US 12,293,409 B2
Tax return document generation
Philip Parker, San Francisco, CA (US); and Andrew Gertig, San Francisco, CA (US)
Assigned to Block, Inc., Oakland, CA (US)
Filed by Block, Inc., San Francisco, CA (US)
Filed on Jun. 9, 2022, as Appl. No. 17/836,993.
Application 17/836,993 is a continuation of application No. 17/357,791, filed on Jun. 24, 2021, granted, now 11,393,026.
Prior Publication US 2022/0414765 A1, Dec. 29, 2022
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 40/00 (2023.01); G06N 20/00 (2019.01); G06Q 40/03 (2023.01); G06Q 40/10 (2023.01); G06Q 20/32 (2012.01)
CPC G06Q 40/03 (2023.01) [G06N 20/00 (2019.01); G06Q 40/10 (2013.01); G06Q 20/3223 (2013.01); G06Q 20/326 (2020.05)] 20 Claims
OG exemplary drawing
 
1. A computer-implemented method, comprising:
causing presentation, by one or more computing devices of a payment service system (PSS) and via an application executing on a mobile device of a user having an account maintained by the PSS, of a first screen of a user interface on a display of the mobile device, wherein the first screen includes a selectable icon, wherein selecting the selectable icon comprises a request for the PSS to generate a tax return document on behalf of the user;
responsive to receiving, by the one or more computing devices of the PSS and from the mobile device, an indication of a selection of the selectable icon, causing presentation, via the application, of the tax return document on behalf of the user, wherein causing presentation of the tax return document comprises:
automatically obtaining, by the one or more computing devices of the PSS, user financial data associated with a plurality of financial services accessible via the application and associated with the account, wherein the user financial data is at least one of stored in a database of the PSS or accessible via one or more servers associated with the plurality of financial services, wherein the user financial data comprises a plurality of transaction data processed by a payment processing service provided by the PSS, payroll data associated with a payroll service provided by the PSS, tax data associated with a tax service provided by the PSS, securities data associated with a securities brokerage service provided by the PSS, cryptocurrency data associated with a cryptocurrency brokerage service provided by the PSS, or loan data associated with a loan service provided by the PSS;
determining, by the one or more computing devices of the PSS and based at least in part on the user financial data and a user profile associated with the account, a tax liability of the user;
based at least in part on the user financial data and the tax liability, generating, by the one or more computing devices of the PSS, the tax return document for submission to a government tax agency; and
sending instructions to the application to present the tax return document via a second screen of the user interface, wherein the second screen follows the first screen without intervening screens; and
facilitating, by the one or more computing devices of the PSS, the submission of the tax return document to the government tax agency.