Tax Calculation Graph Impact Chain Analysis

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Solution Overview

Problem

Tax return preparation is a time-consuming and laborious process, with existing software relying on rigid user interfaces that do not efficiently guide users through the complex tax calculation process, leading to inefficiencies and increased compliance time for individuals and businesses.

Innovation Solution

The system employs 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 utilizes impact chains and correlations to individualize the user experience and generate explanations for tax calculations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If traditional rigid user interfaces are used for tax preparation, then system stability is maintained, but ease of operation deteriorates and time consumption increases

Engineering Contradiction:
Improveease of operationVSAvoidtime consumption
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The patent implements a dynamic user interface that adapts to user needs and tax calculation states. The system dynamically generates and presents relevant questions to users based on the current calculation context, rather than following a fixed rigid interface structure. This dynamic approach allows the interface to evolve during the tax preparation process, improving ease of operation and reducing time consumption by presenting only necessary information at each step.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system incorporates feedback mechanisms where the tax calculation engine continuously monitors user inputs and dynamically adjusts the presentation of questions and information. The impact chain analysis provides feedback about which data elements will affect tax calculations, allowing the interface to prioritize and present the most relevant questions first, thereby reducing overall time consumption while improving operational ease.

Inventive Principle:
Principle #23Feedback

2Measurement precision

If comprehensive tax calculation graphs are implemented, then measurement precision improves, but device complexity increases

Engineering Contradiction:
Improvecalculation accuracyVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent segments the complex tax calculation system into distinct components: tax calculation graphs, impact chains, and user interface layers. Each component has a specific function and can be independently managed. The tax calculation graphs are broken down into individual nodes representing specific tax data elements and their relationships, allowing for precise tracking of calculations without overwhelming system complexity. This segmentation enables high measurement precision while managing device complexity through modular design.

Inventive Principle:
Principle #1Segmentation

3Loss of information

If impact chain analysis is performed, then information completeness improves, but loss of information is reduced

Engineering Contradiction:
Improveinformation completenessVSAvoidprocessing complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The system performs preliminary impact chain analysis to identify all data elements that will ultimately affect tax calculations before presenting questions to users. By pre-analyzing the tax calculation graphs and determining the impact chains, the system can proactively gather all necessary information in a structured manner, ensuring information completeness while reducing processing complexity during the actual tax preparation interaction.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS9922376B1Systems and methods for determining impact chains from a tax calculation graph of a tax preparation system
Publication Date: 2018.03.20 INTUIT INC
  • US9922376B1 patent drawing
  • US9922376B1 patent drawing
  • US9922376B1 patent drawing

AI summary

Systems, methods and articles of manufacture for determining impact chains 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 a tax calculation graph. The impact chain engine is configured to analyze the tax calculation graph and determine an impact chain for each of a plurality of nodes in the graph, wherein an impact chain for a respective node consists of one of (a) each of the other nodes which are affected by the respective node, or (b) each of the other nodes which affect the respective node.