G06Q40/123

System for Dissemination of Sensitive Information
20230050924 · 2023-02-16 ·

The present disclosure provides a system for disseminating sensitive information. The system includes a software application which comprises a mobile application installed on a mobile device that enables a user to capture images, via a camera provided by the mobile device, of one or more documents which can then be subsequently uploaded to a remote database. The software application may also include a web-based application. The software application comprises a document checklist, document validation module, and an external communication module. After the electronic files are uploaded to the remote database the user may utilize the document validation module to cross-reference certain personal information is consistently disclosed within each of the one or more documents. The external communication module is configured to allow the user to select one or more electronic files from the remote database and electronically transmit the selected files to another party via an electronic facsimile (E-Fax).

COMMERCIAL TAX APPEAL GENERATION SYSTEM
20230050085 · 2023-02-16 ·

A system for generating commercial real estate tax appeal documents is provided. Financial statements about a property are submitted in various formats to a form generation device, which may collect property data from a variety of external sources. Machine learning models are executed to identify errors or inconsistencies in the data and provide an estimated valuation for the commercial property. Based on the estimated value and comparable sales data, the platform generates tax appeals documentation for user review and submission.

Systems and methods for analyzing and generating explanations for changes in tax return results

Systems, methods and articles of manufacture for performing a comparison of tax results based on different sets of tax data, and generating an explanation as to why the tax results differ or do not differ due to the differences in the tax data. The system includes a computing device, a data store in communication with the computing device and a tax preparation software application executable by the computing device. The tax preparation software application has a tax calculation engine, a tax calculation graph, and a change analysis engine. The tax calculation engine is configured to perform a plurality of tax calculation operations based on the tax calculation graph. The change analysis engine is configured to determine whether tax results based on different tax data differ or do not differ. The system may also generate explanation(s) of the reasons that the tax results differ or do not differ due to the different tax data.

Game with chance element and tax indicator
11580820 · 2023-02-14 · ·

In various embodiments a player of a gaming device or mobile gaming device is presented with an indication of a payout amount less any taxes that would be owed for the payout.

System and method thereof for determining vendor's identity based on network analysis methodology
11580304 · 2023-02-14 · ·

A system and method for classifying digital images is presented. The method includes extracting a plurality of descriptive data items of a transaction evidence from a digital image indicating a plurality of purchased items; searching in data source for informative data based on the extracted plurality of descriptive data items, wherein the informative data includes a price; determining a correlated amount for each of at least one of the plurality of descriptive data items, wherein the correlated amount determined for one of the descriptive data items defines a paid price for the descriptive data item; determining, based on at least one expense type classification rule, a primary expense type of the transaction evidence, wherein the at least one expense type classification rule is applied to the plurality of descriptive data items and each of the correlated amount; and classifying the digital image based on the primary expense type.

Methods, systems, and tools for providing tax related services for virtual currency holdings
11557001 · 2023-01-17 · ·

Technology is directed to tools for providing tax related services for virtual currency holdings, e.g., bitcoin holdings. The tax related services can include computation of taxes such as income tax, sales tax, and payroll tax for virtual currency holdings. The services can also include facilitating filing of the taxes with the concerned department. The tool can include a computing device configured to execute a tax application for computing the taxes on virtual currency holdings. The user provides information on a source of virtual currency transactions, e.g., an address of a bitcoin wallet, to the tax application, and the tax application retrieves the transactions from the source. The tax application categorizes the transactions into various transaction types and identifies the taxable and/or non-taxable transactions. The gain/loss and the associated tax are computed for the taxable transactions using one or more cost-basis methods.

User interface for tag management
11556226 · 2023-01-17 · ·

Aspects of the present disclosure provide techniques for providing a graphical user interface. Embodiments include displaying a text input field. Embodiments include receiving an input of at least a portion of a tag via the text input field. Embodiments include displaying, in response to the input and proximate to the text input field, a graphical representation of an existing tag that relates to the input. The graphical representation includes a type of the existing tag, the existing tag, and a colored section on a right side or a left side of the graphical representation having a color that is associated with the type of the existing tag in the computing application. Embodiments include receiving a selection of the graphical representation and displaying an instance of the graphical representation inside of the text input field.

SYSTEM AND METHOD FOR MATCHING TRANSACTION ELECTRONIC DOCUMENTS TO EVIDENCING ELECTRONIC DOCUMENTS
20180011846 · 2018-01-11 · ·

A system and method for matching a second electronic document to a first electronic document, the first electronic document including at least partially unstructured data of a transaction. The method includes: analyzing the at least partially unstructured data to determine at least one transaction parameter; creating a template for the first electronic document, wherein the template is a structured dataset including the determined at least one transaction parameter; determining, based on the template, a portion of the first electronic document requiring evidence; searching, based on the template, for a second electronic document, wherein the second electronic document indicates of the evidence-requiring portion; and associating the second electronic document with the first electronic document.

Taxpayers switching tax preparers
11710192 · 2023-07-25 · ·

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.

MODEL OUTPUT CALIBRATION

Aspects of the present disclosure provide techniques for confidence score calibration for automatic transaction categorization. Embodiments include providing one or more first inputs to a prediction model based on a transaction of a user. Embodiments include receiving a prediction of an account with a confidence score from the prediction model based on the one or more first inputs. Embodiments include providing one or more second inputs to a calibration model based on the confidence score, a detail type associated with the account, and a number of accounts of the user. Embodiments include receiving a calibrated confidence score from the calibration model based on the one or more second inputs. Embodiments include determining whether to automatically categorize the transaction into the account based on the calibrated confidence score.