US 12,393,991 B2
System and method for capturing sales tax deduction information from monetary card transactions
Eric D. Fox, Richmond, VA (US); and Robert W. Gregory, Jr., Mechanicsville, VA (US)
Assigned to CAPITAL ONE SERVICES, LLC, McLean, VA (US)
Filed by Capital One Services, LLC, McLean, VA (US)
Filed on Sep. 20, 2023, as Appl. No. 18/470,598.
Application 12/534,488 is a division of application No. 11/221,229, filed on Sep. 6, 2005, granted, now 7,584,884, issued on Sep. 8, 2009.
Application 18/470,598 is a continuation of application No. 17/529,368, filed on Nov. 18, 2021, granted, now 11,776,067.
Application 17/529,368 is a continuation of application No. 16/852,798, filed on Apr. 20, 2020, granted, now 11,182,862, issued on Nov. 23, 2021.
Application 16/852,798 is a continuation of application No. 16/222,397, filed on Dec. 17, 2018, granted, now 10,636,101, issued on Apr. 28, 2020.
Application 16/222,397 is a continuation of application No. 15/662,400, filed on Jul. 28, 2017, granted, now 10,169,829, issued on Jan. 1, 2019.
Application 15/662,400 is a continuation of application No. 15/236,884, filed on Aug. 15, 2016, granted, now 9,747,645, issued on Aug. 29, 2017.
Application 15/236,884 is a continuation of application No. 14/524,574, filed on Oct. 27, 2014, granted, now 9,418,386, issued on Aug. 16, 2016.
Application 14/524,574 is a continuation of application No. 13/017,948, filed on Jan. 31, 2011, granted, now 8,893,958, issued on Nov. 25, 2014.
Application 13/017,948 is a continuation of application No. 12/534,488, filed on Aug. 3, 2009, granted, now 7,886,966, issued on Feb. 15, 2011.
Prior Publication US 2024/0087047 A1, Mar. 14, 2024
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 40/00 (2023.01); G06Q 20/20 (2012.01); G06Q 40/12 (2023.01)
CPC G06Q 40/123 (2013.12) [G06Q 20/20 (2013.01); G06Q 20/207 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A system for managing transaction information associated with a financial account, the system comprising:
one or more processors;
memory in communication with the one or more processors and storing instructions that are configured to cause the system to:
receive transaction information associated with a transaction;
compare the transaction information with a predetermined set of required information to determine whether tax information is included in the transaction information;
when the tax information is not included in the transaction information:
transmit a request for the tax information to a transaction database;
receive the requested tax information from the transaction database; and
generate or populate a tax report of a predetermined format that includes the tax information and the transaction information.