Patents by Inventor Amy E. Morgan

Amy E. Morgan has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Patent number: 11861667
    Abstract: A service engine of a processor-based system determines an estimated amount of taxes due in association with a proposed transaction based on a risk tolerance value specified by a party to the transaction, such as a seller. Multiple classification code queries are generated for classifying an item that is the subject of the proposed transaction, from which a plurality of classification code candidates are determined. Each such classification code candidate is considered in determination of multiple corresponding possible tax-due amounts, and the taxes due for the proposed transaction are determined by the service engine based on a statistical calculation corresponding to the specified risk tolerance value. The service engine provides the estimated tax due amount to one or more parties to the proposed transaction.
    Type: Grant
    Filed: February 27, 2020
    Date of Patent: January 2, 2024
    Assignee: Avalara, Inc.
    Inventors: Adrian Nistor, Craig Evan Reed, Amy E. Morgan, David Kempe, Mark Alan Withers, Jurgis K P Vilis
  • Publication number: 20220020097
    Abstract: A system may learn what parameters are required for an item in order to compute tax for the item based on preliminary data regarding the item and/or the transaction. The system may determine a classification code based on such preliminary data and use that classification code to search or query a database storing information indicative of parameters required to compute tax for items having such a classification code. The system may map the received preliminary data into the learned required parameters and determine whether there are any required parameters for which there has not been any preliminary data mapped into them. The system may prompt the customer (e.g., seller of the item) or other user for data values of such missing required parameters or otherwise obtain data values of such parameters in order to compute the tax for the item.
    Type: Application
    Filed: September 29, 2021
    Publication date: January 20, 2022
    Inventors: Amy E. Morgan, Duncan K. Carey, Kevin James Hess, Aaron David Wilson, Mark Wilhelm, Naveen K. Agrawal, Mark Alan Withers, David Kempe
  • Publication number: 20210158456
    Abstract: A system may learn what parameters are required for an item in order to compute tax for the item based on preliminary data regarding the item and/or the transaction. The system may determine a classification code based on such preliminary data and use that classification code to search or query a database storing information indicative of parameters required to compute tax for items having such a classification code. The system may map the received preliminary data into the learned required parameters and determine whether there are any required parameters for which there has not been any preliminary data mapped into them. The system may prompt the customer (e.g., seller of the item) or other user for data values of such missing required parameters or otherwise obtain data values of such parameters in order to compute the tax for the item.
    Type: Application
    Filed: November 26, 2019
    Publication date: May 27, 2021
    Inventors: Amy E. Morgan, Duncan K. Carey, Kevin James Hess, Aaron David Wilson, Mark Wilhelm, Naveen K. Agrawal, Mark Alan Withers, David Kempe