TurboTax Tax Knowledge Engine (TKE)

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A TurboTax Tax Knowledge Engine (TKE) is a tax knowledge platform for TurboTax.



References

2020

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. ...

2019