Back to Search Start Over

Tax Knowledge Graph for a Smarter and More Personalized TurboTax

Authors :
Yu, Jay
McCluskey, Kevin
Mukherjee, Saikat
Publication Year :
2020

Abstract

Most knowledge graph use cases are data-centric, focusing on representing data entities and their semantic relationships. There are no published success stories to represent large-scale complicated business logic with knowledge graph technologies. In this paper, we will share our innovative and practical approach to representing complicated U.S. and Canadian income tax compliance logic (calculations and rules) via a large-scale knowledge graph. We will cover how the Tax Knowledge Graph is constructed and automated, how it is used to calculate tax refunds, reasoned to find missing info, and navigated to explain the calculated results. The Tax Knowledge Graph has helped transform Intuit's flagship TurboTax product into a smart and personalized experience, accelerating and automating the tax preparation process while instilling confidence for millions of customers.<br />Comment: KDD2020 International Workshop on Knowledge Graph: Mining Knowledge Graph for Deep Insights. See: https://suitclub.ischool.utexas.edu/IWKG_KDD2020/index.html. 6 pages, 9 figures

Details

Database :
arXiv
Publication Type :
Report
Accession number :
edsarx.2009.06103
Document Type :
Working Paper