Systems and methods for tax data capture and use

摘要

A computer-implemented method of acquiring tax data for use in tax preparation application includes acquiring an image of at least one document containing tax data therein with an imaging device. A computer extracts one or more features from the acquired image of the at least one document and compares the extracted one or more features to a database containing a plurality of different tax forms. The database may include a textual database and/or geometric database. The computer identifies a tax form corresponding to the at least one document from the plurality of different tax forms based at least in part on a confidence level associated with the comparison of the extracted one or more features to the database. At least a portion of the tax data from the acquired image is transferred into corresponding fields of the tax preparation application.

主权项

1. A computer-implemented method for preparing at least a portion of an electronic tax return with a computerized tax preparation application, the computer-implemented method comprising:
a computing device receiving an image of one or more documents containing tax data therein with an imaging device; the computing device processing the image by:
extracting a plurality of features from the image of the one or more documents, wherein optical character recognition is performed on at least one of the features to output text,comparing the extracted one or more features and output text to a graphical database and a textual database, respectively, containing a plurality of different tax forms, andidentifying a tax form corresponding to the one or more documents from the plurality of different tax forms based on a comparison of the extracted one or more features and the output text to the graphical database and the textual database, respectively; and the computing device transferring at least a portion of the tax data determined from the image into corresponding fields of the computerized tax preparation application to automatically prepare at least a portion of the electronic tax return.