TurboTax Tax Knowledge Engine (TKE)
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A TurboTax Tax Knowledge Engine (TKE) is a tax knowledge platform for TurboTax.
- Context:
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- Example(s):
- Counter-Example(s):
- See: Tax Expert, Tax Software, Intelligent Application, Software Wizard.
References
2020
- (Yu et al., 2020) ⇒ Jay Yu, Kevin McCluskey, and Saikat Mukherjee. (2020). “Tax Knowledge Graph for a Smarter and More Personalized TurboTax.” arXiv preprint arXiv:2009.06103.
2020
- https://www.intuit.com/blog/innovation/intuit-tax-knowledge-engine-practical-ai-for-a-smarter-and-more-personalized-turbotax/
- QUOTE: ... In this blog post we will share a technical overview of Tax Knowledge Engine, the key innovation we’ve pioneered to make TurboTax smarter and more personalized for 37M+ consumers. ...
While TurboTax is best known for its super-friendly question and answer experience decoupled from the underlying tax calculation logic, we found the traditional procedural programming paradigm to codify tax logic was becoming a big barrier to make the TurboTax product experience smarter and more personalized. Below are a few key limitations for the traditional approach:
- Procedural programming – done by programmers who rely on tax domain experts for the logic spec.
- Tops-down sequential execution – have to re-calculate the entire return even with a single input change.
- All inputs required for complete calc – need to collect all information upfront.
- Implicit explainability hidden in code – cost prohibitive to explain calc logic explicitly for each customer.
- Thus, we developed the Tax Knowledge Engine: a fundamental paradigm shift in our approach to represent complicated tax compliance calculations and rules at scale via knowledge graphs and connect associated user data together, instead of hard-coding tax logic in procedural programming code.
- The Solution: A Knowledge Engine driven by the Tax Knowledge Graph
- The Tax Knowledge Engine provides simple-to-use development tools to allow tax domain experts (non-engineers) to specify tax logic at scale in knowledge graphs in a declarative and modular way. ...
- QUOTE: ... In this blog post we will share a technical overview of Tax Knowledge Engine, the key innovation we’ve pioneered to make TurboTax smarter and more personalized for 37M+ consumers. ...
2019
- https://blog.turbotax.intuit.com/media-lounge/intuit-turbotax-introduces-new-data-driven-personalization-for-returning-customers/
- QUOTE: ... Powered by our Tax Knowledge Engine (TKE), TurboTax uses artificial intelligence (AI) and machine learning (ML) to deliver a personalized, streamlined tax preparation experience. By intrinsically correlating and intertwining more than 80,000 pages of U.S. tax requirements and instructions based on an individual’s unique financial situation, we boost confidence by delivering an accurate, contextual, and layman-friendly experience tailored to each tax filer. ...