Method and system for providing a year-round tax monitor

摘要

A process for providing a year-round tax monitor whereby baseline tax data and current year-to-date tax data for a user is obtained. Data representing current tax year directives made by the user, and/or data representing tax related choices made by the user in the current tax year to date, and/or data representing tax related events associated with the user in the current tax year to date is also obtained. Using the baseline tax data, and/or current year-to-date tax data, and/or the data representing current tax year directives made by the user, and/or the data representing tax related choices made by the user in the current tax year, and/or the data representing tax related events associated with the user for the current tax year, an estimate and/or projection of tax liability for the current tax year is calculated and a projected tax refund that will be owed to, or a tax liability that will owed by, the user for the current tax year is estimated. The estimated tax refund that will be owed to, or a tax liability that will be owed by, the user for the current tax year is then provided to the user via a tax monitor widget displayed on a display device accessible by the user.