SINGLE-CLICK TAX DOCUMENT GENERATION

Abstract: technology is described for generating a tax document. in one example, a service provider system presents a screen of a user interface on a mobile device of a user. based on user selection of an icon of the screen, comprising a request for generation of a tax document, the payment service system determines tax liability of the user and causes presentation of a tax document on a second screen without any intervening screens. presenting the tax document comprises obtaining user data associated with a plurality of services offered by the service provider (e.g., payment processing service, tax service, securities brokerage service, payroll service, cryptocurrency brokerage service, loan service, etc.) and associated with an account of the user. based on the user data and a user profile, the tax liability is determined and the tax document is displayed.

Inventor(s): Philip Parker, Andrew Gertig

CPC Classification: G06Q40/03 (Credit; Loans; Processing thereof)

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