Certain aspects of the present disclosure provide techniques for intelligent grouping of travel data for review through a user interface. In one embodiment, a method for providing grouped travel data to a user interface of an application, comprises: receiving a plurality of trip records from an application running on a remote device; providing a first subset of the plurality of trip records to a prediction model; providing a second subset of the plurality of trip records to a model training module; receiving labels for each trip record of the first subset of the plurality of trip records from the prediction model; grouping the first subset of the plurality of trip records based on the received labels; and transmitting the grouped first subset of the plurality of trip records to the application running on the remote device.

A method, system, and computer program code for determining a tax incentive for an employer. A set of cards is displayed on the storyboard interface. Each card is related to a particular criterion for determining and eligibility of the employer for the tax incentive. In response to receiving a selection of a particular card, a set of modal windows, including a set of data fields that are relevant to a particular criterion, is displayed on the storyboard interface. Information for the employer is identified that is relevant to the particular criterion. The set of data fields it is populated based on a portion of the information. A tax incentive amount is calculated based on the portion of the information. A document it is generated for claiming the tax incentive. The document includes the portion of the employer information and the incentive amount.

Methods, systems, and apparatus for facilitating interactions between a taxpayer and a tax preparer. The system includes a taxpayer client device configured to provide a graphical user interface to a user for receiving and displaying data in a consistent manner. The system also includes a signature unit configured to receive taxpayer signature data from the taxpayer client device via the graphical user interface. The system also includes a document upload unit configured to receive tax document data from the taxpayer client device via the graphical user interface. The system also includes a secure messaging unit configured to facilitate securely exchanging messages between devices. The system also includes an E-File authorization unit configured to receive taxpayer E-File authorization data from the taxpayer client device via the graphical user interface. The system also includes a payment unit configured to receive payment data from the taxpayer client device via the graphical user interface.

A service engine determines that an entity meets a first nexus establishment condition for a first domain and a second nexus establishment condition for a second domain. The service engine then computes a first selected resource for the first domain and a second selected resource for the second domain. When the service engine determines that the entity no longer meets the second nexus establishment condition for the second domain, the service engine determines a nexus-ending date for the second domain. Prior to the nexus-ending date being satisfied, the service engine continues to compute the first selected resource for the first domain and the second selected resource for the second domain. In response to the nexus-ending date being satisfied, the service engine computes the first selected resource for the first domain but does not compute the second selected resource for the second domain.

A method and system parses natural language in a unique way, determining important words pertaining to a text corpus of a particular genre, such as tax preparation. Sentences extracted from instructions or forms pertaining to tax preparation, for example are parsed to determine word groups forming various parts of speech, and then are processed to exclude words on an exclusion list and word groups that don't meet predetermined criteria. From the resulting data, synonyms are replaced with a common functional operator and the resulting sentence text is analyzed against predetermined patterns to determine one or more functions to be used in a document preparation system.

A service running on a server includes a method running on a server, for example as a cloud server to provide a decentralized computing solution. The solution includes an audit service, a tax service or a combination thereof. The service includes providing a distributed registry that specifies a plurality of services available to support communications between a user device and a computer related device on a communication network. The pluralities of services specified by the distributed registry are presented to the user device. A request is received from the user device for a particular service from the plurality of services. The request may be made using a zero-knowledge protocol to maintain privacy of a user of the user device. The particular service includes an additional requested service for at least one of an auditability and taxability service. The particular service is provided along with the additional requested service.

Some embodiments are directed to a regulatory compliance tool implemented via a back-end application computer server. A location based regulatory compliance data store may contain electronic records associated with a set of locations. Each electronic record may include, for example, an electronic record identifier and at least one regulatory compliance parameter. The computer server may receive, from a user via an interactive graphical user interface display, a set of task indications associated with regulatory compliance. The computer server may also receive, from the user, a selected location from a set of potential locations. The computer server may then retrieve, from the location based regulatory compliance data store, information about the at least one regulatory compliance parameter associated with the selected location. The computer server may then update the display based on the retrieved information about the at least one regulatory compliance parameter associated with the selected location.

Technologies for digitally exchanging federal, state and/or international tax data between K-1 recipients and K-1 producers. This exchange may be a repository of all necessary data elements required for a partnership to provide to its partners as well as all required data that a partner is required to provide to a partnership. The exchange may be accessible via secured portal and data is transmitted through trusted connections between producers and receivers. In some embodiments, a standard K-1 file format (.K-1X) and schema for all tax output received by 15 different legal entity types is provided.

Novel tools and techniques are provided for implementing accounting platform functionalities. In various embodiments, a computing system might access a data file(s) associated with a first entity from a first accounting software system among a plurality of accounting software systems, each operating based on corresponding one of two or more commercial accounting software that are different from and/or incompatible with each other. The computing system might autonomously extract transaction data corresponding to a transaction entry for each individual transaction. The computing system might autonomously generate a transaction-based trial balance based on the extracted transaction data, the generated transaction-based trial balance serving as a living trial balance that is continually updated based on updated or new transaction data that is accessed from the first accounting software system. The computing system might autonomously generate one of a tax trial balance or an adjusted trial balance, based on the generated transaction-based trial balance.

Systems as described herein may include predicting item level data based on merchant advertisement information. A transaction pattern may be detected. The merchant advertisement information may be retrieved and parsed to generate a price list. A number of transactions that each shares a common payment amount may be determined and the number may reach a threshold value. Items from the price list may be matched with the common payment amount. The transaction records may be updated to indicate likely item level transaction information. In a variety of embodiments, the likely transaction information may be presented to a user.