METHODS, SYSTEMS AND COMPUTER PROGRAM PRODUCTS FOR CALCULATING AN ESTIMATED RESULT OF A TAX RETURN

摘要

A system for calculating an estimated result during preparation of an electronic tax return includes a server computer having a predictive model, and a tax return preparation computer having an electronic tax return preparation program. The server computer is configured to obtain a first taxpayer datum and execute the predictive model, which analyzes the first taxpayer datum to identify a most relevant taxpayer data category. The server computer is configured to communicate the taxpayer data category to the tax return preparation computer. The tax return preparation computer is configured to obtain a second taxpayer datum corresponding to the taxpayer data category, calculate the estimated result for the taxpayer based on the second taxpayer datum, and display the estimated result to a user during preparation of the electronic tax return.