公开(公告)号：US07693769B1

公开(公告)日：2010-04-06

申请号：US11023282

申请日：2004-12-24

申请人： Kathryn T. Burlison ,  Margaret C. Doedtman ,  Bradley K. Peak ,  Chrystine M. Sullivan ,  Brian C. Tucker ,  James Willoughby

发明人： Kathryn T. Burlison ,  Margaret C. Doedtman ,  Bradley K. Peak ,  Chrystine M. Sullivan ,  Brian C. Tucker ,  James Willoughby

IPC分类号： G06Q40/00

CPC分类号： G06Q40/02 ,  G06Q40/06 ,  G06Q40/10

摘要： The present invention is a computerized tax savings tool for adjusting a taxpayer's taxable income to identify tax savings opportunities. The tax savings tool may be implemented as a component of a proprietary tax preparation software system that is used to prepare tax returns for taxpayer clients of a tax preparation firm. The tool automates the calculations of legal steps that a taxpayer may take to reduce his or her AGI on a current or a future tax return, which in turn enables the taxpayer to take advantage of additional adjustments, deductions, exemptions, credits, etc. provided by the tax code of the taxing authority. The tax savings opportunities are presented in one or more onscreen reports that may be reviewed by a tax return preparer and taxpayer. The onscreen report identifies specific actions that the taxpayer may take to reduce his or her taxable income, and therefore, related tax liability.

摘要翻译： 本发明是一种用于调整纳税人应税收入以识别税收储蓄机会的计算机化税收减免工具。 税收储蓄工具可以实施为专有税务准备软件系统的组成部分，用于为税务准备公司的纳税人客户准备纳税申报单。 该工具可自动计算纳税人在现行或未来纳税申报表上减少其AGI的法律步骤，从而使纳税人能够利用额外的调整，扣除，豁免，抵免等等。 根据税务机关的税法。 税收储蓄机会在一份或多份屏幕上的报告中提供，可由纳税人纳税人审核。 屏幕上的报告指出纳税人可能采取的具体行动来减少其应纳税所得额，因此纳税义务。