TURBOTAX
Summary of public USPTO data
- Owner
- Intuit Inc.
- Status
- Live/Registered
- Serial number
- 99299601
- Registration number
- 8363399
- Filing date
- 2025-07-23
- Registration date
- 2026-07-28
- International classes
- 9, 35, 36, 42
Goods and services
Class 9
- Downloadable and recorded computer software for tax planning, tax calculation, tax return preparation and filing, processing tax payments, and for organizing, tracking and reporting tax deductible expenses
- downloadable and recorded computer software for professional tax practice management
- downloadable and recorded computer software for customers to directly deposit tax refunds into accounts at financial institutions
- downloadable and recorded computer software for enabling communication between computers and mobile devices for use by tax professionals and customers
- downloadable and recorded computer software for enabling users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, data, images, photographs, and electronic messages, all in the field of tax planning, tax return preparation, and tax return filing
- downloadable and recorded computer software for importing financial data from other electronic services and software in the nature of data transfer
- downloadable and recorded computer software for integrating tax-related data with online banking data
- downloadable and recorded computer software for organizing, tracking, and reporting tax deductible expenses
- downloadable and recorded computer software for pre-populating tax forms with tax data from online banking accounts
- downloadable and recorded computer software for processing tax payments
- downloadable and recorded computer software for use in providing assistance with regard to accounting and taxes in the nature of bookkeeping, financial analysis, tax calculation, tax preparing, tax planning, tax file management, and filing, and bookkeeping
- downloadable and recorded computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services
- downloadable and recorded computer software for controlling access to, collaboration, and sharing of financial and business information, data, and documents
- downloadable and recorded computer software for enabling electronic communication via email, audio conferencing in the nature of voice over internet protocol (VOIP) and video conferencing, and direct instant messaging, between technical support representatives and customers
- downloadable and recorded computer software for providing online backup of electronic files
- downloadable and recorded computer software for providing technical support that diagnoses hardware and software problems and enables user communication with technical support agents via instant messaging
- downloadable and recorded computer software for applying artificial intelligence and machine learning to optimize tax calculation, preparation, planning, management, and filing
- downloadable and recorded computer software for artificial intelligence processing and machine learning to assist users in tax calculation, preparation, planning, management, and filing
- downloadable and recorded computer software for automated analysis of financial data and for producing automated insights to facilitate decision-making in tax return preparation and filing.
Class 35
- Consultation and advisory services in the fields of accounting and taxes
- electronic tax filing services
- providing tax calculation, preparation, planning, tax file management, and filing services
- association and membership services, namely promoting the business interests of member tax professionals, and providing tax professional business referrals, marketing, and business management services to member tax professionals
- business consultation, advisory, analysis, and assistance services with regard to organizing, tracking, and reporting tax deductible expenses
- marketing and promotional services for financial institutions and tax professionals
- matching small business owners and consumers with professionals in the fields of accounting, finance, investments and tax
- online business directories featuring financial advisors, tax professionals, and accountants
- providing an online searchable database of tax professionals with the purpose of matching to customers
- providing information concerning taxes, tax calculation, tax planning, tax return preparation, tax refunds in the nature of tax planning information, tax file management, preparation of tax forms, and tax returns filing
Class 36
- Consultation, advisory, analysis, and assistance services with regard to tax payment financial analysis, calculation of tax payments, and financial management
- online banking services enabling users to directly deposit tax refunds into accounts at financial institutions
- online financial services, namely electronic bill payment, direct debit fund transfers, funds transfers, money wire transfers, making check deposits, making remote check deposits, tax payment processing
- transaction processing services for consumers, namely, processing of debit card transactions and tax payments and refunds in the nature of providing electronic processing of electronic charges and payments
- provision of information concerning tax payment financial management
Class 42
- Providing online non-downloadable software for tax calculation, tax return preparation, tax planning, tax records management, and tax return filing
- providing online non-downloadable software for organizing, tracking, and reporting tax deductible expenses
- providing online non-downloadable software for processing tax payments
- providing online non-downloadable software for professional tax practice management
- software as a service (SAAS) services featuring software for tax calculation, tax return preparation, tax planning, tax records management, and tax return filing
- software as a service (SAAS) services featuring software for organizing, tracking, and reporting tax-deductible expenses
- software as a service (SAAS) services featuring software for processing tax payments
14 more items in the USPTO record.