Tax Filing System Using Aggregate Data for Question Selection
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Solution Overview
Problem
Tax preparation systems often require users to answer numerous irrelevant questions and navigate through multiple screens, leading to a time-consuming and inefficient tax filing process.
Innovation Solution
A system that generates a basic return form based on user input, uses aggregate tax data and a neural network to determine relevant questions, and creates a summary input form to streamline the tax filing process, allowing users to input answers efficiently and complete their tax forms accurately.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If traditional tax preparation systems are used, then comprehensive tax questions can be asked, but the number of questions and screens increases, leading to increased time consumption
Solution Approach 1:
The system performs preliminary actions by generating a basic return form with pre-selected tax questions based on aggregate tax data and utilization levels before the user actually files. This pre-processing filters and organizes questions in advance, so when the user completes the form, only relevant questions are presented, significantly reducing the time needed while maintaining comprehensive coverage.
Solution Approach 2:
The system changes the parameter of question selection by using aggregate tax data and utilization levels to dynamically determine which questions are most relevant. Instead of presenting all possible tax questions, the system adjusts the question set based on actual usage patterns and data from filed returns, optimizing the balance between completeness and efficiency.
2Reliability
If traditional tax preparation systems are used, then all tax questions can be covered, but the complexity of the form increases
Solution Approach 1:
The system extracts and removes irrelevant questions from the tax form by using aggregate tax data to identify only the most pertinent questions. The basic return form is generated by taking out unnecessary questions, leaving only those with high utilization levels, thereby reducing form complexity while maintaining essential completeness.
Solution Approach 2:
The system applies local quality by customizing the tax form to match the specific needs of each user based on their data and utilization levels. Instead of a uniform complex form, the system tailors the question set locally for each user, presenting only the questions relevant to their situation, thus reducing overall complexity.
3Reliability
If traditional tax preparation systems are used, then comprehensive tax information can be collected, but the ease of operation decreases
Solution Approach 1:
The system performs preliminary organization of tax questions based on aggregate data and utilization levels, creating a streamlined basic return form before the user interacts with it. This pre-organization makes the form easier to navigate and complete while ensuring comprehensive information collection, as the questions are already optimized for relevance and sequence.
Solution Approach 2:
The system enables self-service by automatically determining which questions should be asked based on aggregate tax data and utilization levels. The system serves itself by filtering and selecting relevant questions without requiring user input to determine form content, making the filing process easier while maintaining comprehensive information collection.
Data Source
AI summary
A method for filing a tax form, comprising generating a basic return form, receiving a plurality of basic return answers to a plurality of basic return questions from a user, obtaining aggregate tax data from a plurality of filed tax returns based on the plurality of basic return answers, determining a plurality of aggregate tax questions based on the aggregate tax data, determining a plurality of utilization levels for the plurality of aggregate tax questions, generating a summary input form comprising a first plurality of tax questions and a second plurality of tax questions, receiving a plurality of summary input answers to the first plurality of tax questions and the second plurality of tax questions from the user, completing the tax form based on the plurality of summary input answers to obtain a completed tax form, and filing the completed tax form with a tax authority.