Tax Calculation Graph Impact Chain Engine

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Solution Overview

Problem

Tax return preparation is a time-consuming and laborious process, with individuals and businesses spending significant hours complying with tax filing requirements, and existing tax preparation software often relies on rigid user interfaces that do not efficiently guide users through the complex tax calculation process.

Innovation Solution

The system utilizes declarative data structures such as completeness graphs and tax calculation graphs to dynamically calculate tax liabilities, allowing a smart tax logic agent to propose questions to fill in missing data, and employs impact chains and correlations to analyze tax calculations, generate explanations, and individualize the user experience.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of time

If traditional rigid user interfaces are used for tax preparation, then the system structure is simple, but the time required for tax preparation is excessive and the process is laborious

Engineering Contradiction:
Improvetime required for tax preparationVSAvoidsystem complexity
Core Design Contradiction:
Loss of timeVSDevice complexity

Solution Approach 1:

The patent implements dynamic user interface generation where the UI automatically adapts based on the tax calculation graph and impact chains. The system dynamically determines which questions to ask and which fields to populate based on the current state of tax data collection, transforming the rigid static UI into an adaptive dynamic interface that reduces preparation time while managing complexity through automated decision-making.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system performs self-service by automatically analyzing the tax calculation graph to identify missing data requirements and generate appropriate user questions. The impact chain engine automatically determines which tax fields need to be filled based on interdependencies, eliminating the need for manual guidance through complex tax forms and reducing the time users spend on tax preparation.

Inventive Principle:
Principle #25Self-service

2Measurement precision

If a smart tax logic agent with impact chains is implemented, then the accuracy and completeness of tax calculations is improved, but the device complexity increases

Engineering Contradiction:
Improveaccuracy of tax calculationVSAvoidcalculation system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent segments the tax calculation system into distinct modular components: the tax calculation graph breaks down tax rules into discrete nodes and relationships, while the impact chain engine further segments the analysis into specific interdependency chains. This segmentation allows the complex calculation accuracy to be achieved through manageable, isolated modules rather than a monolithic complex system.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The impact chain engine acts as an intermediary between the tax calculation graph and the user interface. It mediates by analyzing the calculation graph to determine which user questions are necessary based on impact relationships, thereby achieving accurate and complete tax calculations without exposing the underlying system complexity to the user.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If the user interface is loosely connected from the tax calculation engine, then the adaptability of the system is improved, but the difficulty of detecting and measuring system state increases

Engineering Contradiction:
ImproveUI adaptabilityVSAvoidsystem state monitoring
Core Design Contradiction:
Adaptability or versatilityVSDifficulty of detecting and measuring

Solution Approach 1:

The patent implements feedback mechanisms where the tax logic agent continuously monitors the state of tax data collection and uses this feedback to dynamically adjust the user interface. The impact chain engine provides feedback about which fields are complete and which are missing, allowing the loosely connected UI to adapt its behavior based on real-time system state without requiring direct tight coupling with the calculation engine.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS10796381B1Systems and methods for determining impact correlations from a tax calculation graph of a tax preparation system
Publication Date: 2020.10.06 INTUIT INC
  • US10796381B1 patent drawing
  • US10796381B1 patent drawing
  • US10796381B1 patent drawing

AI summary

Systems, methods and articles of manufacture for determining impact correlations from a calculation graph for calculating taxes. The system includes a computing device, a data store in communication with the computing device and a tax preparation software application executable by the computing device. The tax preparation software application has a tax calculation engine, a tax calculation graph, and an impact chain engine. The tax calculation engine is configured to perform a plurality of tax calculation operations based on the tax calculation graph. The impact chain engine is configured to analyze the tax calculation graph and determine an impact correlation between a change in a value of a first node caused by a change in a value of a second node utilizing an impact chain which includes both the first node and the second node.