Appeal 2007-0518
Application 90/006,969
data since it provides information that is required to complete
one’s tax return (Final Rejection 15, 17, 19-20 and Answer 12,
14-15, 16-17).
20. The following is from ¶ 3 of Beamer:
One day in the not-too-distant future Jan and Jim
Smithwick will have their employers transmit their salaries
electronically directly into their personal bank accounts. They
will be able to download their bank records into their personal
financial software. That program can lien pass the information
to a tax preparation program.
21. Moneyline, the program that allows electronic access to a bank is
described as follows:
Moneyline allows you to communicate directly with your bank’s
computer system. Many transactions can be directly fed by the bank’s
computer into Dollar & Sense accounts. This reduces the drudgery of
retyping data, increases accuracy and gives convenient access to bank
information at any time, not just when the statement arrives. (¶ 26).
22. Beamer describes Dollars & Sense as a home accounting program
that keeps track of personal finances (¶ 1 and 6).
23. Beamer also describes the following with respect to home
accounting software programs:
Grooming your files at the end of the year is a must. If your
accounts balance at the end of the year, you are in pretty good shape
but transactions can still be in the wrong categories. At tax time it is
necessary to review all transactions one by one, making sure that each
is in the correct category and correctly marked as taxable or
nontaxable. It is best to empty out the “Misc.” and “Cash” accounts
as much as possible.
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