Remote Tax Report Display for Multi-Entity Payroll Data
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Solution Overview
Problem
Current display systems and server technologies lack the capability to allow selection of multiple entities for multiple tax forms, necessitating tax professionals to run individual reports across multiple clients and jurisdictions, which is cumbersome and inefficient.
Innovation Solution
A method and device that modify a remote client computer display to show taxable entities and report types, allowing users to select and generate only the necessary tax forms based on payroll data and tax profiles, with the server determining and transmitting the relevant forms over an Internet connection.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If local software is used to organize tax information for multiple entities, then tax professionals can access and organize tax data, but the software becomes expensive and the system becomes complex
Solution Approach 1:
The patent introduces a remote server as an intermediary between the client computer and tax information sources. The server hosts the tax information organization system and communicates with the client through a network, allowing the client to access multi-entity tax organization capabilities without maintaining complex local software. The server acts as a mediator that provides the needed functionality remotely.
Solution Approach 2:
The patent creates a virtual copy of the tax information organization system on the remote server, which then provides services to the client computer. Instead of requiring the client to run complex local software, the system is copied to a remote location and accessed through network communication, reducing local complexity while maintaining full functionality.
2Loss of information
If tax professionals run individual reports for each client and jurisdiction, then complete tax information can be obtained, but the process becomes time-consuming and inefficient
Solution Approach 1:
The patent merges multiple individual report generation processes into a single automated workflow. The system simultaneously retrieves payroll data from multiple employers, processes tax information for multiple jurisdictions, and generates all necessary tax forms in one operation, rather than requiring separate manual report generation for each client-jurisdiction combination.
Solution Approach 2:
The system performs preliminary actions by automatically retrieving and organizing payroll data from multiple employers before the tax professional needs to generate tax forms. The server proactively gathers necessary information, processes it according to applicable tax laws, and prepares the data for form generation, eliminating the need for manual data collection and preparation steps.
3Adaptability or versatility
If the display shows all available tax forms for multiple entities, then users have access to all possible forms, but the display becomes cluttered and difficult to navigate
Solution Approach 1:
The patent applies local quality by customizing the display content based on the specific selection of entities and report types. Instead of showing all possible forms uniformly, the system tailors the displayed information to match the user's specific needs, showing only the tax forms relevant to the selected entities and report types. This creates a localized, customized view that is easy to navigate while maintaining access to all necessary forms through the filtering mechanism.
Data Source
AI summary
Remotely modifying a display of a client. The server transmits first instructions to the client to modify the display to present, on a first area, a plurality of different taxable entities to which the client has access, and to modify the display to present, on a second area, a plurality of different report types. The server determines, based on input from the client, a plurality of different specific forms which relate only to a first subset and are also only within a second subset. The first subset is user input from the first area of a plurality of different taxable entities to which the client has information access. The second subset is user input from the second area of the display from the plurality of different report types. The server transmits second instructions to the client to modify the second area to display only the plurality of different specific forms.