JP2020194585A - Receipt data management device, program therefor and receipt data management method - Google Patents

Abstract

To provide a consumer with a document for a final income tax return corresponding to a self-medication tax system on the basis of receipt data.SOLUTION: A receipt data management device detects sales data of a commodity belonging to a commodity group capable of receiving tax deduction when am annual purchase amount is within a predetermined amount range, from receipt data including the sales data of the commodity purchased by a customer. The receipt data management device allows a storage unit to store the detected sales data of the commodity in association with customer identification information associated with the receipt data including the sales data. In response to a document output request including the customer identification information, the receipt data management device outputs a document including a commodity name, an amount of money, a shop name, a purchase date of the commodity sold in a predetermined period and belonging to the commodity group that can receive tax deduction, and a description that the commodity is a target commodity for tax deduction, on the basis of the sales data of the commodity stored in association with the customer identification information in the storage unit.SELECTED DRAWING: Figure 12

Description

An embodiment of the present invention relates to a receipt data management device and a program for causing a computer to function as the receipt data management device.

In Japan, a self-medication tax system has been introduced to promote self-medication (self-medication). The self-medication tax system receives an income deduction for the purchase cost of drugs requiring guidance and over-the-counter drugs that have been diverted from medical use, so-called switch OTC (Over The Counter) drugs (hereinafter simply referred to as OTC drugs). It is a system that can be used. For example, from January 1, 2017 to December 31, 2021, if the total amount of OTC drugs purchased by one household in a year (including consumption tax) exceeds 12,000 yen, the excess amount will be exceeded. A (A = total-12,000 yen: A is limited to 88,000 yen) can be subject to income deduction. In order to comply with such a tax system, consumers need to manage receipts issued by pharmacies and the like when they purchase OTC drugs.

An electronic receipt system is effective for managing receipts. The electronic receipt system stores receipt data including sales data of products purchased by consumers in a server (receipt data management device) for a certain period of time, during which time the receipt image can be viewed on the information terminal used by the consumer. It is a thing. By using such an electronic receipt system, the consumer does not need to manage the receipt of the paper medium issued by the pharmacy or the like.

However, the current electronic receipt system does not support the self-medication tax system. In order to build an electronic receipt system that supports the self-medication tax system, it is necessary to enable consumers to provide final tax returns that support the self-medication tax system based on the receipt data managed by the server. desirable.

Japanese Unexamined Patent Publication No. 2014-229072

The problem to be solved by the embodiment of the present invention is to provide a receipt data management device and a program capable of providing consumers with a form for final tax return corresponding to a tax system such as a self-medication tax system based on receipt data. It is a thing.

In one embodiment, the receipt data management device includes detection means, storage means, aggregation means, information output means, and form output means. The detection means detects sales data of products belonging to a product group that can receive tax deduction when the annual purchase amount is within a predetermined amount range from receipt data including sales data of products purchased by the customer. The storage means stores the sales data of the product belonging to the product group detected by the detection means in the storage unit in association with the customer identification information associated with the receipt data including the sales data. The aggregation means aggregates the sales data of the products belonging to the product group every year. The information output means responds to a browsing request including the customer identification information, and based on the data obtained by annually totaling the sales data stored in association with the customer identification information in the storage unit by the aggregation means, within a predetermined year. Outputs image data including the total amount of products belonging to the product group bought and sold in the above product group and an image for specifying an output destination for outputting the form of the product belonging to the product group to the device of the viewing request source. To do. When the form output means receives a product form output instruction including information for designating an output destination and customer identification information from the device that requests browsing, the storage unit associates it with the customer identification information included in the form output instruction. Based on the stored sales data of products belonging to the product group, the form output instruction includes a form including the product name, amount, store name and purchase date of the product belonging to the product group that was bought and sold within a predetermined year. Output to the output destination specified by the information that specifies the output destination.

Schematic configuration of the electronic receipt system. The schematic diagram which shows the structure of the receipt data. A block diagram showing a circuit configuration of a main part of an electronic receipt management server. The schematic diagram which shows the main data file stored in the auxiliary storage device of an electronic receipt management server. The schematic diagram which shows the structure of the data stored in a member file. The schematic diagram which shows the structure of the data stored in a store file. The schematic diagram which shows the structure of the data stored in a monthly summary file. The schematic diagram which shows the structure of the data stored in the OTC drug summary file. The flow chart which shows the information processing procedure which the CPU of an electronic receipt management server executes at the time of receiving receipt data. The flow chart which shows concretely the processing procedure of the processing step "analysis" of FIG. The flow chart which shows a part of the information processing procedure which the CPU of the electronic receipt management server executes when the monthly aggregation request command is received. The flow chart which shows a part of the information processing procedure which the CPU of the electronic receipt management server executes when the monthly aggregation request command is received. The flow chart which shows a part of the information processing procedure which the CPU of the electronic receipt management server executes when the monthly aggregation request command is received. The flow chart which shows a part of the information processing procedure which the CPU of the electronic receipt management server executes when the monthly aggregation request command is received. The schematic diagram which shows one display example of the home screen displayed on the display device of an information terminal. The schematic diagram which shows one display example of the receipt list screen displayed on the display device of an information terminal. The schematic diagram which shows one display example of the monthly total screen displayed on the display device of an information terminal. The schematic diagram which shows one display example of the OTC drug list screen displayed on the display device of an information terminal. The schematic diagram which shows one display example of the electronic receipt screen displayed on the display device of an information terminal. The schematic diagram which shows one display example of the output destination list screen displayed on the display device of an information terminal. The schematic diagram which shows one display example of the OTC drug list screen including a shortage message. The schematic diagram which shows one display example of the OTC drug list screen including an excess message. The schematic diagram which shows one printing example of a form.

Hereinafter, an embodiment of a receipt data management device capable of providing consumers with a final tax return form corresponding to a self-medication tax system based on receipt data will be described with reference to drawings.

As shown in FIG. 1, the electronic receipt system 100 is connected to an electronic receipt management server 10 as a receipt data management device, a plurality of POS (Point Of Sales) systems 20, a network 30 such as the Internet, and the network 30. It includes a plurality of base stations 40 and a plurality of information terminals 50 capable of wireless communication between the base stations 40. The electronic receipt management server 10 is constructed in an electronic receipt management center that controls electronic receipt services. The POS system 20 is constructed at each store that is a member of the electronic receipt service. The information terminal 50 is used by a consumer who has registered as a member in order to receive an electronic receipt service.

The POS system 20 includes a plurality of POS terminals 21, a store server 22, and a printer 23, and these are connected by a communication line 24 such as a LAN (Local Area Network). The POS terminal 21 functions as a settlement terminal for commercial transactions. The store server 22 manages sales, inventory, and the like of the entire store based on the data of commercial transactions settled by each POS terminal 21. The printer 23 is compatible with printing various forms. The printer 23 may be a dedicated printing machine, or may be a multifunction device having multiple functions such as copying and facsimile.

The POS terminal 21 generates receipt data including sales data of products purchased by consumers. Further, the POS terminal 21 accepts the input of the member ID issued to the consumer who has registered as a member in order to receive the electronic receipt service.

When the POS system 20 receives the input of the member ID on the POS terminal 21, the POS system 20 converts the receipt of the commercial transaction for the consumer identified by the member ID into text and creates the receipt data 25 (see FIG. 2). Then, the POS system 20 outputs the receipt data 25 together with the member ID to the electronic receipt management server 10 via the network 30. The text conversion of the receipt may be performed by the POS terminal 21 or the store server 22. When the POS terminal 21 converts the receipt into text, the receipt data 25 may be output directly from the POS terminal 21 to the electronic receipt management server 10 via the network 30, or may be output via the store server 22. Good. When the store server 22 converts the receipt into text, the receipt data 25 is output from the store server 22 to the electronic receipt management server 10 via the network 30. Since the text conversion of the receipt and the generation of the receipt data 25 are well-known techniques, detailed description thereof will be omitted here.

FIG. 2 is a schematic diagram showing the structure of the receipt data 25 output from the POS system 20 to the electronic receipt management server 10. The receipt data 25 includes a member ID, a store code, a transaction date and time, a transaction number, product sales data, and payment data. The product sales data includes the product code, classification code, product name, unit price, points, price, and the like. The payment data includes the payment amount, payment type, payment information, and the like.

The store code is a unique code set for each store to identify each store. The transaction date and time is, for example, the date and time when the commercial transaction is started or settled on the POS terminal 21. The product sales data classification code is a unique code set for each product classification in order to identify the product classification (food, daily necessities, medical products, clothing, etc.) based on the attributes of each product.

Incidentally, in the present embodiment, in order to classify OTC drugs and other drugs with respect to medical products, a sub-classification code for OTC drugs and a sub-classification code for other drugs are set as subordinate codes of the drug classification code. The product sales data of OTC medical products includes a drug classification code and a sub-classification code of OTC drugs. Product sales data for drugs other than OTC drugs includes a drug classification code and a sub-classification code for other drugs.

The price is an amount calculated by multiplying the unit price by the points, and if the unit price is a price including consumption tax, it will be a tax-included price, and if it is a price excluding consumption tax, it will be a tax-excluded price. The payment type of the payment data is information that specifies the type of payment (cash, credit card, points, cash voucher, etc.) for the payment amount.

The explanation is returned to FIG.
The information terminal 50 includes at least a display device, an input device, and a wireless communication device. The information terminal 50 includes a Web browser. Then, the consumer who receives the electronic receipt service installs the electronic receipt viewing program, which is a dedicated application program, on the information terminal 50. By installing this electronic receipt viewing program on the information terminal 50, it is possible to register as a member, view receipt images, and output forms for final tax returns corresponding to the self-medication tax system. By registering as a member, the member ID is set in the management area of the electronic receipt viewing program formed in the memory of the information terminal 50. As the information terminal 50 of this type, electronic devices such as smartphones, mobile phones, tablet terminals, and laptop computers are used.

The electronic receipt management server 10 stores the receipt data 25 output from the POS system 20 of each store for a certain period of time. Then, the electronic receipt management server 10 responds to the browsing request from the information terminal 50 and transmits the data of the receipt image created based on the receipt data 25 to the information terminal 50 of the browsing request source.

FIG. 3 is a block diagram showing a main circuit configuration of the electronic receipt management server 10. The electronic receipt management server 10 includes a CPU (Central Processing Unit) 11, a ROM (Read Only Memory) 12, a RAM (Random Access Memory) 13, an auxiliary storage device 14, a clock unit 15, a communication unit 16, and the like. The CPU 11 and the ROM 12, the RAM 13, the auxiliary storage device 14, the clock unit 15, and the communication unit 16 are connected by a system transmission line 17 such as an address bus and a data bus.

The electronic receipt management server 10 constitutes a computer by a CPU 11, a ROM 12, a RAM 13, an auxiliary storage device 14, and a system transmission line 17 connecting them.
The CPU 11 corresponds to the central part of the computer. The CPU 11 controls each part in order to realize various functions as the electronic receipt management server 10 according to the operating system and the application program.

The ROM 12 corresponds to the main storage portion of the computer. The ROM 12 stores the above operating system and application program. The ROM 12 may store data necessary for the CPU 11 to execute a process for controlling each unit.

The RAM 13 corresponds to the main memory portion of the computer. The RAM 13 stores data necessary for the CPU 11 to execute the process. The RAM 13 is also used as a work area where the information is appropriately rewritten by the CPU 11.

The auxiliary storage device 14 corresponds to the auxiliary storage portion of the computer. The auxiliary storage device 14 may store the above operating system or application program. Further, the auxiliary storage device 14 may store data used by the CPU 11 for performing various processes or data generated by the processes of the CPU 11. As the auxiliary storage device 14, for example, an EEPROM (Electric Erasable Programmable Read-Only Memory), an HDD (Hard Disc Drive), an SSD (Solid State Drive), or the like can be used.

The clock unit 15 clocks the current date and time.
The communication unit 16 performs data communication by a predetermined protocol via the POS system 20 or the information terminal 50 and the network 30.

As shown in FIG. 4, the electronic receipt management server 10 having such a configuration sets a part of the storage area of the auxiliary storage device 14 as a member file 141, a store file 142, an electronic receipt file 143, a monthly total file 144, and an OTC drug setting. Used as file 145 and OTC drug summary file 146.

The member file 141 is an area for storing member data 141R (see FIG. 5) created for each consumer who has registered as a member in order to receive the electronic receipt service. As shown in FIG. 5, the member data 141R includes information such as a member ID, an e-mail address, and a password. The e-mail address and password are information arbitrarily set by the consumer identified by the member ID by operating the information terminal 50.

The store file 142 is an area for storing store data 142R (see FIG. 6) created for each store that is a member of the electronic receipt service. As shown in FIG. 6, the store data 142R includes information such as a store code, a store name, a store location, a printer address, and a tax status. The store name and the store location are store-specific information identified by the store code. The printer address is a communication address for identifying the printer 23 incorporated in the POS system 20 of the store identified by the store code. The printer 23 is designated by the store as a device for printing a tax return form corresponding to the self-medication tax system. The tax status is information indicating whether the store identified by the store code is a store whose price of the product is tax-excluded or tax-included. At stores that are tax-excluded, the price of the product is excluding tax. At stores that are tax-included, the price of the product is tax-included.

The electronic receipt file 143 is an area for storing the receipt data 25 received from each POS system 20 via the network 30 for a certain period of time for each member ID.

The monthly total file 144 is an area for storing the monthly total data 144R (see FIG. 7) created for each consumer who has registered as a member in order to receive the electronic receipt service. As shown in FIG. 7, the monthly aggregated data 144R uses the member ID and the year and month as header information, and is added to the header information to include the monthly total, information P1 related to product classification without subclassification, and subclassification. The information P2 related to the product classification of the above is stored.

The monthly total is the total price of the products purchased by the customer identified by the member ID of the header information at the store that is a member of the electronic receipt service in the month specified by the year and month of the header information. ..

Information P1 includes a classification code, a classification name, a total classification, and a number of subclasses. The classification name is a name representing the product classification specified by the corresponding classification code. The classification total is the product with the classification code among the products purchased by the consumer identified by the member ID of the header information at the store that is a member of the electronic receipt service in the month specified by the year and month of the header information. It is the total price of the products belonging to the category. The number of subclasses is "0".

Information P2 includes the number of sub-classification codes, sub-classification names, and sub-classification totals in addition to the classification code, classification name, total classification, and number of sub-classifications. The sub-classification name is a name representing the sub-classification specified by the corresponding sub-classification code. The sub-category total is a sub-category code among the products that the consumer identified by the member ID of the header information purchased at the store that is a member of the electronic receipt service in the month specified by the year and month of the header information. It is the total price of the products belonging to the category of.

The OTC drug setting file 145 is an area for storing product codes (for example, JAN codes) of all OTC drugs published by the Ministry of Health, Labor and Welfare as items subject to the self-medication tax system.

The OTC drug summary file 146 is an area for storing OTC drug summary data 146R (see FIG. 8) created for each year for each consumer who has registered as a member to receive the electronic receipt service. As shown in FIG. 8, the OTC drug aggregate data 146R uses the member ID, the subclass code of the OTC drug, and the year as header information, and is added to this header information to include the total amount of the year, the deduction flag, and the purchase details of the OTC drug. The data D1 is stored. The purchase statement data D1 is data of OTC drugs purchased by a consumer identified by the member ID of the header information at a store affiliated with the electronic receipt service during the year specified in the year of the header information. The purchase statement data D1 includes the purchase date and time (transaction date and time), the store name, the store location, the transaction number, the product code of the OTC drug, the product name, the tax-included price, and the number of issuances. The number of issuance is the number of times that is output to the form described later, and the initial value is "0".

Further, in the OTC drug aggregate data 146R, the annual total amount is the total price of the purchase detail data D1 included in the data 146R. The deduction flag is reset to "0" until the total amount reaches the lower limit of the deduction target (12,000 yen under the self-medication tax system introduced from 2017), and when the total amount exceeds the lower limit, it becomes "1". Set. In addition, the deduction flag will be reset to "0" again when the total amount exceeds the maximum amount to be deducted (100,000 yen under the self-medication tax system introduced in 2017).

Next, the operation when the CPU 11 of the electronic receipt management server 10 receives the receipt data 25 via the communication unit 16 will be described with reference to the flow charts of FIGS. 9 and 10.
9 and 10 are flow charts showing a main procedure of information processing executed by the CPU 11 according to a control program which is a kind of application program stored in the ROM 12 or the auxiliary storage device 14. The processing contents shown in FIGS. 9 and 10 and described below are examples, and the processing procedure and processing contents are not particularly limited as long as similar results can be obtained.

When the CPU 11 receives the receipt data 25 via the communication unit 16, the CPU 11 starts information processing of the procedure shown in the flow chart of FIG. First, the CPU 11 stores the receipt data 25 as Act1 in the receipt area secured in the work area of the RAM 13. Next, the CPU 11 detects the member ID and the transaction date and time from the receipt data 25 as Act2. Then, the CPU 11 searches the monthly total file 144 as Act3, and acquires the monthly total data 144R with the member ID detected by Act2 and the year and month of the transaction date and time as header information. Then, the CPU 11 updates the monthly total of the monthly aggregated data 144R as Act4. That is, the CPU 11 adds the settlement amount of the settlement data included in the receipt data 25 to the monthly total.

Next, the CPU 11 detects one product sales data from the receipt data 25 as Act5. Then, the CPU 11 analyzes the product sales data as Act6. The analysis processing procedure will be described later.

When the analysis is completed, the CPU 11 confirms whether or not there is unanalyzed product sales data in the receipt data 25 as Act7. If there is unanalyzed product sales data (YES in Act7), the CPU 11 returns to the processing of Act5. That is, the CPU 11 detects unanalyzed product sales data from the receipt data 25 and analyzes it.

In this way, when all the product sales data included in the receipt data 25 are analyzed and it is confirmed that there is no unanalyzed product sales data (NO in Act7), the CPU 11 sets the receipt data 25 in the receipt area as Act8. Is saved in the electronic receipt file 143. This completes the information processing of the CPU 11 when the receipt data 25 is received.

FIG. 10 is a flow chart showing a processing procedure of the analysis executed in Act 6 of FIG. First, the CPU 11 detects the classification code as Act 11 from the product sales data to be analyzed. At this time, if the product sales data also includes the sub-classification code, the CPU 11 also detects the sub-classification code. Then, the CPU 11 determines whether or not the subclassification code is detected as Act12.

When the sub-classification code is not detected (NO in Act 12), the CPU 11 updates the total classification of the monthly total file 144 acquired in the processing of Act 3 as Act 13. That is, the CPU 11 adds the price included in the product sales data to be analyzed to the total classification of the information P1 in which the classification code detected in the processing of Act 11 is set. With the above, the CPU 11 finishes the analysis.

When the sub-classification code is detected (YES in Act 12), the CPU 11 updates the total classification and the total sub-classification of the monthly total file 144 acquired in the processing of Act 3 as Act 14. That is, the CPU 11 adds the product sales data to be analyzed to the total classification of the information P2 in which the classification code detected in the processing of Act 11 is set and the total classification of the small classification code detected in the processing of Act 11 in the information P2. Add the price included in.

The CPU 11 detects the product code from the product sales data to be analyzed as Act 15. Then, the CPU 11 searches the OTC drug setting file 145 with the product code as Act16, and confirms whether or not the same product code is set in the OTC drug setting file 145. If the same product code is not set in the OTC drug setting file 145 (NO in Act16), the CPU 11 ends the analysis. That is, when the product specified in the product sales data to be analyzed is not an OTC drug, the CPU 11 ends the analysis.

When the same product code is set in the OTC drug setting file 145 (YES in Act 16), the CPU 11 exempts the price of the product from the store specified by the store code included in the receipt data 25 as Act 17. It is determined from the tax status of the store file 142 whether the store is to be taxed or the store is tax-included. That is, when the product specified in the product sales data to be analyzed is an OTC drug, the CPU 11 determines whether the price of the product is a tax-included price or a tax-excluded price.

In the case of a store where the price of the product is tax-excluded (YES in Act17), the CPU 11 converts the price included in the product sales data to be analyzed as Act18 into the tax-included price. In the case of a store where the price of the product is tax-included (NO in Act17), the CPU 11 does not execute the processing of Act18. That is, the CPU 11 obtains the tax-included price of the product specified in the product sales data to be analyzed.

The CPU 11 generates OTC drug detail data as Act 19. The OTC drug detail data includes the transaction date and time, the store code and the transaction number included in the receipt data 25, and the product code, the product name and the price included in the product sales data to be analyzed. The store code is replaced with the store name and store location data obtained by searching the store file 142 with the store code. Further, when the processing of Act18 is executed, the price will be the tax-included price calculated by the processing.

When the OTC drug detail data is generated, the CPU 11 stores the OTC drug detail data as Act 20 in the OTC drug summary file 146. That is, the CPU 11 adds the OTC drug detail data to the OTC drug summary data 146R including the membership number of the receipt data 25 and the year of the transaction date and time. Further, the CPU 11 updates the annual total amount of the OTC drug aggregate data 146R as Act21. That is, the CPU 11 adds the price of the OTC drug detail data to the total annual amount.

The CPU 11 confirms whether or not the total amount of the renewed year as Act22 is equal to or more than the lower limit of the deduction target (12,000 yen in the self-medication tax system introduced from 2017). If the total amount for the year is equal to or greater than the lower limit (YES in Act22), the total amount for the same year as Act23 is less than or equal to the upper limit (100,000 yen for the self-medication tax system introduced in 2017). Check if it exists. When the total amount for the year is equal to or less than the upper limit (YES in Act23), the CPU 11 sets the deduction flag of the OTC drug summary data 146R to "1" as Act24. On the other hand, if the total annual amount is less than the lower limit (NO in Act22), or if the total amount in the year exceeds the upper limit of the deduction target (NO in Act23), the CPU 11 sets the OTC as Act25. The deduction flag of the drug aggregate data 146R is reset to "0". With the above, the CPU 11 finishes the analysis.

In this way, the CPU 11 of the electronic receipt management server 10 saves the receipt data 25 in the electronic receipt file 143 each time the receipt data 25 is received from the POS system 20 (Act 8). Further, the CPU 11 updates the monthly total file 144 specified from the member ID and the transaction date / time included in the receipt data 25 (Act2 to Act7, Act11 to Act14).

Further, the CPU 11 confirms whether or not the receipt data 25 includes the product sales data of the OTC drug (Act15 to Act16). Then, when the product sales data of the OTC drug is included, the CPU 11 updates the OTC drug summary file 146 based on the product sales data of the OTC drug. Specifically, when the price including the product sales data of the OTC drug is the tax-excluded price, the CPU 11 first converts the tax-excluded price into the tax-included price (Act17 to Act18). Next, the CPU 11 adds the purchase detail data D1 of the OTC drug generated based on the receipt data 25 to the OTC drug aggregation data 146R specified from the member ID included in the receipt data 25 and the year of the transaction date and time (Act 19 to 19). Act20). Further, the CPU 11 updates the annual total amount of the OTC drug aggregate data 146R to an amount obtained by adding the tax-included price of the OTC drug (Act21).

Here, the CPU 11 of the electronic receipt management server 10 executes the processes of Act 15 to Act 16 of FIG. 10, and the annual purchase amount is within a predetermined amount range from the receipt data including the sales data of the product purchased by the customer. Realize the function to detect the sales data of the products belonging to the product group that can receive the tax deduction at the time. That is, the CPU 11 constitutes the detection means by the processing of Act 15 to Act 16.

The OTC drug aggregation file 146 of the auxiliary storage device 14 constitutes a storage unit that stores the sales data of the product detected by the detection means in association with the customer identification information associated with the receipt data including the sales data. The storage unit further stores the total amount of products belonging to the tax-deductible product group bought and sold within a predetermined period in association with the customer identification information. Then, the CPU 11 executes the processes of Act 19 to Act 20 of FIG. 10 to associate the sales data of the product detected by the detection means with the customer identification information associated with the receipt data including the sales data and store it in the storage unit. Realize the function to memorize. That is, the CPU 11 constitutes the storage means by the processing of Act 19 to Act 20.

Next, a consumer who is a member of the electronic receipt service browses the purchase information of the OTC drug, which is a tax-deductible product of the self-medication tax system, using the information terminal 50, and further obtains a tax return form. The operation in this case will be described with reference to FIGS. 11 to 23. By the way, the tax return form is one of the certificates required for the final tax return in order to be subject to the self-medication tax system. It is required that the certificate clearly states the product name, the amount of money, the fact that the product is subject to the self-medication tax system, the name of the store, and the date of purchase.

11 to 14 are flow charts showing an information processing procedure executed by the CPU 11 of the electronic receipt management server 10 according to a control program which is a kind of application program stored in the ROM 12 or the auxiliary storage device 14. 15 to 22 are examples of screen transitions displayed on the display device (touch panel) of the information terminal 50. In addition, FIG. 23 is an example of a form for final tax return. The processing contents shown in FIGS. 11 to 14 and described below are examples, and the processing procedure and processing contents are not particularly limited as long as similar results can be obtained. Further, the contents of the screen and the form shown in FIGS. 15 to 23 and described below are also examples, and if the consumer who is the user of the information terminal 50 can obtain the necessary information, the contents are It is not particularly limited.

A consumer who wants to view purchase information of an OTC drug first activates an electronic receipt viewing program installed in the information terminal 50. Then, the home screen SC1 (see FIG. 15) is displayed on the display device of the information terminal 50.

A display example of the home screen SC1 is shown in FIG. As shown in the figure, a barcode BC representing a member ID is displayed on the home screen SC1. In addition, the home icon IC1, the receipt icon IC2, and the other icon IC3 are displayed. The home icon IC1 is in the selected state, and the receipt icon IC2 and the other icon IC3 are not selected. Incidentally, the member ID can be input to the POS terminal 21 by scanning the barcode BC of the home screen SC1 with a scanner connected to the POS terminal 21.

The consumer who confirmed the home screen SC1 touches the receipt icon IC2. Then, the receipt list request command is transmitted from the information terminal 50 to the electronic receipt management server 10. Various commands from the information terminal 50, which will be described later, including this command, include a member ID set in the information terminal 50. It should be noted that not all commands need to include the member ID. It is not necessary to include the member ID in the command that does not need to inform the electronic receipt management server 10 of the member ID.

The CPU 11 of the electronic receipt management server 10 that has received the receipt list request command detects the receipt data 25 stored for each member ID included in the command from the electronic receipt file 143. Then, the CPU 11 creates a receipt list image based on the detected receipt data 25, and transmits the created receipt list image to the information terminal 50 of the command transmission source. Thus, in the information terminal 50, the screen of the display device is switched from the home screen SC1 to the receipt list screen SC2 (see FIG. 16).

A display example of the receipt list screen SC2 is shown in FIG. As shown in the figure, the receipt list image is displayed on the receipt list screen SC2. Further, the receipt icon IC2 is in the selected state, and the home icon IC1 and the other icon IC3 are not selected.

The receipt list image includes the total amount of receipts for one month (“January total amount \ 99,999” in FIG. 16) and the arrow icons M1, M2, and M3. In addition, the monthly total button BT1 is displayed on the receipt list screen SC2. When the arrow icon M1 is touched, the image switches to the receipt list image one month ago. When the arrow icon M2 is touched, it switches to the receipt list image one month later. When the arrow icon M3 is touched, a list of receipt data 25 generated in that month is displayed.

The consumer who confirmed the receipt list screen SC2 touches the monthly total button BT1. When the monthly total button BT1 is touched, the monthly total request command is transmitted from the information terminal 50 to the electronic receipt management server 10.

The CPU 11 of the electronic receipt management server 10 that has received the monthly aggregation request command starts information processing of the procedure shown in the flow chart of FIGS. 11 to 14.
First, the CPU 11 detects the current year and month from the date and time data measured by the clock unit 15 as Act 31 in FIG. Then, the CPU 11 writes the date as Act 32 in the date area secured in the work area of the RAM 13.

The CPU 11 searches the monthly total file 144 as Act33, and detects the monthly total data 144R having the member ID included in the monthly total request command and the year / month in the year / month area as header information. Then, the CPU 11 generates a monthly aggregated image as Act34 based on the monthly aggregated data 144R. The CPU 11 transmits the monthly aggregated image as Act 35 to the information terminal 50 of the command transmission source. Thus, in the information terminal 50, the screen of the display device is switched from the receipt list screen SC2 to the monthly total screen SC3 (see FIG. 17).

FIG. 17 shows an example of one display of the monthly total screen SC3. As shown in the figure, the monthly total image is displayed on the monthly total screen SC3. The states of the receipt icon IC2, the home icon IC1 and the other icon IC3 do not change.

The monthly total image includes a monthly total amount (“\ 99,999” in FIG. 17), a list L1 of names and total amounts by classification code, and arrow icons M5 and M6. In addition, the browsing end button BT2 is displayed on the monthly total screen SC3. In the list L1, the hypertext "list display" is attached to the sub-classification name "OTC drug" for the sub-classification code of the OTC drug.

From the monthly aggregated image, the consumer can confirm the monthly aggregated data showing the total amount of the products purchased at the member stores of the electronic receipt service in the current month and the total amount of each category. The consumer touches the arrow icon M5 when he / she wants to view the monthly aggregated data of the previous month. When the arrow icon M5 is touched, the information terminal 50 transmits the first date change command to the electronic receipt management server 10. The consumer touches the arrow icon M6 when he / she wants to view the monthly aggregated data of the next month. When the arrow icon M6 is touched, the information terminal 50 transmits a second date change command to the electronic receipt management server 10. If the monthly aggregate data 144R of the next month does not exist, the arrow icon M6 is invalidated, and even if it is touched, the second year / month change command is not transmitted.

When the consumer wants to view the purchase information of the OTC drug, he / she touches the hypertext "list display". When the hypertext "list display" is touched, the information terminal 50 transmits a list display command to the electronic receipt management server 10.

When the consumer ends the viewing of the monthly aggregated image, he / she touches the viewing end button BT2. When the browsing end button BT2 is touched, the information terminal 50 transmits a browsing end command to the electronic receipt management server 10.

The CPU 11 that has transmitted the monthly aggregated image determines whether or not the first or second year / month change command has been received as Act36. When the first or second year / month change command is not received (NO in Act36), the CPU 11 determines whether or not the list display command is received as Act37. When the list display command is not received (NO in Act37), the CPU 11 determines whether or not the browsing end command has been received as Act38. If the browsing end command has not been received (NO in Act38), the CPU 11 returns to the processing of Act36. Therefore, the CPU 11 waits for the first or second date change command, the list display command, or the browsing end command to be received by the processing of Act 36 to Act 38.

When the first or second year / month change command is received in the standby state of Act36 to Act38 (YES in Act36), the CPU 11 updates the year / month of the year / month area as Act39. Specifically, when the CPU 11 receives the first date change command, the CPU 11 updates the date one month before. When the CPU 11 receives the second year / month change command, the CPU 11 updates the year / month after one month. After that, the CPU 11 returns to the process of Act33. As a result, in the information terminal 50, the image displayed on the monthly total screen SC3 is switched to the monthly total image of the previous month or the next month.

When a list display command is received in the standby state of Act36 to Act38 (YES in Act37), the CPU 11 detects the year from the year / month area as Act40, and shifts to the year area secured in the work area of RAM 13. Write. Then, the CPU 11 searches the OTC drug total file 146 as Act 41, and uses the member ID included in the monthly total request command, the sub-classification code of the OTC drug, and the year in the year area as header information for the OTC drug. The aggregated data 146R is detected.

When the CPU 11 detects the OTC drug summary data 146R, it generates an OTC drug list image as Act 42 based on the OTC drug summary data 146R. Further, the CPU 11 examines the deduction flag of the OTC drug aggregate data 146R as Act43. Then, when the deduction flag is set to "1" (YES in Act43), the CPU 11 sends a message to inform the consumer that the self-medication tax system can be deducted as Act44. Add to list image. Possible messages include, for example, "medical expenses are deductible" and "self-medication tax deductions are available". When the deduction flag is reset to "0" (NO in Act43), the CPU 11 does not execute the process of Act44.

The CPU 11 transmits an OTC drug list image as Act 45 to the information terminal 50 of the command transmission source. Thus, in the information terminal 50, the screen of the display device is switched from the monthly total screen SC3 to the OTC drug list screen SC4 (see FIG. 18).

FIG. 18 shows an example of one display of the OTC drug list screen SC4. As shown in the figure, an OTC drug list image is displayed on the OTC drug list screen SC4. The states of the receipt icon IC2, the home icon IC1 and the other icon IC3 do not change.

The OTC drug list image includes the annual total amount (“total: \ 33,333” in FIG. 18), the detailed purchase list L2 of the OTC drug, and the arrow icons M7 and M8. In addition, the form button B3 and the browsing end button BT4 are displayed on the OTC drug list screen SC4. The OTC drug list screen SC4 in FIG. 17 is a case where the total annual amount exceeds the lower limit of the deduction target. That is, the OTC drug list image includes message MS1.

The detailed purchase list L2 is created by each purchase detailed data D1 included in the OTC drug summary data 146R. That is, the transaction date and time, the product name, and the tax-included price of one purchase detail data D1 are represented by one line (referred to as a detail line), and the details are arranged in the row direction by the number of all purchase detail data D1. The detailed purchase list L2 is created. As for the transaction date and time, as shown in FIG. 18, only the date may be displayed on the detail line, or the transaction date and time may be displayed on the detail line until the time.

From the OTC drug list image, consumers can obtain OTC drug purchase information that shows the total amount of OTC drugs purchased at member stores of the electronic receipt service in the past year and individual details (transaction date and time, product name, and tax-included price). You can check.

When the consumer wants to view the OTC drug purchase information of the previous year, he / she touches the arrow icon M7. When the arrow icon M7 is touched, the information terminal 50 transmits the first year change command to the electronic receipt management server 10. When the consumer wants to view the OTC drug purchase information for the next year, the consumer touches the arrow icon M8. When the arrow icon M8 is touched, the information terminal 50 transmits a second year change command to the electronic receipt management server 10. If the OTC drug aggregate data 146R of the next year does not exist, the arrow icon M8 is invalidated, and the second year change command is not transmitted even if it is touched.

When the consumer wants to obtain the receipt when purchasing the OTC drug purchase information, he / she touches the desired line. When the detail line is touched, the information terminal 50 transmits a detail selection command to the electronic receipt management server 10. The item selection command includes the transaction date and time, the product name, and the tax-included price displayed on the touched item line.

Consumers touch the form button BT3 when they want to obtain the form required for filing a tax return to be subject to the self-medication tax system. When the form button BT3 is touched, the information terminal 50 transmits a form request command to the electronic receipt management server 10.

When the consumer finishes browsing the OTC drug purchase information, he / she touches the browsing end button BT4. When the browsing end button BT4 is touched, the information terminal 50 transmits a browsing end command to the electronic receipt management server 10.

The CPU 11 that has transmitted the OTC drug list image determines whether or not the first or second year change command has been received as the Act 51 of FIG. When the first or second year change command is not received (NO in Act51), the CPU 11 determines whether or not the detail selection command is received as Act52. When the detail selection command has not been received (NO in Act52), the CPU 11 determines whether or not the form request command has been received as Act53. When the form request command has not been received (NO in Act53), the CPU 11 determines whether or not the browsing end command has been received as Act54. If the browsing end command has not been received (NO in Act54), the CPU 11 returns to the processing of Act51. Therefore, the CPU 11 waits for the first or second year change command, the detail selection command, the form request command, or the browsing end command to be received by the processing of Act51 to Act54. ..

When the first or second year change command is received in the standby state of Act51 to Act54 (YES in Act51), the CPU 11 updates the year in the year area as Act55. Specifically, when the CPU 11 receives the first year change command, the CPU 11 updates the year one year ago. When the CPU 11 receives the second year change command, the CPU 11 updates it in the year one year later. After that, the CPU 11 returns to the process of Act 41 in FIG. As a result, in the information terminal 50, the image of the OTC drug list screen SC4 displayed on the display is switched to the OTC drug list image of the previous year or the next year.

When the detail selection command is received in the standby state of Act51 to Act54 (YES in Act52), the CPU 11 determines the purchase details including the transaction date and time, the product name, and the price included in the detail selection command as Act71 in FIG. Data D1 is detected from OTC drug aggregate data 146R. Next, the CPU 11 searches the electronic receipt file 143 as Act 72, and detects one receipt data 25 specified from the purchase detail data D1. Then, the CPU 11 generates an electronic receipt image as Act73 based on the detected receipt data 25.

After the electronic receipt image is generated, the CPU 11 transmits the electronic receipt image as the Act 74 to the information terminal 50 of the command transmission source. Thus, in the information terminal 50, the screen of the display device is switched from the OTC drug list screen SC4 to the electronic receipt screen SC5 (see FIG. 19).

A display example of the electronic receipt screen SC5 is shown in FIG. As shown, the electronic receipt image R is displayed on the electronic receipt screen SC5. The states of the receipt icon IC2, the home icon IC1 and the other icon IC3 do not change. Further, the send button BT5 and the browsing end button BT6 are displayed on the electronic receipt screen SC5.

From the electronic receipt image R, the consumer can confirm the receipt issued by the store when he / she purchased the OTC drug whose product name or the like is displayed in the selected line. When the consumer wants to obtain the receipt, the consumer touches the send button BT5. When the transmission button BT5 is touched, the information terminal 50 transmits a transmission command to the electronic receipt management server 10.

When the consumer ends the viewing of the electronic receipt image R, he / she touches the viewing end button BT6. When the browsing end button BT6 is touched, the information terminal 50 transmits a browsing end command to the electronic receipt management server 10.

The CPU 11 that has transmitted the electronic receipt image determines whether or not the transmission command has been received as Act75. When the transmission command is not received (NO in Act75), the CPU 11 determines whether or not the browsing end command has been received as Act76. If the browsing end command has not been received (NO in Act76), the CPU 11 returns to the processing of Act75. Therefore, the CPU 11 waits for the transmission command to be received or the browsing end command to be received by the processing of Act75 and Act76.

When a transmission command is received in the standby state of Act75 and Act76 (YES in Act75), the CPU 11 detects an e-mail address from the member data 141R specified by the member ID included in the transmission command as Act77. Then, the CPU 11 converts the electronic receipt image generated in the process of Act73 into PDF (Portable Document Format) file data as Act78. Then, the CPU 11 starts the mail software as Act79, creates an e-mail with the electronic receipt image converted into the data of the PDF file as an attached file, and sends the e-mail to the e-mail address acquired by the processing of Act77. After that, the CPU 11 returns to the process of Act 41 in FIG. As a result, in the information terminal 50, the screen of the display device returns from the electronic receipt screen SC5 to the OTC drug list screen SC4.

When the browsing end command is received in the standby state of Act75 and Act76 (YES in Act76), the CPU 11 returns to the process of Act41 in FIG. As a result, in the information terminal 50, the screen of the display device returns from the electronic receipt screen SC5 to the OTC drug list screen SC4.

When the form request command is received in the standby state of Act51 to Act54 in FIG. 12 (YES in Act53), the CPU 11 is the OTC drug aggregate data 146R specified by the member ID included in the form request command as Act56. Check the deduction flag again. Then, when the deduction flag is set to "1" (YES in Act56), the CPU 11 transmits the output destination list image as Act57 to the information terminal 50 of the command transmission source. Thus, in the information terminal 50, the screen of the display device is switched from the OTC drug list screen SC4 to the output destination list screen SC6 (see FIG. 20).

FIG. 20 shows an example of one display of the output destination list screen SC6. As shown, the output destination list screen SC6 displays an output destination list image including the first to third selection boxes PM1, PM2, PM3. In addition, the year and total amount displayed on the OTC drug list screen SC4 immediately before, and the execution button BT7 and the browsing end button BT8 are displayed on the output destination list screen SC6. In the first selection box PM1, the prefecture name is displayed in a pull-down menu. In the second selection box PM2, the city / ward / town / village name of the prefecture selected in the first selection box PM1 is displayed in a pull-down menu. In the third selection box PM3, the store names of the electronic receipt service member stores in the city, ward, town, and village selected in the second selection box PM2 are displayed in a pull-down menu.

The consumer who has confirmed the output destination list screen SC6 selects the store to which the form is output by selecting and operating the menus displayed in the first to third selection boxes PM1, PM2, PM3, respectively. After selecting the store, the consumer touches the execute button BT7. When the execution button BT7 is touched, the information terminal 50 transmits a form output command to the electronic receipt management server 10. The form output command includes the store code of the store selected in the first to third selection boxes PM1, PM2, PM3 together with the member ID.

The CPU 11 of the electronic receipt management server 10 that has transmitted the output destination list image waits for the output destination of the form to be specified (Act58). When the CPU 11 receives the form output command from the information terminal 50 that has transmitted the output destination list image, it determines that the output destination of the form has been specified (YES in Act58). When the output destination of the form is specified, the CPU 11 writes the store code included in the form output command as Act 59 in the output destination area secured in the work area of the RAM 13.

The CPU 11 generates a form based on the data stored in the OTC drug summary file 146 as Act60. Specifically, the CPU 11 detects the OTC drug aggregate data 146R having the member ID included in the form output command, the sub-classification code of the OTC drug, and the year in the year area as header information. Then, the CPU 11 generates form data using the transaction date and time, store name, store location, product name, tax-included price, etc. of each purchase detail data D1 stored in the OTC drug aggregation data 146R. Further, the CPU 11 increases the number of issuances included in each purchase detail data D1 by +1 as Act61.

The CPU 11 searches the store file 142 with the store code stored in the output destination area as Act 62, and acquires the printer address of the corresponding store data 142R. Then, the CPU 11 controls the communication unit 16 as the Act 63, and transmits the form data to the printer 23 specified by the printer address. After transmitting the form data, the CPU 11 returns to the process of Act 41 in FIG. As a result, in the information terminal 50, the image displayed on the display returns from the output destination list screen SC6 to the OTC drug list screen SC4.

The form data transmitted from the electronic receipt management server 10 is received by the printer 23 of the store specified by the printer address via the network 30 and printed out. FIG. 23 shows an example of the form 60 printed by the printer 23 based on the form data. As shown in the figure, the form 60 includes a purchase list 61 of an OTC drug that is a product subject to the self-medication tax system, a message 62 indicating that the form 60 is a purchase list of a product subject to the self-medication tax system, and an OTC drug. The total purchase amount 63 and the information 64 that specifies the issuer and issue date of the form 60 are included. The purchase list 61 is provided with a payment date column, an amount (tax included) column, a drug name column, a store location column, a store name column, and a remarks column, and the corresponding data is printed in each column. In particular, in the remarks column, "reissue" is printed for products whose number of issuance is "1" or more.

In this way, the form 60 clearly states the product name and tax-included amount of the OTC drug purchased by the consumer, the message 62 indicating that the product is subject to the self-medication tax system, the store name, and the purchase date. There is. Therefore, Form 60 is effective as proofs required when filing a final tax return to be subject to the self-medication tax system.

The explanation is returned to FIG.
When the deduction flag is reset to "0" (NO in Act56), the CPU 11 acquires the annual total amount of the OTC drug as Act81 in FIG. Specifically, the CPU 11 detects the OTC drug aggregate data 146R having the member ID included in the form output command, the sub-classification code of the OTC drug, and the year in the year area as header information. Then, the CPU 11 acquires the annual total amount stored in the OTC drug aggregate data 146R. As for the deduction flag, in Act22 of FIG. 10, when the annual total amount is the lower limit of the deduction target (less than 12,000 yen in the self-medication tax system introduced from 2017), or in Act23, the annual total amount is deductible. If the maximum amount (100,000 yen under the self-medication tax system introduced in 2017) is exceeded, it will be reset to "0". Therefore, the total annual amount acquired in the processing of Act81 is less than the lower limit or exceeds the upper limit.

The CPU 11 determines whether or not the total amount for the year is less than the lower limit of the deduction target as Act82. When the total annual amount is less than the lower limit of the deduction target (YES in Act82), the CPU 11 calculates the shortage amount up to the lower limit by subtracting the annual total amount from the lower limit amount of the deduction target as Act83. Then, the CPU 11 creates a shortage message including this shortage amount as Act84, and transmits it to the information terminal 50.

On the other hand, when the total annual amount exceeds the upper limit (NO in Act82), the CPU 11 creates an excess message as Act85 and sends it to the information terminal 50.

By the processing of Act84 or Act85, in the information terminal 50, the message MS1 on the OTC drug list screen SC4 displayed on the display is changed to the shortage message MS2 (see FIG. 21) or the excess message MS3 (see FIG. Will be done.

FIG. 21 is a display example of the OTC drug list screen SC4 in which the shortage message MS2 is displayed. As shown in the figure, the OTC drug list screen SC4 displays a shortage message MS2 notifying that the amount for receiving the self-medication tax deduction is insufficient and the shortage amount. Further, the "output" button BT9 and the "not output" button BT10 are displayed on the OTC drug list screen SC4. Even if the amount for receiving the self-medication tax deduction is insufficient, the prescribed amount may be met by OTC drugs purchased at stores other than stores that support electronic receipts. Therefore, the consumer who has confirmed the insufficient message MS2 touches the "output" button BT9 when issuing the form, and touches the "do not output" button BT10 when not issuing the form.

FIG. 22 is a display example of the OTC drug list screen SC4 on which the excess message MS3 is displayed. As shown in the figure, the OTC drug list screen SC4 displays an excess message MS3 notifying that the deduction amount of the self-medication tax system has been exceeded and that the normal medical expense deduction can be received. Further, the "output" button BT9 and the "not output" button BT10 are displayed on the OTC drug list screen SC4. You can choose whether to receive the deduction by the conventional medical expense deduction system or the self-medication tax system. However, since the self-medication tax system is positioned as a special deduction for medical expenses, it is not possible to receive both deductions at the same time. Therefore, the consumer who confirmed the excess message MS3 touches the "output" button BT9 when issuing the form, and touches the "do not output" button BT10 when not issuing the form.

When the "output" button BT9 is touched on the OTC drug list screen SC4, the information terminal 50 transmits an output command to the electronic receipt management server 10. When the "do not output" button BT9 is touched, the information terminal 50 transmits a non-output command to the electronic receipt management server 10.

After displaying the shortage message MS2 or the excess message MS3 on the OTC drug list screen SC4, the CPU 11 waits for receiving an output command or a non-output command as Act86.

Here, when the output command is received (Act86, YES), the CPU 11 executes the same processing as the above-described Act57 to Act63 processing as Act87 to Act93. That is, the CPU 11 transmits the output destination list image as Act 87 to the information terminal 50 of the command transmission source. Then, the CPU 11 waits for the output destination of the form to be designated as Act88. When the output destination of the form is specified (YES in Act88), the CPU 11 writes the store code included in the form output command as Act89 in the output destination area secured in the work area of the RAM 13.

The CPU 11 generates a form based on the data stored in the OTC drug summary file 146 as Act90. Further, the CPU 11 increases the number of issuances included in each purchase detail data D1 by +1 as Act91.

The CPU 11 searches the store file 142 with the store code stored in the output destination area as Act 92, and acquires the printer address of the corresponding store data 142R. Then, the CPU 11 controls the communication unit 16 as the Act 93, and transmits the form data to the printer 23 specified by the printer address. After transmitting the form data, the CPU 11 returns to the process of Act 41 in FIG.

The form data transmitted from the electronic receipt management server 10 is received by the printer 23 of the store specified by the printer address via the network 30, and is printed out as the form 60.

Here, when the "output" button BT9 on the OTC drug list screen SC4 on which the missing message MS2 is displayed is touched, even if the missing message MS2 or a message having similar contents is printed on the form 60. Good. Similarly, when the "output" button BT9 on the OTC drug list screen SC4 on which the excess message MS3 is displayed is touched, the excess message MS3 or a message having similar contents is printed on the form 60. Good.

On the other hand, when the CPU 11 receives the non-output command in Act86 (Act86, NO), the CPU 11 returns to the processing of Act41 in FIG. 11 without performing the processing of Act87 to Act93.

Here, the CPU 11 of the electronic receipt management server 10 responds to the form output request including the member ID (customer identification information) by executing the processes of Act 56 to Act 63 of FIG. 12, and makes the OTC drug summary file 146. Based on the product sales data stored in association with the member ID, the product name, amount, store name, purchase date, and tax of the product belonging to the product group that can receive tax deductions bought and sold within the specified period. A function of outputting a form 60 including a description that the product is subject to deduction is realized. That is, the CPU 11 constitutes the form output means by the processing of Act56 to Act63.

Here, the CPU 11 transmits and outputs to the printer 23 (output device) identified by the printer address (output destination identification information) received together with the form output request. Further, the CPU 11 is a form output means on the condition that the total amount of money stored in the OTC drug summary file 146 in association with the member ID included in the form output request is within a predetermined amount range in response to the form output request. To operate.

Further, by executing the processes of Act 81 to Act 86 of FIG. 14, the CPU 11 determines the total amount of money stored in the OTC drug summary file 146 in association with the member ID included in the form output request in response to the form output request. When it is out of the range of the amount of money, the function of accepting the selection input as to whether or not to output the form is realized. That is, the CPU 11 constitutes the selection means by the processing of Act81 to Act86. This selection means includes notifying the requesting device of the form output request of the shortage amount until the total amount reaches the lower limit amount when the total amount is less than the lower limit amount of the predetermined amount range.

The explanation is returned to FIG.
When the browsing end command is received in the standby state of Act51 to Act54 (YES in Act54), the CPU 11 returns to the process of Act33 in FIG. As a result, in the information terminal 50, the screen of the display device returns from the OTC drug list screen SC4 to the monthly total screen SC3.

When a browsing end command is received in the standby state of Act 36 to Act 38 (YES in Act 38), the CPU 11 outputs an erase command to the information terminal 50 of the command transmission source as Act 46. With the above, the CPU 11 ends the process when the monthly aggregation command is received. Incidentally, in the information terminal 50 that has received the erase command, the screen of the display device returns to the home screen SC1.

As described above, according to the present embodiment, the consumer who is a member of the electronic receipt service uses the information terminal 50 in which the electronic receipt viewing program is installed to form a tax return form corresponding to the self-medication tax system. 60 can be obtained.

Moreover, the form 60 is printed out from the printer 23 of the electronic receipt service member store arbitrarily selected by the consumer. Therefore, the consumer has an advantage that the form 60 for final tax return can be obtained from a store that is convenient for him / her.

In addition, the condition that the form 60 is printed out is limited to the case where the total annual purchase amount of the OTC drug is within the deduction target range. Therefore, it is possible to prevent unnecessary issuance of forms when deductions cannot be received.

Moreover, when the form 60 cannot be printed out, a message indicating the reason why the form 60 cannot be issued is displayed on the consumer information terminal 50. Therefore, the consumer can know exactly why the form 60 is not issued.

Hereinafter, other embodiments will be described.
In the above embodiment, a case where a consumer prints a list of OTC medicines purchased at an electronic receipt service member store on a form 60 is illustrated. In another embodiment, a list of OTC drugs purchased at a consumer-designated electronic receipt service member store can be printed on the form 60. For example, the output destination list screen SC6 is provided with a function of designating a store to be output. Then, the information terminal 50 transmits a form output command including the store code of the store selected by the consumer as the output destination and the store code of the store designated by the consumer as the output target to the electronic receipt management server 10. When the CPU 11 of the electronic receipt management server 10 generates a form in Act 60 of FIG. 12, the store of the store designated by the consumer as the output target of each purchase detail data D1 stored in the OTC drug aggregation data 146R. Form data is generated by purchase detail data D1 including a name. By doing so, it is possible to obtain the form 60 on which the list of OTC drugs purchased at the electronic receipt service member store designated by the consumer is printed.

In the above embodiment, the output destination of the form data is the printer 23. As another embodiment, the output destination of the form data may be an information processing device such as a multimedia terminal installed in a convenience store or the like, a personal computer installed in a city hall, a tax office or the like. In this case, the form data received by the information processing device may be artificially printed out.

In the above embodiment, the CPU 11 of the electronic receipt management server checks the deduction flag when receiving the form request command, and does not create the form 60 when it is reset to “0”. As another embodiment, the form 60 may be printed out even when the deduction flag is “0”, that is, the total amount for the year is less than the lower limit or the upper limit of the deduction target amount. In such an embodiment, the process of Act 56 in FIG. 12 may be skipped.

The content of the missing message MS2 or the excess message MS3 is not limited to that shown in FIG. 21 or FIG. Insufficient message In the case of MS2, for example, in order to receive an income deduction under the self-medication tax system, it may be a message that OTC drugs must be purchased in excess of 12,000 yen per year. Further, the message may be a combination of the message shown in FIG. 21 and the above message as appropriate. Excess message In the case of MS3, a message that you can choose to receive an income deduction for medical expenses exceeding 100,000 yen or an income deduction under the self-medication tax system, or both the medical expense deduction system and the self-medication tax system May be a message that cannot be used at the same time. Further, the message may be a combination of the message shown in FIG. 22 and the above message as appropriate. Furthermore, each specific amount stated in relation to the self-medication tax system and medical expense deduction is merely the amount at the time of filing, and is not limited to this.

The layout of the form 50 is not limited to that shown in FIG. 23. It suffices if the product name and amount required for the final tax return, the fact that the product is subject to the self-medication tax system, the store name and the purchase date are clearly stated.

In the above embodiment, the self-medication tax system is targeted. The type of tax system is not limited to the self-medication tax system. Similar to the self-medication tax system, if the tax deduction is available when the annual purchase amount of products belonging to a specific product group is within the predetermined amount range, the electronic receipt management server (receipt data) of the present embodiment. Management device) 10 can be applied.

The transfer of the electronic receipt management server 10 is generally performed in a state where a program such as an electronic receipt viewing program is stored in the ROM 12 or the auxiliary storage device 14. However, the present invention is not limited to this, and the program may be transferred in a state where the program is not stored in the ROM 12 or the auxiliary storage device 14, or another control program is stored in the ROM or the auxiliary storage unit. In this case, the program transferred separately from the electronic receipt management server 10 is written to the writable storage device included in the electronic receipt management server 10 according to an operation such as a user. The transfer of the above program can be carried out by recording on a removable recording medium or by communicating via a network. The recording medium may be in any form as long as it can store a program such as a CD-ROM or a memory card and the device can read it. Further, the function obtained by installing or downloading the program may be one that realizes the function in cooperation with the OS (operating system) or the like inside the device.

In addition, although some embodiments of the present invention have been described, these embodiments are presented as examples and are not intended to limit the scope of the invention. These novel embodiments can be implemented in various other embodiments, and various omissions, replacements, and changes can be made without departing from the gist of the invention. These embodiments and modifications thereof are included in the scope and gist of the invention, and are also included in the scope of the invention described in the claims and the equivalent scope thereof.
Hereinafter, the inventions described in the claims of the original application of the present application will be added.
[1] A detection means for detecting sales data of products belonging to a product group that can receive tax deduction when the annual purchase amount is within a predetermined amount range from receipt data including sales data of products purchased by the customer. A storage means for storing the sales data of the product detected by the detection means in the storage unit in association with the customer identification information associated with the receipt data including the sales data, and a form output request including the customer identification information. In response to, the product name of the product belonging to the product group that can receive the tax deduction that was bought and sold within a predetermined period based on the sales data of the product stored in association with the customer identification information in the storage unit. A receipt data management device comprising, a form output means for outputting a form including a description including an amount, a store name, a purchase date, and a description that the product is a product subject to the tax deduction.
[2] The receipt data management device according to Appendix [1], wherein the form output means transmits and outputs to an output device identified by the output destination identification information received together with the form output request.
[3] The storage unit further stores the total amount of products belonging to the product group that can receive the tax deduction that was bought and sold within a predetermined period in association with the customer identification information, and corresponds to the form output request. The form output means is operated on the condition that the total amount of money stored in the storage unit in association with the customer identification information included in the form output request is within the predetermined amount range. The receipt data management device according to [2].
[4] When the total amount of money stored in the storage unit in association with the customer identification information included in the form output request is out of the predetermined amount range in response to the form output request, the form is output. The receipt data management device according to the appendix [3], further comprising a selection means for accepting a selection input as to whether or not the form is output, and operating the form output means when the selection input for performing form output is received.
[5] When the total amount is less than the lower limit amount of the predetermined amount range, the selection means notifies the requesting device of the form output request of the shortage amount until the total amount reaches the lower limit amount. The receipt data management device according to Appendix [4], including the above.
[6] A function of causing a computer to detect sales data of products belonging to a product group that can receive tax deduction when the annual purchase amount is within a predetermined amount range from receipt data including sales data of products purchased by the customer. And the function of storing the detected sales data of the product in the storage unit in association with the customer identification information associated with the receipt data including the sales data, and responding to the form output request including the customer identification information. Then, based on the sales data of the product stored in association with the customer identification information in the storage unit, the product name and amount of the product belonging to the product group that can receive the tax deduction that was bought and sold within a predetermined period. , A program to realize a function to output a form including a description of the store name, purchase date, and the product being subject to the tax deduction.

10 ... Electronic receipt management server, 20 ... POS system, 21 ... POS terminal, 22 ... Store server, 23 ... Printer, 30 ... Communication network, 40 ... Base station, 50 ... Information terminal, 60 ... Form, 100 ... Electronic receipt system , 141 ... Member file, 142 ... Store file, 143 ... Electronic receipt file, 144 ... Monthly total file, 145 ... OTC drug setting file, 146 ... OTC drug total file.

In one embodiment, the receipt data management device includes detection means, storage means, aggregation means, information output means, and form output means. The detection means detects sales data of products belonging to a product group that can receive tax deduction when the annual purchase amount is within a predetermined amount range from receipt data including sales data of products purchased by the customer. The storage means stores the sales data of the product belonging to the product group detected by the detection means in the storage unit in association with the customer identification information associated with the receipt data including the sales data. Aggregation means aggregated sales data for products belonging to the product group that has been traded within a predetermined time period. The information output means responds to a browsing request including the customer identification information to the product group purchased and sold within the predetermined period, which is stored in association with the customer identification information in the storage unit by the aggregation means. belongs based sales data of goods into aggregated data, wherein the predetermined time period the total amount of goods belonging to the product group that has been traded in, for designating an output destination to output the form of goods belonging to the product group The image and the image data including the image are output to the device of the viewing request source. When the form output means receives a form output instruction including information for designating the output destination and customer identification information from the device of the viewing request source, the storage unit associates the form output means with the customer identification information included in the form output instruction. Based on the sales data stored in the form, the output destination including the form including the product name, amount, store name and purchase date of the product belonging to the product group bought and sold within the predetermined period is included in the form output instruction. Is output to the output destination specified by the specified information.

Claims (6)

A detection means for detecting sales data of products belonging to a product group that can receive tax deduction when the annual purchase amount is within a predetermined amount range from receipt data including sales data of products purchased by the customer.
A storage means for storing sales data of products belonging to the product group detected by the detection means in a storage unit in association with customer identification information associated with the receipt data including the sales data.
An aggregation means that aggregates sales data of products belonging to the product group every year, and
In response to a browsing request including the customer identification information, the sales data stored in association with the customer identification information in the storage unit by the aggregation means is aggregated year by year, and the product is bought and sold within a predetermined year. Information to output image data including the total amount of the products belonging to the product group and the image for specifying the output destination for outputting the form of the product belonging to the product group to the device of the viewing request source. Output means and
When a form output instruction including the information for designating the output destination and the customer identification information is received from the device of the viewing request source, the storage unit stores the form output instruction in association with the customer identification information included in the form output instruction. Based on the sales data, the form including the product name, amount, store name and purchase date of the product belonging to the product group bought and sold within the predetermined year is the information for specifying the output destination included in the form output instruction. A receipt data management device including a form output means for outputting to a designated output destination. The receipt data management device according to claim 1, wherein the information for designating the output destination is information on a store in which the output device for the form exists. A computer that captures and processes receipt data, including sales data for products purchased by customers.
A detection means that detects sales data of products belonging to a product group that can receive tax deduction when the annual purchase amount is within a predetermined amount range from receipt data including sales data of products purchased by customers.
A storage means for storing sales data of products belonging to the product group detected by the detection means in a storage unit in association with customer identification information associated with the receipt data including the sales data.
Aggregation means that aggregates sales data of products belonging to the product group every year,
In response to a browsing request including the customer identification information, the sales data stored in association with the customer identification information in the storage unit by the aggregation means is aggregated year by year, and the product is bought and sold within a predetermined year. Information to output image data including the total amount of the products belonging to the product group and the image for specifying the output destination for outputting the form of the product belonging to the product group to the device of the viewing request source. Output means and
When a form output instruction including the information for designating the output destination and the customer identification information is received from the device of the viewing request source, the storage unit stores the form output instruction in association with the customer identification information included in the form output instruction. Based on the sales data, the form including the product name, amount, store name and purchase date of the product belonging to the product group bought and sold within the predetermined year is the information for specifying the output destination included in the form output instruction. A program to function as a form output means to output to the specified output destination. The program according to claim 3, wherein the information for designating the output destination is information on a store in which the output device for the form exists. A receipt data management device that captures and processes receipt data, including sales data for products purchased by customers.
From the receipt data including the sales data of the products purchased by the customer, the sales data of the products belonging to the product group that can receive the tax deduction when the annual purchase amount is within the predetermined amount range is detected, and the detected products. The sales data of the products belonging to the group is stored in the storage unit in association with the customer identification information associated with the receipt data including the sales data, and the sales data of the products belonging to the product group is aggregated annually.
The product sold within a predetermined year based on the data obtained by aggregating the sales data stored in association with the customer identification information in the storage unit for each year in response to the browsing request including the customer identification information. Outputting image data including the total amount of products belonging to the group and an image for specifying an output destination for outputting the form of the product belonging to the product group to the device of the viewing request source, and
When a form output instruction including the information for designating the output destination and the customer identification information is received from the device of the viewing request source, the storage unit stores the form output instruction in association with the customer identification information included in the form output instruction. Based on the sales data, the form including the product name, amount, store name and purchase date of the product belonging to the product group bought and sold within the predetermined year is the information for specifying the output destination included in the form output instruction. Receipt data management method including outputting to the specified output destination. The receipt data management method according to claim 5, wherein the information for designating the output destination is information on a store in which the output device for the form exists.