METHOD AND SYSTEM FOR PERSONALIZING AND FACILITATING A TAX RETURN PREPARATION INTERVIEW IN A TAX RETURN PREPARATION SYSTEM BY USING A MULTI-SECTIONAL VIEW OF INTERVIEW CONTENT TO PROGRESS A USER THROUGH THE TAX RETURN PREPARATION INTERVIEW

摘要

A method and system personalizes and facilitates an electronic tax return preparation interview in a tax return preparation system, using a multi-sectional view of interview content, according to one embodiment. The method and system displays first user income information at least partially based on user data, and displays characteristics for the first user income information in a first section of a user interface to indicate to the user which of the first user income information has been identified by an electronic tax return preparation system, according to one embodiment. The method and system, in a second section of the user interface, acquires second user income information from the user, and updates the first section of the user interface with the second user income information acquired from the user within the second section of the user interface.

主权项

1. A computing system implemented method for personalizing and facilitating an electronic tax return preparation interview in a tax return preparation system, by using a multi-sectional view of interview content to progress a user through the electronic tax return preparation interview, comprising:
displaying, with a computing device, first user income information at least partially based on user data received from a user, wherein the first user income information identifies one or more of employee wages, contractor income, retirement income, unemployment income, alimony, and investment income; prior to acquiring second user income information from the user during the tax return preparation interview, displaying characteristics for the first user income information in a first section of a user interface to orient the user with an income section of a tax return preparation interview and to indicate to the user which of the first user income information has been identified by an electronic tax return preparation system; in a second section of the user interface, acquiring second user income information from the user, in response to receipt of an indication from the user that the first user income information is an incomplete representation of total user income information for the user; and updating the first section of the user interface with the second user income information acquired from the user within the second section of the user interface to provide an updated status of the total user income information acquired by the electronic tax return preparation system for the user, to improve understandability by the user of the tax return preparation interview and to reduce a likelihood of abandonment of the tax return preparation interview by the user.