JP7400068B2 - Information terminal and its program - Google Patents

Description

Embodiments of the present invention relate to an information terminal and a program for causing a computer to function as the information terminal .

In Japan, a self-medication tax system has been introduced to promote self-medication. Under the self-medication tax system, the purchase cost of over-the-counter (OTC) drugs (hereinafter simply referred to as OTC drugs), which are drugs that require guidance and over-the-counter drugs that have been diverted from medical use, can be deducted from income. It is a system that allows For example, from January 1, 2017 to December 31, 2021, if the total amount of OTC medicines purchased by a household in one year (including consumption tax) exceeds 12,000 yen, the excess amount will be A (A = total - 12,000 yen; A is limited to 88,000 yen) can be subject to income deduction. In order to comply with such a tax system, consumers need to manage receipts issued by pharmacies, etc. when purchasing OTC drugs.

An electronic receipt system is effective for managing receipts. Electronic receipt systems store receipt data, including sales data for products purchased by consumers, on a server (receipt data management device) for a certain period of time, and during that time, consumers can view receipt images on their information terminals. It is something. By using such an electronic receipt system, consumers no longer need to manage paper receipts issued by pharmacies or the like.

However, the current electronic receipt system does not support the self-medication tax system. In order to build an electronic receipt system that is compatible with the self-medication tax system, it is necessary to be able to provide forms for final tax returns that are compatible with the self-medication tax system to consumers based on the receipt data managed by the server. desirable.

Japanese Patent Application Publication No. 2014-229072

The problem to be solved by the embodiments of the present invention is to provide an information terminal and a program that can provide consumers with forms for final tax returns that are compatible with tax systems such as self-medication tax systems based on receipt data. be.

In one embodiment , the information terminal is a terminal used by a customer who purchases a product belonging to a product group eligible for tax deduction when the annual purchase amount is within a predetermined amount range. The information terminal includes a storage section, a communication section, an output destination receiving means, and an output destination notification means. The storage unit stores customer identification information for identifying customers. The communication unit communicates with the receipt data management device. The receipt data management device detects sales data of products belonging to a product group from receipt data including sales data of products purchased by each customer, and stores sales data of products belonging to the detected product group for each customer. It is stored in association with customer identification information. The output destination receiving means receives an output destination of a form created by the receipt data management device based on sales data of products belonging to a product group stored in association with customer identification information stored in the storage section. The form includes a purchase list of products belonging to the product group that the customer purchased within a predetermined year. The output destination notifying means notifies the receipt data management device of information indicating the output destination of the form received by the output destination receiving means via the communication unit.

A schematic configuration diagram of an electronic receipt system. A schematic diagram showing the structure of receipt data. FIG. 2 is a block diagram showing a main circuit configuration of an electronic receipt management server. FIG. 3 is a schematic diagram showing main data files stored in an auxiliary storage device of the electronic receipt management server. FIG. 3 is a schematic diagram showing the structure of data stored in a member file. A schematic diagram showing the structure of data stored in a store file. A schematic diagram showing the structure of data stored in a monthly summary file. FIG. 2 is a schematic diagram showing the structure of data stored in an OTC drug summary file. 5 is a flowchart showing an information processing procedure executed by the CPU of the electronic receipt management server when receipt data is received. 10 is a flowchart specifically showing the processing procedure of the processing step "analysis" in FIG. 9; 7 is a flowchart showing a part of the information processing procedure that the CPU of the electronic receipt management server executes when receiving the monthly aggregation request command. 7 is a flowchart showing a part of the information processing procedure that the CPU of the electronic receipt management server executes when receiving the monthly aggregation request command. 7 is a flowchart showing a part of the information processing procedure that the CPU of the electronic receipt management server executes when receiving the monthly aggregation request command. 7 is a flowchart showing a part of the information processing procedure that the CPU of the electronic receipt management server executes when receiving the monthly aggregation request command. The schematic diagram which shows the example of a display of the home screen displayed on the display device of an information terminal. FIG. 3 is a schematic diagram showing a display example of a receipt list screen displayed on a display device of an information terminal. The schematic diagram which shows the example of a display of the monthly total screen displayed on the display device of an information terminal. The schematic diagram which shows the example of a display 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 a display device of an information terminal. FIG. 3 is a schematic diagram illustrating a display example of an output destination list screen displayed on a display device of an information terminal. FIG. 2 is a schematic diagram showing a display example of an OTC drug list screen including a shortage message. FIG. 3 is a schematic diagram showing a display example of an OTC drug list screen including an excess message. FIG. 3 is a schematic diagram showing an example of printing a form.

Hereinafter, an embodiment of a receipt data management device that can provide a consumer with a form for final tax return compatible with self-medication tax system etc. based on receipt data will be described 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 a connection 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 constructed in an electronic receipt management center that controls electronic receipt services. A POS system 20 is constructed at each store that participates 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 payment terminal for commercial transactions. The store server 22 manages sales, inventory, etc. of the entire store based on data on commercial transactions settled at each POS terminal 21. The printer 23 is capable of printing various forms. The printer 23 may be a printing-only machine or a multifunctional machine with multiple functions such as copying and facsimile.

The POS terminal 21 generates receipt data including sales data of products 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 to receive the electronic receipt service.

When the POS system 20 receives input of a member ID at the POS terminal 21, the POS system 20 converts a receipt of a commercial transaction for a consumer identified by the member ID into text to create receipt data 25 (see FIG. 2). 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. Note that converting the receipt into text and generating the receipt data 25 is a well-known technique, so a detailed explanation 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. The receipt data 25 includes a member ID, store code, transaction date and time, transaction number, product sales data, and payment data. The product sales data includes a product code, classification code, product name, unit price, number of items, price, etc. The payment data includes payment amount, payment type, payment information, etc.

The store code is a unique code set for each store to identify each store. The transaction date and time is, for example, the date and time at which the commercial transaction was started or settled at the POS terminal 21. The classification code of product sales data is a unique code set for each product classification to identify the product classification (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 drugs and other drugs, a small classification code for OTC drugs and a small classification code for other drugs are set as lower codes of the classification code for drugs. The product sales data for OTC medical products includes a drug classification code and an OTC drug subclassification code. Product sales data for drugs other than OTC drugs includes classification codes for drugs and subclassification codes for other drugs.

The price is an amount calculated by multiplying the unit price by the number of points; if the unit price includes consumption tax, it is the tax-included price; if the price excludes consumption tax, it is the tax-excluded price. The payment type of the payment data is information that specifies the type of payment (cash, credit card, points, coupon, etc.) for the payment amount.

Let's return to FIG. 1.
The information terminal 50 is equipped with at least a display device, an input device, and a wireless communication device. The information terminal 50 also includes a web browser. The consumer who receives the electronic receipt service installs an electronic receipt viewing program, which is a dedicated application program, on the information terminal 50. By installing this electronic receipt viewing program on the information terminal 50, it becomes possible to register as a member, view receipt images, and output forms for final tax returns compatible with the self-medication tax system. By registering as a member, a member ID is set in the management area of the electronic receipt viewing program formed in the memory of the information terminal 50. As this type of information terminal 50, electronic devices such as smartphones, mobile phones, tablet terminals, and notebook computers are used.

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 issued the viewing request.

FIG. 3 is a block diagram showing the main circuit configuration 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 through a system transmission line 17 such as an address bus and a data bus.

The electronic receipt management server 10 constitutes a computer including a CPU 11, a ROM 12, a RAM 13, an auxiliary storage device 14, and a system transmission path 17 connecting these.
The CPU 11 corresponds to the central part of the computer. The CPU 11 controls each part to realize various functions of the electronic receipt management server 10 according to the 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 also store data necessary for the CPU 11 to execute processing for controlling each section.

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 where information is appropriately rewritten by the CPU 11.

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

The clock section 15 measures 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 with 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 total file 144, and OTC medicine settings. It is used as the file 145 and the 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. As shown in FIG. 5, the member data 141R includes information such as a member ID, email address, and password. The e-mail address and password are information arbitrarily set by the consumer identified by the member ID by operating the information terminal 50.

The store file 142 is an area for storing store data 142R (see FIG. 6) created for each store participating in the electronic receipt service. As shown in FIG. 6, the store data 142R includes information such as a store code, store name, store location, printer address, and tax status. The store name and store location are store-specific information identified by a store code. The printer address is a communication address for specifying 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 tax return forms that comply with 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 tax is excluded, product prices are excluding tax. At stores that include tax, the product price includes tax.

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

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

The monthly total is the sum of the prices of products purchased by the customer identified by the member ID in the header information at stores affiliated with the electronic receipt service during the month specified by the year and month in the same header information. .

Information P1 includes a classification code, a classification name, a total of classifications, and the number of subclassifications. The classification name is a name representing a product classification specified by a 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 at a store affiliated with the electronic receipt service during the month specified by the year and month in the same header information. This is the sum of the prices of products belonging to the category. The number of small classifications is "0".

Information P2 includes, in addition to the classification code, classification name, total classification, and number of minor classifications, as many minor classification codes, minor classification names, and total minor classification as there are minor 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 of the products purchased by the consumer identified by the member ID in the header information at a store affiliated with the electronic receipt service during the month specified by the year and month in the same header information. This is the total price of products belonging to the category.

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

The OTC drug summary file 146 is an area for storing OTC drug summary data 146R (see FIG. 8), which is created by 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, subclassification code of OTC drugs, and year as header information, and adds the annual total amount, deduction flag, and purchase details of OTC drugs to this header information. Store data D1. The purchase details data D1 is data on OTC medicines purchased by a consumer identified by the member ID in the header information at a store affiliated with the electronic receipt service during the year specified by the year in the header information. The purchase details data D1 includes purchase date and time (transaction date and time), store name, store location, transaction number, product code of the OTC drug, product name, tax-included price, and number of issues. The number of issuances is the number of times the document has been output to a form, which will be described later, and its initial value is "0".

Furthermore, in the OTC drug aggregate data 146R, the annual total amount is the total amount of prices 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 in fiscal 2017), and becomes "1" when the total amount exceeds the minimum amount. Set. Further, the deduction flag is reset to "0" again when the total amount exceeds the upper limit for deduction (100,000 yen under the self-medication tax system introduced in 2017).

Next, the operation when the CPU 11 of the electronic receipt management server 10 receives the receipt data 25 via the communication unit 16 will be described using the flowcharts of FIGS. 9 and 10.
9 and 10 are flowcharts showing main procedures of information processing that the CPU 11 executes according to a control program that is a type of application program stored in the ROM 12 or the auxiliary storage device 14. Note that the contents of the processes shown in FIGS. 9 and 10 and described below are merely examples, and the processing procedures and contents are not particularly limited as long as similar results can be obtained.

When the CPU 11 receives the receipt data 25 via the communication unit 16, it starts information processing according to the procedure shown in the flowchart 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 Act 1. Next, the CPU 11 detects the member ID and transaction date and time from the receipt data 25 as Act 2. Then, in Act 3, the CPU 11 searches the monthly summary file 144 and obtains monthly summary data 144R using the member ID detected in Act 2 and the year and month of the transaction date and time as header information. Then, the CPU 11 updates the monthly total of the monthly total data 144R as Act 4. 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 piece of product sales data from the receipt data 25 in Act 5. Then, the CPU 11 analyzes this product sales data in Act 6. The analysis processing procedure will be described later.

After completing the analysis, the CPU 11 checks in Act 7 whether unanalyzed product sales data exists in the receipt data 25. If unanalyzed product sales data exists (YES in Act 7), the CPU 11 returns to the processing in Act 5. That is, the CPU 11 detects unanalyzed product sales data from the receipt data 25 and analyzes it.

In this way, after analyzing all the product sales data included in the receipt data 25 and confirming that there is no unanalyzed product sales data (NO in Act 7), the CPU 11 analyzes the receipt data 25 in the receipt area in Act 8. is saved in the electronic receipt file 143. With this, the information processing of the CPU 11 upon receiving the receipt data 25 is completed.

FIG. 10 is a flowchart 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 minor classification code, the CPU 11 also detects the minor classification code. Then, in Act 12, the CPU 11 determines whether or not a small classification code is detected.

If the minor classification code is not detected (NO in Act 12), the CPU 11 updates the classification total in the monthly total file 144 obtained in the process of Act 3 as Act 13. That is, the CPU 11 adds the price included in the product sales data to be analyzed to the classification total of the information P1 set with the classification code detected in the process of Act 11. With this, the CPU 11 ends the analysis.

If a minor classification code is detected (YES in Act 12), the CPU 11 updates the classification total and minor classification total in the monthly total file 144 acquired in the process of Act 3 as Act 14. That is, the CPU 11 adds the product sales data to be analyzed to the classification total of information P2 in which the classification code detected in the process of Act 11 is set, and the minor classification total for the minor classification code detected in the process of Act 11 in the information P2. 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 using the product code, and checks whether 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 ends the analysis. That is, if the product specified by the product sales data to be analyzed is not an OTC drug, the CPU 11 ends the analysis.

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

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

The CPU 11 generates OTC medicine detailed data D1 as Act 19. The OTC medicine detailed 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. Note that the store code is replaced with data on the store name and store location obtained by searching the store file 142 using the store code. Furthermore, if the process in Act 18 is executed, the price will be the tax-included price calculated in that process.

After generating the OTC medicine detailed data D1, the CPU 11 stores the OTC medicine detailed data D1 in the OTC medicine summary file 146 as Act 20. That is, the CPU 11 adds the OTC drug detailed data D1 to the OTC drug summary data 146R including the membership number of the receipt data 25 and the year of transaction date and time. In addition, the CPU 11 updates the yearly total amount of the OTC drug aggregate data 146R as Act 21. That is, the CPU 11 adds the price of the OTC medicine detailed data D1 to the annual total amount.

As Act 22, the CPU 11 checks whether the updated annual total amount is equal to or greater than the lower limit for deduction (12,000 yen under the self-medication tax system introduced in 2017). If the total amount for the year is more than the minimum amount (YES in Act 22), CPU 11 determines that the total amount for the same year is less than the maximum amount eligible for deduction (100,000 yen under the self-medication tax system introduced from FY 2017) as Act 23. Check whether it exists. If the annual total amount is less than or equal to the upper limit amount (YES in Act 23), the CPU 11 sets the deduction flag of the OTC drug total data 146R to "1" in Act 24. 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 upper limit amount for deduction (NO in Act 23), the CPU 11, as Act 25, The deduction flag of the drug total data 146R is reset to "0". With this, the CPU 11 ends the analysis.

In this way, each time the CPU 11 of the electronic receipt management server 10 receives receipt data 25 from the POS system 20, it stores the receipt data 25 in the electronic receipt file 143 (Act 8). The CPU 11 also updates the monthly total 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 checks whether the receipt data 25 includes product sales data of OTC medicines (Act 15 to Act 16). If the product sales data of the OTC drug is included, the CPU 11 updates the OTC drug summary file 146 based on the product sales data of the OTC drug. Specifically, first, if 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-included price (Act 17 to Act 18). Next, the CPU 11 adds the OTC drug purchase details data D1 generated based on the receipt data 25 to the OTC drug aggregate data 146R specified from the member ID and the year of transaction date and time included in the receipt data 25 (Act 19~ Act 20). Further, the CPU 11 updates the annual total amount of the OTC drug aggregate data 146R to the amount obtained by adding the tax-included price of the OTC drug (Act 21).

Here, the CPU 11 of the electronic receipt management server 10 executes the processing in Acts 15 to 16 in FIG. 10 to determine whether the annual purchase amount is within the predetermined amount range from the receipt data including sales data of the products purchased by the customer. Realizes a function that detects sales data of products belonging to product groups eligible for tax deduction when . That is, the CPU 11 constitutes a detection means by performing the processing in Acts 15 and 16.

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, in association with the customer identification information, the total amount of products belonging to the product group that are bought and sold within a predetermined period and are eligible for tax deduction. Then, by executing the processing in Acts 19 to 20 of FIG. 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 it in the storage unit. Realizes a memorization function. That is, the CPU 11 constitutes a storage means through the processing in Acts 19 to 20.

Next, the consumer who is a member of the electronic receipt service uses the information terminal 50 to view purchasing information for OTC drugs that are eligible for tax deduction under the self-medication tax system, and further obtains a form for final tax return. The operation in this case will be explained using FIGS. 11 to 23. Incidentally, a tax return form is a type of certification document that is required when filing a tax return in order to apply the self-medication tax system. This certificate must clearly state the product name, amount, the fact that the product is subject to the self-medication tax system, the retailer's name, 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 that is a type of application program stored in the ROM 12 or the auxiliary storage device 14. Further, FIGS. 15 to 22 are examples of transitions of screens displayed on the display device (assumed to be a touch panel) of the information terminal 50. Further, FIG. 23 is an example of a form for final tax return. Note that the contents of the processes shown in FIGS. 11 to 14 and described below are merely examples, and the processing procedures and contents 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, and if the consumer who is the user of the information terminal 50 can obtain the necessary information, the contents can be changed. It is not particularly limited.

A consumer who wishes to view purchasing information for OTC medicines first starts an electronic receipt viewing program installed on the information terminal 50. Then, the home screen SC1 (see FIG. 15) is displayed on the display device of the information terminal 50.

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

After checking 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, including this command, which will be described later, include the member ID set in the information terminal 50. Note that the member ID does not necessarily have to be included in all commands. Commands that do not require the electronic receipt management server 10 to be informed of the member ID do not need to include the member ID.

The CPU 11 of the electronic receipt management server 10 that has received the receipt list request command detects the receipt data 25 stored for each member ID included in the command from the electronic receipt file 143. Then, the CPU 11 creates a receipt list image based on the detected receipt data 25, and transmits the created receipt list image to the information terminal 50 that 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. Further, the receipt icon IC2 is in a selected state, and the home icon IC1 and 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, and M3. Additionally, a monthly total button BT1 is displayed on the receipt list screen SC2. When the arrow icon M1 is touched, the image changes to a list of receipts from one month ago. When the arrow icon M2 is touched, the image changes to a list of receipts one month later. When the arrow icon M3 is touched, a list of receipt data 25 generated in that month is displayed.

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

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

In Act 33, the CPU 11 searches the monthly total file 144 to detect 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 summary image based on the monthly summary data 144R. As 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 total screen SC3 (see FIG. 17).

A display example of the monthly total screen SC3 is shown in FIG. 17. As illustrated, monthly summary images are displayed on the monthly summary screen SC3. The states of the receipt icon IC2, home icon IC1, and other icon IC3 do not change.

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

From the monthly summary image, consumers can check monthly summary data that shows the total amount of products purchased at member stores of the electronic receipt service in the current month and the total price by category. If the consumer wishes to view the monthly aggregate data of the previous month, the consumer touches the arrow icon M5. When the arrow icon M5 is touched, the information terminal 50 transmits a first year/month change command to the electronic receipt management server 10. If the consumer wishes to view the monthly aggregate data for the next month, the consumer touches the arrow icon M6. 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. Note that if the monthly total data 144R for the next month does not exist, the arrow icon M6 is disabled and the second year/month change command is not sent even if it is touched.

If the consumer wants to view purchasing information for OTC medicines, the consumer touches the hypertext "List Display". When the hypertext "list display" is touched, the information terminal 50 transmits a list display command to the electronic receipt management server 10.

When the consumer wants to finish viewing the monthly total images, the consumer touches the viewing end button BT2. 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 total image determines whether or not it has received the first or second year/month change command as Act 36. If the first or second year/month change command has not been received (NO in Act 36), the CPU 11 determines in Act 37 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 whether or not a viewing end command has been received in Act 38. If the viewing end command has not been received (NO in Act 38), the CPU 11 returns to the process in Act 36. Therefore, through the processing in Acts 36 to 38, the CPU 11 waits for receiving the first or second year/month change command, receiving the list display command, or receiving the viewing end command.

In the standby state from Act 36 to Act 38, if the first or second year/month change command is received (YES in Act 36), the CPU 11 updates the year/month in the year/month area as Act 39. Specifically, when the CPU 11 receives the first year/month change command, the CPU 11 updates the year/month to one month before. When the CPU 11 receives the second year/month change command, the CPU 11 updates the year/month to one month later. After that, the CPU 11 returns to the process in Act33. As a result, in the information terminal 50, the image displayed on the monthly summary screen SC3 is switched to the monthly summary image for the previous month or the next month.

When the list display command is received in the standby state from Act 36 to Act 38 (YES in Act 37), the CPU 11 detects the year from the year/month area in Act 40, 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 searches the OTC drug summary file 146 for OTC drugs containing the member ID included in the monthly summary request command, the minor classification code of OTC drugs, and the year in the year area as header information. Total data 146R is detected.

If the CPU 11 detects the OTC drug summary data 146R, it generates an OTC drug list image based on the OTC drug summary data 146R in Act 42. Further, the CPU 11 checks the deduction flag of the OTC drug total data 146R as Act 43. Then, if the deduction flag is set to "1" (YES in Act 43), the CPU 11 sends a message to inform consumers that they can receive a deduction under the self-medication tax system as Act 44. Add to list images. Possible messages include, for example, ``Medical expenses are subject to deduction'' and ``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 the process in Act 44.

As Act 45, the CPU 11 transmits the OTC medicine 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 total screen SC3 to the OTC drug list screen SC4 (see FIG. 18).

A display example of the OTC drug list screen SC4 is shown in FIG. 18. 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 icon IC3 do not change.

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

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

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

If the consumer wishes to view the previous year's OTC drug purchase information, the consumer touches the arrow icon M7. When the arrow icon M7 is touched, the information terminal 50 transmits a 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. Note that if the OTC drug total data 146R for the next year does not exist, the arrow icon M8 is disabled, and the second year change command is not sent even if it is touched.

When a consumer wants to obtain a receipt for purchasing OTC drug purchasing information, the consumer touches the desired detail line. When a detail line is touched, the information terminal 50 sends 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 on the touched detail line.

If the consumer wants to obtain a form necessary for filing a final tax return in order to apply the self-medication tax system, the consumer touches the form button BT3. 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 wants to finish viewing the OTC drug purchasing information, the consumer touches the viewing 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 it has received the first or second year change command as Act 51 in FIG. 12 . If the first or second year change command has not been received (NO in Act 51), the CPU 11 determines whether or not a detail selection command has been received in Act 52. If the details selection command has not been received (NO in Act 52), the CPU 11 determines in Act 53 whether or not a form request command has been received. If the form request command has not been received (NO in Act 53), the CPU 11 determines whether or not a viewing end command has been received in Act 54. If the viewing end command has not been received (NO in Act 54), the CPU 11 returns to the process in Act 51. Therefore, through the processing in Acts 51 to 54, the CPU 11 waits for receiving the first or second year change command, receiving the detail selection command, receiving the form request command, or receiving the viewing end command. .

In the standby state of Acts 51 to 54, if the first or second year change command is received (YES in Act 51), the CPU 11 updates the year in the year area in Act 55. Specifically, when the CPU 11 receives the first year change command, it updates the year to the previous year. 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 Act 41 in FIG. Thereby, 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 following year.

In the standby state of Acts 51 to 54, if the details selection command is received (YES in Act 52), the CPU 11 selects the purchase details including the transaction date and time, product name, and price included in the details selection command as Act 71 in FIG. Data D1 is detected from the OTC drug aggregate data 146R. Next, in Act 72, the CPU 11 searches the electronic receipt file 143 and detects one piece of receipt data 25 specified from the purchase details data D1. Then, in Act 73, the CPU 11 generates an electronic receipt image based on the detected receipt data 25.

After generating the electronic receipt image, the CPU 11 transmits the electronic receipt image to the information terminal 50 as 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 illustrated, 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 icon IC3 do not change. Further, 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 etc. are 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.

When the consumer wants to finish 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 whether or not a transmission command has been received in Act 75. If the transmission command has not been received (NO in Act 75), the CPU 11 determines in Act 76 whether or not a viewing end command has been received. If the viewing end command has not been received (NO in Act 76), the CPU 11 returns to the process in Act 75. Therefore, the CPU 11 waits until it receives a transmission command or receives a viewing end command through the processing in Acts 75 and 76.

In the standby state in Acts 75 and 76, if a transmission command is received (YES in Act 75), the CPU 11 detects an e-mail address from the member data 141R specified by the member ID included in the transmission command in Act 77. Then, in Act 78, the CPU 11 converts the electronic receipt image generated in the process of Act 73 into data of a PDF (Portable Document Format) file. Then, in Act 79, the CPU 11 starts the e-mail software, creates an e-mail with the electronic receipt image converted to PDF file data as an attached file, and sends it to the e-mail address obtained in the process of Act 77. After that, the CPU 11 returns to the process of Act 41 in FIG. As a result, in the information terminal 50, the screen of the display device returns from the electronic receipt screen SC5 to the OTC drug list screen SC4.

In the standby state in Acts 75 and 76, if the viewing end command is received (YES in Act 76), the CPU 11 returns to the processing in Act 41 of FIG. 11. 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 Acts 51 to 54 in FIG. 12, when a form request command is received (YES in Act 53), the CPU 11, in Act 56, collects the OTC drug aggregate data 146R specified by the member ID included in the form request command. Check the deduction flag again. If the deduction flag is set to "1" (YES in Act 56), the CPU 11 transmits the output destination list image to the information terminal 50 as the command transmission source in Act 57. 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 in the figure, an output destination list image including first to third selection boxes PM1, PM2, and PM3 is displayed on the output destination list screen SC6. Furthermore, the year and total amount displayed on the previous OTC drug list screen SC4, as well as the execution button BT7 and end viewing button BT8, are displayed on the output destination list screen SC6. In the first selection box PM1, prefecture names are displayed in a pull-down menu. In the second selection box PM2, the name of the city, ward, town, or village of the prefecture selected in the first selection box PM1 is displayed in a pull-down menu. In the third selection box PM3, the store names of electronic receipt service member stores in the city, ward, town, or village selected in the second selection box PM2 are displayed in a pull-down menu.

After checking the output destination list screen SC6, the consumer selects the store to which the form will be output by selecting and operating the menus displayed in the first to third selection boxes PM1, PM2, and PM3, respectively. 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. The form output command includes the member ID and the store code of the store selected in the first to third selection boxes PM1, PM2, PM3.

The CPU 11 of the electronic receipt management server 10 that sent the output destination list image waits for the output destination of the form to be specified (Act 58). When the CPU 11 receives the form output command from the information terminal 50 that transmitted the output destination list image, it determines that the output destination of the form has been specified (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 as Act 59.

The CPU 11 generates a form based on the data stored in the OTC drug summary file 146 as Act 60. Specifically, the CPU 11 detects the OTC drug summary data 146R having the member ID included in the form output command, the subclassification code of the OTC drug, and the year in the year area as header information. Then, the CPU 11 generates form data using the transaction date and time, store name, store location, product name, tax-included price, etc. of each purchase detail data D1 stored in the OTC drug total data 146R. Further, the CPU 11 increases the number of issuances included in each purchase detail data D1 by +1 as Act 61.

The CPU 11 searches the store file 142 using the store code stored in the output destination area as Act 62, and acquires the printer address of the corresponding store data 142R. Then, in Act 63, 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 Act 41 in FIG. 11. 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 via the network 30 by the printer 23 of the store specified by the printer address, and is printed out. FIG. 23 shows an example of a form 60 printed by the printer 23 based on this form data. As shown in the figure, 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 a list of purchases of OTC drugs that are subject to the self-medication tax system. , and information 64 specifying the issuer and date of issue of the form 60. The purchase list 61 is provided with a payment date column, an amount (tax included) column, a drug name column, a store location column, a store name column, and a notes column, and the corresponding data is printed in each column. In particular, in the notes column, "reissue" is printed for products whose number of issues is "1" or more.

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

The explanation returns to FIG. 12.
If the deduction flag has been reset to "0" (NO in Act 56), the CPU 11 obtains the annual total amount of OTC drugs as Act 81 in FIG. Specifically, the CPU 11 detects the OTC drug summary data 146R having the member ID included in the form output command, the subclassification code of the OTC drug, and the year in the year area as header information. Then, the CPU 11 acquires the annual total amount stored in the OTC drug total data 146R. The deduction flag is set in Act 22 of Figure 10 when the annual total amount is the minimum amount eligible for deduction (less than 12,000 yen in the self-medication tax system introduced from fiscal 2017), or in Act 23 when the annual total amount is eligible for deduction. If the upper limit (100,000 yen under the self-medication tax system introduced in 2017) is exceeded, it will be reset to "0". Therefore, the annual total amount acquired in the process of Act 81 is an amount that is less than the lower limit amount or an amount that exceeds the upper limit amount.

In Act 82, the CPU 11 determines whether the annual total amount is less than the lower limit amount for deduction. If the annual total amount is less than the minimum amount to be deducted (YES in Act 82), the CPU 11 subtracts the total amount for the year from the minimum amount to be deducted in Act 83 to calculate the shortfall amount up to the minimum amount. Then, the CPU 11 creates a shortage message including this shortage amount as Act 84, and sends it to the information terminal 50.

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

Through the processing in Act 84 or Act 85, in the information terminal 50, the message MS1 on the OTC drug list screen SC4 displayed on the display is changed to a shortage message MS2 (see FIG. 21) or an 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, a shortage message MS2 is displayed on the OTC drug list screen SC4 to notify that there is a shortage of money to receive a deduction under the self-medication tax system and the amount of the shortage. Further, 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 self-medication tax deduction is insufficient, the prescribed amount may be met by purchasing OTC drugs at stores other than stores that accept electronic receipts. Then, the consumer who confirms the shortage message MS2 touches the "output" button BT9 to issue a form, and the "do not output" button BT10 to not issue a form.

FIG. 22 is a display example of the OTC drug list screen SC4 on which the excess message MS3 is displayed. As shown in the figure, the OTC drug list screen SC4 displays an excess message MS3 notifying that the amount exceeds the deduction amount under the self-medication tax system and that a normal medical expense deduction can be received. Further, 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 whether to receive a deduction under the conventional medical expense deduction system or under the self-medication tax system. However, since the self-medication tax system is positioned as a special exemption for 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 to issue a form, and the "do not output" button BT10 to not issue a form.

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

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

Here, when the output command is received (Act86, YES), the CPU 11 executes the same processing as the above-described processing in Acts 57 to 63 as Acts 87 to 93. That is, the CPU 11 transmits the output destination list image to the information terminal 50 as the command transmission source in Act 87. Then, the CPU 11 waits for the output destination of the form to be specified in Act 88. When the output destination of the form is specified (YES in Act 88), 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 as Act 89.

The CPU 11 generates a form based on the data stored in the OTC drug summary file 146 as Act 90. Further, the CPU 11 increases the number of issuances included in each purchase detail data D1 by +1 as Act 91.

The CPU 11 searches the store file 142 using the store code stored in the output destination area as 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 Act 41 in FIG. 11.

The form data transmitted from the electronic receipt management server 10 is received via the network 30 by the printer 23 of the store specified by the printer address, and is 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 is printed on the form 60. good. Similarly, when the "output" button BT9 on the OTC drug list screen SC4 on which the excess message MS3 is displayed is touched, the excess message MS3 or a message similar to it is printed on the form 60. good.

On the other hand, if the CPU 11 receives a non-output command in Act 86 (Act 86, NO), the CPU 11 returns to the process in Act 41 of FIG. 11 without performing the processes in Acts 87 to 93.

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 processing in Acts 56 to 63 of FIG. Based on the product sales data stored in association with the member ID, the product name, price, store name, date of purchase, and the date of purchase of the product that belongs to the product group that can be purchased and sold within a predetermined period and are eligible for tax deduction, as well as the tax A function of outputting a form 60 including a description that the product is subject to deduction is realized. That is, the CPU 11 constitutes a form output means through the processing in Acts 56 to 63.

Here, the CPU 11 transmits and outputs to the printer 23 (output device) identified by the printer address (output destination identification information) received along with the form output request. In addition, in response to a form output request, the CPU 11 outputs a form output means on the condition that the total amount stored in the OTC drug tally file 146 in association with the member ID included in the form output request is within a predetermined amount range. make it work.

Furthermore, by executing the processing in Acts 81 to 86 in FIG. 14, the CPU 11 specifies the total amount stored in the OTC drug tally file 146 in response to the form output request in association with the member ID included in the form output request. To realize a function of accepting a selection input as to whether or not to output a form when the amount is outside the range of the amount. That is, the CPU 11 constitutes a selection means through the processing of Acts 81 to 86. The selection means includes, when the total amount is less than the lower limit amount of the predetermined amount range, notifying the request source device of the form output request of the amount that is insufficient until the total amount reaches the lower limit amount.

The explanation returns to FIG. 12.
If the viewing end command is received in the standby state of Acts 51 to 54 (YES in Act 54), the CPU 11 returns to the process of Act 33 in FIG. 11. Thereby, in the information terminal 50, the screen of the display device returns from the OTC drug list screen SC4 to the monthly total screen SC3.

In the standby state of Acts 36 to 38, if the viewing end command is received (YES in Act 38), the CPU 11 outputs an erase command to the information terminal 50 that is the command source in Act 46. With this, the CPU 11 completes the process upon receiving the monthly total command. Incidentally, in the information terminal 50 that has received the erase command, the screen of the display device returns to the home screen SC1.

As described above, according to the present embodiment, a consumer who is a member of an electronic receipt service can use the information terminal 50 on which the electronic receipt viewing program is installed to prepare a tax return form that is compatible with the self-medication tax system. 60 can be obtained.

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

Further, the condition for printing out the form 60 is limited to when the total annual purchase price of OTC medicines is within the range eligible for deduction. Therefore, it is possible to prevent unnecessary issuance of forms when deductions cannot be taken.

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

Other embodiments will be described below.
In the embodiment described above, a case is exemplified in which a list of OTC medicines purchased by a consumer from an electronic receipt service member store in one year is printed on the form 60. In another embodiment, a list of OTC medicines purchased at an electronic receipt service member store designated by the consumer can be printed on the form 60. For example, the output destination list screen SC6 is provided with a function for specifying stores to be output. The information terminal 50 then transmits to the electronic receipt management server 10 a form output command that includes the store code of the store selected by the consumer as the output destination as well as the store code of the store specified by the consumer as the output target. When the CPU 11 of the electronic receipt management server 10 generates the form in Act 60 of FIG. Form data is generated using the purchase details data D1 including the name. By doing so, it is possible to obtain a form 60 on which a list of OTC medicines purchased at an electronic receipt service member store specified by the consumer is printed.

In the embodiment described above, the output destination of the form data is the printer 23. In 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 device such as a personal computer installed in a city hall, tax office, etc. In this case, it is sufficient to manually print out the form data received by the information processing device.

In the embodiment described above, 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". In another embodiment, the form 60 may be printed out even if the deduction flag is "0", that is, the annual total amount is less than the lower limit or exceeds the upper limit of the amount to be deducted. In such an embodiment, the processing in 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 22. In the case of the shortage message MS2, for example, it may be a message to the effect that OTC drugs must be purchased for more than 12,000 yen per year in order to receive income deduction under the self-medication tax system. Further, the message may be a combination of the message shown in FIG. 21 and the above message as appropriate. In the case of excess message MS3, a message stating that you can choose to receive an income deduction for medical expenses exceeding 100,000 yen or receive an income deduction under the self-medication tax system, or both under the medical expense deduction system and the self-medication tax system. It may also be a message to the effect that the two cannot be used at the same time. Further, the message may be a combination of the message shown in FIG. 22 and the above message as appropriate. Furthermore, the specific amounts listed 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 thereto.

The layout of the form 50 is not limited to that shown in FIG. 23. It is sufficient to clearly state the product name, amount, the fact that the product is subject to the self-medication tax system, the store name, and the date of purchase required when filing a final tax return.

In the 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 of this embodiment (receipt data management device) 10 can be applied.

Note that the electronic receipt management server 10 is generally transferred with programs such as the electronic receipt viewing program stored in the ROM 12 or the auxiliary storage device 14. However, the present invention is not limited to this, and the program may be transferred without being stored in the ROM 12 or the auxiliary storage device 14, or with another control program being 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 into a writable storage device provided in the electronic receipt management server 10 in response to an operation by a user or the like. The program can be transferred by recording it on a removable recording medium or by communicating over a network. The recording medium may be in any form as long as it can store the program and is readable by the device, such as a CD-ROM or a memory card. Further, 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.

Although several other embodiments of the present invention have been described, these embodiments are presented as examples and are not intended to limit the scope of the invention. These novel embodiments can be implemented in various other forms, and various omissions, substitutions, and changes can be made without departing from the gist of the invention. These embodiments and their modifications are included within the scope and gist of the invention, as well as within the scope of the invention described in the claims and its equivalents.
Below, the invention described in the original claims of the present application will be added.
[1] Detection means for detecting sales data of products belonging to a product group eligible for 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 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 request for outputting a form including the customer identification information. In response to this, the product name of a product belonging to the product group eligible for tax deduction that was bought and sold within a predetermined period based on the sales data of the product stored in association with the customer identification information in the storage unit. , a form output means for outputting a form including an amount, a store name, a date of purchase, and a statement that the product is eligible for the tax deduction.
[2] The receipt data management device according to appendix [1], wherein the form output means transmits and outputs to an output device identified by output destination identification information received with the form output request.
[3] The storage unit further stores, in association with the customer identification information, the total amount of products belonging to the product group that is bought and sold within a predetermined period and is eligible for tax deduction, and Supplementary note [1], wherein the form output means is operated 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; The receipt data management device according to [2].
[4] In response to the form output request, when the total amount stored in the storage unit in association with the customer identification information included in the form output request is outside the predetermined amount range, the form is output. The receipt data management device according to appendix [3], further comprising a selection means for accepting a selection input indicating whether to output a form, and operating the form output means when receiving a selection input for outputting a form.
[5] When the total amount is less than the lower limit amount of the predetermined amount range, the selection means notifies the request source device of the form output request of the amount that is insufficient until the total amount reaches the lower limit amount. The receipt data management device according to supplementary note [4].
[6] A function that causes a computer to detect sales data of products belonging to a product group eligible for tax deduction when the annual purchase amount is within a predetermined amount range from receipt data including sales data of products purchased by customers. and 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, and responding to a request for outputting a form including the customer identification information. Then, based on the sales data of the product stored in association with the customer identification information in the storage unit, the product name and price of the product belonging to the product group eligible for tax deduction that was bought and sold within a predetermined period. , a function of outputting a form including a store name, date of purchase, and a statement that the product is eligible for the tax deduction.

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

Claims (9)

An information terminal used by a customer who purchases a product belonging to a product group eligible for tax deduction when the annual purchase amount is within a predetermined amount range,
a storage unit that stores customer identification information for identifying the customer;
Sales data of products belonging to the product group is detected from receipt data including sales data of products purchased by each customer, and the sales data of products belonging to the detected product group is divided into the customer identification information of each customer. a communication unit that communicates with a receipt data management device that stores the data in association with the receipt data;
The receipt data that the customer purchased within a predetermined year is created by the receipt data management device based on sales data of products belonging to the product group stored in association with the customer identification information stored in the storage unit. Output destination receiving means for accepting an output destination of a form including a purchase list of products belonging to a product group;
Output destination notifying means for notifying the receipt data management device of information indicating the output destination of the form received by the output destination receiving means via the communication unit;
An information terminal equipped with. a display unit that displays an image received from the receipt data management device via the communication unit;
further comprising;
2. The information terminal according to claim 1, wherein the output destination accepting means accepts the output destination of the form from an image displayed on the display unit. 3. The information terminal according to claim 2, wherein the image includes information on a predetermined year and a total price of products belonging to the product group purchased by the customer within the predetermined year. a year reception means for accepting a year designation;
year notification means for notifying the receipt data management device of the information of the year designated by the year reception means via the communication unit;
further comprising;
2. The information terminal according to claim 1, wherein the output destination receiving means receives an output destination of a form including a purchase list of products belonging to the product group purchased by the customer within the year, which is received by the year receiving means. a display unit that displays an image received from the receipt data management device via the communication unit;
further comprising;
5. The information terminal according to claim 4, wherein the year receiving means receives the year from an image displayed on the display unit. 6. The information terminal according to claim 5, wherein the image includes a purchase list of products belonging to the product group purchased by the customer within a predetermined year. 7. The information terminal according to claim 5, wherein the image includes a total price of products belonging to the product group purchased by the customer within a predetermined year. 8. The information terminal according to claim 5, wherein the image includes a message indicating whether or not a tax deduction can be received for products belonging to the product group purchased by the customer within a predetermined year. A storage unit that is used by customers who purchase products belonging to a product group eligible for tax deduction when the annual purchase amount is within a predetermined amount range, and stores customer identification information that identifies the customer; Detecting sales data of products belonging to the product group from receipt data including sales data of the products purchased, and storing the detected sales data of products belonging to the product group in association with the customer identification information of the customer for each customer. A computer of an information terminal is equipped with a receipt data management device that performs communication, and a communication section that performs communication.
The receipt data that the customer purchased within a predetermined year is created by the receipt data management device based on sales data of products belonging to the product group stored in association with the customer identification information stored in the storage unit. Output destination receiving means for accepting an output destination of a form including a purchase list of products belonging to a product group, and
output destination notifying means for notifying the receipt data management device of information indicating the output destination of the form received by the output destination receiving means via the communication unit;
A program to function as