JP7021819B1 - Data processing equipment, data processing methods and programs - Google Patents

Abstract

The data processing device 1 has a data acquisition unit 131 for acquiring new invoice data indicating a new invoice, an extraction unit 132 for extracting one or more text information included in the new invoice from the new invoice data, and an extraction unit 132. Determines whether a new invoice requires tax withholding based on whether the one or more textual information extracted by Part 132 contains a string indicating that tax withholding is required. It has a determination unit 133 and an output unit 134 that outputs determination result information indicating the determination result by the determination unit 133.

Description

The present invention relates to a data processing apparatus, a data processing method and a program for processing invoice data.

There is known a system that reads an amount from invoice data indicating an invoice and performs payment processing based on the read amount (see, for example, Patent Document 1).

Japanese Unexamined Patent Publication No. 2008-192149

If the invoice is sent from a sole proprietor, etc., the corporation that received the invoice must collect withholding tax. However, depending on the content of the invoice, there may be cases where items related to withholding tax are not stated even though it is necessary to collect tax withholding. For this reason, the accounting staff had to confirm whether the withholding tax had to be collected, which was a burden.

Therefore, the present invention has been made in view of these points, and an object of the present invention is to reduce the burden of checking the invoice of the accounting staff.

The data processing apparatus according to the first aspect of the present invention includes a data acquisition unit for acquiring new invoice data indicating a new invoice, and one or more text information included in the new invoice from the new invoice data. Withholding on the new invoice based on whether the extraction unit that extracts the data and one or more text information extracted by the extraction unit contain a character string indicating that tax withholding is required. It has a determination unit for determining whether or not is necessary, and an output unit for outputting determination result information indicating the determination result by the determination unit.

The data processing device includes past invoice data indicating invoices issued in the past, one or more past text information which is one or more text information extracted by the extraction unit from the past invoice data, and the past. The determination unit has a storage unit that stores the invoice corresponding to the invoice data in association with the determination information indicating whether or not the invoice is subject to withholding, and the determination unit is one or more texts extracted by the extraction unit. If the information does not contain a string indicating that withholding is required, it indicates the billing target name or the billing source job type that is the same as or similar to the billing target name or billing source job type indicated by the new invoice data. It may be determined whether or not withholding is required for the new invoice based on the determination information associated with the past invoice data containing textual information.

The determination unit includes characteristic information indicating the characteristics of the billing target name extracted by the extraction unit or text information corresponding to the job type of the billing source, and the billing associated with each of the plurality of past invoice data. The past feature information indicating the characteristics of each of the past text information corresponding to the target name or the job type of the billing source is extracted, and is associated with the past invoice data having the past feature information having similar features to the feature information. Based on the determination information provided, it may be determined whether or not withholding is required for the new invoice.

The storage unit is the company's past invoice data that is the past invoice data addressed to the company to which the new invoice is addressed, and the past invoice addressed to a company different from the company to which the new invoice is addressed. Each of the past invoice data of other companies, which is data, one or more of the past text information, and the determination information corresponding to the plurality of the past invoice data are stored in association with each other, and the determination unit is the extraction unit. The multiple text information extracted by the company does not contain a character string indicating that withholding is required, and the billing target name indicated by the new invoice data or the billing target name that is the same as or similar to the job type of the billing source. Or, if the company's past invoice data containing text information indicating the job type of the billing source is not stored in the storage unit, it is the same as or similar to the billing target name or the job type of the billing source indicated by the new invoice data. Is withholding required for the new invoice based on the determination information associated with the other company's past invoice data that contains textual information indicating the invoice target name or the type of job of the invoice source? It may be determined whether or not.

The data processing device has a storage unit that stores invoice information indicating the invoice source and necessity information indicating whether or not withholding is required for the invoice in association with each other. When the determination unit does not include a character string indicating that withholding is required in one or more text information extracted by the extraction unit, the determination unit is associated with the billing source information indicated by the new invoice data. Based on the necessity information stored in the storage unit, it may be determined whether or not withholding is required for the new invoice.

When the determination unit does not include a character string indicating that tax withholding is required in one or more text information extracted by the extraction unit, the name of the billing source and the transfer destination indicated by the new invoice data. It is determined whether the invoice source indicated by the new invoice data is a sole proprietorship or a corporation based on at least one of the account names, and tax withholding is required for the new invoice based on the determination result. It may be determined whether or not it is.

The data processing device has a storage unit that stores information associated with billing source information indicating the billing source of an invoice and necessity information indicating whether or not withholding is required for the invoice. Then, when the necessity information is not stored in the storage unit in association with the billing source information indicated by the new invoice data, the determination unit may use the source of one or more text information extracted by the extraction unit. It may be determined whether or not withholding is required for the new invoice based on whether or not a character string indicating that collection is required is included.

The data processing device stores the billing source information indicating the billing source of the invoice in association with the necessity information indicating whether or not withholding is required for the invoice, and has been issued in the past. Withholding is the past invoice data indicating the invoice, one or more past text information which is one or more text information extracted from the past invoice data by the extraction unit, and the invoice for the past invoice data. The determination unit has a storage unit that stores the information for determination indicating whether or not the data is a target, and the determination unit has the storage unit in which the necessity information is associated with the billing source information indicated by the new invoice data. If not stored in, the past invoice data containing textual information indicating the billing subject name or the billing source job title that is the same as or similar to the billing target name or the billing source job category indicated by the new invoice data. Based on the associated determination information, it may be determined whether or not withholding is required for the new invoice.

The data processing method according to the second aspect of the present invention includes a step of acquiring new invoice data indicating a new invoice, which is executed by a computer, and a plurality of new invoices included in the new invoice from the new invoice data. Withholding is required for the new invoice based on the steps to extract the text information and whether the extracted text information contains a string indicating that withholding is required. It has a step of determining whether or not the invoice is, and a step of outputting determination result information indicating the determination result in the determination step.

The program according to the third aspect of the present invention uses a computer as a data acquisition unit for acquiring new invoice data indicating a new invoice, and from the new invoice data, a plurality of text information included in the new invoice. Withholding is required for the new invoice based on whether the extraction unit to be extracted, or one or more text information extracted by the extraction unit contains a character string indicating that tax withholding is required. It functions as a determination unit for determining whether or not the above is true, and an output unit for outputting determination result information indicating the determination result by the determination unit.

According to the present invention, there is an effect that the burden of checking the invoice of the accounting staff can be reduced.

It is a figure for demonstrating the outline of the data processing apparatus which concerns on this embodiment. It is a figure which shows an example of the invoice received by the demandee. It is a figure which shows the functional structure of the data processing apparatus which concerns on this embodiment. It is a figure which shows an example of the information for tax withholding determination. It is a figure which shows an example of the business partner master. It is a flowchart which shows an example of the processing flow in the data processing apparatus which concerns on this embodiment.

[Overview of data processing device 1]
FIG. 1 is a diagram for explaining an outline of the data processing device 1 according to the present embodiment. The data processing device 1 acquires new invoice data, which is image data of a new invoice sent to a corporation, a government office, an individual, or the like, and uses the result of analyzing a character string included in the invoice data to invoice. A device that outputs information contained in data, for example, a computer. The data processing device 1 determines whether or not tax withholding is required for the new invoice using the result of analyzing the text information included in the new invoice data, and outputs the determination result. The invoice data is created by, for example, reading an invoice received on paper with a reading device 2 such as a scanner or a digital camera, but may be data received from the invoice issuer via a network. ..

The data processing device 1 is communicably connected to the user terminal 3 via a communication network such as the Internet. The user terminal 3 is, for example, a computer used by an accounting person in charge of accounting processing based on invoice data. The data processing device 1 may be configured by one computer or may be configured by a plurality of computers. Further, although only one user terminal 3 communicably connected to the data processing device 1 is shown in FIG. 1, the data processing device 1 is used for a plurality of user terminals 3 used by each of a plurality of companies. It may be connected so that it can communicate.

FIG. 2 is a diagram showing an example of an invoice received by the demandee. The invoice contains character strings corresponding to each of the plurality of items. For example, the invoice shown in FIG. 2 contains the name, address, and contact information of the business operator that issued the invoice, that is, the claimant who charges the price in the transaction. In addition, the invoice includes the subject (January 2020 shown in Fig. 2), the billing target name of the product, etc. as the billing target, the unit price of the billing target, the number and the total amount of the billing target (that is, the subtotal), and a plurality of invoices. The total amount to be billed (ie, the billed amount) is listed. The data processing device 1 acquires invoice data via the user terminal 3 used by the demandee.

The data processing device 1 extracts one or more text information included in the new invoice from the acquired new invoice data. The data processing apparatus 1 determines whether or not withholding is required for a new invoice based on whether or not the extracted one or more text information contains a character string indicating that withholding is required. Is determined. In the example shown in FIG. 2, since the extracted one or more text information includes the character string "lawyer" which is a character string indicating that tax withholding is required, the data processing device 1 makes a new request. Judge that tax withholding is required for the calligraphy. Then, the data processing device 1 outputs the determination result information indicating the determination result to the user terminal 3.

By doing so, the accountant who is the demandee can grasp whether or not tax withholding is required for the new invoice by checking the output judgment result information. .. As a result, the data processing device 1 can reduce the burden of checking the invoice of the accounting staff.

[Functional configuration and operation of data processing device 1]
FIG. 3 is a diagram showing a functional configuration of the data processing device 1 according to the present embodiment. The data processing device 1 has a communication unit 11, a storage unit 12, and a control unit 13. The control unit 13 includes a data acquisition unit 131, an extraction unit 132, a determination unit 133, an output unit 134, and a registration unit 135.

The communication unit 11 is a communication interface for connecting to a network (for example, an intranet or the Internet), and is a communication for receiving invoice data from the user terminal 3 and transmitting / receiving data to / from another computer. Has a controller.

The storage unit 12 has a storage medium such as a ROM (Read Only Memory), a RAM (Random Access Memory), and a hard disk. The storage unit 12 stores a program executed by the control unit 13. The storage unit 12 stores a program that causes the control unit 13 to function as a data acquisition unit 131, an extraction unit 132, a determination unit 133, an output unit 134, and a registration unit 135.

Further, the storage unit 12 includes past invoice data indicating past invoices that are invoices issued in the past, one or more past text information that is one or more text information extracted from the past invoice data, and one or more past text information. The past invoice corresponding to the past invoice data may be stored in association with the determination information indicating whether or not the past invoice is subject to withholding. The determination information is used to determine the necessity of withholding when the new invoice data does not contain a character string indicating that withholding is required. The storage unit 12 is the company's past invoice data that is the past invoice data addressed to the company to which the new invoice is addressed, and the other company that is the past invoice data to the company different from the company to which the new invoice is addressed. Each of the past invoice data, one or more past text information, and the determination information corresponding to the plurality of the past invoice data may be stored in association with each other.

For example, the storage unit 12 collects the past invoice data indicating the past invoice, the billing destination company ID that identifies the company to which the invoice is addressed, one or more past text information, and the withholding information in association with the determination information. Store the judgment information. FIG. 4 is a diagram showing an example of information for withholding determination. As shown in FIG. 4, the tax withholding determination information includes past invoice data, a billing company ID indicating the company to which the past invoice is addressed, one or more past text information, and the item name is "tax withholding". It can be confirmed that the information for determination is associated with.

Further, in the example shown in FIG. 4, it can be confirmed that the past text information includes the issue date of the invoice, the business partner indicating the invoice source, and the invoice target name described in the invoice. Further, in the example shown in FIG. 4, the determination information is "Yes" indicating that the withholding is required for the past invoice, or "No" indicating that the withholding is not required for the past invoice. It can be confirmed that any of "" is stored. The determination information is not limited to the example shown in FIG. 4, and may contain symbols and numerical values indicating whether or not withholding is required for past invoices. Further, assuming that the company ID of the company to which the new invoice is addressed is "C0123", the past invoice related to the company ID "C2876" different from the company ID is included in the withholding determination information shown in FIG. It can be confirmed that the data is also stored.

Further, the storage unit 12 may store the invoice source information indicating the invoice source and the necessity information indicating whether or not withholding is required for the invoice in association with each other. For example, the storage unit 12 stores a business partner master in which at least the billing source information indicating the billing source of the invoice and the necessity information are associated with each other.

FIG. 5 is a diagram showing an example of a business partner master. As shown in FIG. 5, the business partner master includes a billing destination company ID which is a company ID of a company that is a billing destination of an invoice, a business partner ID as billing source information, and a name of a business partner (billing source). Includes necessity information. The data processing device 1 can determine whether or not tax withholding is required for the new invoice based on the invoice source information included in the new invoice by referring to the business partner master.

The control unit 13 is, for example, a CPU (Central Processing Unit). The control unit 13 functions as a data acquisition unit 131, an extraction unit 132, a determination unit 133, an output unit 134, and a registration unit 135 by executing the program stored in the storage unit 12.

The data acquisition unit 131 acquires new invoice data indicating a new invoice. Specifically, the data acquisition unit 131 acquires the company ID that identifies the demandee and the new invoice data from the user terminal 3 used by the demandee via the communication unit 11. When a plurality of user terminals 3 of a plurality of companies are connected to the data processing device 1, the data acquisition unit 131 uses the user terminals 3 from each of the plurality of user terminals 3 used by each of the plurality of companies. Acquire the company ID and new invoice data corresponding to the company that is doing the business.

The data acquisition unit 131 may receive an acquisition instruction including storage destination information indicating a storage destination of new invoice data from the user terminal 3 via the communication unit 11. Then, in response to receiving the acquisition instruction, the data acquisition unit 131 acquires new invoice data from the external device used by the demandee's business partner based on the storage destination information included in the acquisition instruction. You may.

The extraction unit 132 extracts one or more text information included in the new invoice from the new invoice data. For example, the extraction unit 132 extracts one or more text information included in the new invoice indicated by the new invoice data by executing OCR processing on the new invoice data acquired by the data acquisition unit 131. do.

The text information extracted by the extraction unit 132 includes, for example, the name of the business partner (invoice source name) corresponding to the new invoice, the address of the business partner, the account name and account number of the bank account of the business partner, the invoice issuance date, and the like. Billing date, payment amount, invoice number, address of new invoice issuance (billing destination), traded goods, fees, billing target name including withholding tax collected by the business partner from the billing destination, billing target The unit price and the quantity to be billed are included.

The determination unit 133 refers to the new invoice based on whether or not the one or more text information extracted from the new invoice data by the extraction unit 132 contains a character string indicating that tax withholding is required. Determine if withholding is required. The character string indicating that tax withholding is required is, for example, a character string indicating withholding tax such as "withholding tax", "tax withholding tax", and "tax withholding tax". The string indicating that tax withholding is required may be a string indicating the name of a specific qualification such as "patent attorney" or "tax accountant".

For example, the determination unit 133 refers to the text information indicating the billing target name among the one or more text information extracted from the new invoice data by the extraction unit 132, and has a character string indicating that the withholding tax is required. It may be determined whether or not it is included, or it contains a character string indicating that withholding is required by referring to all of one or more text information extracted from the new invoice data by the extraction unit 132. It may be determined whether or not it is satisfied. When the determination unit 133 includes a character string indicating that tax withholding is required in one or more text information extracted from the new invoice data by the extraction unit 132, the tax withholding is applied to the new invoice. Determined to be necessary.

If the one or more text information extracted by the extraction unit 132 does not contain a character string indicating that tax withholding is required, the determination unit 133 indicates the billing target name or the job type of the billing source indicated by the new invoice data. Withholding is required for new invoices based on the determination information associated with past invoice data that contains textual information indicating the same or similar billing name or job category of the billing source. Judge whether or not.

Specifically, the determination unit 133 has one or more text information extracted by the extraction unit 132 when the character string indicating that tax withholding is required is not included in the one or more text information extracted by the extraction unit 132. Based on the textual information, identify at least one of the billing target name and the invoicing job category indicated by the new invoice data. For example, the determination unit 133 specifies the billing target name included in the text information extracted by the extraction unit 132.

Further, the determination unit 133 specifies the text information indicating the job category of the billing source based on the business partner included in the text information extracted by the extraction unit 132. For example, the determination unit 133 refers to the extracted business partner and identifies the job type of the billing source when the character string corresponding to the predetermined job type requiring withholding is included. The prescribed occupations that require withholding are, for example, lawyers, patent attorneys, certified accountants, and tax accountants, and the character strings corresponding to the prescribed occupations are, for example, law firms, patent offices, accounting firms, and tax accountants. Office, a string similar to these.

Subsequently, the determination unit 133 refers to the withholding determination information stored in the storage unit 12, and the company's past invoice associated with the billing destination company ID that matches the company ID acquired by the data acquisition unit 131. Identify the data. The determination unit 133 identifies and identifies the company's past invoice data that includes the specified billing target name or the character string corresponding to the specified billing source's job category in the business partner among the specified company's past invoice data. Identify the judgment information associated with the company's past invoice data. Then, the determination unit 133 determines whether or not tax withholding is required for the new invoice based on the specified determination information.

Here, the determination unit 133 has its own past invoice data including text information indicating a billing target name or a billing source job type that is the same as or similar to the billing target name or the billing source job type indicated by the new invoice data. If there is more than one, it is associated with the number of company's past invoice data associated with the determination information indicating that withholding is required and the determination information indicating that withholding is not required. You may calculate the number of your company's past invoice data. Then, the determination unit 133 may determine whether or not tax withholding is necessary based on the determination information associated with the company's past invoice data having a large calculated quantity. By doing so, even if the data processing device 1 receives a new invoice from the first business partner, it is used for determination related to the past invoice data of the past invoice similar to the new invoice. Based on the information, it can be determined whether withholding is required for the new invoice.

Further, the determination unit 133 includes characteristic information indicating the characteristics of the billing target name extracted by the extraction unit 132 or the text information corresponding to the job type of the billing source, and the billing target name associated with each of the plurality of past invoice data. Alternatively, the past text information corresponding to the job type of the billing source is extracted from the past feature information indicating the characteristics of each, and is based on the judgment information associated with the past invoice data having the past feature information having similar features to the feature information. It may be determined whether or not withholding is required for the new invoice.

In this case, the determination unit 133 extracts the characteristic information indicating the characteristics of the billing target name or the business partner extracted from the new invoice data by the extraction unit 132. The determination unit 133 extracts feature information using Word2vec or tfidf. Similarly, the determination unit 133 extracts the billing target name or the characteristic information of the business partner extracted from the plurality of company's past invoice data as the past characteristic information.

Then, the determination unit 133 refers to the new invoice based on the determination information associated with the company's past invoice data having one or more past feature information similar to the feature information extracted from the new invoice data. Determine if withholding is required. Here, the determination unit 133 may extract the past feature information in advance, associate it with the past invoice data, and store it in the storage unit 12. By doing so, the data processing device 1 may not have past invoice data having past text information that matches or is similar to the text information corresponding to the billing target name of the new invoice data or the job category of the billing source. However, it is possible to determine whether or not withholding is necessary based on the company's past invoice data having past text information having similar characteristics to the text information.

The determination unit 133 does not include a character string indicating that tax withholding is required in the plurality of text information extracted by the extraction unit 132, and the billing target name or the job type of the billing source indicated by the new invoice data. If the company's past invoice data containing the same or similar invoice target name or text information indicating the job type of the invoice source is not stored in the storage unit 12, the invoice target name or invoice source indicated by the new invoice data Withholding is required for new invoices based on judgment information associated with other companies' past invoice data that contains textual information indicating the invoiced name or invoice source occupation that is the same as or similar to the occupation. It may be determined whether or not there is.

Specifically, the determination unit 133 does not include a character string indicating that tax withholding is required in the plurality of text information extracted by the extraction unit 132, and the tax withholding is performed based on the company's past invoice data. If it cannot be determined whether or not it is necessary, the tax withholding determination information stored in the storage unit 12 is referred to, and it is associated with the billing company ID that does not match the company ID acquired by the data acquisition unit 131. Identify past invoice data from other companies.

The determination unit 133 includes the billing target name specified from the new invoice data among the specified other company's past invoice data in the billing target name, or the other company including the character string corresponding to the specified invoice source job type in the business partner. Identify the past invoice data and identify the determination information associated with the identified past invoice data of the other company. Then, the determination unit 133 determines whether or not tax withholding is required for the new invoice based on the specified determination information. By doing so, the data processing device 1 even if the invoice data of the invoice similar to the invoice data of the invoice received for the first time by the demandee from the new business partner does not exist. , It is possible to determine whether or not withholding is required for the invoice.

If the determination unit 133 does not include a character string indicating that tax withholding is required in one or more text information extracted by the extraction unit 132, the new invoice data and the billing target name or the job type of the billing source Determined whether withholding is required for new invoices based on the same or similar past invoice data, but not limited to.

If the one or more text information extracted by the extraction unit 132 does not include a character string indicating that tax withholding is required, the determination unit 133 is associated with the billing source information indicated by the new invoice data and is stored in the storage unit 133. Based on the necessity information stored in 12, it may be determined whether or not withholding is required for the new invoice.

Specifically, the determination unit 133 stores the business partner stored in the storage unit 12 when the one or more text information extracted by the extraction unit 132 does not include a character string indicating that withholding is required. Referencing the master, the billing destination company ID that matches the company ID acquired by the data acquisition unit 131 together with the new invoice data, and the billing source information indicated by the new invoice data included in the text information extracted by the extraction unit 132 are indicated. Identify the necessity information associated with the account. The determination unit 133 determines whether or not withholding is required for the new invoice based on the specified necessity information. By doing so, the data processing device 1 is based on the business partner master when the demandee has registered in the business partner master whether or not tax withholding is required for the billing source. , Can determine if withholding is required for new invoices.

The determination unit 133 has decided to refer to the necessity information associated with the billing destination company ID that matches the company ID acquired by the data acquisition unit 131 together with the new invoice data, but the data is not limited to this. It is determined whether or not withholding is required for the new invoice by referring to the necessity information associated with the billing destination company ID that does not match the company ID acquired by the acquisition unit 131 together with the new invoice data. You may.

Further, when the plurality of text information extracted by the extraction unit 132 does not include a character string indicating that tax withholding is required, the determination unit 133 indicates the name of the billing source and the transfer destination indicated by the new invoice data. It is necessary to determine whether the invoice source indicated by the new invoice data is a sole proprietorship or a corporation based on at least one of the account names, and withhold tax on the new invoice based on the determination result. It may be determined whether or not.

For example, if the judgment unit 133 does not include a character string such as "company" or "stock" indicating that the company is a corporation in the name of the invoice source indicated by the new invoice data, the invoice source indicated by the new invoice data is It is determined that the person is a sole proprietor, and if the character string is included, it is determined that the invoice source indicated by the new invoice data is a corporation. Further, the determination unit 133 determines that the billing source indicated by the new invoice data is a sole proprietor when the matching rate between the name of the billing source and the transfer destination account name is less than a predetermined threshold, and the billing source When the matching rate between the name and the transfer destination account name is a predetermined threshold, it is determined that the billing source indicated by the new invoice data is a corporation.

Further, the storage unit 12 stores the name dictionary data indicating the name, and the determination unit 133 determines whether or not the name dictionary data has a name that matches or is similar to the name of the billing source or the transfer destination account name. It may be determined whether or not the billing source indicated by the new invoice data is a sole proprietorship based on. If the determination unit 133 determines that the invoice source indicated by the new invoice data is a sole proprietor, it determines that withholding may be required for the new invoice, and the invoice source indicated by the new invoice data. If it is determined that is a corporation, it is determined that withholding is not required for the new invoice. By outputting such a determination result by the data processing device 1, the accounting staff may need to withhold tax when the invoice source indicated by the new invoice data is a sole proprietor. It's hard to overlook.

The output unit 134 outputs the determination result information indicating the determination result by the determination unit 133. For example, the output unit 134 is an analysis result screen that displays a data set composed of one or more text information extracted by the extraction unit 132, determination result information indicating the determination result by the determination unit 133, and new invoice data. Is output to the user terminal 3 from which the new invoice data is acquired, and the analysis result screen is displayed on the user terminal 3.

For example, the data acquisition unit 131 acquires the invoice data corresponding to the invoice shown in FIG. 2 as new invoice data, and the determination unit 133 indicates that the invoice source of the new invoice data needs to be withheld. It is assumed that tax withholding is necessary because the character string "lawyer" is included. In this case, the analysis result screen displays new invoice data indicating the invoice shown in FIG. 2 and determination result information indicating that withholding is required. As a result, the accounting person who uses the user terminal 3 confirms the determination result information in the new invoice data even if the item related to the withholding tax is not described in the new invoice data. On the other hand, it is possible to understand that tax withholding is necessary.

Here, the output unit 134 may include information indicating the reason for determining whether or not tax withholding is necessary in the analysis result screen. For example, the output unit 134 determines that tax withholding is necessary because one or more text information extracted by the extraction unit 132 contains a character string indicating that tax withholding is necessary. The text information "There is a character string corresponding to the collection" may be displayed on the analysis result screen. Further, when the output unit 134 determines that withholding is necessary based on the past invoice data in which the new invoice data and the invoice target name or the job type of the invoice source are similar, the output unit 134 "past invoice requiring withholding". The text information "The data and the billing target name or the job type of the billing source are similar" may be displayed on the analysis result screen. By doing so, the demandee can easily determine whether or not the determination result is correct by confirming the reason for the determination and confirming the new invoice data.

The registration unit 135 associates the new invoice data acquired by the data acquisition unit 131 with the determination result by the determination unit 133, and stores the new invoice data in the storage unit 12 as tax withholding determination information. For example, the registration unit 135 receives the input of information indicating whether or not the determination result of the new invoice data is correct from the user terminal 3 after the output unit 134 outputs the analysis result screen to the user terminal 3.

When the registration unit 135 receives the input of information indicating that the determination result of the new invoice data is correct, the new invoice data, the company ID acquired by the data acquisition unit 131, and one or more extracted by the extraction unit 132. The text information and the determination result are associated with each other and stored in the storage unit 12 as the withholding determination information. Upon receiving the input of the information indicating that the determination result of the new invoice data is incorrect, the registration unit 135 corrects the determination result. The registration unit 135 associates the new invoice data, the company ID acquired by the data acquisition unit 131, one or more text information extracted by the extraction unit 132, and the corrected determination result with the tax withholding determination information. Is stored in the storage unit 12.

[Process flow in data processing device 1]
FIG. 6 is a flowchart showing an example of the processing flow in the data processing apparatus 1 according to the present embodiment.
First, the data acquisition unit 131 acquires the new invoice data generated by the reading device 2 reading the new invoice from the user terminal 3 (S1).
Subsequently, the extraction unit 132 extracts one or more text information from the new invoice data (S2).

Subsequently, the determination unit 133 determines whether or not the one or more text information extracted from the new invoice data by the extraction unit 132 includes a character string indicating that tax withholding is required (S3). When the determination unit 133 determines that the character string indicating that withholding is required is included, the process is transferred to S4, and the new invoice is specified as needing withholding. When the determination unit 133 determines that the character string indicating that tax withholding is necessary is not included, the determination unit 133 shifts the processing to S5.

Subsequently, the determination unit 133 determines whether or not past invoice data similar to the new invoice data exists (S5). For example, the determination unit 133 has past invoice data including text information indicating a billing target name or a billing source job type that is the same as or similar to the billing target name or the billing source job type indicated by the new invoice data. By determining whether or not there is past invoice data similar to the new invoice data, it is determined.

If the determination unit 133 determines that similar past invoice data exists, it shifts the process to S6, and is it necessary to withhold tax on the new invoice based on the determination information related to the similar past invoice data? Judge whether or not. When the determination unit 133 determines that there is no similar past invoice data, the determination unit 133 shifts the process to S7.

Subsequently, the determination unit 133 determines whether or not there is necessity information indicating whether or not withholding is required, which corresponds to the invoice source of the new invoice (S7). Specifically, the determination unit 133 refers to the business partner master stored in the storage unit 12 and determines whether or not the necessity information is associated with the invoice source information indicated by the new invoice data. , Determine if there is necessity information corresponding to the invoice source of the new invoice. When the determination unit 133 determines that the necessity information exists, the process is transferred to S8, and based on the necessity information corresponding to the invoice source of the new invoice, whether or not withholding is required for the new invoice is determined. judge. When the determination unit 133 determines that the necessity information corresponding to the invoice source of the new invoice does not exist, the process is transferred to S9.

Subsequently, the determination unit 133 determines whether or not tax withholding is required for the new invoice based on whether or not the invoice is a sole proprietor (S9). For example, the determination unit 133 determines whether the invoice source indicated by the new invoice data is a sole proprietor or a corporation based on at least one of the name of the invoice source indicated by the new invoice data and the transfer destination account name. judge. Then, if the determination unit 133 determines that the invoice is a sole proprietor, it determines that tax withholding may be required for the new invoice, and if it determines that the invoice is a corporation, the new invoice Judge that tax withholding is not required for the invoice.

Subsequently, the output unit 134 outputs the determination result information indicating the determination result by the determination unit 133 (S10).
Subsequently, the registration unit 135 associates the new invoice data acquired by the data acquisition unit 131 with the determination result by the determination unit 133, and stores the information for withholding determination in the storage unit 12, thereby determining the withholding tax. Register the information (S11).

[Modification example]
In the above flowchart, if the determination unit 133 does not include a character string indicating that tax withholding is required in one or more text information extracted by the extraction unit 132, the invoice source information indicated by the new invoice data is used. Based on the necessity information associated and stored in the storage unit 12, it is determined whether or not withholding is required for the new invoice, but the present invention is not limited to this. The determination unit 133 may determine whether or not tax withholding is required for the new invoice by performing the processes of S1-S9 in an order different from the order shown in FIG.

For example, the determination unit 133 first needs to withhold tax on the new invoice based on the necessity information stored in the storage unit 12 associated with the invoice source information indicated by the new invoice data. It may be determined whether or not. Then, when the necessity information is not stored in the storage unit 12 in association with the billing source information indicated by the new invoice data, the determination unit 133 collects tax withholding from one or more text information extracted by the extraction unit 132. It may be determined whether withholding is required for a new invoice based on whether it contains a string indicating that it is necessary.

Further, the determination unit 133 is the same as the billing target name or the job type of the billing source indicated by the new invoice data when the necessity information is not stored in the storage unit 12 in association with the billing source information indicated by the new invoice data. Or whether new invoices require tax withholding based on judgment information associated with past invoice data that contains textual information indicating a similar billing name or job category of the invoicing source. May be determined.

Further, the registration unit 135 associates the new invoice data acquired by the data acquisition unit 131 with the determination result by the determination unit 133, and stores it in the storage unit 12 as information for withholding determination. Not exclusively. The registration unit 135 acquires the tax withholding determination information in which the past invoice data, the company ID, one or more text information included in the past invoice data, and the determination information are associated with each other from the user terminal 3. The acquired withholding determination information may be stored in the storage unit 12.

[Effect of the data processing device 1 according to this embodiment]
As described above, the data processing device 1 according to the present embodiment acquires new invoice data indicating a new invoice, and from the new invoice data, one or more text information extracted from the new invoice is added. Based on whether or not a character string indicating that withholding is required is included, it is determined whether or not withholding is required for the new invoice, and the determination result information indicating the determination result is output. .. By doing so, the accountant who is the demandee can grasp whether it is necessary to collect the withholding tax by checking the output determination result information. As a result, the data processing device 1 can reduce the burden of checking the invoice of the accounting staff.

Although the present invention has been described above using the embodiments, the technical scope of the present invention is not limited to the scope described in the above embodiments, and various modifications and changes can be made within the scope of the gist. be. For example, all or part of the device can be functionally or physically distributed / integrated in any unit. Also included in the embodiments of the present invention are new embodiments resulting from any combination of the plurality of embodiments. The effect of the new embodiment produced by the combination has the effect of the original embodiment together.

1 Data processing device 2 Reading device 3 User terminal 11 Communication unit 12 Storage unit 13 Control unit 131 Data acquisition unit 132 Extraction unit 133 Judgment unit 134 Output unit 135 Registration unit

Claims (10)

A data acquisition unit that acquires new invoice data indicating a new invoice,
An extraction unit that extracts one or more text information contained in the new invoice from the new invoice data, and an extraction unit.
Whether or not tax withholding is required for the new invoice based on whether or not the one or more text information extracted by the extraction unit contains a character string indicating that tax withholding is required. Judgment unit to determine
An output unit that outputs judgment result information indicating the judgment result by the judgment unit, and
Data processing device with. Corresponds to past invoice data indicating invoices issued in the past, one or more past text information which is one or more text information extracted by the extraction unit from the past invoice data, and the past invoice data. It has a storage unit that stores the invoice in association with the judgment information indicating whether or not the invoice is subject to withholding.
When the determination unit does not include a character string indicating that tax withholding is required in one or more text information extracted by the extraction unit, the billing target name or the job type of the billing source indicated by the new invoice data. Withholding on the new invoice based on the determination information associated with the past invoice data, which contains textual information indicating the same or similar invoice target name or job category of the invoice source. Determine if it is necessary,
The data processing apparatus according to claim 1. The determination unit includes characteristic information indicating the characteristics of the billing target name extracted by the extraction unit or text information corresponding to the job type of the billing source, and the billing associated with each of the plurality of past invoice data. The past feature information indicating the characteristics of each of the past text information corresponding to the target name or the job type of the billing source is extracted, and is associated with the past invoice data having the past feature information having similar features to the feature information. Based on the determination information provided, it is determined whether or not withholding is required for the new invoice.
The data processing apparatus according to claim 2. The storage unit is the company's past invoice data that is the past invoice data addressed to the company to which the new invoice is addressed, and the past invoice addressed to a company different from the company to which the new invoice is addressed. Each of the past invoice data of other companies, which is data, one or more of the past text information, and the determination information corresponding to the plurality of the past invoice data are stored in association with each other.
The determination unit does not include a character string indicating that tax withholding is required in one or more text information extracted by the extraction unit, and the billing target name or the billing source indicated by the new invoice data. If the company's past invoice data containing text information indicating the same or similar billing target name as the job type or the job type of the billing source is not stored in the storage unit, the billing target name indicated by the new invoice data. Alternatively, the new invoice will be based on the determination information associated with the other company's past invoice data that contains the same or similar billing target name or text information indicating the invoicer's occupation. On the other hand, determine whether withholding is required,
The data processing apparatus according to claim 2 or 3. It has a storage unit that stores invoice information indicating the invoice source and information on whether or not withholding is required for the invoice in association with each other.
When the determination unit does not include a character string indicating that tax withholding is required in one or more text information extracted by the extraction unit, the determination unit is associated with the billing source information indicated by the new invoice data. Based on the necessity information stored in the storage unit, it is determined whether or not withholding is required for the new invoice.
The data processing apparatus according to any one of claims 1 to 4. When the determination unit does not include a character string indicating that tax withholding is required in one or more text information extracted by the extraction unit, the name of the billing source and the transfer destination indicated by the new invoice data. It is determined whether the invoice source indicated by the new invoice data is a sole proprietorship or a corporation based on at least one of the account names, and tax withholding is required for the new invoice based on the determination result. Judging whether or not it is,
The data processing apparatus according to any one of claims 1 to 5. It has a storage unit that stores information associating the invoice source information indicating the invoice source and the necessity information indicating whether or not withholding is required for the invoice.
When the necessity information is not stored in the storage unit in association with the billing source information indicated by the new invoice data, the determination unit collects tax withholding from one or more text information extracted by the extraction unit. Determining whether withholding is required for the new invoice based on whether it contains a string indicating that it is required.
The data processing apparatus according to claim 1. The invoice source information indicating the invoice source and the necessity information indicating whether or not withholding is required for the invoice are stored in association with each other, and the past invoices issued in the past are indicated. Whether or not the invoice data, one or more past text information which is one or more text information extracted from the past invoice data by the extraction unit, and the invoice for the past invoice data are subject to withholding. Has a storage unit that stores information in association with determination information indicating
When the necessity information is associated with the billing source information indicated by the new invoice data and is not stored in the storage unit, the determination unit may use the billing target name or the job type of the billing source indicated by the new invoice data. Withholding is required for the new invoice based on the determination information associated with the past invoice data that contains the same or similar billing subject name or text information indicating the job category of the invoicing source. Determine if there is,
The data processing apparatus according to claim 1. Computer runs,
Steps to get new invoice data showing new invoices,
A step of extracting one or more text information contained in the new invoice from the new invoice data, and
Whether the new invoice requires tax withholding based on whether the one or more textual information extracted in the extraction step contains a string indicating that tax withholding is required. Steps to determine whether or not,
A step for outputting judgment result information indicating a judgment result in the judgment step, and a step for outputting the judgment result information.
Data processing method. Computer,
Data acquisition department that acquires new invoice data indicating a new invoice,
An extraction unit that extracts one or more text information contained in the new invoice from the new invoice data.
Whether or not tax withholding is required for the new invoice based on whether or not the one or more text information extracted by the extraction unit contains a character string indicating that tax withholding is required. Judgment unit to determine
An output unit that outputs judgment result information indicating the judgment result by the judgment unit,
A program that functions as.

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