| Serial Number | 86715287 |
| Word Mark | TAXACT |
| Filing Date | Wednesday, August 5, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, September 29, 2023 |
| Registration Number | 5187282 |
| Registration Date | Tuesday, April 18, 2017 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 8, 2016 |
| Description of Mark | The mark consists of a solid rectangle surrounding the word "TAXACT", a curved line crosses the "X" and second "A" in the word. |
| Goods and Services | Downloadable computer software for use in tax preparation and planning |
| Goods and Services | Financial management via the internet, namely, providing online financial management for use in the management of personal financial accounts, financial planner managed accounts, and small business accounts; providing online financial management services, namely, tracking of financial transactions, expenses, income, and account balances, providing account balance information [, and providing bill payment services and reminders ] |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | [ Bookkeeping; ] accounting services; providing an on-line computer web site to business and individual customers that provides financial transaction data, [ account management, ] financial reporting, and financial records management data |
| Goods and Services | Providing temporary use of on-line non-downloadable software for preparing tax returns; providing temporary use of on-line non-downloadable software for financial management [ ; software as a service (SAAS) services featuring software for the management of financial accounts by individuals, small businesses, and financial planners ] |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 10, 2015 |
| Primary Code | 009 |
| First Use Anywhere Date | Saturday, October 31, 2015 |
| First Use In Commerce Date | Saturday, October 31, 2015 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 10, 2015 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, June 30, 2015 |
| First Use In Commerce Date | Tuesday, June 30, 2015 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 10, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 30, 2015 |
| First Use In Commerce Date | Tuesday, June 30, 2015 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 10, 2015 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, June 30, 2015 |
| First Use In Commerce Date | Tuesday, June 30, 2015 |
| Party Name | TAXACT, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | DALLAS, TX 75019 |
| Party Name | Taxact, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75019 |
| Party Name | Taxact, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Rapids, IA 52402 |
| Party Name | Taxact, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Rabids, IA 52402 |
| Event Date | Event Description |
| Tuesday, November 17, 2015 | ASSIGNED TO EXAMINER |
| Saturday, August 8, 2015 | NEW APPLICATION ENTERED |
| Monday, August 10, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, August 11, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, November 17, 2015 | PRIORITY ACTION WRITTEN |
| Tuesday, November 17, 2015 | PRIORITY ACTION E-MAILED |
| Tuesday, November 17, 2015 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Tuesday, January 19, 2016 | ASSIGNED TO EXAMINER |
| Monday, January 25, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, January 25, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Monday, January 25, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, January 25, 2016 | ASSIGNED TO LIE |
| Monday, January 25, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Friday, January 29, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, February 2, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, February 17, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 8, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 8, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, March 11, 2016 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, March 11, 2016 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, May 3, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, November 3, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, November 3, 2016 | SOU TEAS EXTENSION RECEIVED |
| Thursday, November 3, 2016 | SOU EXTENSION 1 FILED |
| Thursday, November 3, 2016 | USE AMENDMENT FILED |
| Tuesday, November 22, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, November 22, 2016 | SOU EXTENSION 1 GRANTED |
| Tuesday, November 22, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, November 23, 2016 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, January 26, 2017 | SU - NON-FINAL ACTION - WRITTEN |
| Thursday, January 26, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, January 26, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 13, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 23, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 23, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 14, 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, March 15, 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, April 18, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Monday, May 14, 2018 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, May 14, 2018 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, May 15, 2019 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, April 18, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, February 1, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, March 29, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, September 29, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, September 29, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, July 28, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, July 28, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, July 28, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, April 11, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, September 29, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, July 4, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, July 11, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |