SYSTEMS AND METHODS FOR GENERATING OUTPUTS IN RESPONSE TO EXAMINATION OF RECORDS

摘要

Systems and methods for generating an electronic output in response to an examination of a customer's records are shown and described. In one embodiment, a system includes a tax analysis system (TAS) server including a retriever code segment (RCS), a transformer code segment, an analysis engine code segment (AECS), and an output code segment. In another embodiment, a method includes extracting customer tax records; transforming the extracted tax records to create a transformed tax record (TTRec); and analyzing TTRec using an analysis engine code segment (AECS). This method may also include generating an output based on AECS analysis.

主权项

1. A web server-based method for generating an electronic output in response to an examination of a customer's tax records on file in an agency using a tax analysis system (TAS) server, the method comprising:
electronically extracting customer tax records; electronically retrieving the extracted customer tax records to the TAS server; electronically transforming the extracted tax records using a record transforming code segment (RecTCS) to create a transformed tax record (TTRec) for the customer; storing the TTRec in a customer database; analyzing TTRec using an analysis engine code segment (AECS) contained on the TAS server; and generating an electronic output based on AECS analysis.