Matthew J Rice

US Patent:

7698342, Apr 13, 2010

Filed:

May 25, 2007

Appl. No.:

11/807016

Inventors:

Rachel L. Evans - San Diego CA, US
Matthew G. Rice - San Diego CA, US
Leslie A. Skelly - San Diego CA, US
John A. Dryden - San Diego CA, US
Ronald A. Schaefer - Oceanside CA, US
Mary Lou Cassell - San Diego CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 7/00
G06F 17/30

US Classification:

707755, 707803

Abstract:

A method for searching involving receiving a search term and obtaining a related word based on the search term to generate a search criteria, searching forms for the search criteria, identifying a topic associated with a field within a form based on the search criteria, and presenting the field within the form associated with the topic.

US Patent:

7747484, Jun 29, 2010

Filed:

Apr 6, 2006

Appl. No.:

11/278945

Inventors:

Todd Stanley - San Diego CA, US
Devin Breise - La Jolla CA, US
Brian Riggs - San Diego CA, US
Matthew Rice - Carlsbad CA, US
Jeffrey Weber - Ramona CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06Q 40/00

US Classification:

705 31

Abstract:

Automated tax return preparation is provided using a relationship-based interview process coupled with universal data import. Information is collected through a process called the interview, during which a taxpayer is asked various questions about her background and relationships with financial institutions. The taxpayer provides to the tax planning software a list of financial institutions with which the taxpayer has a relationship, and the tax software retrieves tax data directly from the financial institutions. The combination of the interview, universal data import, and existing stored data enables an automated tax return system to prepare tax returns in advance with minimal user assistance.

US Patent:

7934150, Apr 26, 2011

Filed:

May 31, 2006

Appl. No.:

11/445038

Inventors:

Sabina Szonn - San Diego CA, US
Morris Neer - San Diego CA, US
Martin Lewandowski - San Diego CA, US
Leslie Skelly - San Diego CA, US
Phillip J. Ohme - San Diego CA, US
Matthew G. Rice - San Diego CA, US
Stephen J. Seiler - San Diego CA, US
Richard Neil Preece - San Diego CA, US
Helen Welbourn - El Cajon CA, US
Maude Harris - Heathsville VA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/21
G06F 17/22

US Classification:

715221, 715845, 705 31, 705 26

Abstract:

A computer-readable medium includes instructions for managing output settings in a form-based application by modifying a first output setting control associated with a first output version of a form of the form-based application, initiating outputting the first output version based on modifying the first output setting control, and initiating outputting a second output version based on a second output setting control.

US Patent:

8234562, Jul 31, 2012

Filed:

Oct 31, 2007

Appl. No.:

11/932366

Inventors:

Rachel L. Evans - San Diego CA, US
Leslie A. Skelly - San Diego CA, US
Matthew G. Rice - San Diego CA, US
John A. Dryden - San Diego CA, US
Morris Neer - San Diego CA, US
Celia M. Lynn - Locust Grove VA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/00

US Classification:

715224, 715221, 715772, 715714

Abstract:

A method for displaying a form involves checking an input to determine whether an error exists, where the input corresponds to a field within the form, updating a tally of errors for the form reflecting the error when the error is contained in the field within the form, and visualizing the tally of errors by concurrently displaying the tally of errors and the form, where the field corresponding to the error is identified within the form.

US Patent:

8261204, Sep 4, 2012

Filed:

Jan 30, 2009

Appl. No.:

12/363628

Inventors:

Thanh Hang Nguyen Huynh - Irving TX, US
Jorge R. Olavarrieta - Plano TX, US
Eric Young Pan - San Diego CA, US
Matthew G. Rice - San Diego CA, US
Steven Karl Wheelis - Frisco TX, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 3/048

US Classification:

715780, 715218, 715221

Abstract:

A method for obtaining data from a user includes receiving a row selection in an input grid, where each column is associated with one of a plurality of primary input variables, and where each row is configured to display primary data corresponding with the plurality of primary input variables, receiving a request to expand the row to display an input form, where the input form comprises a plurality of fields, where each of the plurality of fields is associated with one of a plurality of supplementary input variables, and where the plurality of fields are configured to display supplementary data corresponding with the plurality of supplementary input variables. The method further includes expanding the row to display the input form, obtaining and storing supplementary data for the input form, collapsing the row to hide the input form, and displaying a summary of supplementary data stored for the input form.

US Patent:

20020111888, Aug 15, 2002

Filed:

Aug 21, 2001

Appl. No.:

09/935205

Inventors:

Todd Stanley - San Diego CA, US
Devin Breise - La Jolla CA, US
Brian Riggs - San Diego CA, US
Matthew Rice - Carlsbad CA, US
Jeffery Weber - Ramona CA, US

International Classification:

G06F017/60

US Classification:

705/031000

Abstract:

Automated tax return preparation is provided using a relationship-based interview process coupled with universal data import. Information is collected through a process called the interview, during which a taxpayer is asked various questions about her background and relationships with financial institutions. The taxpayer provides to the tax planning software a list of financial institutions with which the taxpayer has a relationship, and the tax software retrieves tax data directly from the financial institutions. The combination of the interview, universal data import, and existing stored data enables an automated tax return system to prepare tax returns in advance with minimal user assistance.