JP2001167192A - Method and device for calculating project earnings by computer and medium recording computer program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To generate the accounting data which are needed for calculating the tax amount and for producing a final return form by means of a computer and also to properly supply the generated data in response to a user's request. SOLUTION: In this method, a 1st database is used to store plural items which are corresponding to plural transactions and can be selected. A user selects an item corresponding to his/her relevant transaction from the 1st database and inputs the numeric value to settle the transaction on a computer display. Furthermore, a process is prepared to provide a 2nd database which stores previously an accounting decision reference to decide the project earnings. Thus, it is possible to extract the information on the decision reference necessary for deciding the project earnings from the totalization of the item and numeric value selected and inputted by the user from the 2nd database. Then the information on the decision reference is reflected on the totalization of the item and numeric value, so that the accounting data necessary for calculating the tax amount are produced from the data accumulated as the daily transactions and can be supplied to the user.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a method of calculating business performance by using a computer to generate and calculate accounting data necessary for calculating a tax amount in order to prepare a tax return for the user.

[0002]

2. Description of the Related Art A tax return is a procedure that a business owner must perform at his own risk. The user needs to make an accurate declaration to the tax office once a year for his business performance in accordance with tax laws. To do so, it is necessary to organize daily transactions in appropriate accounting terms.

[0003] Since a tax return is required once a year and requires a high level of tax expertise in the preparation of documents, it is better to ask an expert or to make a tax It is made according to advice.

On the other hand, accounting software is widely sold, and there is also a service for calculating a tax return for a salary earner on a network, so that a user can easily obtain information on an accounting process and a tax return. Can be.

[0005]

However, when the above-mentioned accounting software and the service for calculating the final income tax return are used, there are the following problems. (1) When commercially available accounting software is used to input daily transactions, it is naturally required to input journals in accordance with regular double-entry bookkeeping. However, it is difficult for users who are not experts in accounting and taxation to input while actually determining whether expenditures and incomes can be recorded as expenses (income) and what items should be recorded. is there.
For this reason, even if you purchase accounting software, it may happen that the input operation does not progress. (2) The service for calculating the tax return on the network cannot determine the income unless the income and expenses are determined based on the accounting judgment and the amount of the income is not determined in advance. It is the financial judgment of such day-to-day transactions that is most questioned by users in a tax return. It can not be said that the trial calculation service on the network is sufficient for that part.

[0006] Accordingly, it is extremely difficult to require accounting judgment in inputting each transaction, and to calculate business performance based on accountingly appropriate judgment in preparing a final income tax return. Seems to be useful.

[0007] An object of the present invention is to provide a method and apparatus for calculating business performance by a computer, and a medium on which a computer program is recorded, which can be inputted without requiring accounting judgment each time a daily transaction is recorded. It is in.

[0008] Another object of the present invention is to reflect information stored with accounting judgment criteria in order to determine the inputted transaction as business performance in accordance with regular accounting judgment, in a transaction which is input collectively later. It is an object of the present invention to provide a method and an apparatus for calculating business performance by a computer, and a medium recording a computer program.

[0009]

In order to achieve the above-mentioned object, a computer-based method for calculating business performance according to the present invention comprises at least the following steps. That is, a step of preparing a database for storing a plurality of selectable items corresponding to a plurality of transactions, selecting one specific item corresponding to the transaction from the plurality of items, and calculating a numerical value corresponding to the transaction. A first display step of displaying a window to be input on a computer display; and a first step of sensing when a user selects a specific item and inputs a numerical value according to the display in the first display step. Sensing step, storing the items and numerical values selected and input by the user,
A second display step of displaying a database tabulated for each item in order to allow the user to determine the business performance, and a second step of sensing when the user selects the determination of the business performance according to the display in the second display step. And a business performance determination step of extracting the business performance selected by the user from the sum of items and numerical values input by the user and providing the business performance determination to the user.

[0010] The term "transaction" as used herein means trading based on the accrual principle or money expenditure and income generated when a user runs a business. The term "item" is used in the case of single-entry bookkeeping. This means an account corresponding to each transaction, and in the case of double entry bookkeeping, it means a journal entry corresponding to each transaction.

The method for calculating business performance according to the present invention further comprises a step of preparing a database in which accounting criteria necessary for determining the business performance are stored in advance. A step of extracting, from the database, accounting criteria necessary for determining business performance from the aggregation of the items and numerical values selected and input by the user, and information relating to the extracted accounting criteria, The present invention can be configured to include a step of reflecting the calculation in numerical values and performing a calculation, and a step of providing the user with the business performance determination.

The present invention also provides an apparatus for providing a method of calculating business performance by a computer and a medium recording a computer program. The medium on which the apparatus and the computer program are recorded includes a mechanism and a program code for causing a computer to realize each step in the method for calculating business performance.

[0013]

Embodiments of the present invention will be described below with reference to the drawings. In the following, in accordance with the system for providing a method for calculating business performance realized on software,
An embodiment of the present invention, that is, a form of business performance calculation by single-entry bookkeeping will be described. Thus, the term "item" as used below will mean one of the definitions in (0010), the account corresponding to a particular transaction.

This system is constructed using database creation software, ACCESS made by Microsoft. 1 to 7 show a series of flows of each screen displayed on the display by the program.

FIG. 1 shows an initial screen of a system for providing a method for calculating business performance. The user can display the initial screen image 1 on the display by activating the program on the computer terminal. Initial Screen FIG. 1 shows various buttons (hereinafter referred to as submit buttons) for displaying various screens for executing various functions of the program on a display. The user can display various execution screens by pressing a submit button using a mouse or other input device.

FIGS. 2 and 3 are screen diagrams for determining items corresponding to transactions relating to income generated in conducting a business.
FIG. 3 shows a screen 3 for inputting a transaction relating to income using the items determined in FIG.

By pressing the submit button 10 in the initial screen shown in FIG. 1, the user displays an item list table 2 storing a plurality of selectable items corresponding to a plurality of transactions relating to a plurality of incomes generated in business. be able to. The item list table 2 is stored in advance as a database in the software auxiliary storage device 10a, and the user can freely delete and add this data by pressing the submit button 18 of the item list table 2. It becomes possible. By deciding the item here, it becomes possible to use the item when inputting a transaction on the input screen FIG.

Input screen FIG. 3 is a screen on which a plurality of transactions relating to business-related income can be input, and can be displayed on the display by pressing the submit button 11 in the initial screen of FIG. The items confirmed in the item list table FIG. 2 are stored in the software auxiliary storage device 10a, and can be read out and used in the main storage on the input screen FIG.
In the input screen FIG. 3, a selection object 19, which is generally called a drop-down list, which can be selected or non-selectable by the user, is arranged. It is possible to select an item determined in the item list table FIG. it can. Input screen figure 3
In the input column 20, the item is selected from the drop-down list, and information such as the amount of money is input to confirm the transaction. The confirmed transactions are reflected in the display column group 21 of the input screen FIG. 3, and are accumulated according to the number of confirmed transactions.

Drawings FIGS. 4 and 5 show a screen for determining a plurality of items corresponding to a plurality of expenditures incurred in operating a business.
FIG. 5 shows a screen 5 for inputting a transaction relating to expenditure using the items determined in FIG.

By pressing the submit button 13 in the initial screen shown in FIG. 1, the user can display an item list table 4 storing a plurality of selectable items corresponding to a plurality of expenditures caused by business. Item list table 4
Is a software auxiliary storage device 13 in advance as a database.
This data is stored in a, and the user can freely delete and add the data by pressing the submit button 22 in the item list table FIG. By deciding the item here, the item can be used when inputting a transaction relating to expenditure on the input screen FIG.

The input screen FIG. 5 is a screen for inputting a transaction relating to a plurality of expenditures caused by business, and can be displayed on the display by pressing the submit button 14 of the initial screen FIG. The items determined in the item list table FIG. 4 are stored in the auxiliary storage device 13a of the software, and can be read and used in the main memory on the input screen FIG.
In the input screen FIG. 5, a selection object 23 generally called a drop-down list, which can be selected or non-selectable by the user, is arranged, and the item fixed in the item list table 4 can be selected here. it can. In the input column 24 of the expenditure input screen shown in FIG. 5, an item is selected from a drop-down list, and information such as the amount of money is input to confirm the transaction. The confirmed transactions are reflected in the display column group 25 of the input screen FIG. 5, and are accumulated according to the number of confirmed transactions.

A plurality of transactions input by the user from FIGS. 3 and 5 are totaled for each item in the category of income and expenditure and stored in the software auxiliary storage device 16a. When the user presses the submit button 16 on the initial screen, the information can be read out into the main memory on the business ratio determination screen FIG. 6, and can be displayed on the computer display in the portions 26 and 27. .

This program is a database 17 which stores in advance accounting criteria necessary for determining business performance.
a, and the user can display the contents of this database as a data file 17b in the main memory by pressing the submit button 17 in the initial screen FIG. 1 or the business ratio determination screen FIG. (Hereinafter, this information is referred to as help.) By referring to this data, it is possible to determine the income ratio and expense ratio for the inputted daily transaction.

In FIG. 6, windows 28 and 29, generally called text boxes, are provided for each of the character strings 26 and 27 for displaying the transaction data input by the user. The user refers to the above help and directly inputs the income / expense ratio for each item in this text box, and automatically calculates the income / expense by multiplying the total amount for each item by the income / expense ratio. I do.

The total calculated as the income / expense is displayed on the business ratio determination screens 31 and 32.

After passing through the business performance calculation step, the user can obtain the calculation result in the form of a report (balance chart 7) by pressing the submit button 15 on the initial screen diagram 1. The income and expenditure list FIG. 7 is a screen on which the breakdown of income and expenses by category and the total amounts 32 and 33 are specified, and the income amount 34 of the business year is calculated. By outputting this screen, the user can obtain the business performance of the business year as a data file.

The embodiment of the present invention has been described with reference to the drawings. As described above, according to the present invention, when inputting each transaction, accounting judgment is not required, and information in which accounting judgment criteria are stored in the input transaction is collectively reflected later. At the time of preparation, it will be possible to calculate business performance based on accountingly appropriate judgment.
It is believed that the present invention will greatly assist in the preparation of a tax return.

[Brief description of the drawings]

FIG. 1 is an initial screen when this program is activated.

FIG. 2 is a screen displaying items to be used when inputting a transaction relating to income.

FIG. 3 is a screen for inputting a transaction relating to income.

FIG. 4 is a screen displaying items to be used when a transaction relating to expenditure is input.

FIG. 5 is a screen for inputting a transaction relating to expenditure.

FIG. 6 is a screen on which data input regarding income and expenditure is tabulated for each item, and a business ratio can be input to determine business performance.

FIG. 7 is a screen displaying a calculation result of business performance as a report.

Claims (14)

[Claims] 1. A step of preparing a database storing a plurality of selectable items corresponding to a plurality of transactions, selecting one specific item corresponding to a transaction from the plurality of items, and corresponding to the transaction. A first display step of displaying a window for inputting a numerical value to be displayed on a computer display, and when the user selects a specific item and inputs a numerical value according to the display by the first display step, the user senses this. A first sensing step, a second display step of storing items and numerical values selected and input by the user, and displaying a database tabulated for each item to determine the business performance for the user; When the user selects the confirmation of the business performance according to the display by the display step, the user performs the second sensing step of sensing this, and the determination of the business performance selected by the user. Extracted from the aggregation force item and numerical method of calculating the business performance by computer and a business performance confirmation step of providing to the user. 2. The method according to claim 2, further comprising the step of preparing a database preliminarily storing accounting criteria necessary for determining the business performance, wherein said business performance determining step includes the items and numerical values selected and input by said user. A process of extracting the accounting criteria necessary for determining business performance from the database from the aggregation of the above, and a process of reflecting the information on the extracted accounting criteria in the aggregation of the above items and numerical values and calculating. Providing the user with the business performance determination. 4. The method according to claim 1, further comprising the step of: 3. The business performance determination step is configured such that the user can later include accounting criteria in the tabulation of the items and numerical values selected and input by the user. 2. A method for calculating business performance by a computer according to claim 1, wherein the business performance is calculated by a computer. 4. The first display step includes: displaying, on a computer display, a window for inputting options of a plurality of items corresponding to the transaction and a numerical value corresponding to the transaction in order to record the plurality of transactions. According to the above display, when the user selects an item corresponding to the transaction and inputs a numerical value corresponding to the transaction, a step of sensing this, and for determining the business performance from the data selected and input by the user, 4. A method for calculating business performance by a computer according to claim 1, further comprising the step of displaying, on a computer display, a database in which data selected and input by the user are totaled for each item. 5. The method according to claim 1, wherein said step of providing business performance includes providing said calculation result data to a user as a data file. 6. A method for calculating business performance by a computer according to claim 5, wherein the method is realized by a user installing software on a computer terminal. 7. A database storing a plurality of selectable items corresponding to a plurality of transactions, selecting one specific item corresponding to the transaction from the plurality of items, and inputting a numerical value corresponding to the transaction. A first display mechanism for displaying a window to be displayed on a computer display, and a first sensor for sensing when a user selects a specific item and inputs a numerical value according to the display by the first display mechanism. A second display mechanism for storing an item and a numerical value selected and input by the user, and displaying a database compiled for each item to determine the business performance for the user; and a display by the second display mechanism. According to the above, when the user selects the confirmation of the business performance, the user inputs the second sensing mechanism for sensing this, and the confirmation of the business performance selected by the user. Extracted from the aggregation of the eyes and the numerical calculation device of business performance by computer and a business performance deterministic mechanism for providing to the user. 8. The system according to claim 1, further comprising a database preliminarily storing accounting judgment criteria necessary for determining business performance, wherein said business performance determining mechanism collects items and numerical values selected and input by said user, A mechanism that extracts the accounting criteria necessary to determine business performance from the database, a mechanism that reflects the information on the extracted accounting criteria in the aggregation of the above items and numerical values, and calculates The computer for calculating business performance by a computer according to claim 7, further comprising: a mechanism for providing the user with a determination. 9. The business performance deciding mechanism is configured so that an item and a numerical value selected and input by the user can be included in a total of the item and the numerical value by the user after the accounting judgment criterion. An apparatus for calculating business performance by a computer according to claim 7, which is provided by a computer. 10. A mechanism for displaying, on a computer display, a window for inputting a plurality of options of a plurality of items corresponding to a transaction and a numerical value corresponding to the transaction in order to record a plurality of transactions. According to the above display, when a user selects an item corresponding to a transaction and inputs a numerical value corresponding to the transaction, a mechanism for sensing this, and for determining business performance from data selected and input by the user, 10. The computer according to claim 7, 8 or 9, further comprising: a mechanism for displaying on a computer display a database in which data selected and input by the user are totaled for each item. 11. A database storing a plurality of selectable items corresponding to a plurality of transactions, selecting one specific item corresponding to the transaction from the plurality of items, and inputting a numerical value corresponding to the transaction. When a user selects a specific item and inputs a numerical value according to a first display code for operating a computer and a display by the first display code so as to display a window on the computer display, A first sensing code for operating the computer to sense, and a computer storing the items and numerical values selected and input by the user, and displaying the database summed up by item for the user to determine the business performance. The user selects to confirm the business performance according to the second display code to be operated and the display by the second display code. In this case, a second sensing code for operating the computer to detect the situation, and a determination of the business performance selected by the user are extracted from the total of the items and numerical values input by the user, and are provided to the user. A medium for recording a computer program comprising: a business performance determination code for operating; 12. The system according to claim 12, further comprising a code for operating a computer to prepare a database in which accounting criteria necessary for determining business performance are stored in advance, and wherein said business performance determination code is selected and input by said user. From the aggregation of the items and numerical values, the code for operating the computer to extract the accounting criteria necessary to determine business performance from the database, and the information on the extracted accounting criteria, 12. A medium recording a computer program according to claim 11, comprising: a code for operating a computer so as to reflect and calculate a numerical value; and a code for operating the computer so as to provide the user with the finalized business performance. 13. The business performance determination code is configured so that the user can include an item and a numerical value selected and input by the user in accounting of the item and the numerical value in order to allow the user to include accounting criteria later. A medium recording the computer program according to claim 11, which is provided by providing. 14. The first display code includes: a code for displaying, on a computer display, a window for inputting a plurality of item options corresponding to a transaction and a numerical value corresponding to the transaction in order to record a plurality of transactions. According to the above display, when the user selects an item corresponding to the transaction and inputs a numerical value corresponding to the transaction, a code for sensing this, and in order to determine the business performance from the data selected and input by the user, 14. A medium storing a computer program according to claim 11, further comprising: a code for displaying, on a computer display, a database in which data selected and input by the user are totaled for each item on a computer display.