Computer-implemented method for generating a customized tax preparation experience

摘要

A computer-implemented method for generating a customized tax preparation experience for a user of tax preparation software includes a computing device executing a data capture utility, the data capture utility connecting to one or more remote data sources and capturing and transferring at least some tax data contained therein to a data store associated with the tax preparation software. The computing device executes a topic analysis engine configured to identify highly relevant tax topics from the data transferred to the data store. A user interface manager automatically generates interview questions or statements on said highly relevant tax topics. The user confirms whether other tax topics apply to the user. The computing device executes a tax calculation engine of the tax preparation software configured to compute a tax liability or refund amount.