US 12,067,629 B2
Calculating tax credits values from human capital data
Sriranjani Chimakurthy, Hyderabad (IN); Amin Venjara, Parsippany, NJ (US); Udayakiran Garikipati, Hyberabad (IN); Arindam Das, Hyderabad (IN); Toni Lyons, Alpharetta, GA (US); and Scott Francis, Atlanta, GA (US)
Assigned to ADP, Inc., Roseland, NJ (US)
Filed by ADP, Inc., Roseland, NJ (US)
Filed on Jun. 30, 2021, as Appl. No. 17/305,109.
Prior Publication US 2023/0005078 A1, Jan. 5, 2023
Int. Cl. G06Q 40/12 (2023.01); G06F 3/0482 (2013.01); G06Q 10/0637 (2023.01); G06Q 10/1057 (2023.01); G06Q 40/10 (2023.01); G06Q 50/26 (2024.01)
CPC G06Q 40/123 (2013.12) [G06F 3/0482 (2013.01); G06Q 10/0637 (2013.01); G06Q 10/1057 (2013.01); G06Q 40/10 (2013.01); G06Q 40/125 (2013.12); G06Q 50/26 (2013.01)] 24 Claims
OG exemplary drawing
 
1. A method for determining a tax incentive for an employer, the method comprising:
displaying, by one or more processors coupled with memory, a set of cards in a first window on a graphical user interface, wherein each card of the set of cards is related to a particular criterion of a set of criteria for determining an eligibility of the employer for the tax incentive;
responsive to receiving a selection of a particular card, disabling, by the one or more processors, the first window from the graphical user interface to allow one or more subsequent windows to partially overlay over the first window;
responsive to disabling the first window, sequentially displaying, by the one or more processors, a set of modal windows over the disabled first window on the graphical user interface, wherein the set of modal windows include a set of data fields that are relevant to the particular criterion, and wherein the disabled first window is visible through the set of modal windows;
identifying, by the one or more processors, information for the employer that is relevant to the particular criterion from one or more disparate sources, wherein the information comprises a first portion of the information and a second portion of the information;
determining, by the one or more processors, responsive to identifying the information and based on the first portion of the information comprising a jurisdictional mandate and the second portion of the information comprising a location of operations of the employer, an overlap of the first portion of the information with the second portion of the information;
displaying, by the one or more processors, the overlap of the first portion of the information with the second portion of the information in a first modal window of the set of modal windows;
populating, by the one or more processors responsive to determining the overlap, the set of data fields, based on the overlap of the first portion of the information with the second portion of the information, wherein the set of populated data fields comprises an eligibility date and employee data;
displaying, by the one or more processors, the set of data fields in a second modal window of the set of modal windows;
determining, by the one or more processors, an average compensation and a productivity loss to the employer based on the eligibility date and the employee data;
automatically calculating, by the one or more processors, responsive to determining the average compensation and the productivity loss, a tax incentive amount based on the second portion of the information, the average compensation, and the productivity loss;
displaying, by the one or more processors responsive to determining the tax incentive amount, the employee data and the tax incentive amount in a third modal window of the set of modal windows;
generating, by the one or more processors, a document for claiming the tax incentive from the third modal window, the document including the employee data and the tax incentive amount;
controlling, by the one or more processors, responsive to generating the document, the third modal window to display over at least one of the first modal window, the second modal window, or the first window; and
controlling, by the one or more processors, responsive to a selection of one of the set of modal windows, an arrangement of the set of modal windows including enabling or disabling display of at least one of the first modal window, the second modal window, or the third modal window according to the selection.