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WO2002061548A3 - System and method for making financial updates and tracking tax status over a computer network - Google Patents

System and method for making financial updates and tracking tax status over a computer network Download PDF

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Publication number
WO2002061548A3
WO2002061548A3 PCT/US2002/000980 US0200980W WO02061548A3 WO 2002061548 A3 WO2002061548 A3 WO 2002061548A3 US 0200980 W US0200980 W US 0200980W WO 02061548 A3 WO02061548 A3 WO 02061548A3
Authority
WO
WIPO (PCT)
Prior art keywords
tax
financial
computer network
data
status over
Prior art date
Application number
PCT/US2002/000980
Other languages
French (fr)
Other versions
WO2002061548A2 (en
Inventor
Sondra Carver
Original Assignee
Sondra Carver
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Sondra Carver filed Critical Sondra Carver
Priority to US10/250,804 priority Critical patent/US20040078307A1/en
Priority to AU2002246995A priority patent/AU2002246995A1/en
Publication of WO2002061548A2 publication Critical patent/WO2002061548A2/en
Publication of WO2002061548A3 publication Critical patent/WO2002061548A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management

Landscapes

  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Strategic Management (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Data Mining & Analysis (AREA)
  • Quality & Reliability (AREA)
  • Tourism & Hospitality (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

A system and business method for conveniently dealing with various financial and tax-related transactions and updating financial and tax status over a computer network such as the Internet is disclosed. One or more Internet web sites permit remote users to establish accounts and run user sessions that involve the tracking and storing of financial and tax-related data. This data is then used in conjunction with existing software programs to automatically generate financial and tax summaries and reports on demand and in real time at any remote location and at any time of the year. The inventive system and business method also permits for hypothetical adjustments or extrapolations of data for analytical purposes, and also provides for direct live contact with a tax or accounting professional where desired by the user.
PCT/US2002/000980 2001-01-09 2002-01-08 System and method for making financial updates and tracking tax status over a computer network WO2002061548A2 (en)

Priority Applications (2)

Application Number Priority Date Filing Date Title
US10/250,804 US20040078307A1 (en) 2002-01-08 2002-01-08 System and method for making financial updates and tracking tax status over a computer network
AU2002246995A AU2002246995A1 (en) 2001-01-09 2002-01-08 System and method for making financial updates and tracking tax status over a computer network

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US26022901P 2001-01-09 2001-01-09
US60/260,229 2001-01-09

Publications (2)

Publication Number Publication Date
WO2002061548A2 WO2002061548A2 (en) 2002-08-08
WO2002061548A3 true WO2002061548A3 (en) 2002-11-07

Family

ID=22988312

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2002/000980 WO2002061548A2 (en) 2001-01-09 2002-01-08 System and method for making financial updates and tracking tax status over a computer network

Country Status (2)

Country Link
AU (1) AU2002246995A1 (en)
WO (1) WO2002061548A2 (en)

Citations (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US4989141A (en) * 1987-06-01 1991-01-29 Corporate Class Software Computer system for financial analyses and reporting
US5189608A (en) * 1987-06-01 1993-02-23 Imrs Operations, Inc. Method and apparatus for storing and generating financial information employing user specified input and output formats
US5649115A (en) * 1994-06-02 1997-07-15 Intuit, Inc. Tracking method and apparatus
US5920848A (en) * 1997-02-12 1999-07-06 Citibank, N.A. Method and system for using intelligent agents for financial transactions, services, accounting, and advice

Patent Citations (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US4989141A (en) * 1987-06-01 1991-01-29 Corporate Class Software Computer system for financial analyses and reporting
US5189608A (en) * 1987-06-01 1993-02-23 Imrs Operations, Inc. Method and apparatus for storing and generating financial information employing user specified input and output formats
US5649115A (en) * 1994-06-02 1997-07-15 Intuit, Inc. Tracking method and apparatus
US5920848A (en) * 1997-02-12 1999-07-06 Citibank, N.A. Method and system for using intelligent agents for financial transactions, services, accounting, and advice

Also Published As

Publication number Publication date
AU2002246995A1 (en) 2002-08-12
WO2002061548A2 (en) 2002-08-08

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