An online software platform (OSP) produces, by applying resource digital rules to previous relationship instance data of a primary entity data associated with one or more secondary entities of the domain, a domain resource regarding the domain. The OSP may then determine, by applying an alignment digital rule of the domain to the relationship instance data and the domain resource, whether or not an alignment condition of the domain is met, which indicates whether resources for relationship instances of the primary entity should have been remitted to the domain. If the alignment condition is not met, then the OSP may assemble proposal components, and communicate some of them to the domain on behalf of the primary entity to remit the resources, without initially communicating those proposal components that would reveal the identity of the primary entity.

Systems and methods that may be used to allow married couples to prepare separate individual tax returns while also being able to evaluate the merits of filing a joint return in a manner that does not breach each spouse's financial privacy.

A computer-implemented method of calculating tax liability using automatically generated estimates uses a computing device connecting to a shared data store configured to store user-specific tax data therein. The computing device executes an estimation module configured to estimate user-specific tax data and write the estimated user-specific tax data to the shared data store. A tax calculation engine configured to read user-specific tax data from the shared data store and write calculated tax data to the shared data store is executed, wherein at least some of the read data comprises estimated user-specific tax data.

Method, system and medium for conducting a universal state tax interview. Provided are techniques to implement a universal state tax interview where interview questions can be skipped based on data obtained from any of a variety of federal tax interviews. Tax information and state-specific details can be imported from a tax data file for the taxpayer created based on the federal tax interview. In this way, state-level tax interviews for the taxpayer can be abbreviated or even skipped entirely, regardless of the provider of the software that conducted the federal tax interview.

A system for masking tax data during collaborative preparation of an electronic tax return, the system includes a server computer having a tax return preparation program running thereon. The system also includes a tax return preparation computer having a first browser program running thereon. The system further includes a support computer having a second browser program running thereon. Moreover, the system includes a network operatively coupling the server computer, tax return preparation computer, and the support computer. The first browser includes a masking module configured to automatically mask a tax datum without user intervention before transmitting the tax datum to the server computer for subsequent transmission to the support computer. The tax datum is masked in real time during collaborative preparation of the electronic tax return.

Determining a mobile operator for a mobile device. The mobile operator is determined using one or more of an international mobile subscriber identity (IMSI) and a current operator name (CON) and service provider name (SPN) pair. Correlations between the IMSI and mobile operators, and between the CON/SPN pairs and mobile operators, are maintained. Correlations between unrecognized CON/SPN pairs and mobile operators are created based on a quantity of requests received from the mobile devices. In some embodiments, identifying the mobile operator enables financial transactions by the mobile device when visiting, for example, a mobile applications store.

Methods, systems, and apparatus for automatically obtaining tax documents. The system includes a taxpayer client device and a server configured to automatically identify tax return items associated with the taxpayer by analyzing a prior year tax return. The server is configured to generate a list of tax return items including the automatically identified tax return items. The server is configured to receive, from the taxpayer client device, authentication data for a third party database. The server is configured to access the third party database using the authentication data. The server is configured to receive a document from the third party database and automatically determine whether the document corresponds to a tax return item from the list of tax return items. The server is configured to automatically store the document when the document corresponds to one of the tax return items from the list of tax return items.

According to one embodiment, a tax calculator displays a first tax-included amount, responding to a first input operation relating to a first tax rate, for a first numerical value indicating a tax-excluded amount; displays a second tax-included amount, responding to a second input operation relating to a second tax rate, for a second numerical value indicating a tax-excluded amount; displays a tax-included grand total amount calculated by totaling a first tax-included total amount indicating a total of the first tax-included amount, and a second tax-included total amount indicating a total of the second tax-included amount; and displays the first tax-included total amount responding to the first input operation after the tax-included grand total amount was displayed, or the second tax-included total amount responding to the second input operation after the tax-included grand total amount was displayed.

The invention creates a single use authentication code from (1) predefined unencrypted data from at least one tax form, (2) primary keys, and (3) a secondary key generated from metadata correlated to the input of the unencrypted data, the above elements being used by a data encryption circuit having a polynomial integer encryption (PIE) engine, to generate the authentication code. The authentication code is translated into at least one symbol, using, for example, barcode technology, and applied to a tax document or form or otherwise encoded into electronic documents.

The disclosed embodiments relate to a computer system that facilitates the providing of an answer to a question. During operation, the computer system receives the question from a user, where the question is related to income taxes. Then, the computer system performs content-dependent processing of the question based on a tax-information data structure to produce the answer to the question. Note that the tax-information data structure includes: tax phrases, context information associated with the tax phrases, tax concepts that encompass multiple tax phrases, and/or statistical association metrics between the tax phrases and the tax concepts. Next, the computer system provides the answer to the user.