JP2018067246A - Final income tax return support processing device for hometown taxpayer, final income tax return support processing program, and final income tax return support processing system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a device for supporting a person who has made hometown tax payment to easily declare a final income tax return.SOLUTION: The final income tax return support processing device for a hometown taxpayer comprises: a transmission part for transmitting a final income tax return form creation screen including an input column for allowing a user who has made hometown tax payment by using a settlement service of hometown tax payment to input information for creating final income tax return form data related to the hometown payment to a client terminal; an operation input acquisition part for acquiring an operation input to the final income tax return form creation screen; a member information acquisition part for acquiring information on the user associated with a member ID in the settlement service of the user input on the final income tax return form creation screen; a tax payment information acquisition part for acquiring information on a hometown tax payment amount associated with the member ID and an autonomous body of a hometown tax payment destination; and a final income tax return form data creation part for creating the data of a final income tax return form on the basis of the acquired information.SELECTED DRAWING: Figure 1

Description

  The present invention relates to an apparatus for providing a service used when a user who has paid his / her hometown tax using a settlement service on the Internet makes a final tax return.

  Hometown tax payment is a system for donating to any local government. Hometown tax payment is a system in which, if you pay your hometown tax (donation) to a local government of your choice, the portion of your hometown tax payment that exceeds a certain amount will be deducted from your income tax or resident tax.

  Traditionally, hometown tax collection articles have been posted on local government websites, etc., and those who want to pay for hometown tax see the recruitment, request materials, create application documents, and remit the funds using the designated remittance method. I was paying my hometown tax.

  In order to simplify hometown tax payment, a service is also provided on behalf of settlement of hometown tax payment on the Internet (see, for example, Patent Document 1). In this service, a user accesses a website where the service is provided by using a terminal device, and inputs conditions such as a user's desired tax payment amount (donation amount) and gifts. A list of home and tax solicitations that match the entered conditions is displayed. A user can make a home tax payment on the Internet by selecting an offer to pay the home tax and making a credit card payment.

  Here, Furusato Tax Payment is a system that deducts from the tax on the portion of the Furusato Tax Payment that exceeds the prescribed amount as described above, and in order to receive the deduction, it is necessary to file a final tax return in the year following the Furusato Tax Payment. .

JP2015-79358A

  However, there are cases where final tax returns become an obstacle, and those who do not usually make final tax returns give up their tax payments, and it was necessary to make it easy to make final tax returns.

  An object of this invention is to provide the apparatus which assists the person who performed the hometown tax payment so that it can make a final return easily.

(1) A user who has paid his / her hometown tax using the hometown tax payment settlement service on the Internet will enter the information necessary to create the final tax return data for the hometown tax payment. A transmission unit that transmits information for displaying a report creation screen to the client terminal of the user;
An operation input acquisition unit for acquiring an operation input from the client terminal for the final income tax preparation screen;
A member ID registered as a member in the settlement service and stored in a predetermined storage area in association with the member ID of the user input from the client terminal on the final income tax preparation screen; A member information acquisition unit for acquiring information about the user;
A tax payment information acquisition unit that acquires oldness and tax payment information including the oldness and the payment amount and the information about the locality of the tax payment destination, the oldness and the payment amount, and stored in a predetermined storage area in association with the member ID;
Based on the information acquired by the operation input acquisition unit, the member information acquisition unit, and the tax payment information acquisition unit, final tax return for which information on items to be filled in when final tax return is filed is input Final tax return data creation department to create the data of the certificate,
A final tax return support processing device for a hometown taxpayer characterized by comprising:

(2) In the home taxpayer final income tax return support processing apparatus according to (1) above, the transmission unit performs an operation input for reflecting member information registered as a member in the settlement service in an input field of the final tax return creation screen. Send the information on the final tax return creation screen including the member information reflection button for
When the operation input acquisition unit acquires an operation input for pressing the member information reflection button, the member information acquisition unit acquires information about the user associated with the member ID, and the tax payment The information acquisition unit acquires the hometown tax payment information associated with the member ID,
The transmitting unit transmits the information on the final tax return creation screen in which information acquired by the member information acquisition unit and the tax payment information acquisition unit is reflected in a predetermined input field of the final tax return creation screen. The hometown taxpayer final tax return support processing device.

(3) In the home taxpayer final tax return support processing device of (2) above, the tax payment information acquisition unit includes a hometown for each local government when the acquired hometown tax payment information includes a plurality of hometown tax payments for the same local government. Calculate the total amount of tax payment,
The transmitting section transmits information on the final tax return creation screen reflecting the total amount of the hometown tax payment amount for each local government in the input field for hometown tax payment information, and the final taxpayer tax return support for the hometown taxpayer apparatus.

(4) A user who has paid the hometown tax using the hometown tax payment settlement service on the Internet will enter the information necessary to create the final tax return data for the hometown tax payment. Send information for displaying the report creation screen to the client terminal of the user,
Obtain an operation input from the client terminal for the final income tax preparation screen,
A member ID registered as a member in the settlement service and stored in a predetermined storage area in association with the member ID of the user input from the client terminal on the final income tax preparation screen; Obtaining information about the user;
The hometown tax payment information including the hometown tax payment hometown, the tax payment amount, and the hometown tax destination locality information associated with the member ID and stored in a predetermined storage area, is acquired.
Based on the acquired operation input, the information about the user, and the hometown tax payment information, the data of the final tax return with the information on the items to be filled in when making the final tax return on the hometown tax payment is created. A program that causes a computer to execute processing to be performed.

(5) A hometown tax payment processing apparatus for providing a settlement service for settlement processing of hometown tax payment on the Internet, a hometown tax payment list database storing a hometown tax payment recruitment list, and registered as a member in the payment service A home information database in which member information associated with a member ID is stored, and a settlement information database in which home information settled in the settlement service and settlement information on tax payment are stored in association with the member ID. A tax payment processing device;
To display a final tax return creation screen for a user who has paid his / her home tax using the settlement service to input information necessary to create final tax return data for final tax return regarding home tax payment A transmitting unit for transmitting information to the client terminal of the user;
An operation input acquisition unit for acquiring an operation input from the client terminal for the final income tax preparation screen;
A member information acquisition unit for acquiring information on the user from the member information database stored in association with the member ID of the user input from the client terminal on the final income tax preparation screen;
A taxpayment information acquisition unit that acquires the hometown tax payment information associated with the member ID from the settlement information database;
Based on the information acquired by the operation input acquisition unit, the member information acquisition unit, and the tax payment information acquisition unit, final tax return for which information on items to be filled in when final tax return is filed is input Final tax return data creation department to create the data of the certificate,
A home taxpayer tax return support processing device,
A final tax return support processing system for a hometown taxpayer characterized by comprising:

  ADVANTAGE OF THE INVENTION According to this invention, the apparatus which assists so that the person who performed the hometown tax payment can make a final return easily can be provided.

It is a system configuration diagram showing the configuration of the home taxpayer tax return support system of the embodiment. An example of data of the hometown tax list database is shown. An example of the data of a member information database is shown. An example of data of the hometown tax payment settlement information database is shown. It is a functional block diagram which shows the function of a assistance apparatus. It is a figure which shows the introduction screen which displays description etc. of a support service. It is a figure which shows an input form screen. It is a figure which shows ID / password input screen. It is a figure which shows a confirmation screen. It is a figure which shows the screen for data download of final income tax return It is the figure which showed the correspondence of the item of an input form screen, and a final income tax return. It is a flowchart which shows the flow of final income tax return support processing. It is a functional block diagram which shows the function of the assistance apparatus of embodiment. It is a functional block diagram which shows the function of the assistance apparatus of embodiment.

  Hereinafter, embodiments will be described with reference to the drawings.

(First embodiment)
FIG. 1 is a system configuration diagram showing the configuration of the home taxpayer tax return support system (hereinafter also referred to as “support system”) according to the present embodiment. In the support system of this embodiment, when a user performs hometown tax payment in a system that provides services for performing hometown tax payment on the Internet, the hometown tax payment is performed using the information stored at that time by the user. This is a system that provides a service for creating final tax return data on the Internet.

  Here, hometown tax payment is a system where, as mentioned above, if you donate to your local government as your hometown tax payment, the portion of your hometown tax payment amount (donation amount) that exceeds the specified amount will be deducted from income tax and resident tax. is there.

  The support system of this embodiment includes a home taxpayer final tax return support device (hereinafter also referred to as “support device”) 1, an old home tax payment settlement processing device (hereinafter also referred to as “settlement processing device”) 30, and The client terminal 70 is included. These devices are connected via the network 50 and the Internet 60. Hereinafter, the configuration of each apparatus will be described.

  First, the hometown tax payment settlement processing apparatus 30 will be described. The settlement processing device 30 is a service for applying for and settlement of hometown tax payment on the Internet on behalf of the local governments seeking hometown tax payment (hereinafter referred to as “hometown tax payment application settlement service”). Device). When the service user accesses the website providing the service by operating the client terminal 70 or the like, the settlement processing device 30 displays the hometown tax payment contents from each local government. The user can select a desired hometown tax payment application, apply for hometown tax payment, and make a payment using a credit card or the like.

  The settlement processing apparatus 30 is a computer connected to the network 50, and is a server that provides a hometown tax payment application settlement service. The payment processing device 30 may be any device suitable for the server device. The settlement processing device 30 includes a control unit, an auxiliary storage device, a communication interface, and the like.

  The control unit controls various processes in the payment processing apparatus 30. The control unit functions by, for example, a processor, a memory, and an OS (Operating System) stored in an auxiliary storage device. The processor is, for example, a CPU (Central Processing Unit) or an MPU (Micro Processing Unit). The memory is a ROM (Read Only Memory) or a RAM (Random Access Memory). Based on a program or the like stored in a ROM or an auxiliary storage device, the control unit transmits data for displaying the screen of the website to the client terminal in response to access to the website providing the hometown tax payment application settlement service. Control etc.

  The auxiliary storage device stores various programs such as an application program and an OS. The auxiliary storage device includes a database 32 for storing data relating to the hometown tax payment application settlement service. The database 32 includes a hometown tax payment list database (DB) 34, a member information database (DB) 36, and a hometown tax payment settlement information database (DB) 38.

  The hometown tax payment list DB 34 is a database of a hometown tax payment recruitment list. FIG. 2 shows an example of data in the hometown tax payment list DB 34. As shown in FIG. 2, the list is associated with the home tax payment ID, the local governments that are seeking home tax payment, return goods, donation amounts, deduction amounts, and the like for each offer. For example, the hometown tax ID 0001 is the hometown tax paid by Hokkaido A City, the return item is a steak set, the hometown tax is 100,000 yen, and the deduction is 98,000.

  Based on the hometown tax payment list DB 34, the control unit of the settlement processing device 30 can display the hometown tax payment recruitment list on the client terminal of the user. In addition, for example, a function for selecting a hometown tax payment condition by a pull-down menu or a keyword search function is displayed on the website screen, and a user's request is selected from a large number of offers registered in the hometown tax payment list DB 34. You may be able to display only the recruitment that suits your needs.

  The member information DB 36 is a database of member information registered when a user registers as a member in order to use the hometown tax payment application settlement service. FIG. 3 shows an example of data in the member information DB 36. The member information is associated with information such as a member ID, a password, a name, a date of birth, an age, and an address for each member. The member information is information that can identify the person, but the data items are not limited to these.

  The hometown tax payment settlement information DB 38 (payment information database) is a database in which settlement information is recorded when a user actually pays hometown tax using the service. FIG. 4 shows an example of data in the hometown tax payment settlement information DB 38. In the payment information, for example, information such as a tax payment history ID, a payment date, a payment mode, an oldness tax payment ID, and a member ID are associated with each payment. The tax payment history ID is a number assigned for each settled hometown and tax payment.

  In the hometown tax payment application settlement service, when the hometown tax payment is applied and settlement is completed, the person in charge of the hometown tax donation is transferred from the computer 40 to the payment processing apparatus 30 (or a system constituted by the payment processing apparatus 30 or the like). The home and tax payment information made for the local government can be confirmed on the screen for confirming the displayed home and tax payment information (donation status). Each local government sends a document (receipt) certifying the donation necessary for final tax return to the user who paid the hometown tax based on the hometown tax payment information confirmed by the person in charge on the screen. The hometown tax-paid donation is accounted for between the hometown tax application settlement service provider and the local government. The payment processing apparatus 30 and the computer 40 used by the person in charge of each local government may be connected by a dedicated network or a network such as the Internet.

  Next, the configuration of the support device 1 will be described. The support device 1 supports the creation of data necessary for a taxpayer to make a final tax return (hereinafter also referred to as a “final tax return”) by a user who has paid his / her hometown using the service provided by the settlement processing device 30. This is a server device that provides a service (hereinafter also referred to as “support service”) via the Internet. The support device 1 may be a computer connected to the network 50, but a device suitable for the server device may be used. The support device 1 includes a processor 3, a memory 4, an auxiliary storage device 6, a communication interface (I / F) 8, and the like as the control unit 2.

  The control unit 2 controls various processes in the support device 1. In the present embodiment, the control unit 2 performs a process of displaying a website screen that provides the user with a service that supports the creation of final tax return data on hometown tax payment on the user's client terminal. In addition, based on the information input on the screen and the information on the hometown and tax payment stored in the settlement processing device 30, a process for creating data for the final return is performed. The control unit 2 functions by the processor 3, the memory 4, and the OS stored in the auxiliary storage device 6 or the like.

  The processor 3 executes the control program stored in the memory 4 and the OS stored in the auxiliary storage device 6 to control the support device 1. The processor is, for example, a CPU or MPU.

  The memory 4 is a semiconductor memory, and includes a ROM that stores a control program for the processor 3, a RAM that provides a temporary work area for the processor 3, and the like.

  The control unit 2 may include an ASIC (Application Specific Integrated Circuit) that realizes part or all of the functions of the support apparatus 1.

  The auxiliary storage device 6 stores the OS, a program for providing the support service of the present embodiment and other programs, and various data such as image data for displaying a website that provides the support service. Storage device. The auxiliary storage device 6 may be a magnetic storage device such as a hard disk drive, an optical storage device, or a semiconductor storage device such as a flash memory, or any combination thereof.

  The communication I / F 8 is an interface connected to an external device via a network. The communication I / F 8 is connected to the network 50 by wire or wireless. The control unit 2 communicates with external devices such as the payment processing device 30 and the client terminal 70 via the communication I / F 8, the network 50, the Internet 60, and the like.

  Next, the network 50 connects the support apparatus 1 and the payment processing apparatus 30 so that they can communicate with each other, and is connected to the Internet 60. The network 50 may be configured by, for example, a LAN (Local Area Network) or a WAN (Wide Area Network). Further, the network 50 may be the Internet. In this case, the support device 1, the payment processing device 30, and the client terminal 70 are connected to each other via the Internet.

  Next, the client terminal 70 is a device for a user to use the home tax payment application settlement service provided by the settlement processing device 30 and the support service provided by the support device 1 via the Internet 60. The client terminal 70 may be a terminal device such as a computer that can be connected to the Internet 60. The client terminal 70 may include a control unit, an auxiliary storage device, an input unit, a display unit, a communication interface, and the like. The input unit may be a keyboard, a mouse, a touch pad / touch panel, and the display unit may be a liquid crystal screen or the like.

  The client terminal 70 executes a web browser program stored in an auxiliary storage device or the like, and accesses a website that provides the service. Then, on the website displayed on the web browser, the service according to the present embodiment can be used to perform hometown tax payment or to create final tax return data. Since each component is basically the same as that of the support device 1 and the like, detailed description thereof is omitted.

  The client terminal 70 may be any terminal as long as the Internet can be used, and may be a mobile terminal such as a mobile phone or a smartphone in addition to the PC.

  Next, the fixed income tax return support process executed in order for the support apparatus 1 of the present embodiment to provide the support service will be described. First, functions that the support apparatus 1 has in order to realize the processing will be described. FIG. 5 is a functional block diagram illustrating functions of the support apparatus 1.

  The support apparatus 1 includes a transmission unit 10, an operation input acquisition unit 12, a member information acquisition unit 14, a tax payment information acquisition unit 16, and a PDF creation unit 18 that is a final return data creation unit. These functions are realized by the processor 3 executing a program or the like for providing the support service (or part or all of the functions by the ASIC).

  The transmission unit 10 transmits information necessary for the user to operate the client terminal 70 and use the support service to the client terminal 70. Specifically, the image data necessary for displaying the screen of the website providing the support service (final return creation screen) is transmitted to the client terminal 70 and displayed. In addition, as necessary information for preparing the final tax return, the membership information of the user registered when the hometown tax payment was made using the hometown tax application settlement service and the hometown tax payment settlement information are processed by the client through the processing described below. It is transmitted to the terminal 70 and displayed. Further, as part of the final tax return creation screen, an authentication screen for authenticating which member the user is in the home tax payment application settlement service is output to the client terminal 10 for display. Information such as a screen to be displayed is stored in the auxiliary storage device 6 and is output from the communication I / F 8 to the client terminal 70 via the network 50 and the Internet 60.

  Here, a screen that the transmission unit 10 transmits to the client terminal 70 to display will be described. FIG. 6 to FIG. 10 are examples of screens constituting a final income tax return creation screen that the transmission unit 10 of the present embodiment transmits to the client terminal and displays the access to the website.

  FIG. 6 is an introduction screen 80 that displays a description of the support service and a description of advance preparation. Further, as illustrated in FIG. 6, the transmission unit 10 may display a screen including a new member registration button 80 a for executing a new member registration process and a pre-check field 80 b (portion surrounded by a broken line). At the bottom of the introduction screen 80, a creation start button 80c for moving to an input form screen 82, which will be described later, for displaying necessary information is displayed.

  The new member registration button 80a is entered by a user who has not registered as a member of the home tax payment application settlement service provided by the settlement processing device 30 described above by inputting information such as a name and an address described in the final tax return. A button for displaying a screen. Information registered by the new member registration may be stored in the auxiliary storage device 6 of the support device 1, the member information DB 36 of the payment processing device 30, or the like.

  In the pre-check column 80b, for example, a condition of a user who can use the support service of the present embodiment and a check column (check box) for checking that the user is confirmed to be a target user may be displayed. . The conditions of the target users include, for example, the number of salary payment sources, annual income, whether or not there is a final tax return, and whether or not there is a tax return other than hometown tax payment. In addition, in the pre-check column 80b, a check column for checking the items necessary for preparing the final tax return data using this support service and the preparation thereof may be displayed. In addition, in the pre-check column 80b, a check column for checking that the user has agreed to the terms of use of the support service and the terms of use may be displayed. Then, the transmission unit 10 may perform display control so that the creation start button 80c can be pressed when the check boxes in these advance check fields 80b are checked.

  Since the introduction screen 80 in FIG. 6 is a screen for explanation and prior confirmation, it may be started from the next input form screen 82. Further, the introduction screen 80 may be displayed on the same page as the input form screen 82 or the like.

  FIG. 7 shows an input form screen 82 for inputting data necessary for creating a final income tax return. The input form screen 82 includes, for example, a member information reflection button 84, a user information input field 86, a salary income information input field 88, a deduction receipt account input field 90, and a hometown tax payment information input field as input fields for the user to input. 92 etc. are included. In FIG. 7, each of the input fields is surrounded by a broken line.

  The member information reflection button 84 displays information necessary for creating the final tax return among the member information registered when the user uses the hometown tax payment application settlement service provided by the settlement processing device 30 to perform hometown tax payment. This is a button for executing processing to reflect in the user information input field 86 and processing to reflect necessary information in the home tax payment information input column among the home tax payment settlement information associated with the member ID of the member. When the member information reflection button 84 is pressed, the transmission unit 10 displays an ID / password input screen 96 for inputting an ID and password as shown in FIG. 8 on the client terminal 70 in a pop-up or another screen, for example.

  The user information input column 86 is a column for inputting the personal information of the user of this service necessary for preparing the final income tax return as described above. When the member information reflection button 84 is pressed, an ID / password input screen 96 is displayed. When the member authentication process is properly performed by inputting the ID and password, necessary information is reflected in the user information input field 86 from the member information. Is done. For information not included in the member information, information is input by an operation input at the client terminal 70. Information on all items in the user information input field 86 may be input by an operation input on the client terminal 70 without pressing the member information reflection button 84.

  The salary income information input column 88 is a column for inputting information such as salary (salary income information) that needs to be described in the final tax return. As shown in FIG. 7, the transmission unit 10 displays a sample image of the withholding slip in the salary income information input field 88, and each input field (A next to each field in the salary income information input field 88 on the input form screen 82 is displayed. May be displayed so that it can be understood which column of the withholding slip corresponds to the description (in FIG. 7, characters A to E are displayed in the corresponding column of the withholding slip image).

  The deduction amount receiving account input column 90 is a column for inputting information of an account to be received when the deduction by the final tax return is refunded. For example, the transmission unit 10 may display a screen on which a bank name, a branch name, or an account type can be selected using a pull-down menu.

  The hometown tax payment information input column 92 is a column for inputting necessary information based on the settlement information when the hometown tax payment is performed using the hometown tax payment application settlement service. As described above, when the member information reflecting button 84 is pressed to authenticate the member, necessary information is reflected in the settlement information of the hometown tax payment associated with the member ID. Further, information may be input by operation input at the client terminal 70. A button for performing an operation of adding an input field of a donation-destination local government may be displayed.

  At the bottom of the input form screen 82, a confirmation button 94 for confirming the input contents when information to be input in the above input fields is displayed.

  FIG. 9 is a confirmation screen 98 for confirming information input on the input form screen 82 of FIG. The input information is information reflected by pressing the member information reflection button 84 or information input by an operation on the client terminal 70 side, and a confirmation screen 98 reflecting them is displayed. In the lower part of the confirmation screen 98, a PDF creation execution button 100 for instructing execution of processing for creating PDF data that is final tax return data, and a correction button 101 for returning to the input form screen 82 to correct the contents are displayed. Is done.

  As shown in the confirmation screen 98 of FIG. 9, the transmission unit 10 displays a check field for approving that the input content has been confirmed, and displays so that the PDF creation execution button 100 can be pressed after checking the check field. You may control. In addition, the transmission unit 10 displays the image of the withholding slip in the display field of the salary income information on the confirmation screen 98, and displays the salary income information such as the input salary in the corresponding column of the image of the withholding slip. May be. By displaying information such as the amount entered in the corresponding column of the image of the withholding slip, it is possible to confirm whether there is an entry error compared to the withholding slip at hand of the user.

  FIG. 10 shows a download for downloading the data of the final return to the client terminal 70 that is displayed when an operation input for pressing the PDF creation execution button 100 is made from the client terminal 70 on the confirmation screen 98 shown in FIG. This is a screen 102 for use. As shown in the download screen 102 in FIG. 10, the transmission unit 10 displays a download execution button 104 and a return button 106 for returning to the input form screen 82 so that the input content can be corrected. Other useful information may be displayed to the user, such as precautions, final tax return submission location (submission tax office), submission timing, and how to print the downloaded data. In addition, a display for prompting attention may be displayed so that the user himself / herself fills in the column for entering my number of the final tax return by hand.

  The operation input acquisition unit 12 acquires operation input information from the client terminal 70. Specifically, the operation input acquisition unit 12 acquires operation input for pressing various buttons displayed on the above-described screen, information necessary for creating a final income tax return input in the input field, and the like.

  The member information acquisition unit 14 acquires the member information registered when the user uses the hometown tax payment application settlement service from the member information DB 36 of the settlement processing apparatus 30 which is a predetermined storage area. Specifically, the member information reflection button 84 displayed on the input form screen 82 is pressed, and the ID / password input screen 96 is displayed. Then, when the member ID and password are input from the client terminal 70 and are properly authenticated with the ID and password, information necessary for creating a final tax return among the member information associated with the member ID The member information acquisition unit 14 acquires (information about the user) from the member information DB 36. Necessary information is information on items shown in the user information input field 86 in FIG. 7 and information on items stored in the member information DB 36.

  For example, when the member ID “ABCD” and the password “abcd0000” registered in the member information DB 36 of FIG. In this case, the member information acquisition unit 14 acquires “Taro Furusato”, which is the name of the member ID “ABCD”, and the date of birth, address, and the like based on the member information DB 36 of FIG. The acquired information is output to the client terminal 70 by the transmitting unit 10 and reflected on the input form screen 82. The authentication process performed using the information in the member information DB 36 may be performed on the support device 1 side (member information acquisition unit 14 or an authentication processing unit provided separately) or on the payment processing device 30 side. May be.

  The tax payment information acquisition unit 16 stores the home tax payment information (home tax payment information) performed by the user, which is associated with the member ID for which the above-described authentication has been performed, in the settlement processing device 30 which is a predetermined storage area. Obtained from the hometown tax payment settlement information DB 38. Specifically, the tax payment information acquisition unit 16 obtains, from the oldness and tax payment settlement information DB 38 shown in FIG. 4, information necessary to create a final tax return among the oldness and tax payment settlement information associated with the member ID (oldness and tax payment). Information). The necessary information is an item displayed in the hometown tax payment information input field 92 in FIG. 7, and at least the hometown tax payment amount and information on the hometown and the tax-donating local government (local government name and address of the local government) may be included.

  For example, when the above-described authentication is performed with the member ID “ABCD”, the tax payment information acquisition unit 16 sets the payment information associated with “ABCD” from the home tax payment payment information DB 38 of FIG. 4 (the data of FIG. 4). In this case, information on tax payment history IDs N0002 and N0003) is extracted. Then, the name and location of the local government for donation and the hometown tax payment amount, which are information necessary for input in the hometown tax payment information input field 92, are acquired. The acquired information is output to the client terminal 70 by the transmitting unit 10 and reflected on the input form screen 82.

  In the hometown tax payment settlement information DB 38 shown in FIG. 4, the hometown tax payment ID is associated with each settlement information. It is only necessary to obtain information on local governments and information on hometown tax payments. In addition, in the hometown tax payment settlement information DB 38, the name, address, hometown tax payment amount, etc. of the local government where the hometown tax was paid may be stored in advance.

  Further, as shown in the hometown tax payment information input field 92 of FIG. 7, when the total tax payment amount is input for each local government, the hometown tax payment for each local government in the settlement information acquired by the tax payment information acquisition unit 16 is entered. It is sufficient to calculate the total amount of. In this case, when the home tax is paid multiple times to the same local government, the total amount for each local government is input to the home tax payment information input field 92. Moreover, the tax payment information acquisition part 16 should just extract required information from the settlement information of the period used as the object of final income tax return by the final income tax return to produce.

  The PDF creation unit 18 creates PDF data for the final tax return based on the information input on the input form screen 82. The PDF creation unit 18 inputs information into a predetermined entry field of a final return (data) associated with information on each item on the input form screen 82. FIG. 11 is a diagram showing the correspondence between each item on the input form screen 82 and the entry field of the final income tax return 108 surrounded by a broken line. The PDF creation unit 18 inputs the input information as it is in a predetermined column of the final tax return 108, or inputs information obtained by performing processing such as calculation and conversion based on the input information. The input information is used as it is, for example, information such as the hometown taxpayer's name and address, and information such as salary. The input information is calculated and used, for example, for the donation amount, which is the total amount of the hometown tax payment amount, and the total amount is entered in the donation column of the donation deduction column of the final tax return 108. The In addition, the PDF creation unit 18 reflects the name and location of the local government of the donation that has been reflected or entered in the home tax payment information input field 92 of the input form screen 82, and the donation deduction column in the final tax return 108 of the donation deduction column. Enter in the address and name fields. When there are a plurality of local governments that donate, the PDF creation unit 18 inputs the names and locations of the local governments so that they are listed in the column. The PDF creation unit 18 inputs only a part of the local governments when the number of local governments to be donated is too large to fit in the column (for example, when the number of local governments to be donated exceeds a predetermined number). In order to omit other municipalities, “other” may be entered.

  Note that the PDF creation unit 18 that is the final return data creation unit may create final return data in a data format other than PDF. For example, it may be a PDL file such as PostScript or XPS, a word processing software file such as Word, a spreadsheet software file such as Excel, a presentation software file such as PowerPoint, a graphic software file, or an image file such as JPEG.

  Next, the flow of final tax return support processing will be described. FIG. 12 is a flowchart showing the flow of the final return support process executed by the support apparatus 1 of this embodiment.

  First, when there is an access from a client terminal 70 to a website that provides support services, the transmission unit 10 displays a top screen on the client terminal 70 (Step 101). The top screen may be, for example, the introduction screen 80 shown in FIG.

  Next, the operation input acquisition unit 12 determines whether or not the pre-check field 80b is checked (Step 102). If the check is already made (Yes in Step 102), whether or not the creation start button 80c is pressed. Determine (Step 103). When the operation input acquisition unit 12 acquires an operation input for pressing the creation start button 80c from the client terminal 70 (Yes in Step 103), the transmission unit 10 transmits and displays the input form screen 82 on the client terminal 70 (Step 104). ). If not checked in Step 102 (No in Step 102) and if the creation start button 80c is not pressed in Step 103 (No in Step 103), the process waits until an operation input is made.

  Next, the operation input acquisition unit 12 determines whether or not the member information reflection button 84 is pressed (Step 105). When the operation input for pressing the button is acquired (Yes in Step 105), the transmission unit 10 is a member. An ID / password input screen 96 for inputting the ID and password is displayed. And the operation input acquisition part 12 acquires the input member ID and password, and performs an authentication process (Step106). If the member information reflection button is not pressed in Step 105 (No in Step 105), the process proceeds to Step 108.

  When the acquired member ID and password are properly authenticated, the member information acquisition unit 14 acquires information on the item shown in the user information input field 86 associated with the member ID from the member information DB 36. . Further, the tax payment information acquisition unit 16 acquires the above-mentioned oldness and tax payment information associated with the authenticated member ID from the oldness and tax payment settlement information DB 38. Then, the transmission unit 10 performs processing for reflecting the information acquired by the member information acquisition unit 14 and the tax payment information acquisition unit 16 in the corresponding fields of the input form screen 82 (Step 107).

  Next, when the operation input acquisition unit 12 acquires an operation input for pressing the confirm button 94 from the client terminal 70 (Yes in Step 108), the information input on the input form screen 82 is acquired (Step 109). And the transmission part 10 displays the confirmation screen 98 on the client terminal 70 based on the information acquired in Step107 and Step109 (Step110). If the confirm button 94 is not pressed in Step 108 (No in Step 108), the process returns to Step 105 and waits until the confirm button 94 is pressed.

  Next, when the operation input obtaining unit 12 obtains an operation input for pressing the PDF creation execution button 100 from the client terminal 70 (Yes in Step 111), the PDF creating unit 18 is based on the information obtained in Step 107 and Step 109. The PDF data of the final tax return with the information entered in the predetermined column of the final tax return (data thereof) is created (Step 112).

  Then, the transmission unit 10 causes the client terminal 70 to display a download screen 102 for downloading the created PDF data (Step 113). When the operation input acquisition unit 12 acquires an operation input for pressing the download execution button 104 from the client terminal 70, the PDF creation unit 18 (or the transmission unit 10) transmits the created PDF data to the client terminal 70 (Step 114). The above is the flow of the final tax return support process of this embodiment.

  In addition, when starting from the input form screen 82 without displaying the introduction screen 80, the process may start from Step 104. Further, for example, a field for inputting a member ID and password may be displayed on the input form screen 80 in advance. In this case, when the member information reflection button 84 is pressed in a state where the ID and password are input, the member information and the home tax payment information are reflected and displayed without going through the ID / password input screen 96. Alternatively, the download screen 102 and the confirmation screen 98 may be omitted, and the PDF creation unit 18 may directly perform processing for transmitting PDF data to the client terminal 70 (from Step 109 or 112 to Step 114). Further, the confirmation screen 98 may be omitted, and the process may proceed from Step 109 to Step 113.

  According to the support device 1 and the support system of the present embodiment described above, the user who has paid the home tax using the home tax payment application settlement service can create the final tax return data by a simple operation. In particular, since the information registered at hometown tax payment and information on hometown tax payment are used as they are, entry errors can be prevented and a final tax return reflecting the hometown tax payment information can be created easily and accurately. .

  Note that a system in which the client terminal 70 has a part of the functions for realizing the support service shown in FIG. 5 and the support service is provided by the support device 1 and the client terminal 70 (with the payment processing device 30). It may be configured. For example, the client terminal 70 may have dedicated application software that provides the support service, and the support service may be provided by executing the application software. In this case, for example, part or all of the information on the final tax return creation screen is included in the application software in advance, and other necessary data communication is performed between the client terminal 70 and the support apparatus 1. The function of the PDF creation unit 18 may be included in the application software, and final PDF data may be created on the client terminal 70 side.

  Of the information input in the user information input field 86, information not included in the information acquired from the member information DB 36 (for example, the name of the householder or the relationship of the householder) is input to the operation input acquisition unit 12. May be extracted from the information entered on the input form screen 86 and stored in the auxiliary storage device 6 of the support device 1 or the auxiliary storage device (database 32 or the like) of the payment processing device 30 in association with the member ID. . When the member information reflection button 84 is pressed when creating the data for the final tax return on and after the next time, the member information acquisition unit 14 including these information is acquired and reflected on the input form screen 86. By doing so, the input work can be further reduced.

  Further, although the client terminal 70 has been described as a computer connected to the Internet 70, it may be a dedicated terminal device for creating final return data connected to the support device 1 via the Internet or a dedicated network.

(Second Embodiment)
In the present embodiment, the support apparatus 1 determines the final tax return when an operation input for displaying the PDF data of the final tax return is made on the hometown tax application settlement service website provided by the settlement processing apparatus 30. Is generated, and the PDF data is transmitted to the settlement processing apparatus 30. In the following description, description of the same configuration as that of the first embodiment is omitted.

  FIG. 13 is a functional block diagram illustrating functions of the support apparatus 1 according to the present embodiment. In the present embodiment, in addition to the functions described in the first embodiment, a PDF creation instruction acquisition unit 20 is further provided. The PDF creation instruction acquisition unit 20 acquires a PDF creation instruction for instructing to create final tax return data from the payment processing apparatus 30 via the network 50. In addition, if login is completed with the password corresponding to the member ID on the website providing the home tax payment application settlement service, the payment processing device 30 instructs the member information and the home tax payment information corresponding to the member ID to create a PDF. At the same time, it may be transmitted to the support device 1. Based on the PDF creation instruction, the PDF creation unit 18 extracts necessary information from the member information and the hometown tax payment information as in the first embodiment, and creates PDF data of the final tax return. The created PDF data is transmitted from the support apparatus 1 to the settlement processing apparatus 30 and displayed on the hometown tax payment application settlement service website.

  Note that salary income information, deduction receipt account information for receiving refunds, etc. are not input to the PDF data of the final income tax return displayed by the processing. Therefore, the function for creating final tax return data in this embodiment is used for the purpose of confirming the final tax return content in the form of the final tax return provisionally when performing home tax payment on the homepage tax application settlement service website. It may be used.

(Third embodiment)
In the present embodiment, the support apparatus 1 performs the final tax return other than the home tax payment, such as the medical fee deduction and the deduction for the purchase by mortgage, in addition to the data creation function of the final tax return tax payment of the first embodiment. Also has a function to create data reflected in the final tax return.

  Specifically, in the present embodiment, the transmission unit 10 displays input fields such as a medical cost deduction amount and a mortgage deduction amount on the input form screen 82 (or another screen). When necessary information such as medical expenses and mortgage deductions is input in addition to the information necessary for the final tax return of the hometown tax payment from the client terminal 70, the operation input acquisition unit 12 acquires the input information. . Then, the PDF creation unit 18 processes the data of the final tax return so as to reflect the information on the medical expenses deduction and the mortgage deduction in addition to the information on the hometown tax payment.

  According to the present embodiment, when a final tax return for hometown tax payment is created, other report items can be processed together, which is more convenient for the user.

(Fourth embodiment)
In the present embodiment, the support device 1 acquires salary income information input on the input form screen 82 by OCR (optical character recognition) processing for a withholding slip. A process of converting the amount and information of necessary items from the image data of the withholding slip into text data and reflecting it in the input field of the input form screen 82 is performed.

  FIG. 14 is a functional block diagram illustrating functions of the support apparatus 1 according to the present embodiment. In the present embodiment, an OCR processing unit 22 is provided in addition to the functions described in the first embodiment. In the present embodiment, for example, a button for executing processing for specifying an image data file of a withholding slip (or an address input field for the file), a button for instructing execution of OCR processing for specified image data, etc. The transmission unit 10 causes the client terminal 70 to display the input form screen 82 displayed in the income information input field 88. When OCR processing is selected, another screen such as a pop-up screen may be opened, and operations such as uploading of image data of withholding slips and instructions for executing OCR processing may be performed on the screen.

  When the execution of the OCR process is instructed, the operation input acquisition unit 12 acquires the image data of the withholding slip, and the OCR processing unit 22 performs the OCR process on the image data. The OCR processing unit 22 reads the amount and character string of items designated in advance from the image data of the withholding slip and converts the image data into text data. The obtained numbers and characters are reflected in the corresponding input fields of the salary income information input field 88 of the input form screen 82. The PDF creation unit 18 creates PDF data for the final income tax return based on the numbers and characters obtained by the OCR process.

  According to this embodiment, since the support apparatus 1 automatically acquires the numbers and characters of necessary items from the image data of the withholding slip, it is possible to reduce the amount of money to be written, mistakes in items, etc., and more accurately It is easy to create final tax return data.

(Fifth embodiment)
In this embodiment, the PDF creation unit 18 creates an address label for the envelope when submitting the final tax return in addition to the final tax return data. The address label is a label addressed to the tax office of the jurisdiction that submits the final tax return. The user can print a mailing label along with the final tax return form from the created PDF data, attach the address label portion to the envelope, and send the final tax return form to the jurisdiction tax office.

  In the present embodiment, when the PDF creation unit 18 creates PDF data, from the address of the user who submits the final return entered in the user information input field 86 of the input form screen 82, the destination of the final return is submitted. Determine the tax office. The auxiliary storage device 6 of the support apparatus 1 stores a tax office database in which each tax office is associated with the jurisdiction of the tax office, and a tax office to be submitted is determined based on the tax office database. The PDF creation unit 18 performs matching with the tax office database on the address input in the user information input field 86, and determines the tax office to which the input address corresponds. Then, the PDF creating unit 18 creates the data of the tax return and the address label on which the corresponding tax signature and its address are written as PDF data (or other forms of electronic data). The address of the tax office may be stored in the tax office database in association with each tax office. The user address input in the user information input field 86 may be the address of the member information reflected when the member information reflection button 84 is pressed, or directly from the client terminal 70 to the input form screen 82. It may be input information.

  The PDF data of the address label may be created in the same file as a continuation page of the final income tax return page. Further, it may be created as a separate file from the final tax return. In the case of another file, a download button for an address label different from the final tax return may be displayed on the download screen 102 or another page so that it can be downloaded separately from the final tax return. Further, when the download button for the address label is pressed, the PDF creating unit 18 may create PDF data for the address label and transmit (download) the data to the client terminal 70. Also, on the input form screen 82 and the like, a check column and a selection column for whether or not to create an address label addressed to the jurisdiction tax office are displayed, and when it is designated to create an address label PDF data. May be.

  The tax office database may be used when there is an existing database about the tax office outside, and the support apparatus 1 does not necessarily have to hold the tax office database. In addition, the support device 1 may include a dedicated function such as an address label creation unit as a function of creating an address label, and the address label creation unit may perform the label creation process.

  According to this embodiment, when a user submits a final income tax return by mail, it is possible to omit the work of examining the tax office of the submission destination and writing the address on the envelope, so it is easy to make a mistake. Envelopes can be created for filing tax returns.

1 Hometown Taxpayer Final Report Support Device (Support Device)
2 Control unit 3 Processor 4 Memory 6 Auxiliary storage device 10 Transmission unit 12 Operation input acquisition unit 14 Member information acquisition unit 16 Tax payment information acquisition unit 18 PDF creation unit 30 Oldness and tax payment settlement processing device (settlement processing device)
32 Database 34 Oldness and Tax Payment List Database 36 Member Information Database 38 Oldness and Tax Payment Settlement Information Database 50 Network 60 Internet 70 Client Terminal

Claims (5)

Finalized tax return creation, where users who have paid hometown tax using the settlement service for hometown tax payment on the Internet enter the information necessary to create final tax return data for final tax payments related to hometown tax payment A transmission unit for transmitting information for displaying a screen to the client terminal of the user;
An operation input acquisition unit for acquiring an operation input from the client terminal for the final income tax preparation screen;
A member ID registered as a member in the settlement service and stored in a predetermined storage area in association with the member ID of the user input from the client terminal on the final income tax preparation screen; A member information acquisition unit for acquiring information about the user;
A tax payment information acquisition unit that acquires oldness and tax payment information including the oldness and the payment amount and the information about the locality of the tax payment destination, the oldness and the payment amount, and stored in a predetermined storage area in association with the member ID;
Based on the information acquired by the operation input acquisition unit, the member information acquisition unit, and the tax payment information acquisition unit, final tax return for which information on items to be filled in when final tax return is filed is input Final tax return data creation department to create the data of the certificate,
A final tax return support processing device for a hometown taxpayer characterized by comprising: The transmission unit displays information on the final tax return creation screen including a member information reflection button for performing an operation input for reflecting the member information registered in the settlement service in the input field of the final tax return creation screen. Send
When the operation input acquisition unit acquires an operation input for pressing the member information reflection button, the member information acquisition unit acquires information about the user associated with the member ID, and the tax payment The information acquisition unit acquires the hometown tax payment information associated with the member ID,
The transmitting unit transmits the information on the final tax return creation screen in which information acquired by the member information acquisition unit and the tax payment information acquisition unit is reflected in a predetermined input field of the final tax return creation screen. The hometown taxpayer final tax return support processing device according to claim 1. The tax payment information acquisition unit calculates the total amount of home tax payment for each local government when the acquired home tax payment information includes multiple home tax payments for the same local government.
The said transmission part transmits the information of the said final income tax return preparation screen which reflected the total amount of oldness and tax payment amount for every local government in the said input column about oldness and tax payment information, The hometown of Claim 2 characterized by the above-mentioned Tax return support device for taxpayers. Finalized tax return creation, where users who have paid hometown tax using the settlement service for hometown tax payment on the Internet enter the information necessary to create final tax return data for final tax payments related to hometown tax payment Send information for displaying the screen to the user's client terminal,
Obtain an operation input from the client terminal for the final income tax preparation screen,
A member ID registered as a member in the settlement service and stored in a predetermined storage area in association with the member ID of the user input from the client terminal on the final income tax preparation screen; Obtaining information about the user;
The hometown tax payment information including the hometown tax payment hometown, the tax payment amount, and the hometown tax destination locality information associated with the member ID and stored in a predetermined storage area, is acquired.
Based on the acquired operation input, the information about the user, and the hometown tax payment information, the data of the final tax return with the information on the items to be filled in when making the final tax return on the hometown tax payment is created. A program that causes a computer to execute processing to be performed. A hometown tax payment processing apparatus that provides a settlement service for performing settlement processing for hometown tax payment on the Internet, a hometown tax payment list database that stores a hometown tax payment recruitment list, and a member ID registered as a member in the payment service A home information tax settlement processing including a member information database storing member information associated with the home information and a settlement information database storing home information settled in the settlement service in association with the member ID. Equipment,
To display a final tax return creation screen for a user who has paid his / her home tax using the settlement service to input information necessary to create final tax return data for final tax return regarding home tax payment A transmitting unit for transmitting information to the client terminal of the user;
An operation input acquisition unit for acquiring an operation input from the client terminal for the final income tax preparation screen;
A member information acquisition unit for acquiring information on the user from the member information database stored in association with the member ID of the user input from the client terminal on the final income tax preparation screen;
A taxpayment information acquisition unit that acquires the hometown tax payment information associated with the member ID from the settlement information database;
Based on the information acquired by the operation input acquisition unit, the member information acquisition unit, and the tax payment information acquisition unit, final tax return for which information on items to be filled in when final tax return is filed is input Final tax return data creation department to create the data of the certificate,
A home taxpayer tax return support processing device,
A final tax return support processing system for a hometown taxpayer characterized by comprising: