponding governmental agency.

18. The method of claim 15 , further comprising:

identifying one or more actions required by the user before the data can be modified;

autogenerating forms associated with the one or more actions; and

providing the forms for display on the user interface such that the user can access and complete the forms.

19. The method of claim 15 , wherein the one or more tax liabilities include one or more of: a tax form amendment, a tax debit, a tax refund, a new state registration, a change in available deductions, a change in available exemptions, a change in associated tax rates, and a late fee associated with the modification to the data.

20. The method of claim 15 , further comprising:

calculating a net liability associated with modifications to two or more entries of the database, the net liability comprising a sum of aggregate tax liabilities associated with each of the two or more entries;

providing for display, on the user interface, the net liability; and

in response to explicit confirmation from the user, updating the two or more entries of the database based on the net liability.

Assignments (3)
CHANGE OF NAME Recorded Nov 25, 2025
From: ZENPAYROLL, INC.
To: GUSTO, INC.
Reel/Frame 073705/0640 →
SECURITY INTEREST Recorded Nov 3, 2025
From: GUSTO, INC.; SYMMETRY SOFTWARE, LLC
To: BLUE OWL CREDIT INCOME CORP., AS ADMINISTRATIVE AGENT
Reel/Frame 073529/0027 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 28, 2019
From: SUTTON, MICHAEL KELLY; HOPKINS, STEPHEN WALTER; WILDE, MATTHEW CHARLES; GERSTEIN, ALEXANDER SCOTT; LEE, JULIA HARA CHIN; NIERSTEDT, MICHAEL RYAN; GERVASI, NICHOLAS GIANCARLO; ZRUYA, MATAN; GILL JR., ROBERT DOUGLAS; FINCHER, BRIA NICOLE; SU, NINGJING; KWONG, RYAN; LEI, SHENG XIANG; DUVVURU, KETKI WARUDKAR
To: ZENPAYROLL, INC.
Reel/Frame 049625/0582 →
Cited By (1)
US 12,437,102