发明名称 ADVANCE NOTICE AND ANALYSIS OF NOTICE DOCUMENTS FROM A TAXING AUTHORITY
摘要 A system and computerized method for receiving and analyzing a notice document from a taxing authority. A notice form data store has a plurality of notice forms associated therewith, each associated with at least one category. A taxpayer file data store has a plurality of taxpayer files associated therewith. An advance notice engine acquires the notice document associated with the taxpayer; analyzes the notice document by comparing the notice document to the notice forms associated with the notice form data store; analyzes the notice document by comparing the notice document to the taxpayer files associated with the taxpayer file data store; calculates a severity level and at least one category associated; and generates a notice information set based upon the severity level, the at least one category, and the notice document.
申请公布号 US2015142624(A1) 申请公布日期 2015.05.21
申请号 US201414548589 申请日期 2014.11.20
申请人 HRB Innovations, Inc. 发明人 Buttonow James L.;Howell Ralph Bryan;Howell Brian Allen;Reimer Clay Andre
分类号 G06Q40/00;H04L29/06;G06Q50/18 主分类号 G06Q40/00
代理机构 代理人
主权项 1. A system for receiving and analyzing a notice document from a taxing authority, the system comprising: a notice form data store having a plurality of notice forms associated therewith, wherein each said notice form is associated with at least one category; a taxpayer file data store having a plurality of taxpayer files associated therewith; and an advance notice engine having an associated non-transitory computer readable storage medium with a computer program stored thereon, wherein execution of the computer program by at least one processing element performs the following steps: acquiring the notice document associated with the taxpayer;analyzing the notice document by comparing the notice document to at least a portion of the plurality of notice forms associated with the notice form data store;analyzing the notice document by comparing the notice document to at least a portion of the plurality of taxpayer files associated with the taxpayer file data store;calculating a severity level and at least one category associated with the notice document; andgenerating a notice information set based upon the severity level, the at least one category, and the notice document.
地址 Las Vegas NV US