JP2003187031A - Trial calculation of inheritance tax and business model for connecting inheritor and licensed tax accountant - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To construct an intermediary system for supporting determination of a licensed tax accountant preparing a declaration for an inheritance tax amount by performing a trial calculation of the inheritance tax amount upon occurrence of inheritance. <P>SOLUTION: An inheritor can easily prepare for tax payment because of being able to previously know the trial calculation and a declaration making fee of the inheritance tax amount, and the licensed tax accountant in charge of writing the inheritance tax declaration the declaration writing period because there is data by the trial calculation. <P>COPYRIGHT: (C)2003,JPO

Description

Detailed Description of the Invention

[0001]

TECHNICAL FIELD The present invention relates to an inheritance tax payment amount,
And a business model that makes it easy to access tax accountants, etc. by knowing the inheritance tax return preparation fee in advance.

[0002]

2. Description of the Related Art When starting an inheritance, it is difficult or difficult for the heirs to determine a tax accountant who requests a tax return and prepare a tax payment amount.

[0003] At present, to know the inheritance tax amount, it is possible to know the tax amount by completing the inheritance tax report, but since the filing deadline is limited to within 10 months, from the time when the tax payment amount is known until the tax payment I couldn't afford the time.

When an inheritance tax return is requested, the upper limit of the tax return is determined by the tax accountant's remuneration rules and the amount of the reimbursement preparation fee can be known even if the tax return is not finalized. There wasn't. In addition, although the upper limit for the tax return for filing tax returns is also fixed, in reality it is often decided at a lower price, so there will be differences in the amount of remuneration among tax accountants.

For tax accountants who prepare tax returns, past data must be examined when calculating inheritance property, and much time is spent just collecting the data.

As a countermeasure for this, it is conceivable that the inherited property is evaluated in advance and a quotation request is made to a plurality of tax accountants, etc. However, the inheritance is evaluated and the means for accessing a plurality of tax accountants, etc. The current situation is to not have.

[0007]

[Problems to be Solved by the Invention] The problem to be solved is to facilitate the trial calculation of the amount of inheritance tax to be paid and to provide access means from the heirs to the tax accountant who prepares the tax return by having multiple tax accountants, etc. estimate. It is the point to provide and the point to provide the tax preparation tax accountant with the data of inherited property evaluation.

[0008]

The present invention is characterized in that it provides means for preliminarily predicting the total amount of payment and providing access to a tax accountant who is most suitable for heirs.

[0009]

BEST MODE FOR CARRYING OUT THE INVENTION A method of letting each tax accountant, etc., make an estimate for the purpose of trial calculation of inheritance tax amount, by setting up a trial calculation site, and for accessing the tax accountant who is most suitable for the heirs. Then, it was realized by providing the tax accountant's materials from the trial calculation site.

[0010]

Embodiment FIG. 1 is an explanatory diagram showing an embodiment of this business model.

An heir or an inheritance measurer (hereinafter referred to as heir. The same applies hereinafter) uses the inheritance tax estimation system, and the heir calculates the inheritance tax amount. This allows the heirs to know the amount of tax paid.

The inheritance tax trial calculation system displays the result of the inheritance tax amount based on various data of the heirs, and when a declaration is required, orders a registered tax accountant or the like to request a quotation. Since the total amount of inherited property is known by this system, the tax refund fee can be determined in accordance with the tax accountant fee rules.

The heir is notified of the quotation received from the registered tax accountant and the outline of the tax accountant, etc., and the heir determines the tax accountant who prepares the tax return. Quotation requests can be submitted to all tax accountants registered in this system, which is very useful for the heirs to select the tax accountant to request the inheritance.

After requesting a tax accountant or the like to prepare a tax return and entrusted with it, the trial calculation data of the heirs used in this system is presented to the tax accountant in charge. By presenting the trial calculation data, the time required for the tax accountant in charge to collect materials can be greatly shortened.

The tax accountant in charge prepares an inheritance tax return based on the presented data and hands it to the heirs, and receives the inheritance tax return preparation fee from the heirs.

As described above, the system of the present invention makes it possible for the heir to know the inheritance tax amount and the inheritance tax return preparation fee, and it is possible to significantly increase the options of the tax accountant in charge. . By receiving the data disclosure of the trial calculation system, the tax accountant who prepares the tax return can significantly reduce the time required to collect the materials and the work time.

[Brief description of drawings]

FIG. 1 is an explanatory diagram showing an example of this business model.

[Explanation of symbols] 1 use 2 result display 3 estimate 4 Declaration request 5 Presentation of trial calculation data

Claims (4)

[Claims] [Claim 1] By allowing the user to calculate the inheritance tax,
A system characterized by displaying the result of inheritance tax amount and facilitating access to tax accountants, etc. according to the result. 2. The system according to claim 1, wherein the address of the user is matched with the address of a tax accountant or the like. 3. The system according to claim 1, wherein each tax accountant or the like presents an estimated amount according to the content of the trial calculation, thereby prompting the user to determine the tax accountant who prepares the tax return. 4. A system characterized by reducing the work of a tax accountant who prepares a tax return by disclosing the data calculated by the system according to claim 1 to a tax accountant who received a tax return preparation request. .