JP2019215765A - Information processor and program - Google Patents

Abstract

To provide an information processor and a program that can provide more detailed information related to a medical expense deduction and improve user convenience.SOLUTION: An information processor includes: medical expenses identification means that identifies, based on medical expenses information pertaining to medical expenses paid by a managed person, annual medical expenses already or expected to be paid by the person; refund amount derivation means that derives, when the annual medical expenses identified by the medical expenses identification means exceed a reference amount for receiving medical expenses deduction, based on the annual medical expenses and income information pertaining to an annual income of the person, an expected refund amount of income tax due to a declaration of medical expenses deduction; and information generation means that generates medical expenses deduction information pertaining to a declaration of medical expenses deduction including information of the refund amount.SELECTED DRAWING: Figure 14

Description

  The present invention relates to an information processing apparatus and a program.

  If the total medical expenses for the year exceed the prescribed threshold, you can receive a tax refund by declaring a medical expenses deduction. However, in order to receive the refund, the details of the paid medical expenses are collected, the total amount is calculated, and after confirming that the annual medical expenses exceed the above-mentioned standard amount, the statement of the medical expenses deduction is made. It had to be created and submitted, which was troublesome.

  On the other hand, conventionally, medical expenses detailed data is acquired from a medical expenses database, and the total amount of annual medical expenses is automatically derived. 2. Description of the Related Art A medical expense deduction application support system that supports creation of a medical expense deduction statement by automatically inputting corresponding data among expense detail data is known (for example, Patent Document 1).

JP 2015-32138 A

  However, in the above-described conventional technology, information provided to the user is limited to information based on detailed data of medical expenses, and is, for example, related to a declaration of medical expenses deduction such as a refund amount of income tax derived according to income. Since detailed information is not provided, there is a problem that it is inconvenient for the user.

  An object of the present invention is to provide an information processing apparatus and a program capable of providing more detailed information relating to a declaration of medical expenses deduction to enhance user convenience.

In order to solve the above problems, an information processing apparatus according to the present invention includes:
Based on medical expense information pertaining to medical expenses paid by the personnel to be managed, medical expenses identification means for identifying annual medical expenses already paid or expected to be paid by said personnel,
When the annual medical expenses specified by the medical expenses specifying means exceeds a reference amount for receiving medical expenses deduction, the annual medical expenses and income information pertaining to the annual income of the personnel, Refund amount deriving means for deriving an expected amount of refund of income tax based on the declaration of medical expenses deduction,
Information generating means for generating medical expenses deduction information pertaining to the declaration of medical expenses deduction, including information on the refund amount,
Is provided.

  ADVANTAGE OF THE INVENTION According to this invention, user convenience can be improved by providing more detailed information regarding the declaration of medical expenses deduction.

FIG. 1 is a diagram illustrating a schematic configuration of a business processing system. It is a block diagram which shows the functional structure of a health insurance business processing server. It is a block diagram showing the functional composition of the personnel salary business processing server. It is a block diagram which shows the functional structure of a support operation processing server. FIG. 3 is a block diagram illustrating a functional configuration of a terminal device. It is a flowchart which shows the control procedure of a report support process. It is a flowchart which shows the control procedure of medical expense notification lower limit setting processing. It is a figure showing the medical expenses notice lower limit setting screen. It is a figure showing the example of contents of a minimum amount setting file. It is a flowchart which shows the control procedure of a medical expense notification subject extraction process. It is a figure showing an extraction condition setting screen. It is a figure showing the example of contents of a notice candidate list. It is a figure showing the example of contents of medical expenses statement data. It is a flowchart which shows the control procedure of medical expense deduction notification processing. It is a figure showing the example of contents of year-end adjustment calculation book data. FIG. 14 is a diagram illustrating an example of the content of an e-mail transmitted in the process of step S408. FIG. 14 is a diagram showing another example of the content of the e-mail transmitted in the process of step S408. 9 is a flowchart illustrating a control procedure of document data generation processing. It is a figure which shows the medical cost correction necessity inquiry screen. It is a figure showing a medical expenses amendment screen. It is a figure showing a transportation expense acquisition screen. It is a figure showing a search result screen. It is a figure showing a medical expenses amendment screen after amending medical expenses. It is a figure which shows the summary of the statement of the final income tax return and the medical expenses deduction. It is a figure showing a year-end adjustment support screen. It is a figure showing a grant necessity application screen.

  Hereinafter, embodiments of an information processing apparatus and a program according to the present invention will be described with reference to the drawings.

FIG. 1 is a diagram illustrating a schematic configuration of a business processing system 100 according to the present embodiment.
The business processing system 100 provides a user with a cloud service for management of a plurality of personnel belonging to an organization such as a company. Hereinafter, a plurality of employees belonging to a company will be described as a plurality of personnel to be managed by the business processing system 100. However, the present invention is not limited thereto. Can be applied to administrative tasks.

  As shown in FIG. 1, a business processing system 100 of the present embodiment includes a health insurance business processing server 1 that performs various processing related to the business of a health insurance union, and a personnel management that performs various processing related to management of personnel and salary of employees. The system includes a salary business processing server 2, a support business processing server 3 that performs various kinds of processing for supporting a final income tax return by an employee, and a plurality of terminal devices 4. In addition, the health insurance business processing server 1, the personnel salary business processing server 2, the support business processing server 3, and the terminal device 4 are connected via a communication network 5 so as to be able to communicate information. The information processing apparatus 10 that performs a series of processes related to support for reporting medical expenses deduction is configured by the personnel salary business processing server 2 and the support business processing server 3 in the business processing system 100.

The health insurance operation processing server 1 executes various processes related to various operations in the health insurance union in accordance with an instruction input from the terminal device 4, and transmits the result to the terminal device 4. The processing executed by the health insurance business processing server 1 includes processing for generating a medical expenses database 131 (FIG. 2) related to medical expenses paid by employees (insured persons), and annual medical expenses are subject to medical expenses deduction. The process includes a medical expense notification target person extraction process for extracting employees who can be a candidate, and a medical expense notification lower limit setting process for setting a lower limit of medical expenses used in the medical cost notification target person extraction process.
Here, the medical expenses refer to expenses to be deducted from the medical expenses, that is, medical expenses paid by the employee for himself or her spouse or other relatives who share a living with her. The medical expenses include consideration for medical treatment and treatment by doctors, consideration for purchase of medicines, transportation expenses to medical institutions, and the like.

  The personnel salary business processing server 2 executes various processes related to the personnel affairs and salary management of the employee according to the instruction input from the terminal device 4, and transmits the result to the terminal device 4. The processing executed by the personnel payroll business processing server 2 includes a medical expenses deduction notification processing. The medical expenses deduction notification processing includes processing for specifying annual medical expenses based on the medical expenses detailed data generated by the health insurance business processing server 1, processing for deriving an expected amount of refund of income tax due to medical expenses deduction, The processing includes generating medical expenses deduction information 232 (FIG. 3) relating to medical expenses deduction including information on the amount of the refund, and processing for sending an electronic mail for notification of the medical expenses deduction to the employee.

  The support operation processing server 3 executes various processes for supporting the final tax return in accordance with the instruction input from the terminal device 4 and transmits the result to the terminal device 4. The processing executed by the support service processing server 3 includes a document data generation process for generating document data of a finalized tax return and a statement of medical expenses deduction used for reporting medical expenses deduction based on the medical expenses deduction information 232. And so on.

  In the health insurance business processing server 1, the personnel salary business processing server 2, and the support business processing server 3, authentication information of a user who can log in to each server is registered in advance. Each server collates the authentication information input from the terminal device 4 with the authentication information registered in each server, and when the authentication information matches, starts a login session and executes various processes from the terminal device 4. Accept instructions. As a result, only a limited number of users can access each server. Specifically, only the user performing the management business of the health insurance union can access the health insurance business processing server 1, and only the user performing the management of the personnel and salary can access the personnel salary business processing server 2. It is possible, and only the employee who receives the support of the final tax return can access the support operation processing server 3.

The terminal device 4 is, for example, a terminal device used by an employee to be managed by the business processing system 100 or a person who performs business using the business processing system 100. Examples of the terminal device 4 include a smartphone, a tablet PC (Personal Computer), a mobile phone, a PDA (Personal Digital Assistant), a notebook PC, a desktop PC, and the like.
In addition, the terminal device 4 receives the input operation of the user and transmits it to the health insurance business processing server 1, the personnel salary business processing server 2 or the support business processing server 3, and displays the information transmitted and received from each server.

  The communication network 5 is, for example, the Internet, but may be another network such as a LAN (Local Area Network).

FIG. 2 is a block diagram illustrating a functional configuration of the health insurance business processing server 1.
The health insurance business processing server 1 includes a CPU 11 (Central Processing Unit), a RAM 12 (Random Access Memory), a storage unit 13, an operation unit 14, a display unit 15, a communication unit 16, a bus 17, and the like. . Each part of the health insurance business processing server 1 is connected via a bus 17.

  The CPU 11 controls each unit of the health insurance business processing server 1. The CPU 11 reads a designated program from the system program and the application program stored in the storage unit 13 and expands the designated program in the RAM 12, and executes various processes according to the program.

  The RAM 12 is a volatile memory, for example, and has a work area for temporarily storing various programs and data read by the CPU 11.

The storage unit 13 includes a storage device such as a hard disk drive (HDD) and a solid state drive (SSD) that can write and read data, and stores various programs, files including setting data, and the like. Specifically, the storage unit 13 stores a medical expenses database 131 (medical expenses information), a health insurance business program 132, and the like.
The medical expenses database 131 is a data group in which various kinds of information on medical expenses paid by each employee are accumulated. The medical expenses database 131 includes information such as the name and location of the medical institution that has been paid, the paid medical expenses and the date thereof. Further, in the medical expenses database 131, when the medical expenses deduction information 232 is generated by the personnel remuneration business processing server 2, prior to this, the medical expenses detailed data 131a which is a statement of the annual medical expenses for the target employee is stored. Extracted and generated.
The health insurance business program 132 is a program for causing the CPU 11 to execute a medical expense notification lower limit setting process, a medical expense notification subject extracting process, and the like.
The medical expenses database 131 and the health insurance business program 132 may be stored in another file server or the like communicably connected via the communication unit 16.

  The operation unit 14 has a key input unit such as a keyboard and a pointing device such as a mouse, receives a key operation input and a position operation input from a user (operator), and outputs the operation information to the CPU 11.

  The display unit 15 includes an LCD (Liquid Crystal Display), an EL (Electro luminescent) display, and the like, and performs various displays according to display information instructed by the CPU 11.

  The communication unit 16 includes a network card or the like, and is connected to a device such as a database on a communication network (not shown). The communication network is a LAN (Local Area Network), a WAN (Wide Area Network), or the like. The CPU 11 can communicate with devices on a communication network via the communication unit 16.

FIG. 3 is a block diagram showing a functional configuration of the personnel salary business processing server 2.
The personnel payroll processing server 2 includes a CPU 21, a RAM 22, a storage unit 23, an operation unit 24, a display unit 25, a communication unit 26, a bus 27, and the like. Each part of the personnel salary business processing server 2 is connected via a bus 27.

  The CPU 21 controls each part of the personnel salary business processing server 2. The CPU 21 reads out a specified program from the system program and the application program stored in the storage unit 23, expands the program in a work area of the RAM 22, and executes various processes according to the program. By executing the process, the CPU 21 functions as the medical expense specifying unit 211, the refund amount deriving unit 212, the information generating unit 213, the first notifying unit 214, the second notifying unit 215, and the instruction receiving unit 216.

The storage unit 23 includes a storage device such as an HDD and an SSD that can write and read data, and stores various programs, files including setting data, and the like. Specifically, the storage unit 23 stores a personnel salary database 231, medical expenses deduction information 232, a personnel salary business program 233, and the like.
The personnel salary database 231 is a data group related to personnel and salary of the employee to be managed, and stores income information related to the income of the employee.
The medical expenses deduction information 232 is data generated in the medical expenses deduction notification processing, and includes information on annual medical expenses based on the medical expenses detailed data 131a of the employee, information on the income extracted from the personnel salary database 231, and Includes information on the expected amount of income tax refund if you file a medical expenses deduction.
The personnel salary business program 233 is a program for causing the CPU 21 to execute a medical expense deduction notification process and the like.
The personnel salary database 231, the medical expenses deduction information 232, and the personnel salary business program 233 may be stored in another file server or the like communicably connected via the communication unit 26.

  The configurations of the RAM 22, the operation unit 24, the display unit 25, and the communication unit 26 are the same as the configurations of the RAM 12, the operation unit 14, the display unit 15, and the communication unit 16 of the health insurance business processing server 1, and a detailed description thereof will be omitted.

FIG. 4 is a block diagram illustrating a functional configuration of the support operation processing server 3.
The support service processing server 3 includes a CPU 31, a RAM 32, a storage unit 33, an operation unit 34, a display unit 35, a communication unit 36, a bus 37, and the like. Each part of the support service processing server 3 is connected via a bus 37.

  The CPU 31 controls each unit of the support operation processing server 3. The CPU 31 reads a designated program from the system program and the application program stored in the storage unit 33, expands the designated program in a work area of the RAM 32, and executes various processes according to the program. By executing the processing, the CPU 31 functions as the document data generation unit 311.

The storage unit 33 includes a storage device such as an HDD and an SSD that can write and read data, and stores various programs, files including setting data, and the like. Specifically, the storage unit 33 stores a support service program 331 and the like.
The support service program 331 is a program for causing the CPU 31 to execute document data generation processing and the like.
The support service program 331 may be stored in another file server or the like communicably connected via the communication unit 36.

  The configurations of the RAM 32, the operation unit 34, the display unit 35, and the communication unit 36 are the same as the configurations of the RAM 12, the operation unit 14, the display unit 15, and the communication unit 16 of the health insurance business processing server 1, and a detailed description thereof will be omitted.

FIG. 5 is a block diagram illustrating a functional configuration of the terminal device 4.
The terminal device 4 includes a CPU 41, a RAM 42, a storage unit 43, an operation unit 44, a display unit 45, a communication unit 46, a bus 47, and the like. Each part of the terminal device 4 is connected via a bus 47.

  The CPU 41 controls each unit of the terminal device 4. The CPU 41 reads out a specified program from the system program and the application program stored in the storage unit 43, expands the program in a work area of the RAM 42, and executes various processes according to the program.

  The storage unit 43 includes a storage device that can write and read data, such as an HDD and an SSD, and stores various programs, files including setting data, and the like. Specifically, the storage unit 43 accepts a user's input operation, and transmits information based on the input operation to the health insurance business processing server 1, the personnel salary business processing server 2, or the support business processing server 3, and from each server. An information display input program 431 (so-called web browser) for realizing the function of displaying the transmitted and received information on the display unit 45 is included.

  The configurations of the RAM 42, the operation unit 44, the display unit 45, and the communication unit 46 are the same as the configurations of the RAM 12, the operation unit 14, the display unit 15, and the communication unit 16 of the health insurance business processing server 1, and a detailed description thereof will be omitted.

  Next, an operation (hereinafter, referred to as a reporting support operation) related to the support of the medical expenses deduction report by the business processing system 100 will be described.

If the total medical expenses for the year exceed a predetermined threshold (100,000 yen), you can receive a refund of income tax by declaring medical expenses deduction. (If the annual total income amount is less than 2 million yen, the above-mentioned reference amount is 5% of the total income amount instead of 100,000 yen. A case where the amount is 100,000 yen will be described as an example.)
However, in order to receive the above refund, the details of the paid medical expenses are collected, the total amount is calculated, and after confirming that the annual medical expenses exceed the above-mentioned standard amount, a final tax return and It is necessary to prepare and submit a statement of medical expenses deduction, which is troublesome.

Therefore, in the reporting support operation by the business processing system 100, the amount of the annual medical expenses paid by each employee (or the expected amount to be paid) is specified, and the specified annual medical expenses is the reference amount of the medical expenses deduction. Is notified (first notification) that the return of income tax will be received by filing a medical expenses deduction. In addition, the first notice also indicates the expected amount of income tax refund due to the declaration of medical expenses deduction.
Even if the specified annual medical expenses are below the medical expenses deduction threshold, if the annual medical expenses at that time exceed the prescribed lower limit for medical expenses notification, A notification (second notification) is given that there is a possibility that medical expenses deduction may be received depending on the medical expenses to be paid by.

These notifications are made twice a year at a predetermined timing (for example, about November to December) before the medical expenses for the year are determined, and at a predetermined timing (for example, about February) after the medical expenses are determined. Hereinafter, a notification performed before the medical expenses are determined is referred to as an advance notification, and a notification performed after the medical expenses are determined is referred to as a determination notification. In the advance notification, a first notification or a second notification is performed, and in the confirmation notification, a first notification is performed.
Employees receiving these notices will be able to recognize that they may be able to receive a refund of income tax by filing a deduction for medical expenses (final tax return) without tabulating annual medical expenses. In addition, the first notification can further grasp the expected amount of income tax refund due to the declaration of medical expenses deduction.

  In the declaration support operation, in both cases of advance notice and final notice, first, the health insurance business processing server 1 extracts an employee to be notified from among the managed employees, and from the medical expenses database 131, Annual medical expense statement data 131a is generated (medical expense notification target person extraction processing). Specifically, in the case of the advance notice, the employees whose paid medical expenses at that time are equal to or more than the preset lower limit of the medical expenses notice are extracted. In the case of the confirmation notification, employees whose paid medical expenses exceed 100,000 yen are extracted. The medical expense notification lower limit used in the case of the advance notice is set in the medical expense notification lower limit setting processing performed prior to the medical expense notification target extraction processing.

When the medical expenses detailed data 131a for the employee to be notified is extracted, the medical expenses deduction notification processing is executed by the personnel salary business processing server 2.
In the medical expenses deduction notification processing, first, the annual medical expenses are specified based on the medical expenses detailed data 131a. Specifically, when the total amount of medical expenses in the medical expenses detailed data 131a at the time of extraction exceeds 100,000 yen, the total amount is specified as annual medical expenses. In the case of the advance notice, if the medical expenses paid up to that point are 100,000 yen or less, the annual medical expenses are estimated.
If the annual medical expenses specified in this way exceed 100,000 yen, the amount of income is referred from the personnel salary database 231 to derive the expected amount of income tax refund due to the declaration of medical expenses deduction. Then, medical expense deduction information 232 relating to the declaration of medical expense deduction including the information of the refund amount is generated.
Then, a notification (here, transmission of an e-mail) relating to the declaration of the medical expenses deduction is made to the target employee.

  In addition, in the finalization notice, in addition to information on the amount of the refund, a URL of a business support site capable of preparing a final income tax return and a statement of medical expenses deduction required for the final income tax return is described. When the employee receiving the confirmation notification selects the URL and opens the business support site, the support business processing server 3 executes the document data generation process, and generates the document data of the final income tax return and the details of the medical expenses deduction. You. In the document data generation processing, the user (employee) can correct the annual medical expenses as necessary. The user can easily file a finalized tax return by outputting (printing) a completed finalized tax return or a statement of medical expenses deduction and submitting it to a tax office.

  Hereinafter, the reporting support processing related to the reporting support operation, including the above-described medical expense notification lower limit setting processing, medical expense notification subject extraction processing, medical expenses deduction notification processing, and document data generation processing will be described in detail.

<Declaration support processing>
FIG. 6 is a flowchart illustrating a control procedure of the reporting support process.
The declaration support process is started at a predetermined timing at which advance notification or final notification is performed.
When the reporting support processing is started, the CPU 11 of the health insurance business processing server 1 determines which timing is the advance notification or the confirmation notification (step S101), and if it is determined that the timing is the advance notification. ("YES" in step S101), a predetermined screen (not shown) for inquiring whether or not the medical expense notification lower limit is required is displayed, and it is determined whether or not the setting request is made (step S102). When a request to set the lower limit of the medical expenses notification is made (“YES” in step S102), the CPU 11 executes the lower limit setting of the medical expenses notification (step S103).

  If it is determined that the notification is a confirmation notification in the process of step S101 (“NO” in step S101), and if a request to set the lower limit of the medical expense notification is not made in the process of step S102 (“NO” in step S102), Alternatively, when step S103 ends, the CPU 11 executes a medical expense notification target person extraction process (step S104).

  When the processing in step S104 is completed, the CPU 21 of the personnel salary business processing server 2 executes a medical expense deduction notification process (step S105).

  When the process of step S105 is completed, the CPU 21 determines whether the timing is the advance notification or the confirmation notification (step S106), and if it is determined that the timing is the advance notification (“NO” in step S106). "), End the reporting support process.

  If it is determined in the processing of step S106 that it is the timing of the confirmation notification (“YES” in step S106), the CPU 31 of the support service processing server determines whether the access to the service support site has been made within a predetermined period. (That is, whether or not an input operation for selecting the URL described in the notification e-mail has been performed) (step S107), and when it is determined that the business support site has been accessed (step S107). And "YES"), the document data generating process is executed (step S108).

  When the processing in step S108 is completed, or when it is determined in step S107 that the business support site has not been accessed within the predetermined period (“NO” in step S107), the CPU 31 executes the reporting support processing. To end.

<Medical expenses notification lower limit setting>
FIG. 7 is a flowchart illustrating a control procedure by the CPU 11 of the medical expense notification lower limit setting process.
When the medical expense notification lower limit setting process is called, the CPU 11 displays the medical expense notification lower limit setting screen 51 on the display unit 45 of the terminal device 4 (step S201).

FIG. 8 is a diagram showing a medical expense notification lower limit amount setting screen 51.
On the medical expenses notification lower limit setting screen 51, a drop-down list 511 for selecting a company for which the medical expenses notification lower limit is to be set, a text box 512 for inputting the medical expenses notification lower limit, an execute button 513, and a cancel button 514 Is displayed.
In the drop-down list 511, the companies to which the insured persons of the health insurance union operating the health insurance business processing server 1 belong are listed. By selecting one of the companies from the drop-down list 511, the company for which the lower limit of medical expenses notification is set is determined.

When the processing in step S201 is completed, the CPU 11 determines whether or not the setting of the medical expense notification lower limit has been input (step S202). In this case, the CPU 11 determines that the company to be set is selected in the drop-down list 511 and the execution button 513 is selected with the medical expense notification lower limit entered in the text box 512. It is determined that the setting has been input.
When it is determined that the setting of the medical expense notification lower limit has not been input (“NO” in step S202), the CPU 11 executes the process of step S202 again. If the cancel button 514 is selected in the process of step S202, the CPU 11 ends the medical expense notification lower limit amount setting process.

  If it is determined that the setting of the medical expense notification lower limit has been input (“YES” in step S202), the CPU 11 generates a lower limit setting file reflecting the setting of the medical expense notification lower limit (already generated. If it is, update) (step S203).

FIG. 9 is a diagram illustrating an example of the contents of the lower limit amount setting file.
The lower limit setting file is table data in which a predetermined company code, a company name, and a medical expense notification lower limit are stored for each company. In the process of step S203, the CPU 11 generates or updates the lower limit amount setting file and stores the file in the storage unit 13.
When the processing in step S203 ends, the CPU 11 ends the medical expense notification lower limit setting processing, and returns the processing to the reporting support processing.

<Medical cost notification target extraction process>
FIG. 10 is a flowchart showing a control procedure by the CPU 11 of the medical expense notification subject extraction processing.
When the medical expense notification target person extraction process is called, the CPU 11 causes the display unit 45 of the terminal device 4 to display the extraction condition setting screen 52 (step S301).

FIG. 11 is a diagram showing the extraction condition setting screen 52.
The extraction condition setting screen 52 displays a text box 521 for inputting a year to be extracted, a drop-down list 522 for selecting a company to be extracted, an execute button 523, a cancel button 524, and the like.
In the drop-down list 522, similarly to the drop-down list 511 in FIG. 8, the companies to which the insured of the health insurance union belongs are listed. By selecting one of the companies from the drop-down list 522, the company to be extracted is determined.

When the processing in step S301 ends, the CPU 11 determines whether the setting of the extraction condition on the extraction condition setting screen 52 has been completed (step S302). Here, the CPU 11 completes the setting of the extraction condition when the year to be extracted is entered in the text box 521 and the execution button 523 is selected in a state where the company to be extracted is selected in the drop-down list 522. It is determined that it has been performed.
If it is determined that the setting of the extraction condition has not been completed (“NO” in step S302), the CPU 11 executes the processing of step S302 again. When the cancel button 524 is selected in the process of step S302, the CPU 11 ends the medical expense notification target person extraction process.

  When it is determined that the setting of the extraction condition is completed (“YES” in step S302), the CPU 11 extracts the notification target person, generates the notification target list, and sets the medical expenses of the extracted employee. The specification data 131a is generated (Step S303). Here, in the case of the advance notification (that is, in the case where “YES” is determined in step S101 of the reporting support process), the CPU 11 sets the lower limit of the medical expense notification determined in the lower limit of the medical expense notification process. The notification target is extracted based on the notification, and in the case of the confirmation notification (that is, when “NO” is determined in step S101 of the reporting support process), the medical notification notification lower limit is set to 100,000 yen and the notification target is determined. Extract. In the example of the extraction condition setting screen 52 of FIG. 11, the extraction target company is “AB Corporation”, and the medical expenses notification lower limit of AB Corporation is set to 90,000 yen in the lower limit setting file of FIG. Therefore, in the case of prior notification, the CPU 11 extracts, from among the employees of AB Co., Ltd., the employees whose designated medical expenses in 2018 exceed 90,000 yen, and generates a notification target list. Then, the medical expense statement data 131a for the extracted employee is generated. Further, in the case of the confirmation notification, the CPU 11 extracts the employees whose medical expenses in 2018 exceed 100,000 yen among the employees of AB Co., and generates a notification subject list. The medical expense statement data 131a for is generated.

FIG. 12 is a diagram illustrating an example of the contents of the notification target person list.
The notification target list is table data in which the health insurance card number, the employee number, the name, and the total amount of medical expenses are stored for each extracted employee. In the process of step S303, the CPU 11 generates this notification target person list and stores it in the storage unit 13.

FIG. 13 is a diagram illustrating a content example of the medical expense statement data 131a.
The medical expenses detailed data 131a lists all medical expenses paid by all the employees extracted in the notification target person list in the extraction target year. Specifically, the medical expenses detailed data 131a includes, for each payment of medical expenses, a health insurance card number, the name of the payer of medical expenses, the name of the medical institution for which the payment was made, the location of the medical institution, the medical expenses category, and the payment. This is table data in which the amount of the medical expenses is stored. In the medical expenses detailed data 131a, the items of the medical expenses are arranged in the order of the health insurance card number of the employee who paid the medical expenses.
Here, in the column of the name of the payer of medical expenses, if the employee paid medical expenses for a spouse or other relatives who make a living with him / her, the name of the person who makes the living equals Is described. The medical cost category is a predetermined category related to a target of paying medical expenses, such as medical treatment and treatment, medical purchase, and transportation to a medical institution.
When the processing in step S303 ends, the CPU 11 ends the medical expense notification target person extraction processing and returns the processing to the reporting support processing.

<Medical expenses deduction notification processing>
FIG. 14 is a flowchart showing a control procedure by the CPU 21 of the medical expense deduction notification processing.
When the medical expense deduction notification processing is called, the CPU 21 acquires the medical expense statement data 131a generated in step S303 of the medical expense notification subject extraction processing from the health insurance operation processing server 1 (step S401).

  The CPU 21 determines which timing is the advance notification or the confirmation notification (step S402). When it is determined that it is the timing of the confirmation notification (“YES” in step S402), the CPU 21 (medical cost specifying unit 211) specifies the annual medical cost and income for each employee (step S403). That is, the CPU 21 specifies the total amount of medical expenses for each employee in the medical expenses detailed data 131a as the annual medical expenses paid by the employee. Further, the CPU 21 acquires the annual income of each employee from the personnel salary database 231 of the storage unit 23. Here, the annual income is obtained from the year-end adjustment calculation book data relating to the result of the year-end adjustment included in the personnel salary database 231.

FIG. 15 is a diagram illustrating an example of the content of year-end adjustment calculation book data.
The year-end adjustment book data is table data that stores, for each employee, the employee number, name, address, salary income amount, salary income amount after deduction of salary income, and various salary income deduction amounts such as social insurance deduction. is there. Of these, the salary income amount is used as the annual income described above.

If it is determined in the process of step S402 that it is the timing of the advance notification ("NO" in step S402), the CPU 21 (medical cost specifying unit 211) calculates the annual medical cost for each employee or the estimated amount thereof, Then, an estimated amount of annual income is derived and specified (step S404). That is, when the total amount of the medical expenses in the medical expenses detailed data 131a exceeds 100,000 yen, the CPU 21 specifies the total amount as the annual medical expenses, and the medical expenses that have been paid by that time are specified. If it is less than 100,000 yen, an estimated amount of the annual medical expenses is derived. Even when the total amount of medical expenses in the medical expenses detailed data 131a exceeds 100,000 yen, an estimated annual medical expenses may be further derived.
The method of deriving the estimated amount of the medical expenses is not particularly limited. For example, based on the average medical expenses per day obtained from the medical expenses already paid by the day when the derivation is performed (the derivation date). Then, by estimating the expected medical expenses to be paid from the derivation date to the end of the year, the estimated total amount of the annual medical expenses is derived. This identifies the annual medical expenses that are expected to be paid in the case of prior notice.
In addition, the method of deriving the estimated amount of income is not particularly limited.For example, as for the income from the date of derivation to the end of the year, the method of diverting the income of the previous year and the method of estimating medical expenses until the date of derivation For example, a method of estimating the amount of income from the payment date to the end of the year based on the average amount of income per day can be used.

  When the processing in step S404 is completed, the CPU 21 determines whether or not the estimated total amount of medical expenses exceeds a reference amount (here, 100,000 yen) for which medical expenses can be deducted (step S405).

  If it is determined that the estimated total amount of medical expenses for the year exceeds the reference value ("YES" in step S405) and if the process in step S403 is completed, the CPU 21 (refund amount deriving means 212) ) Derives, for each employee to be notified, the expected amount of income tax refund due to the declaration of medical expenses deduction based on the annual medical expenses and annual income specified as described above (step S406). Specifically, an amount obtained by multiplying a deduction amount for medical expenses (annual medical expenses minus 100,000 yen) by a tax rate determined according to annual income is derived as a refund amount.

  The CPU 21 (information generation unit 213) generates the medical expense deduction information 232 including the derived refund amount information and causes the storage unit 23 to store the information (step S407). The medical expense deduction information 232 includes, in addition to the refund amount, the contents of the medical expense statement data 131a, information on the annual medical expenses and income specified in step S403 or step S404, and the like.

  When the process of step S407 is completed, the CPU 21 (first notification unit 214) performs a first notification (here, transmission of an e-mail) related to the declaration of the medical expenses deduction to each of the employees to be notified (step S407). Step S408). Specifically, the CPU 21 transmits an e-mail accompanied by the presentation of the refund amount of the income tax based on the medical expenses deduction information 232.

FIG. 16 is a diagram showing an example of the content of an electronic mail as the first notification.
The email will indicate that you can claim your income tax refund by filing a medical expenses deduction, along with the identified annual medical expenses and the expected amount of income tax refund due to your medical expenses deduction filing. .
In the case of the advance notice, the total amount of the medical expenses in the medical expenses detailed data 131a is 100,000 yen or less, and the estimated amount of the medical expenses derived in step S404 exceeds 100,000 yen. In the notification of No. 1, an e-mail also shows the medical expenses for the year up to that point and the shortfall of the medical expenses up to 100,000 yen.
In the case of the confirmation notification, as shown at the bottom of FIG. 16, the URL of the business support site described above is also described.

  In the process of step S405, if it is determined that the estimated total amount of medical expenses does not exceed the reference amount for receiving medical expenses deduction ("NO" in step S405), the CPU 21 (the second notification unit 215) Sends a second notification (in this case, transmission of an e-mail) to each employee to be notified that medical expenses deduction may be received.

FIG. 17 is a diagram illustrating an example of the content of an electronic mail as the second notification.
In this e-mail, the total amount of the medical expenses up to the present and the total amount and the shortfall amount up to the standard amount (100,000 yen) of the medical expenses for which the medical expenses deduction can be reported are described. . The employee who receives this e-mail can recognize that the medical expenses deduction can be declared if the medical expenses paid by the end of the year exceed the difference stated in the e-mail. Note that the content described in the e-mail as the second notification is not limited to the content shown in FIG. 18 as long as it notifies that there is a possibility that medical expenses deduction may be received. For example, instead of the above-mentioned shortage, information on a reference amount of medical expenses that can be deducted from medical expenses may be described.

  When the processing in step S408 or step S409 is completed, the CPU 21 ends the medical expense deduction notification processing and returns the processing to the declaration support processing.

<Document data generation processing>
FIG. 18 is a flowchart showing a control procedure of the document data generating process by the CPU 31 (document data generating means 311).
When the document data generation process is started, the CPU 31 displays a predetermined initial screen (not shown) of the business support site on the display unit 45 of the terminal device 4 and inquires of the user whether correction of medical expenses is necessary. The correction necessity inquiry screen 53 is displayed in an overlapping manner (step S501).

FIG. 19 is a diagram showing a medical cost correction necessity inquiry screen 53.
The medical cost correction necessity inquiry screen 53 includes a radio button 531 for reporting that there is a medical fee that the health insurance union does not recognize, and a radio button 532 for reporting that there is no medical fee. , An execute button 533, a cancel button 534, and the like.

  When the process of step S501 is completed, the CPU 31 determines which of the medical expense correction is required (step S502). If it is determined that an input indicating that medical expenses need to be corrected has been made (that is, if the execution button 533 has been selected while the radio button 531 has been selected) (“YES” in step S502), The CPU 31 displays the medical expense correction screen 54 on the display unit 45 (step S503).

FIG. 20 is a diagram showing the medical expenses correction screen 54.
The medical expenses correction screen 54 has a configuration according to the medical expenses deduction statement, a statement entry section 54a in which the details of the medical expenses are entered, and a deduction amount entry in which the calculation result of the medical expenses deduction is entered. It has a portion 54b and the like. The details of the medical expense deduction information 232 generated in the medical expense deduction notification processing are automatically reflected in the items of the statement entry section 54a and the deduction amount entry section 54b.
In addition, for each item of the item of medical expenses, an edit button 541 for editing the contents of the item, a delete button 542 for deleting the item, and a traffic corresponding to the item are displayed in the item description section 54a. A transportation expense input button 543 for acquiring and inputting the expense is displayed. In addition, an add button 544 for adding a new medical expense item is displayed in the statement entry section 54a. In addition, the medical expenses correction screen 54 displays a save button 545 for storing the contents of the correction, an end button 546 for ending the correction input, and the like.

  When the processing of step S503 is completed, the CPU 31 determines whether or not a request for inputting transportation expenses has been made on the medical expenses correction screen 54 (that is, whether or not any of the transportation expenses input buttons 543 has been selected) (step S503). S504).

  If it is determined that a request for input of transportation expenses has been made (“YES” in step S504), the CPU 31 displays the transportation expenses acquisition screen 55 on the display unit 45, and performs an input operation on the transportation expenses acquisition screen 55. The transportation expenses are acquired accordingly and reflected on the medical expenses correction screen 54 (step S505).

FIG. 21 is a diagram showing the transportation cost acquisition screen 55.
The transportation cost acquisition screen 55 includes a text box 551 for inputting the address of the movement start point, a text box 552 for inputting the address of the movement end point, a button group 553 for specifying the date and time of the movement, and a movement end from the movement start point. A search button 554 for starting a search for a travel route to a point and a transportation cost, a cancel button 555, and the like are displayed.
In the text box 551, information on the address (or residence) of the employee stored in the personnel salary database 231 is automatically input. In the text box 552, information on the location of the medical institution included in the medical expense deduction information 232 (information corresponding to “location” of the medical expense detail data 131a in FIG. 13) is automatically input. The input contents of the text box 551 and the text box 552 can be changed by the user as needed.

When an input operation of selecting the search button 554 is performed in a state where the addresses of the movement start point and the movement end point are input to the text box 551 and the text box 552, a predetermined transportation cost search program is executed, and a button group is executed. At the date and time designated by 553, the travel route from the travel start point to the travel end point and its transportation cost are acquired.
The transportation expense search program may be incorporated in the support service program 331, or may be a program stored on a predetermined external server and executed on the external server.
When the search by the transportation expense search program ends, a search result screen 56 is displayed on the display unit 45.

FIG. 22 is a diagram showing the search result screen 56.
The search result screen 56 displays a search result of the travel route from the designated travel start point to the travel end point and the travel cost thereof, a reflection button 561, a cancel button 562, and the like.
When an input operation of selecting the reflection button 561 is performed on the search result screen 56, the acquired transportation expenses are added as a new medical expenses item in the detailed description section 54a of the medical expenses correction screen 54 in FIG. .

FIG. 23 is a diagram showing a medical expenses correction screen after the medical expenses are modified.
In FIG. 23, the details of the transportation expenses corresponding to the medical expenses details in the first tier are added to the second tier of the specification description section 54a. This transportation cost is added via the transportation cost acquisition screen 55 in FIG. 21 and the search result screen 56 in FIG.
In the fifth row, a new medical expense item is added. This item reflects input contents on a predetermined medical expenses addition screen (not shown) called from the add button 544 on the medical expenses correction screen 54 in FIG.
When an input operation of selecting the save button 545 is performed in this state, the contents of the medical expenses deduction information 232 are updated based on the current contents of the medical expenses correction screen 54.

When the processing in step S505 is completed, or when it is determined that the transportation cost input request has not been made in the processing in step S504 ("NO" in step S504), the CPU 31 displays the medical expenses on the medical expenses correction screen 54. It is determined whether or not the cost correction input has been completed (that is, whether or not an input operation for selecting the end button 546 has been performed) (step S506), and it is determined that the medical cost correction input has not been completed. ("NO" in step S506), the process returns to step S504.
The processing from step S503 to step S506 corresponds to the medical expense correction processing.

  When it is determined that the medical expenses correction input has been completed (“YES” in step S506), or when it is determined in the processing of step S502 that an input indicating that medical expenses correction is not required has been made (ie, the radio If the execution button 533 is selected while the button 532 is selected (“NO” in step S502), the CPU 31 determines the final tax return and the medical expenses based on the latest contents of the medical expenses deduction information 232. The document data of the deduction statement is created and displayed on the display unit 45 (step S507). Instead of this, only one of the final income tax return and the medical expenses deduction statement may be created and displayed.

FIG. 24 is a diagram showing an outline of a final income tax return 57 and a statement 58 of medical expenses deduction.
The final income tax return 57 and the medical expenses deduction statement 58 are prepared in accordance with a format specified by the NTA. The contents of the corresponding portions of the medical expense deduction information 232 are automatically entered in the respective input fields of the final income tax return 57 and the medical expense deduction statement 58 (not shown in FIG. 24). . By printing the final income tax return 57 and the medical expenses deduction statement 58, the user can prepare the required documents for applying for the medical expenses deduction.

  When the processing in step S507 ends, the CPU 31 ends the document data generation processing and returns the processing to the declaration support processing.

(Modification 1)
Next, a first modification of the above embodiment will be described.
This modified example is different from the above-described embodiment in that a notification is given to the employee who has made an intention display (instruction to the CPU 21 as the instruction receiving means 216) that the withholding slip is not required. Hereinafter, differences from the above embodiment will be described.

The withholding slip is a document that certifies the amount of salary paid to the employee and the amount of income tax withheld by the company, and is usually issued in writing. The information to be described can also be provided by electromagnetic means. In this case, a withholding slip will be issued in writing only when requested by the employee.
Since the written withholding slip is required when filing a medical expenses deduction (final tax return), the employee can deduct medical expenses based on his / her intention that the withholding slip is not required. It is possible to understand that the filing is not scheduled.

  Therefore, in this modified example, when the intention to issue the withholding slip is indicated, the reporting support processing of the above embodiment is performed for the employee who has indicated the intention and the advance notice is given. Or a confirmation notification. According to this, it is possible to notify an employee who is able to declare medical expenses deduction but does not plan to declare that a tax return can be refunded by the tax return.

  The intention of the employee regarding the necessity of issuing the withholding slip is, for example, displayed on the year-end adjustment support screen 59 for supporting the submission of the document on the year-end adjustment. The year-end adjustment support screen 59 is displayed on the display unit 45 of the terminal device 4 by the processing of the personnel salary business processing server 2.

FIG. 25 is a diagram showing the year-end adjustment support screen 59.
On the year-end adjustment support screen 59, a button 591 for creating an application for a dependent deduction (transfer) of a salary earner, a button 592 for creating an insurance deduction application for a salary earner, a housing loan, etc. A button 593 for creating a special deduction report, a grant necessity application button 594 for applying for a necessity of granting a withholding slip, a cancel button 595, and the like are displayed. When an input operation of selecting one of the buttons 591 to 593 is performed, a predetermined screen for creating a document corresponding to each button is displayed. When an input operation for selecting the grant necessity application button 594 is performed, a grant necessity application screen 60 for applying for the necessity of granting a withholding slip is displayed.

FIG. 26 is a diagram showing a grant necessity application screen 60.
The radio button 601 for indicating that the withdrawal of the withholding slip is necessary and the radio button for indicating that the issuance of the withholding slip is unnecessary are displayed on the grant necessity application screen 60. 602, an execution button 603, a cancel button 604, and the like are displayed.
When an input operation for selecting the execution button 603 is performed in a state where the radio button 602 is selected, the CPU 21 of the personnel payroll business processing server 2 receives an instruction that the withholding slip is not required, and receives the instruction. Is set in the personnel salary database 231. Then, the reporting support process shown in FIG. 6 is started for the employee for whom the flag is set, and advance notice and final notice are given.

(Modification 2)
Next, a second modification of the above embodiment will be described.
In the above-described embodiment, when the medical expenses (medical expenses deduction information 232) are corrected in the document data generation processing, the transportation expenses acquisition processing is executed in response to a request from the user.
On the other hand, this modified example is different from the above embodiment in that the transportation expenses are acquired and added in advance even before the generation of the medical expenses deduction information 232. Hereinafter, differences from the above embodiment will be described.

Specifically, when the medical expense statement data 131a is acquired in step S401 of the medical expense deduction notification processing in FIG. 14, the location of the medical institution is added to each of the medical expense statements included in the medical expense statement data 131a. And the transportation expenses are acquired based on the address or residence of the employee, and the transportation expenses are added to the medical expenses detailed data 131a as the details of the medical expenses. Except that this transportation expense acquisition process is automatically performed without user operation, and that the display of the year-end adjustment support screen 59 and the grant necessity application screen 60 is not involved, the document data of the above embodiment is not included. This is the same as the processing in step S505 in the generation processing (FIG. 18).
As a result, the total amount of the medical expenses including the transportation expenses corresponding to each item of the medical expenses is specified as the annual medical expenses (Steps S403 and S404). Further, the medical expenses deduction information 232 is generated based on the medical expenses detailed data 131a to which the transportation expenses are added as described above (step S407).

As described above, the information processing apparatus 10 of the above embodiment includes the CPU 21, and the CPU 21 performs the processing based on the medical expenses database 131 (medical expenses information) related to the medical expenses paid by the managed employee. Identify the annual medical expenses that have already been or are expected to be paid (medical expenses specifying means 211), and if the annual medical expenses exceed the threshold amount for which medical expenses can be deducted, Based on the above and the income information on the annual income of the employee, the amount of income tax refund expected from the declaration of medical expenses deduction is derived (refund amount deriving means 212), and the information on the derived amount of refund is included. Then, the medical expenses deduction information 232 relating to the declaration of the medical expenses deduction is generated (information generation means 213).
According to such an information processing device 10, medical cost deduction information including refund amount information can be presented to the user. Therefore, the user can grasp the refund amount without performing the calculation based on the medical expenses details and the income information. As described above, according to the information processing apparatus 10 of the above-described embodiment, a highly convenient service can be provided to a user who may file a medical expenses deduction.

  Further, the CPU 21 makes a first notification relating to the declaration of the medical expenses deduction accompanied by the presentation of the refund amount to the employee based on the medical expenses deduction information 232 (first notification means 214). As a result, employees may be entitled to a refund of income tax by filing a medical expenses deduction without independently acquiring information, and expected income tax refunds from filing a medical expenses deduction The amount can be grasped.

  Further, the CPU 21 specifies the annual medical expenses expected to be paid by the employee at the timing before the annual medical expenses are determined (medical cost specifying means 211), and at the timing before the annual medical expenses are determined. 1 is notified (first notifying means 214). Accordingly, the employee who has received the notification can quickly understand the possibility of receiving the medical expenses deduction, and can prepare for the declaration of the medical expenses deduction with a margin.

  Further, the CPU 21 according to the first modification receives an instruction from the user on whether or not the employee is required to issue a withholding slip (instruction receiving means 216), and receives an instruction indicating that the withholding slip is not required. When it is accepted, a first notification is made (first notification means 214). According to this, it is possible to notify an employee who is able to file a medical expenses deduction but does not intend to file the tax return to receive a tax refund by the tax return. Thereby, the notification regarding the medical expenses deduction can be efficiently and effectively performed.

  In addition, the CPU 21 determines that the annual medical expenses specified by the medical expenses specifying means 211 are equal to or less than a reference amount for receiving medical expenses deduction and equal to or more than a predetermined lower limit of medical expenses notification, and the annual medical expenses are determined. If not, a second notification is given to the employee that there is a possibility of receiving medical expenses deduction (second notification means). According to this, at the timing before the annual medical expenses are finalized, depending on the medical expenses paid by the end of the year for employees whose annual medical expenses are within a predetermined range from the standard amount for which medical expenses can be deducted. You can be made aware that you can receive medical expenses deduction. As a result, the employee can systematically prepare for the declaration of medical expenses deduction.

  In addition, the CPU 21 according to the first modification performs a second notification when an instruction indicating that the withholding slip is not required is received (a second notification unit). According to this, employees who can file a claim for medical expenses deduction but who do not plan to do so will receive a notice that depending on the medical expenses paid by the end of the year, they will be able to receive a tax refund by filing. It can be carried out. Thereby, the notification regarding the medical expenses deduction can be efficiently and effectively performed.

  In addition, the information processing apparatus 10 includes a CPU 31. The CPU 31 performs the processing of a finalized tax return 57 and a statement 58 of the medical expenses deduction used for reporting the medical expenses deduction based on the annual medical expenses and the income information. At least one document data is generated (document data generating means 311). Thus, the user can easily file a final tax return by outputting the final tax return 57 and the medical expenses deduction statement 58 based on the document data and submitting them to the tax office.

  In addition, the CPU 31 performs a medical cost correction process for correcting an annual medical cost based on an input operation from a user. In the medical cost correction process, the information on the address or location of the employee and the payment of the medical cost to be corrected are performed. Based on the information on the location of the medical institution, which is the destination, obtain the transportation expenses required for moving between the above address or residence and the medical institution, and correct the annual medical expenses based on the transportation expenses (Document data generating means 311). According to this, the user can add the transportation expenses to the statement of the medical expenses without investigating the transportation expenses by himself. As a result, the labor required for inputting the transportation expenses can be significantly reduced, and user convenience can be further improved.

  In addition, the CPU 21 according to the second modified example, based on the information of the address or location of the employee and the information of the location of the medical institution to which the medical expenses are paid, between the address or the location and the medical institution. The transportation expenses required for the travel are acquired, the medical expenses for the year including the transportation expenses are specified (medical expenses specifying means), and the medical expenses deduction information 232 including the information on the transportation expenses is generated (information generation means 213). ). This can further reduce the trouble of inputting the transportation expenses, and thus can further enhance user convenience.

In addition, the personnel salary operation program 233 of the above-described embodiment controls the CPU 21 as a computer provided in the information processing apparatus 10 based on a medical expenses database 131 (medical expenses information) related to medical expenses paid by managed employees. Medical expenses identification means 211 for identifying the annual medical expenses already paid or expected to be paid by the above-mentioned employee, if the annual medical expenses exceed the standard amount for which medical expenses can be deducted, Refund amount deriving means 212 that derives an expected amount of refund of income tax expected to be filed for medical expenses deduction based on the medical expenses and the income information pertaining to the annual income of the employee, based on the information on the derived refund amount. And a function of generating information 213 for generating medical expenses deduction information 232 pertaining to the declaration of medical expenses deduction.
According to such a personnel remuneration business program 233, medical expense deduction information including information on the amount of refund can be presented to the user, which is highly convenient for a user who may file a medical expense deduction report. Service can be provided.

  In the above description, an example in which the HDDs and SSDs of the storage units 13, 23, and 33 are used as the computer-readable medium of the program according to the present invention is disclosed. However, the present invention is not limited to this example. As another computer-readable medium, a portable recording medium such as a flash memory or a CD-ROM can be applied. Further, as a medium for providing the data of the program according to the present invention via a communication line, a carrier wave (carrier) is also applied to the present invention.

The description in the above embodiment is an example of the information processing apparatus, the program, and the information processing system according to the present invention, and is not limited thereto.
For example, in the above-described embodiment, at the timing of the advance notice, the employees whose paid medical expenses are equal to or more than the lower limit of the notice of the medical expenses are extracted, and the extracted employees are notified in advance. It is not the purpose. For example, at the timing of the advance notification, an employee whose total paid medical expenses has exceeded the reference amount of the medical expenses deduction may be extracted and notified in advance (that is, the employee may be notified at the timing of the advance notification). In the report support processing, the lower limit of the medical expenses notification may be fixed to 100,000 yen.)

  Further, in the above embodiment, at the timing of the advance notice, if the already paid medical expenses is equal to or greater than the lower limit of the medical expenses notice and equal to or less than the reference amount of the medical expenses deduction, the annual medical expenses are estimated, Although the explanation has been made using the example of deriving the refund amount when the estimated total amount exceeds the reference amount, the present invention is not limited to this, and in such a case, the second notification is issued without estimating the medical expenses. It is good to do. That is, when it is determined in step S402 of the medical expense deduction notification processing in FIG. 14 that the notification is advance notification (“NO” in step S402), the processing proceeds to step S409 without executing steps S404 and S405. May be.

Further, in the above embodiment, the personnel affairs provided with the CPU 21 functioning as the medical expenses specifying means 211, the refund amount deriving means 212, the information generating means 213, the first notifying means 214, the second notifying means 215, and the instruction receiving means 216. The example has been described in which the information processing apparatus 10 is configured by the salary operation processing server 2 and the support operation processing server 3 including the CPU 31 functioning as the document data generating unit 311, but the present invention is not limited to this. .
The information processing apparatus 10 can be constituted by a server (in the above embodiment, the personnel salary service processing server 2) including at least a computer (CPU or the like) functioning as a medical expenses specifying unit, a refund amount deriving unit, and an information generating unit. . When any additional means among the first notifying means, the second notifying means, the instruction receiving means, and the document data generating means is further provided, the medical cost specifying means, the discriminating means, the information generating means, An information processing apparatus is configured by one or more servers provided with a computer functioning as additional means of the above. In this case, each unit may be provided in one server, and the information processing apparatus may be configured by the one server.

  Further, in the above-described embodiment, an example has been described in which the advance notification and the confirmation notification are performed, but instead, only one of the advance notification and the confirmation notification may be performed.

  In addition, the first notification and the second notification are not limited to those by electronic mail, and any means capable of presenting information to employees, such as transmission of a message on a message application, can be used.

  Alternatively, the user may acquire the contents of the medical expenses deduction information 232 from the terminal device 4 as needed without notifying the user of the medical expenses deduction. For example, the content of the advance notification in the above embodiment is described on the year-end adjustment support screen 59 shown in FIG. 25, and information on the declaration of medical expenses deduction is provided to the user when the work of the year-end adjustment is started. You may do it.

  In addition, it goes without saying that the detailed configuration and detailed operation of each component of the information processing apparatus 10 in the above embodiment can be appropriately changed without departing from the spirit of the present invention.

Although the embodiments of the present invention have been described, the scope of the present invention is not limited to the above-described embodiments, but includes the scope of the invention described in the claims and equivalents thereof.
The invention described in the scope of claims attached to the application of this application will be added below. The item numbers of the claims described in the appendix are as set forth in the claims attached to the application of this application.
(Appendix)
<Claim 1>
Based on medical expense information pertaining to medical expenses paid by the personnel to be managed, medical expenses identification means for identifying annual medical expenses already paid or expected to be paid by said personnel,
When the annual medical expenses specified by the medical expenses specifying means exceeds a reference amount for receiving medical expenses deduction, the annual medical expenses and income information pertaining to the annual income of the personnel, Refund amount deriving means for deriving an expected amount of refund of income tax based on the declaration of medical expenses deduction,
Information generating means for generating medical expenses deduction information pertaining to the declaration of medical expenses deduction, including information on the refund amount,
An information processing apparatus comprising:
<Claim 2>
2. The medical device according to claim 1, further comprising: a first notifying unit configured to perform a first notification related to a declaration of a medical expenses deduction accompanied with a presentation of the refund amount to the staff based on the medical expenses deduction information. An information processing apparatus according to claim 1.
<Claim 3>
The medical expenses specifying means, at a timing before the annual medical expenses are determined, specifies the annual medical expenses expected to be paid by the personnel,
3. The information processing apparatus according to claim 2, wherein the first notification unit performs the first notification at a timing before the annual medical expenses are determined.
<Claim 4>
An instruction receiving unit that receives an instruction from a user regarding the necessity of issuing a withholding slip to the personnel,
4. The method according to claim 2, wherein the first notification unit performs the first notification when the instruction receiving unit receives an instruction indicating that the withholding slip is not required by the instruction receiving unit. 5. An information processing apparatus according to claim 1.
<Claim 5>
If the annual medical expenses specified by the medical expenses specifying means is equal to or less than a reference amount for which medical expenses can be deducted, and equal to or greater than a predetermined lower limit, and the annual medical expenses are not determined, 5. The information processing apparatus according to claim 1, further comprising a second notification unit that performs a second notification indicating that there is a possibility that a medical expense deduction may be received. 6.
<Claim 6>
An instruction receiving unit that receives an instruction from a user regarding the necessity of issuing a withholding slip to the personnel,
6. The second notification unit according to claim 5, wherein the second notification unit performs the second notification when the instruction receiving unit receives an instruction indicating that the withholding slip is not required. Information processing device.
<Claim 7>
Based on the annual medical expenses specified by the medical expenses specifying means and the income information, based on at least one of the finalized tax return and the medical expenses deduction statement data used for reporting medical expenses deductions The information processing apparatus according to claim 1, further comprising a document data generating unit that generates the document data.
<Claim 8>
The document data generating means includes:
Perform medical expenses correction processing to modify the annual medical expenses based on the input operation from the user,
In the medical expenses correction process, the address or residence and the medical institution are determined based on information on the address or residence of the personnel and information on the location of the medical institution to which the medical expenses to be corrected are paid. The information processing apparatus according to claim 7, wherein the transportation expenses required for the travel are acquired, and the annual medical expenses are corrected based on the transportation expenses.
<Claim 9>
The medical expenses specifying means, based on the information of the address or residence of the personnel and the information of the location of the medical institution to which the medical expenses are paid, based on the movement between the address or residence and the medical institution Acquire the transportation cost that was spent, identify the annual medical expenses including the transportation expenses,
The information processing apparatus according to claim 1, wherein the information generation unit generates the medical expense deduction information including information on the transportation expenses.
<Claim 10>
A computer provided in the information processing apparatus,
Medical expense identification means for identifying annual medical expenses already paid or expected to be paid by said personnel, based on medical expense information pertaining to medical expenses paid by the personnel to be managed;
When the annual medical expenses specified by the medical expenses specifying means exceeds a reference amount for which medical expenses can be deducted, the annual medical expenses and income information pertaining to the annual income of the personnel, Refund amount derivation means for deriving the expected amount of income tax refund based on the declaration of medical expenses deduction based on
Information generating means for generating medical expenses deduction information pertaining to the declaration of medical expenses deduction, including information on the refund amount,
A program to function as

1 Health Insurance Business Processing Server 13 Storage Unit 131 Medical Expense Database 131a Medical Expense Details Data 132 Health Insurance Business Program 2 Personnel Salary Business Processing Server 21 CPU
211 Medical cost identification means 212 Return amount derivation means 213 Information generation means 214 First notification means 215 Second notification means 216 Instruction reception means 23 Storage unit 231 Personnel salary database 232 Medical expense deduction information 233 Personnel salary business program 3 Support business Processing server 31 CPU
311 document data generating means 33 storage unit 331 support business program 4 terminal device 5 communication network 10 information processing device 100 business processing system

Claims (10)

Based on medical expense information pertaining to medical expenses paid by the personnel to be managed, medical expenses identification means for identifying annual medical expenses already paid or expected to be paid by said personnel,
When the annual medical expenses specified by the medical expenses specifying means exceeds a reference amount for receiving medical expenses deduction, the annual medical expenses and income information pertaining to the annual income of the personnel, Refund amount deriving means for deriving an expected amount of refund of income tax based on the declaration of medical expenses deduction,
Information generating means for generating medical expenses deduction information pertaining to the declaration of medical expenses deduction, including information on the refund amount,
An information processing apparatus comprising:   2. The medical device according to claim 1, further comprising: a first notification unit configured to perform a first notification related to a declaration of a medical expenses deduction accompanied by a presentation of the refund amount to the staff based on the medical expenses deduction information. An information processing apparatus according to claim 1. The medical expenses specifying means, at a timing before the annual medical expenses are determined, specifies the annual medical expenses expected to be paid by the personnel,
3. The information processing apparatus according to claim 2, wherein the first notification unit performs the first notification at a timing before the annual medical expenses are determined. An instruction receiving unit that receives an instruction from a user regarding the necessity of issuing a withholding slip to the personnel,
4. The method according to claim 2, wherein the first notification unit performs the first notification when the instruction receiving unit receives an instruction indicating that the withholding slip is not required by the instruction receiving unit. 5. An information processing apparatus according to claim 1.   If the annual medical expenses specified by the medical expenses specifying means is equal to or less than a reference amount for which medical expenses can be deducted, and equal to or greater than a predetermined lower limit, and the annual medical expenses are not determined, 5. The information processing apparatus according to claim 1, further comprising a second notification unit that performs a second notification indicating that there is a possibility that a medical expense deduction may be received. 6. An instruction receiving unit that receives an instruction from a user regarding the necessity of issuing a withholding slip to the personnel,
6. The second notification unit according to claim 5, wherein the second notification unit performs the second notification when the instruction receiving unit receives an instruction indicating that the withholding slip is not required. Information processing device.   Based on the annual medical expenses specified by the medical expenses specifying means and the income information, based on at least one of the finalized tax return and the medical expenses deduction statement data used for filing a medical expenses deduction. The information processing apparatus according to claim 1, further comprising a document data generating unit that generates the document data. The document data generating means includes:
Perform medical expenses correction processing to modify the annual medical expenses based on the input operation from the user,
In the medical expenses correction process, the address or residence and the medical institution are determined based on information on the address or residence of the personnel and information on the location of the medical institution to which the medical expenses to be corrected are paid. The information processing apparatus according to claim 7, wherein the transportation expenses required for the travel are acquired, and the annual medical expenses are corrected based on the transportation expenses. The medical expenses specifying means, based on the information of the address or residence of the personnel and the information of the location of the medical institution to which the medical expenses are paid, based on the movement between the address or residence and the medical institution Acquire the transportation cost that was spent, identify the annual medical expenses including the transportation expenses,
The information processing apparatus according to claim 1, wherein the information generation unit generates the medical expense deduction information including information on the transportation expenses. A computer provided in the information processing apparatus,
Based on medical expense information pertaining to medical expenses paid by the managed personnel, medical expenses identification means for identifying annual medical expenses already paid or expected to be paid by said personnel,
When the annual medical expenses specified by the medical expenses specifying means exceeds a reference amount for receiving medical expenses deduction, the annual medical expenses and income information pertaining to the annual income of the personnel, Refund amount deriving means for deriving the expected amount of income tax refund based on the declaration of medical expenses deduction,
Information generating means for generating medical expenses deduction information pertaining to the declaration of medical expenses deduction, including information on the refund amount,
A program to function as

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