Abstract: A method includes importing personal and financial information from an image of a third-party tax form associated with a taxpayer. The method further includes assigning, based at least in part on the personal and financial information, the taxpayer to one of a plurality of user classes. The user class of the taxpayer determines at least one subsequent interaction between the taxpayer and an online tax application. And the method includes using at least some of the personal and financial information to pre-populate one or more fields of an online tax return for the taxpayer. The online tax return is presented in a view in a graphical user interface displayed by the online tax application.