IP Library Granted Patent US 11,875,387
Granted Patent B1
US 11,875,387 · App. 17/752,504 · Granted Jan 16, 2024

Automated actions for facilitating remitting resources

Inventors: Andrew Brandon Chan (Chapel Hill, NC); Danielle Lear (Denver, CO); Brian K. Mason (Castle Rock, CO); Andrew Z. Fountain (Seattle, WA); Patrick Collins Chesser (Denver, CO); Patrick J. Hampton (Littleton, CO); David A. Goldstein (Castle Rock, CO)
Assignee: Avalara, Inc.
G06Q30/04G06Q20/145G06Q20/3827G06Q20/405G06Q20/407G06Q30/0283G06Q40/123
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Quick Facts
Patent No.
US 11,875,387
App. No.
17/752,504
Granted
Jan 16, 2024
Kind
B1
Abstract

Systems and methods electronically obtain data regarding a plurality of sources and corresponding amounts of resources received from the sources for a plurality of relationship instances each associated with one or more respective domains of a plurality of domains. For each relationship instance of the plurality of relationship instances: the system electronically identifies a rate to calculate an amount of resource due to one or more respective domains associated with the relationship instance based on a source of a resource received for the relationship instance and the one or more respective domains and calculates an amount of resources due to at least one respective domain associated with the relationship instance based on the identified rate. For each domain of the plurality of domains, the system aggregates a total amount of resources due to the domain based on the calculated amount of resources due for each relationship instance associated with the domain. The system may then prepare and send, via a computer network, a reporting document to a system of the domain indicating the aggregated total amount of resources due.

Claims (44)

1. A method, including:

electronically obtaining, by an online service platform including a computer system, from one or more remote devices over a packet-switched network, data regarding a plurality of sources and corresponding amounts of resources received from the plurality of sources for a plurality of relationship instances each associated with one or more respective domains of a plurality of domains;

for each relationship instance of the plurality of relationship instances:

electronically identifying, by the computer system, a rate to calculate an amount of resource due to one or more respective domains associated with the relationship instance based on a source of a resource received for the relationship instance and the one or more respective domains;

electronically publishing, by the computer system, the rate identification to a secure electronic ledger system using a cryptographic hash or protocol, and that is accessible by a respective system of the one or more respective domains and respective systems of one or more entities involved in the relationship instance; and

calculating, by the computer system, an amount of resources due to at least one respective domain associated with the relationship instance based on the identified rate; and

for each domain of the plurality of domains:

aggregating, by the computer system, a total amount of resources due to the domain based on the calculated amount of resources due for each relationship instance associated with the domain;

electronically preparing, by the computer system, a reporting document indicating the total amount of resources due to the domain and an amount of resources already remitted to the domain for the plurality relationship instances; and

electronically sending, by the computer system, via a computer network including the packet-switched network, the reporting document to a system of the domain.

2. The method of claim 1 in which the plurality of relationship instances are transactions of a plurality of lodging stays on one or more respective properties and the association with one or more respective domains is that each property of the plurality of respective properties is located in one or more respective domains of the plurality of domains, and further including:

for each lodging stay of the plurality of lodging stays:

for each respective domain in which the respective property is located:

electronically identifying, by the computer system, a rate to calculate an amount of resource due to the respective domain in which the respective property is located based on a source of a resource received for the lodging stay associated with the respective domain; and

calculating, by the computer system, an amount of resource due to the respective domain based on the identified rate; and

for each domain of the plurality of domains:

aggregating, by the computer system, a total amount of resources due to the domain based on the calculated amount of resources due for each lodging stay for each respective domain in which the respective property is located;

electronically preparing, by the computer system, a reporting document indicating the total amount of resources due to the domain and an amount of resources already remitted to the domain for one or more of the plurality of lodging stays; and

electronically sending, by the computer system, via a computer network, the reporting document to a system of the domain.

3. The method of claim 2 , further including:

for each domain of the plurality of domains:

after electronically sending the reporting document to the domain, electronically remitting, by the computer system, a balance of resources due to the domain based on the amount of resources already remitted to the domain subtracted from the total amount of resources due to the domain.

4. The method of claim 2 , in which the electronically identifying the rate to calculate the amount of resource due to the respective domain in which the respective property is located includes:

determining a type of the source of the resource received for the lodging stay;

determining whether the determined type of source is associated with the respective domain in a database that includes tax rates for the respective domain;

selecting the database based on a determination that the determined type of source is associated with the respective domain; and

identifying in the database the rate to calculate the amount of resource due to the respective domain for the lodging stay.

5. The method of claim 4 , in which the determining the type of source includes:

electronically extracting, from the data regarding the plurality of sources, a unique identifier associated with the lodging stay; and

determining, based on the unique identifier, whether the source of the resource received for the lodging stay is associated with a voluntary tax collection agreement with the one or more respective domains.

6. The method of claim 4 , in which the determining the type of source includes:

electronically extracting, from the data regarding the plurality of sources, a unique identifier associated with the lodging stay; and

determining, based on the unique identifier, that the source of the resource received for the lodging stay is not associated with a voluntary tax collection agreement with the one or more respective domains.

7. The method of claim 6 , in which the source of the resource received for the lodging stay that is not associated with a voluntary tax collection agreement is a direct booking with an owner of the respective property.

8. The method of claim 2 , further including:

electronically publishing, by the computer system, the rate identification to the secure electronic ledger system using the cryptographic hash or protocol, and that is accessible by a respective system of each domain and respective systems of one or more entities involved in the plurality of transactions.

9. The method of claim 2 , further including:

electronically publishing, by the computer system, the calculation of the amount of resource due for each domain for each lodging stay to the secure electronic ledger system using the cryptographic hash or protocol, in which the secure electronic ledger system is accessible by a respective system of each domain and respective systems of one or more entities involved in the plurality of transactions.

10. The method of claim 2 , further including:

electronically publishing, by the computer system, the aggregation of the total amount of resources due for each domain to the secure electronic ledger system using the cryptographic hash or protocol, in which the secure electronic ledger system is accessible by a respective system of each domain and respective systems of one or more entities involved in the plurality of transactions.

11. The method of claim 2 , further including:

electronically publishing, by the computer system, the preparation and sending of the reporting document to the secure electronic ledger system using the cryptographic hash or protocol, in which the secure electronic ledger system is accessible by a respective system of each domain and systems of one or more entities involved in the plurality of transactions.

12. The method of claim 2 , further including:

electronically publishing, by the computer system, the electronic remittance of the balance of resources due for each domain to the secure electronic ledger system using the cryptographic hash or protocol, in which the secure electronic ledger system is accessible by a respective system of each domain and respective systems of one or more entities involved in the plurality of transactions.

Assignments (2)
SECURITY INTEREST Recorded Mar 28, 2025
From: AVALARA, INC.; EDISON VAULT, LLC
To: MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
Reel/Frame 070671/0097 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 8, 2023
From: CHAN, ANDREW BRANDON; LEAR, DANIELLE; MASON, BRIAN K.; FOUNTAIN, ANDREW Z.; CHESSER, PATRICK COLLINS; HAMPTON, PATRICK J.; GOLDSTEIN, DAVID A.
To: AVALARA, INC.
Reel/Frame 063565/0831 →
Continuity (5)
Continuation 17028912 · Sep 22, 2020
Provisional Application 63039906 · Jun 16, 2020
Provisional Application 63039907 · Jun 16, 2020
Provisional Application 63039903 · Jun 16, 2020
Provisional Application 62990789 · Mar 17, 2020