System and method for planner with real-time application of conformance option
Granted: October 25, 2007
Application Number:
20070250418
A system for tax planning with legislation conformance options comprises one more processors coupled to a memory. The memory stores instructions executable by the processors to implement a tax planner configured to receive data exported from a tax return preparation tool. After receiving the data, the tax planner receives input indicating whether a tax projection to be prepared using the data is to include an impact of specified tax legislation. If the input indicates that the tax…
System and method for order fulfillment decisions
Granted: October 18, 2007
Application Number:
20070244765
An order fulfillment tool may indicate fulfillability information for a plurality of open orders and receive user input specifying one or more orders for potential fulfillment. In response, the order fulfillment tool may indicate revised fulfillability information for orders not specified for potential fulfillment according to the effects on a current inventory if the specified orders were fulfilled. The order fulfillment tool may also recommend orders for potential fulfillment according…
Method and system for managing data in a workflow process
Granted: September 13, 2007
Application Number:
20070214162
In general, in one aspect the invention relates to a method and system for managing data. The method and system involves identifying for a first user at least one record of a plurality of records, generating a user interface which displays a data field associated with the at least one record in a grid format, receiving from a second user, subsequent to generating the first user interface, a first desired modification of the data field, receiving from the first user a second desired…
Automated Tax Return With Universal Data Import
Granted: August 10, 2006
Application Number:
20060178961
Automated tax return preparation is provided using a relationship-based interview process coupled with universal data import. Information is collected through a process called the interview, during which a taxpayer is asked various questions about her background and relationships with financial institutions. The taxpayer provides to the tax planning software a list of financial institutions with which the taxpayer has a relationship, and the tax software retrieves tax data directly from…
