JP2023027226A - Receipt data management device and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a document for final declaration corresponding to a self-medication tax system to a consumer on the basis of receipt data.

SOLUTION: This receipt data management device detects sales data about a commodity which belongs to a commodity group tax deduced when an annual purchase amount is within a prescribed amount range from receipt data including sales data of commodities purchased by a customer. The receipt data management device causes a storage unit to store the detected commodity sales data in association with customer identification information associated with the receipt data including the sales data. The receipt data management device outputs a document including a name and an amount of a commodity purchased within a predetermined period and belonging to the tax-deducible commodity group, a store name, a purchase date, and information indicating that the commodity is tax-deducible on the basis of the commodity sales data stored in association with the customer identification information in the storage unit in response to a document output request including the customer identification information.

SELECTED DRAWING: Figure 12

COPYRIGHT: (C)2023,JPO&INPIT

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. Under the self-medication tax system, the purchase cost of so-called switch OTC (Over The Counter) drugs (hereinafter simply referred to as OTC drugs), which are drugs that have been diverted from medical use among guidance-required drugs and over-the-counter drugs, are tax deductible. It is a system that allows For example, from January 1, 2017 to December 31, 2021, if the total amount (including consumption tax) purchased by one household for OTC drugs exceeds 12,000 yen, the excess amount A (A = total - 12,000 yen: A has an upper limit of 88,000 yen) can be deducted from income. In order to comply with such a tax system, consumers need to manage receipts issued by pharmacies or the like when purchasing OTC medicines.

An electronic receipt system is effective for managing receipts. The electronic receipt system saves receipt data, including sales data for 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. Using such an electronic receipt system eliminates the need for consumers to manage paper receipts issued by pharmacies and the like.

However, current electronic receipt systems do not support the self-medication tax system. In order to build an electronic receipt system compatible with the self-medication tax system, it is necessary to provide consumers with tax return forms compatible with the self-medication tax system based on the receipt data managed by the server. desirable.

JP 2014-229072 A

The problem to be solved by the embodiments of the present invention is to provide a receipt data management device and a program that can provide consumers with forms for final tax returns that correspond to tax systems such as the self-medication tax system based on receipt data. It is.

In one embodiment, a receipt data management device includes detection means, storage means, and form output means. A detecting means detects sales data of goods belonging to a group of goods that can receive tax deduction when the annual purchase amount is within a predetermined amount range from the receipt data including the sales data of the goods purchased by the customer. The storage means associates 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 stores the data in the storage unit. The form output means responds to a form output request containing the customer identification information, based on the sales data of the product stored in association with the customer identification information in the storage unit, and outputs tax deductions that were traded within a predetermined period. A form is output that includes the product name, price, store name, date of purchase, and description that the product belongs to the product group that can be received and that the product is subject to tax deduction.

1 is a schematic configuration diagram of an electronic receipt system; FIG. Schematic diagram showing the structure of receipt data. FIG. 2 is a block diagram showing the circuit configuration of the electronic receipt management server; 4 is a schematic diagram showing main data files stored in an auxiliary storage device of the electronic receipt management server; FIG. Schematic diagram showing the structure of data stored in a member file. Schematic diagram showing the structure of data stored in a store file. 4 is a schematic diagram showing the structure of data stored in a monthly summary file; FIG. Schematic diagram showing the structure of data stored in an OTC drug summary file. FIG. 4 is a flowchart showing an information processing procedure executed by a CPU of an electronic receipt management server when receipt data is received; FIG. FIG. 10 is a flowchart specifically showing the processing procedure of the processing step “analysis” in FIG. 9; FIG. 4 is a flow chart showing part of an information processing procedure executed by the CPU of the electronic receipt management server when receiving a monthly tally request command; 4 is a flow chart showing part of an information processing procedure executed by the CPU of the electronic receipt management server when receiving a monthly tally request command; 4 is a flow chart showing part of an information processing procedure executed by the CPU of the electronic receipt management server when receiving a monthly tally request command; 4 is a flow chart showing part of an information processing procedure executed by the CPU of the electronic receipt management server when receiving a monthly tally request command; FIG. 3 is a schematic diagram showing a display example of a home screen displayed on the display device of the information terminal; FIG. 4 is a schematic diagram showing a display example of a receipt list screen displayed on the display device of the information terminal; FIG. 4 is a schematic diagram showing a display example of a monthly summary screen displayed on the display device of the 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. FIG. 2 is a schematic diagram showing a display example of an electronic receipt screen displayed on the display device of the information terminal; FIG. 4 is a schematic diagram showing a display example of an output destination list screen displayed on the display device of the information terminal; The schematic diagram which shows one display example of the OTC drug list screen containing a shortage message. The schematic diagram which shows one display example of the OTC drug list screen containing an excess message. FIG. 4 is a schematic diagram showing a printing example of a form;

An embodiment of a receipt data management device capable of providing a consumer with a form for final tax return corresponding to the self-medication tax system based on receipt data will be described below with reference to the drawings.

As shown in FIG. 1, the electronic receipt system 100 includes 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 connections to this network 30. and a plurality of information terminals 50 capable of wireless communication with the base stations 40 . The electronic receipt management server 10 is built in an electronic receipt management center that controls electronic receipt services. The POS system 20 is built in each store participating in the electronic receipt service. The information terminal 50 is used by a consumer who has registered as a member in order to receive the electronic receipt service.

The POS system 20 includes a plurality of POS terminals 21, a store server 22, and a printer 23, which 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 the sales, inventory, etc. of the entire store based on data of commercial transactions settled by each POS terminal 21 . The printer 23 is capable of printing various forms. The printer 23 may be a printing-only machine, or may be a multifunction machine having multiple functions such as copying and facsimile.

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

When the POS terminal 21 accepts the input of the member ID, the POS system 20 creates receipt data 25 (see FIG. 2) by converting the commercial transaction receipt for the consumer identified by the member ID into text. The POS system 20 then outputs the receipt data 25 together with the member ID to the electronic receipt management server 10 via the network 30 . The receipt may be converted into text by the POS terminal 21 or by the store server 22 . When the POS terminal 21 converts the receipt into text, the receipt data 25 may be directly output 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 . It should be noted that the conversion of the receipt into text and the generation of the receipt data 25 are well-known techniques, so detailed description thereof will be omitted here.

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

A 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 was started or settled at the POS terminal 21 . The product sales data category code is a unique code set for each product category to identify the product category (food, daily necessities, medical products, clothing, etc.) based on the attributes of each product.

Incidentally, in this embodiment, in order to classify medical products into OTC medicines and other medicines, a small classification code for OTC medicines and a small classification code for other medicines are set as subordinate codes of classification codes for medicines. The product sales data of OTC medical products includes the classification code of medicines and the small classification code of OTC medicines. The product sales data of drugs other than OTC drugs includes the classification code of drugs and the small classification code of other drugs.

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

Returning to FIG.
The information terminal 50 includes at least a display device, an input device, and a wireless communication device. The information terminal 50 also has a web browser. A consumer who receives the electronic receipt service installs an electronic receipt viewing program, which is a dedicated application program, in the information terminal 50 . By installing this electronic receipt viewing program in the information terminal 50, member registration, viewing of receipt images, and output of forms for tax return corresponding to the self-medication taxation system are possible. By registering as a member, the member ID is set in the management area of the electronic receipt browsing program formed in the memory of the information terminal 50 . Electronic devices such as smartphones, mobile phones, tablet terminals, and laptop computers are used as this type of information terminal 50 .

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

FIG. 3 is a block diagram showing the essential circuitry of the electronic receipt management server 10. As shown in FIG. 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 section 15, a communication unit 16, and the like. The CPU 11, ROM 12, RAM 13, auxiliary storage device 14, clock section 15, and 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 with 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 portion of the computer. The CPU 11 controls each part to realize various functions of the electronic receipt management server 10 according to an operating system and application programs.

The ROM 12 corresponds to the main memory portion of the computer. The ROM 12 stores the above operating system and application programs. The ROM 12 may store data necessary for the CPU 11 to execute processing 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 processing. The RAM 13 is also used as a work area in which the CPU 11 appropriately rewrites information.

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 and application programs. Further, the auxiliary storage device 14 may store data used by the CPU 11 in performing various processes or data generated by the processes performed by the CPU 11 . As the auxiliary storage device 14, for example, an EEPROM (Electric Erasable Programmable Read-Only Memory), HDD (Hard Disc Drive), SSD (Solid State Drive), or the like can be used.

The clock unit 15 keeps track of the current date and time.
The communication unit 16 performs data communication with the POS system 20 or the information terminal 50 via the network 30 using a predetermined protocol.

As shown in FIG. 4, the electronic receipt management server 10 having such a configuration stores 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 summary file 144, and an OTC medicine 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 to receive the electronic receipt service. The member data 141R includes information such as a member ID, e-mail address, and password, as shown in FIG. The e-mail address and password are information arbitrarily set by operating the information terminal 50 by the consumer identified by the member ID.

The store file 142 is an area for storing store data 142R (see FIG. 6) created for each store participating in the electronic receipt service. The store data 142R includes information such as store code, store name, store location, printer address, tax status, etc., as shown in FIG. The store name and store location are store-specific information identified by a store code. The printer address is a communication address for identifying the printer 23 installed 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 forms for final tax return corresponding to the self-medication tax system. The tax status is information indicating whether the store identified by the store code is a store where the product price is tax-exclusive or tax-inclusive. In stores where the tax is excluded, the price of the product is the tax-excluded price. In a store where tax is included, the price of the product is the tax-inclusive price.

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 by member ID.

The monthly tally file 144 is an area for storing monthly tally data 144R (see FIG. 7) created by month and year for each consumer who has registered as a member to receive the electronic receipt service. As shown in FIG. 7, the monthly total data 144R uses the member ID and year/month as header information, and adds to this header information the monthly total, information P1 related to product classification without small classification, and information P1 with small classification. and information P2 related to product classification.

The monthly total is the sum of the prices of the products purchased by the customer identified by the member ID in the header information in a store participating in the electronic receipt service in one month identified by the year and month in the header information. .

The information P1 includes a classification code, classification name, classification total and small classification number. The classification name is a name representing the product classification specified by the corresponding classification code. The classification total is the product of the classification code among the products purchased by the consumer identified by the member ID in the header information during the month specified by the year and month in the same header information at stores participating in the electronic receipt service. It is the sum of the prices of the products belonging to the category. The small classification number is "0".

The information P2 includes, in addition to the classification code, classification name, total classification and number of small classifications, as many small classification codes, small classification names and small classification totals as the number of small classifications. The minor classification name is a name representing the minor classification specified by the corresponding minor classification code. The minor category total is the minor category code among the products purchased by the consumer identified by the member ID in the header information during the month specified by the year and month in the same header information at stores that participate in the electronic receipt service. is the total price of products belonging to the category

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

The OTC drug total file 146 is an area for storing the OTC drug total 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 summary data 146R uses the member ID, the small classification code of OTC drugs, and the year as header information. Store data D1. The purchase detail data D1 is data of OTC medicines purchased by a consumer identified by the member ID of the header information at stores participating in the electronic receipt service during the year specified by the year of the header information. The purchase detail data D1 includes date and time of purchase (date and time of transaction), store name, store location, transaction number, OTC drug product code, product name, tax-inclusive price, and number of issues. The number of times of issue is the number of times output to a form, which will be described later, and the initial value is "0".

In addition, in the OTC drug summary data 146R, the annual total price is the total price of the purchase detail data D1 included in the same data 146R. The deduction flag is reset to "0" until the total amount reaches the minimum deductible amount (12,000 yen under the self-medication tax system introduced from fiscal 2017), and is reset to "1" when the minimum amount is exceeded. set. Also, the deduction flag is reset to "0" again when the total amount exceeds the maximum deductible amount (100,000 yen under the self-medication tax system introduced from fiscal 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 flowcharts of FIGS. 9 and 10. FIG.
9 and 10 are flow charts showing main procedures of information processing executed by the CPU 11 according to a control program, which is a type of application program stored in the ROM 12 or the auxiliary storage device 14. FIG. The details of the processing shown in FIGS. 9 and 10 and described below are merely examples, and the procedure and details of the processing are not particularly limited as long as similar results can be obtained.

When the receipt data 25 is received via the communication unit 16, the CPU 11 starts information processing according to the procedure shown in the flow chart of FIG. First, the CPU 11 stores the receipt data 25 in the receipt area secured in the work area of the RAM 13 as Act1. Next, the CPU 11 detects the member ID and transaction date and time from the receipt data 25 as Act2. Then, in Act 3, the CPU 11 searches the monthly total file 144 and acquires monthly total data 144R with header information including the member ID detected in Act 2 and the date and time of the transaction. Then, in Act 4, the CPU 11 updates the monthly total of the monthly total data 144R. That is, the CPU 11 adds the payment amount of the payment data included in the receipt data 25 to the monthly total.

Next, the CPU 11 detects one commodity 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.

After finishing the analysis, the CPU 11 checks whether or not unanalyzed product sales data exists in the receipt data 25 in Act 7 . If unanalyzed product sales data exists (YES in Act7), the CPU 11 returns to the process of Act5. That is, the CPU 11 detects unanalyzed merchandise sales data from the receipt data 25 and analyzes it.

In this way, all the product sales data included in the receipt data 25 are analyzed, and when it is confirmed that there is no unanalyzed product sales data (NO in Act 7), the CPU 11 processes the receipt data 25 in the receipt area in Act 8. is stored in the electronic receipt file 143. Thus, the information processing of the CPU 11 when receiving the receipt data 25 is completed.

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

If no sub-category code is detected (NO in Act12), the CPU 11, in Act13, updates the category total of the monthly summary file 144 acquired in the process of Act3. That is, the CPU 11 adds the price included in the product sales data to be analyzed to the classification total of the information P1 set with the classification code detected in the processing of Act11. After that, the CPU 11 ends the analysis.

When the small classification code is detected (YES in Act12), in Act14, the CPU 11 updates the classification total and the small classification total of the monthly summary file 144 acquired in the process of Act3. That is, the CPU 11 adds the classification total of the information P2 in which the classification code detected in the processing of Act11 is set, and the small classification total for the small classification code detected in the processing of Act11 in the information P2, to the product sales data to be analyzed. Add the price included in

In Act 15, the CPU 11 detects a product code from the product sales data to be analyzed. Then, in Act 16, the CPU 11 searches the OTC drug setting file 145 with the product code to check 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 Act 16), the CPU 11 terminates the analysis. That is, when the product specified by the product sales data to be analyzed is not an OTC drug, the CPU 11 terminates the analysis.

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

In the case of a store where the product price is tax-exclusive (YES in Act 17), the CPU 11 converts the price included in the product sales data to be analyzed into the tax-inclusive price in Act 18. In the case of a store where the product price includes tax (NO in Act 17), the CPU 11 does not execute the process of Act 18. That is, the CPU 11 obtains the tax-inclusive price of the product specified by the product sales data to be analyzed.

As Act19, the CPU 11 generates the OTC drug specification data D1. The OTC pharmaceutical item data D1 includes the transaction date and time, store code and transaction number included in the receipt data 25, and the product code, product name and 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. Also, if the process of Act 18 is executed, the price will be the tax-inclusive price calculated by that process.

After generating the OTC drug detailed data D1, the CPU 11 saves the OTC drug detailed data D1 in the OTC drug summary file 146 as Act20. That is, the CPU 11 adds the OTC drug detailed data D1 to the OTC drug summary data 146R including the member number of the receipt data 25 and the year of the transaction date and time. In addition, the CPU 11 updates the annual total amount of the OTC pharmaceutical aggregate data 146R in Act21. In other words, the CPU 11 adds the price of the OTC pharmaceutical item data D1 to the annual total amount.

In Act 22, the CPU 11 confirms whether or not the annual total amount after the update is equal to or greater than the minimum deductible amount (12,000 yen under the self-medication tax system introduced from fiscal 2017). If the total amount for the fiscal year is equal to or greater than the lower limit amount (YES in Act 22), the CPU 11 determines in Act 23 that the total amount for the same fiscal year is equal to or less than the maximum deductible amount (100,000 yen under the self-medication tax system introduced from fiscal 2017). Check whether there is If the annual total amount is equal to or less than the upper limit amount (YES in Act23), the CPU 11 sets the deduction flag of the OTC pharmaceutical tabulated data 146R to "1" in Act24. On the other hand, if the annual total amount is less than the lower limit amount (NO in Act 22), or if the annual total amount exceeds the deductible upper limit amount (NO in Act 23), the CPU 11 performs the same OTC as Act 25. Reset the deduction flag of the drug count data 146R to "0". After that, the CPU 11 ends the analysis.

In this manner, the CPU 11 of the electronic receipt management server 10 stores the receipt data 25 in the electronic receipt file 143 each time it receives the receipt data 25 from the POS system 20 (Act 8). Also, the CPU 11 updates the monthly summary file 144 specified from the member ID and transaction date and 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 sales data of OTC drugs (Act 15-Act 16). If the OTC drug product sales data is included, the CPU 11 updates the OTC drug summary file 146 based on the OTC drug product sales data. Specifically, first, when the price including the product sales data of the OTC drug is a tax-excluded price, the CPU 11 converts the tax-excluded price into a tax-inclusive price (Act 17-Act 18). Next, the CPU 11 adds the OTC drug purchase detail data D1 generated based on the receipt data 25 to the OTC drug summary data 146R specified from the member ID and the year of the transaction date and time included in the receipt data 25 (Act 19- Act 20). The CPU 11 also updates the annual total amount of the OTC drug aggregate data 146R to the amount obtained by adding the tax-inclusive price of the OTC drug (Act 21).

Here, the CPU 11 of the electronic receipt management server 10 executes the processes of Act 15 and Act 16 of FIG. Realize a function to detect sales data of products belonging to a product group that can receive tax exemption at the time of . That is, the CPU 11 constitutes detection means by the processing of Act15 to Act16.

The OTC drug summary file 146 of the auxiliary storage device 14 constitutes a storage unit that stores sales data of products detected by the detection means in association with customer identification information associated with receipt data including the sales data. The storage unit further stores the total price of the products belonging to the tax deductible product group traded within a predetermined period in association with the customer identification information. 10, the CPU 11 associates 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 stores the data in the storage unit. Realize the memory function. That is, the CPU 11 constitutes storage means by the processing of Act19 to Act20.

Next, the consumer, who is a member of the electronic receipt service, uses the information terminal 50 to browse the purchase information of OTC drugs, which are tax deductible products under the self-medication taxation system, and further obtains a tax return form. The operation in this case will be described with reference to FIGS. 11 to 23. FIG. By the way, the form for the final tax return is one type of certification document required when filing the final tax return in order to receive the application of the self-medication tax system. This certificate must clearly state the name of the product, the price, 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 flowcharts showing information processing procedures executed by the CPU 11 of the electronic receipt management server 10 according to a control program, which is a type of application program stored in the ROM 12 or the auxiliary storage device 14. FIG. 15 to 22 are transition examples of screens displayed on the display device (assumed to be a touch panel) of the information terminal 50. FIG. Also, FIG. 23 is an example of a form for a tax return. The details of the processing shown in FIGS. 11 to 14 and described below are merely examples, and the procedure and details of the processing are not particularly limited as long as similar results can be obtained. The contents of the screens and forms shown in FIGS. 15 to 23 and described below are also examples. It is not particularly limited.

A consumer who wants to browse the purchase information of OTC medicines first activates an electronic receipt browsing 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. FIG.

FIG. 15 shows a display example of the home screen SC1. As shown, the home screen SC1 displays a bar code BC representing the member ID. Further, a home icon IC1, a receipt icon IC2 and other icons IC3 are displayed. The home icon IC1 is in a selected state, and the receipt icon IC2 and other icons IC3 are in a non-selected state. Incidentally, the member ID can be input to the POS terminal 21 by scanning the bar code BC on the home screen SC1 with a scanner connected to the POS terminal 21. FIG.

After confirming the home screen SC1, the consumer touches the receipt icon IC2. Then, a 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 to be described later, including this command, include the member ID set in the information terminal 50 . Note that not all commands need to include the member ID. The member ID may not be included in commands that do not require the member ID to be notified to the electronic receipt management server 10 .

Upon receiving the receipt list request command, the CPU 11 of the electronic receipt management server 10 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 which is 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).

FIG. 16 shows a display example of the receipt list screen SC2. As illustrated, a receipt list image is displayed on the receipt list screen SC2. Also, the receipt icon IC2 is in a selected state, and the home icon IC1 and the other icon IC3 are in a non-selected state.

The receipt list image includes the total amount of receipts for one month ("January total amount\99,999" in FIG. 16) and arrow icons M1, M2, M3. Also, a monthly tabulation button BT1 is displayed on the receipt list screen SC2. When the arrow icon M1 is touched, the receipt list image of one month before is displayed. When the arrow icon M2 is touched, the image is switched 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.

After confirming the receipt list screen SC2, the consumer touches the monthly tabulation button BT1. When the monthly total button BT1 is touched, the information terminal 50 transmits a monthly total request command to the electronic receipt management server 10 .

The CPU 11 of the electronic receipt management server 10 that has received the monthly tally request command starts information processing according to the procedures shown in the flowcharts of FIGS. 11 to 14 .
First, the CPU 11 detects the current year and month from the date and time data clocked by the clock section 15 in Act 31 of FIG. Then, the CPU 11 writes the year and month in the year and month area secured in the work area of the RAM 13 in Act 32 .

The CPU 11 searches the monthly total file 144 in Act 33 to detect the monthly total data 144R having the member ID included in the monthly total request command and the year and month in the year/month area as header information. Then, in Act 34, the CPU 11 generates a monthly tally image based on the monthly tally data 144R. In Act 35, the CPU 11 transmits the monthly total image to the information terminal 50 that is 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 tally screen SC3 (see FIG. 17).

FIG. 17 shows a display example of the monthly total screen SC3. As illustrated, a monthly total image is displayed on the monthly total screen SC3. The states of the receipt icon IC2, home icon IC1 and other icons 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 for each classification code, and arrow icons M5 and M6. Also, a viewing end button BT2 is displayed on the monthly tabulation screen SC3. In the list L1, the hypertext "list display" is attached to the small classification name "OTC drug" corresponding to the small classification code of the OTC drug.

The consumer can check the monthly aggregated data showing the total price of the products purchased at the member store of the electronic receipt service in the current month and the total price by category from the monthly aggregated image. The consumer touches the arrow icon M5 when he/she wants to browse the monthly total data of the previous month. When the arrow icon M5 is touched, the information terminal 50 transmits the first year/month change command to the electronic receipt management server 10 . The consumer touches the arrow icon M6 when he/she wants to view the monthly total data for the next month. When the arrow icon M6 is touched, the information terminal 50 transmits a second year/month change command to the electronic receipt management server 10 . It should be noted that if the monthly total data 144R for the next month does not exist, the arrow icon M6 is disabled, and even if it is touched, the second year/month change command is not transmitted.

If the consumer wants to view the purchase information for OTC drugs, he touches the hypertext "View List". When the hypertext “display list” is touched, the information terminal 50 transmits a list display command to the electronic receipt management server 10 .

The consumer touches the viewing end button BT2 when ending viewing of the monthly aggregated image. When the viewing end button BT2 is touched, the information terminal 50 transmits a viewing end command to the electronic receipt management server 10 .

The CPU 11 that has transmitted the monthly tally image determines in Act 36 whether or not the first or second year/month change command has been received. If the first or second year/month change command has not been received (NO in Act36), the CPU 11 determines in Act37 whether or not a list display command has been received. If the list display command has not been received (NO in Act 37), the CPU 11 determines in Act 38 whether or not the browsing end command has been received. If the browsing end command has not been received (NO in Act38), the CPU 11 returns to the process of Act36. Therefore, the CPU 11 waits to receive the first or second year/month change command, the list display command, or the browsing end command by the processing of Act36 to Act38.

In the standby state of Act36 to Act38, when the first or second year/month change command is received (YES in Act36), the CPU 11 updates the year/month in the year/month area in Act39. Specifically, when the first year/month change command is received, the CPU 11 updates the year/month to one month earlier. When the second year/month change command is received, the CPU 11 updates the year/month to one month later. After that, the CPU 11 returns to the processing of Act33. Accordingly, 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.

In the standby state of Act36 to Act38, when the list display command is received (YES in Act37), in Act40, the CPU 11 detects the year from the year/month area and stores it in the year area secured in the work area of the RAM 13. Write. Then, in Act 41, the CPU 11 searches the OTC drug summary file 146 and retrieves the OTC drug data containing the member ID included in the monthly summary request command, the small classification code of the OTC drug, and the year in the year area as header information. Collected data 146R is detected.

When the OTC drug total data 146R is detected, the CPU 11 generates an OTC drug list image based on the OTC drug total data 146R in Act42. In addition, the CPU 11 checks the deduction flag of the OTC drug total data 146R in Act43. Then, if the deduction flag is set to "1" (YES in Act 43), the CPU 11, in Act 44, sends a message for notifying the consumer that the self-medication tax exemption is available. Add to list images. The message may be, for example, "Medical expenses are eligible for deduction" or "You can receive deductions under the self-medication tax system." If the deduction flag is reset to "0" (NO in Act 43), the CPU 11 does not execute Act 44.

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

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

The OTC drug list image includes a yearly total amount ("Total:\33,333" in FIG. 18), an OTC drug detailed purchase list L2, and arrow icons M7 and M8. A report button B3 and an end-of-browsing button BT4 are also displayed on the OTC drug list screen SC4. The OTC drug list screen SC4 in FIG. 18 is for a case where the annual total amount exceeds the minimum deductible amount. That is, the OTC drug list image includes message MS1.

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

From the OTC drug list image, the consumer can obtain OTC drug purchase information representing 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-inclusive price). can be confirmed.

The consumer touches the arrow icon M7 to browse the OTC drug purchasing information of the previous year. When the arrow icon M7 is touched, the information terminal 50 transmits the first year change command to the electronic receipt management server 10 . If the consumer wants to view OTC drug purchasing 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 . It should be noted that if the OTC pharmaceutical tabulation data 146R for the next year does not exist, the arrow icon M8 is disabled and the second year change command is not transmitted even if touched.

When the consumer wishes to obtain a receipt for the purchase of the OTC drug purchase information, the consumer touches the desired detail line. When the detail line is touched, the information terminal 50 transmits a detail selection command to the electronic receipt management server 10 . The detail selection command includes the transaction date and time, product name, and tax-included price displayed in the touched detail line.

The consumer touches the form button BT3 when he/she wants to obtain a form necessary for filing a final tax return for application of 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 purchasing information, the consumer touches the browsing end button BT4. When the viewing end button BT4 is touched, the information terminal 50 transmits a viewing 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 Act 51 in FIG. If the first or second year change command has not been received (NO in Act 51), the CPU 11 determines in Act 52 whether or not a detail selection command has been received. If the detail selection command has not been received (NO in Act 52), the CPU 11 determines in Act 53 whether or not the form request command has been received. If the form request command has not been received (NO in Act 53), the CPU 11 determines in Act 54 whether or not the browsing end command has been received. If the browsing end command has not been received (NO in Act54), the CPU 11 returns to the process of Act51. Therefore, the CPU 11 waits to receive the first or second year change command, the detail selection command, the form request command, or the browsing end command by the processing of Act51 to Act54. .

In the standby state of Act51 to Act54, when the first or second year change command is received (YES in Act51), the CPU 11 updates the year in the year area in Act55. Specifically, when the CPU 11 receives the first year change command, the CPU 11 updates the year to one year earlier. When the CPU 11 receives the second year change command, the CPU 11 updates the year to one year later. After that, the CPU 11 returns to the process of Act41 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.

In the standby state of Acts 51 to 54, when the details selection command is received (YES in Act 52), the CPU 11, in Act 71 of FIG. Data D1 is detected from OTC drug summary data 146R. Next, in Act 72, the CPU 11 searches the electronic receipt file 143 to detect one receipt data 25 specified from the purchase detail data D1. Then, in Act 73, the CPU 11 generates an electronic receipt image based on the detected receipt data 25. FIG.

After generating the electronic receipt image, the CPU 11 transmits the electronic receipt image to the information terminal 50 that is the command transmission source in Act 74 . 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).

FIG. 19 shows a display example of the electronic receipt screen SC5. As shown, an electronic receipt image R is displayed on the electronic receipt screen SC5. The states of the receipt icon IC2, home icon IC1 and other icons IC3 do not change. Also, a send button BT5 and a viewing 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 purchasing the OTC drug whose product name is displayed in the selected line. If the consumer wishes to obtain the receipt, the consumer touches the send button BT5. When the send button BT5 is touched, the information terminal 50 sends a send command to the electronic receipt management server 10. FIG.

When the consumer finishes viewing the electronic receipt image R, the consumer touches the viewing end button BT6. When the viewing end button BT6 is touched, the information terminal 50 transmits a viewing end command to the electronic receipt management server 10 .

The CPU 11 that has transmitted the electronic receipt image determines in Act 75 whether or not a transmission command has been received. If the transmission command has not been received (NO in Act75), the CPU 11 determines in Act76 whether or not the viewing end command has been received. If the browsing end command has not been received (NO in Act76), the CPU 11 returns to the process of Act75. Therefore, the CPU 11 waits to receive a transmission command through the processing of Act75 and Act76 or to receive a viewing end command.

In the standby state of Act75 and Act76, when the send command is received (YES in Act75), the CPU 11 detects the mail address from the member data 141R specified by the member ID included in the send command in Act77. Then, in Act 78, the CPU 11 converts the electronic receipt image generated in the process of Act 73 into PDF (Portable Document Format) file data. Then, in Act79, the CPU 11 activates mail software, creates an e-mail with the electronic receipt image converted into PDF file data as an attached file, and transmits the e-mail to the e-mail address obtained in the process of Act77. After that, 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.

In the waiting state of Act75 and Act76, when the browsing end command is received (YES in Act76), the CPU 11 returns to the processing 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.

In the standby state of Act51 to Act54 in FIG. 12, when the form request command is received (YES in Act53), the CPU 11, in Act56, retrieves the OTC drug total data 146R specified by the member ID included in the form request command. Check the deduction flag again. Then, if the deduction flag is set to "1" (YES in Act56), the CPU 11 transmits the output destination list image to the information terminal 50 as the command transmission source in Act57. 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 a display example of the output destination list screen SC6. As shown, the output destination list screen SC6 displays an output destination list image including first to third selection boxes PM1, PM2, and PM3. In addition, the year and total amount displayed on the OTC drug list screen SC4 immediately before, the execution button BT7 and the viewing end button BT8 are displayed on the output destination list screen SC6. The names of all prefectures are displayed in a pull-down menu in the first selection box PM1. In the second selection box PM2, the municipality names of the prefecture selected in the first selection box PM1 are displayed in a pull-down menu. In the third selection box PM3, the store names of the electronic receipt service member stores located in the municipality selected in the second selection box PM2 are displayed in a pull-down menu.

After confirming the output destination list screen SC6, the consumer selects a store as the output destination of the form by selecting and operating the menus displayed in the first to third selection boxes PM1, PM2 and PM3. After selecting the store, the consumer touches the execution 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. FIG. The form output command includes the store code of the store selected by 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 designation of the output destination of the form (Act 58). When the form output command is received from the information terminal 50 that transmitted the output destination list image, the CPU 11 determines that the output destination of the form has been designated (YES in Act 58). When the output destination of the form is specified, the CPU 11 writes the store code included in the form output command in the output destination area secured in the work area of the RAM 13 in Act 59 .

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 total data 146R whose header information is the member ID included in the form output command, the OTC drug small classification code, and the year in the year area. Then, the CPU 11 uses the transaction date, store name, store location, product name, tax-included price, etc. of each purchase detail data D1 stored in the OTC drug summary data 146R to generate form data. Further, the CPU 11 increases the number of issuances included in each purchase detail data D1 by +1 in 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. The CPU 11 then controls the communication unit 16 in Act 63 to transmit 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 Act41 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 a form 60 printed by the printer 23 based on this form data. As shown, the form 60 includes a purchase list 61 of OTC drugs that are subject to the self-medication tax system, a message 62 indicating that the form 60 is a purchase list of products that are subject to the self-medication tax system, and an OTC drug. and information 64 specifying the issuer and issue date of the form 60 . The purchase list 61 has a payment date column, an amount (including tax) column, a drug name column, a store location column, a store name column, and a remarks column, and corresponding data is printed in each column. In particular, in the remark column, "reissued" is printed for products with an issue count of "1" or more.

In this way, the form 60 clearly states the name of the OTC drug purchased by the consumer, the tax-inclusive amount, the message 62 to the effect that the product is subject to the self-medication tax system, the store name, and the date of purchase. there is Therefore, the form 60 is effective as a proof document required when filing a final tax return for application of the self-medication tax system.

Returning to FIG. 12 .
When the deduction flag has been reset to "0" (NO in Act56), the CPU 11 acquires the annual total amount of OTC drugs as Act81 in FIG. Specifically, the CPU 11 detects the OTC drug total data 146R whose header information is the member ID included in the form output command, the OTC drug small classification code, and the year in the year area. Then, the CPU 11 acquires the annual total amount stored in the OTC pharmaceutical aggregate data 146R. The deduction flag is set in Act 22 of FIG. 10 if the annual total amount is the minimum deductible amount (less than 12,000 yen under the self-medication tax system introduced from fiscal 2017), or if the annual total amount is deductible in Act 23. If the maximum amount (100,000 yen in the self-medication tax system introduced from fiscal 2017) is exceeded, it is reset to "0". Therefore, the annual total amount obtained in the process of Act 81 is an amount less than the lower limit amount or an amount exceeding the upper limit amount.

In Act 82, the CPU 11 determines whether or not the annual total amount is less than the minimum deductible amount. If the annual total amount is less than the deductible lower limit amount (YES in Act 82), the CPU 11 subtracts the annual total amount from the deductible lower limit amount in Act 83 to calculate the shortfall amount up to the lower limit amount. Then, in Act 84, the CPU 11 creates a shortage message including this shortage amount and transmits it to the information terminal 50. FIG.

On the other hand, if the annual total amount exceeds the maximum amount (NO in Act 82 ), the CPU 11 creates an excess message in Act 85 and transmits it to the information terminal 50 .

By the processing of Act84 or Act85, the message MS1 of the OTC drug list screen SC4 displayed on the display of the information terminal 50 is changed to the shortage message MS2 (see FIG. 21) or excess message MS3 (see FIG. 22). be done.

FIG. 21 is a display example of the OTC drug list screen SC4 on which the shortage message MS2 is displayed. As shown in the figure, the OTC drug list screen SC4 displays a lack message MS2 for notifying that the amount of money for receiving deductions under the self-medication tax system is insufficient and the amount of the shortage. In addition, an "output" button BT9 and a "do not output" button BT10 are displayed on the OTC drug list screen SC4. Even if the amount required to receive the deduction under the self-medication tax system is insufficient, the prescribed amount may be met by OTC drugs purchased at stores other than those that accept electronic receipts. Then, the consumer who confirms the shortage message MS2 touches the "output" button BT9 if the form is to be issued, or touches the "not output" button BT10 if the form is not to be issued.

FIG. 22 is a display example of the OTC drug list screen SC4 on which the excess message MS3 is displayed. As shown, the OTC drug list screen SC4 displays an excess message MS3 notifying that the deductible amount of the self-medication tax system is exceeded and that the normal medical expense deduction can be received. In addition, an "output" button BT9 and a "do not output" button BT10 are displayed on the OTC drug list screen SC4. It is possible to choose arbitrarily whether to receive the deduction under the conventional medical expense deduction system or the deduction under the self-medication tax system. However, since the self-medication tax system is positioned as an exception to medical expense deductions, it is not possible to receive both deductions at the same time. Then, the consumer who confirms the excess message MS3 touches the "output" button BT9 when issuing the form, or touches the "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. FIG. 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. FIG.

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

Here, when the output command is received (Act86, YES), the CPU 11 executes Act87 to Act93, which are similar to the above-described Act57 to Act63. That is, in Act 87, the CPU 11 transmits the output destination list image to the information terminal 50 that is the command transmission source. Then, in Act 88, the CPU 11 waits for designation of the output destination of the form. When the output destination of the form is designated (YES in Act88), the CPU 11 writes the store code included in the form output command in the output destination area secured in the work area of the RAM 13 in Act89.

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

The CPU 11 searches the store file 142 with the store code stored in the output destination area in Act 92, and acquires the printer address of the corresponding store data 142R. Then, in Act 93, the CPU 11 controls the communication unit 16 to transmit 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 Act41 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 printed out as a form 60 .

Here, if the "output" button BT9 on the OTC drug list screen SC4 on which the shortage message MS2 is displayed is touched, the shortage message MS2 or a message similar to it may be printed on the form 60. good. Similarly, when the "output" button BT9 on the OTC drug list screen SC4 displaying the excess message MS3 is touched, the excess message MS3 or a message similar to it may be printed on the form 60. good.

On the other hand, when the CPU 11 receives the non-output command in Act86 (Act86, NO), it returns to the process of Act41 in FIG. 11 without performing the processes 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 Act56 to Act63 in FIG. Based on the product sales data stored in association with the member ID, the product name, price, store name, date of purchase, and tax exemption of products belonging to the group of products that are traded within a predetermined period and are eligible for tax exemption. A function of outputting a form 60 including a description to the effect that the product is subject to deduction is realized. That is, the CPU 11 constitutes a 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. In addition, the CPU 11 responds to the form output request on the condition that the total amount 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. to operate.

Further, the CPU 11 executes the processes of Act81 to Act86 of FIG. When the amount is out of the amount range, a function is realized to receive a selection input as to whether or not to output the form. That is, the CPU 11 constitutes selection means by the processing of Act81 to Act86. When the total amount is less than the lower limit amount of the predetermined amount range, this selection means includes notifying the requesting device of the form output request of the amount of shortage until the total amount reaches the lower limit amount.

Returning to FIG. 12 .
In the waiting state of Act51 to Act54, when the browsing end command is received (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 tabulation screen SC3.

In the standby state of Acts 36 to 38, when the viewing end command is received (YES in Act 38), the CPU 11 outputs an erasure command to the information terminal 50, which is the command transmission source, in Act 46. FIG. With this, the CPU 11 ends the processing when the monthly total command is received. Incidentally, in the information terminal 50 that received the erase command, the screen of the display device returns to the home screen SC1.

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

Moreover, the form 60 is printed out from the printer 23 of the electronic receipt service affiliated store selected by the consumer. Therefore, the consumer has the advantage of being able to obtain the tax return form 60 from a store convenient for him/herself.

Moreover, the condition under which the form 60 is printed out is limited to when the total annual purchase amount of OTC drugs is within the deductible range. Therefore, it is possible to prevent wasteful issuance of forms when the deduction 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 information terminal 50 of the consumer. Therefore, the consumer can know exactly why the form 60 is not issued.

Other embodiments will be described below.
In the above-described embodiment, the case where the list of OTC medicines purchased by the consumer at the electronic receipt service member store in one year is printed on the form 60 was exemplified. In another embodiment, a list of OTC medicines purchased at a consumer-specified 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 an output target store. The information terminal 50 then transmits to the electronic receipt management server 10 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 specified by the consumer as the output target. The CPU 11 of the electronic receipt management server 10, when generating a form in Act 60 of FIG. Form data is generated from the purchase detail data D1 including the name. By doing so, it is possible to obtain the form 60 on which the list of OTC medicines purchased at the electronic receipt service member store specified by the consumer is printed.

In the above embodiment, the printer 23 is used as the output destination of the form data. As another embodiment, the output destination of the form data may be a multimedia terminal installed in a convenience store or the like, or an information processing apparatus such as 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 manually printed out.

In the above-described 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 if it is reset to "0". As another embodiment, the form 60 may be printed out even when the deduction flag is "0", that is, when the annual total amount is less than the lower limit amount or exceeds the upper limit amount of the deductible amount. In such an embodiment, the processing of Act 56 in FIG. 12 may be skipped.

The contents of the shortage message MS2 or excess message MS3 are not limited to those shown in FIG. 21 or FIG. Insufficient message MS2 may be, for example, a message to the effect that OTC drugs must be purchased in excess of 12,000 yen per year in order to receive income deductions under the self-medication taxation system. Also, the message may be a message obtained by appropriately combining the message shown in FIG. 21 and the above message. In the case of excess message MS3, a message to the effect that you can choose to receive income deductions for medical expenses exceeding 100,000 yen or to receive income deductions under the self-medication tax system, or both the medical expense deduction system and the self-medication tax system. may be a message to the effect that they cannot be used at the same time. Also, the message may be a message obtained by appropriately combining the message shown in FIG. 22 and the above message. Furthermore, the specific amounts described in relation to the self-medication tax system and medical expense deductions are merely the amounts at the time of filing, and are not limited to these.

The layout of the form 50 is not limited to that shown in FIG. All that is necessary is to clearly state the name of the product, the price, the fact that the product is subject to the self-medication tax system, the name of the store, and the date of purchase, which are required when filing a tax return.

In the above embodiment, the self-medication tax system was 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 system allows tax deductions when the annual purchase amount of products belonging to a specific product group is within a predetermined amount range, the electronic receipt management server (receipt data management device) 10 can be applied.

Note that the transfer of the electronic receipt management server 10 is generally performed in a state in which 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 may be transferred in a state in which the program is not stored in the ROM 12 or the auxiliary storage device 14, or in a state in which another control program is stored in the ROM or the auxiliary storage unit. In this case, the above program, which is transferred separately from the electronic receipt management server 10, is written in a writable storage device provided in the electronic receipt management server 10 according to the user's operation. Transfer of the program can be performed by recording it on a removable recording medium or by communication via a network. The recording medium may be of any form, such as CD-ROM, memory card, etc., as long as it can store the program and can be read by the device. Also, the functions obtained by installing or downloading a program may be realized in cooperation with an OS (Operating System) or the like inside the device.

Additionally, while several embodiments of the invention have been described, these embodiments have been presented by way of example and are not intended to limit the scope of the invention. These novel embodiments can be implemented in various other forms, and various omissions, replacements, and modifications can be made without departing from the scope of the invention. These embodiments and modifications thereof are included in the scope and gist of the invention, and are included in the scope of the invention described in the claims and equivalents thereof.

DESCRIPTION OF SYMBOLS 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 summary file, 145...OTC drug setting file, 146...OTC drug summary file.

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;
storage means for storing the sales data of the product detected by the detection means in a storage unit in association with 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, based on the sales data of the merchandise stored in association with the customer identification information in the storage unit, the merchandise name of the merchandise that belongs to the tax deductible merchandise group traded within a predetermined period. , a form output means for outputting a form including the amount, the store name, the date of purchase, and the description that the product is subject to the tax exemption;
A receipt data management device comprising: 2. The receipt data management apparatus according to claim 1, wherein said form output means transmits and outputs to an output device identified by output destination identification information received together with said form output request. The storage unit further stores the total price of the products belonging to the tax deductible product group traded within a predetermined period in association with the customer identification information,
In response to the form output request, the form output means is provided on the condition that the total amount stored in the storage unit in association with the customer identification information included in the form output request is within the predetermined amount range. 3. The receipt data management device according to claim 1, which is operated. whether or not to output a form when the total amount stored in the storage unit in association with the customer identification information included in the form output request for the form output request is outside the predetermined amount range; selection means for receiving a selection input of
further comprising
4. The receipt data management apparatus according to claim 3, wherein said form outputting means is operated when a selection input to the effect of outputting a form is received. The selecting means includes, when the total amount is less than the lower limit amount of the predetermined amount range, notifying the requesting device of the form output request of the amount of shortage until the total amount reaches the lower limit amount. 5. The receipt data management device according to claim 4. to the computer,
A function of 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 function of storing the detected sales data of the product in a storage unit in association with customer identification information associated with the receipt data including the sales data;
In response to a form output request containing the customer identification information, based on the sales data of the product stored in association with the customer identification information in the storage unit, the tax deduction for sales within a predetermined period is received. a function to output a form containing the product name, price, store name, date of purchase, and description that the product belongs to the product group that is subject to the tax exemption;
program to make it happen.

Images