发明名称 |
Importing accounting application data into a tax preparation application |
摘要 |
Automatically mapping and importing accounting application data into to a tax preparation application. Account data including an account name is received from an accounting application. A tax category corresponding to the account name is determined automatically, and a tax line assignment or line of a form of the tax preparation application is automatically assigned to the account name such that the corresponding account data can be mapped to and imported into the appropriate section of a tax return. For this purpose, a table or spreadsheet of search terms may be used to correlate an account name selected by a user to a tax category, which is used to determine the appropriate tax line assignment or line of a tax form for that particular account. |
申请公布号 |
US8583516(B1) |
申请公布日期 |
2013.11.12 |
申请号 |
US20080334365 |
申请日期 |
2008.12.12 |
申请人 |
PITT ELIZABETH J.;ANDERSON STEVEN M.;DOMBROW SHERI C.;HANSEN PATRICIA D.;INTUIT INC. |
发明人 |
PITT ELIZABETH J.;ANDERSON STEVEN M.;DOMBROW SHERI C.;HANSEN PATRICIA D. |
分类号 |
G06F17/22;G07F19/00 |
主分类号 |
G06F17/22 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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