Abstract: Certain aspects of the present disclose provide techniques for generating a knowledge engine module collection. Techniques for generating the module collection include receiving input data comprising a first identifier, a second identifier, and a third set of fields. Based on the input data, a UI builder tool can retrieve a first set of artifact files and a second set of artifact files corresponding to a first module and a second module. The UI builder tool can generate a third set of artifact files based on the first set of artifact files, the second set of artifact files, and the input data.

Abstract: Certain aspects of the present disclose provide techniques for generating a knowledge engine module collection. Techniques for generating the module collection include receiving input data comprising a first identifier, a second identifier, and a third set of fields. Based on the input data, a UI builder tool can retrieve a first set of artifact files and a second set of artifact files corresponding to a first module and a second module. The UI builder tool can generate a third set of artifact files based on the first set of artifact files, the second set of artifact files, and the input data.

Abstract: A computer-implemented method for generating explanations for a tax calculation or operation performed by tax preparation software is disclosed. A computing device executes a tax calculation engine in connection with the tax preparation software and operates on a tax calculation graph to perform a tax calculation. The tax calculation graph semantically describes data dependent tax operations comprising functional nodes connected to input nodes by one of a plurality of functions, wherein each tax operation is associated with one or more explanations. An explanation engine is executed to generate a narrative explanation from the one or more explanations associated with one of the tax operations and is presented to the user on the computing device.

Abstract: Computer-implemented methods, systems and articles of manufacture for uniquely identifying instances during preparation of an electronic tax return. A user interface (UI) controller receives inputs related to respective electronic tax return data for the same element of a schema, e.g., different data for two different Form W-2 documents. The UI controller generates different instance identifiers, which are written to a data store with the electronic tax return data. A first instance for the first electronic tax return data is generated from the schema element for Form W-2 and identified by a first instance identifier, and a second instance for the second electronic tax return data is generated from the same schema element and identified by the different, second instance identifier. The instance identifiers are used by a logic agent that generates non-binding suggestions for the UI controller indicating a question nor topic to present to the user.

Abstract: A computer-implemented method for generating explanations for a tax calculation or operation performed by tax preparation software is disclosed. A computing device executes a tax calculation engine in connection with the tax preparation software and operates on a tax calculation graph to perform a tax calculation. The tax calculation graph semantically describes data dependent tax operations comprising functional nodes connected to input nodes by one of a plurality of functions, wherein each tax operation is associated with one or more explanations. An explanation engine is executed to generate a narrative explanation from the one or more explanations associated with one of the tax operations and is presented to the user on the computing device.