JP7409445B2 - Information processing equipment, declaration support method and program - Google Patents

Description

The present invention relates to an information processing device , a tax return support method , and a program.

If the total annual medical expenses exceed a predetermined standard amount, you can receive a refund of your income tax by declaring a deduction for medical expenses. However, in order to receive the refund, collect the details of the medical expenses paid, calculate the total amount, confirm that the annual medical expenses exceed the above standard amount, and then submit the medical expenses deduction statement. It was time-consuming because it had to be created and submitted.

In contrast, in the past, detailed medical expense data was obtained from a medical expense database to automatically derive the total amount of medical expenses for the year. BACKGROUND ART A medical expense deduction application support system is known that supports creation of a medical expense deduction statement by automatically inputting corresponding data out of expense detail data (for example, Patent Document 1).

JP 2015-32138 Publication

However, in the above-mentioned conventional technology, the information provided to the user is limited to information based on detailed data of medical expenses. Since detailed information is not provided, there is a problem that it is inconvenient for the user.

An object of the present invention is to provide an information processing device , a declaration support method, and a program that can provide more detailed information regarding declaration of medical expense deduction and improve user convenience.

In order to solve the above problems, an information processing device according to a first aspect of the present invention lists medical expense payment information as medical expense deduction information related to a declaration of medical expense deduction corresponding to a managed person. When displaying detailed data generated by the generating means on a display means, a generation means for generating detailed data, and a button for starting a search for transportation expenses corresponding to the position where the payment destination of medical expenses is displayed. and display control means for displaying information for each payment .
Further, the information processing device according to the second aspect of the present invention generates detailed data in which medical expense payment information is listed as medical expense deduction information related to the declaration of medical expense deduction corresponding to the managed personnel. When the generating means and the detailed data generated by the generating means are displayed on the display means, a transportation expense search start button is provided for each medical expense payee in correspondence with the position where the medical expense payee is displayed. It is characterized by comprising a display control means for displaying.
In addition, the first aspect of the declaration support method according to the present invention is a declaration support method executed by an information processing device, in which medical expense deduction information related to a declaration of medical expense deduction corresponding to a person to be managed is used as medical expense deduction information. A generation process that generates detailed data that lists payment information for expenses, and when displaying the detailed data generated in the generation process on a display means, a transportation method that corresponds to the position where the medical expense payment destination is displayed. The present invention is characterized by including a display control process for displaying an expense search activation button for each piece of information related to payment of medical expenses.
The second aspect of the present invention is a declaration support method executed by an information processing device, in which medical expense deduction information related to a declaration of medical expense deduction corresponding to a person to be managed is used as medical expense deduction information. A generation process that generates detailed data that lists payment information for expenses, and when displaying the detailed data generated in the generation process on a display means, a transportation method that corresponds to the position where the medical expense payment destination is displayed. The present invention is characterized by including a display control process for displaying an expense search activation button for each medical expense payment destination.
Further, the program according to the first aspect of the present invention causes the computer to generate detailed data listing medical expense payment information as medical expense deduction information related to the declaration of medical expense deduction corresponding to the managed personnel. a generation means for displaying the detailed data generated by the generation means on a display means, a button for starting a search for transportation expenses corresponding to the position where the payment destination for medical expenses is displayed; information related to the payment of medical expenses; It is characterized in that it functions as a display control means for displaying each time.
Further, the program according to the second aspect of the present invention causes the computer to generate detailed data listing medical expense payment information as medical expense deduction information related to the declaration of medical expense deduction corresponding to the managed personnel. a generation means for displaying detailed data generated by the generation means on a display means, a transportation expense search start button for each medical expense payment destination corresponding to the position where the medical expense payment destination is displayed; It is characterized in that it functions as a display control means for displaying images.

According to the present invention, it is possible to provide more detailed information regarding the declaration of medical expense deduction, thereby increasing user convenience.

1 is a diagram showing a schematic configuration of a business processing system. FIG. 2 is a block diagram showing the functional configuration of a health insurance business processing server. FIG. 2 is a block diagram showing the functional configuration of a personnel and payroll processing server. FIG. 2 is a block diagram showing the functional configuration of a support business processing server. FIG. 2 is a block diagram showing the functional configuration of a terminal device. It is a flowchart which shows the control procedure of tax return support processing. It is a flowchart which shows the control procedure of medical expense notification minimum amount setting processing. It is a figure which shows the medical expense notification minimum amount setting screen. It is a figure which shows the example of the content of a minimum amount setting file. It is a flowchart which shows the control procedure of medical expense notification target person extraction processing. It is a figure showing an extraction condition setting screen. It is a figure which shows the example of the content of a notification target person list. It is a figure which shows the example of the content of medical expense detailed data. It is a flowchart which shows the control procedure of medical expense deduction notification processing. It is a figure which shows the example of the content of year-end adjustment accounting book data. FIG. 7 is a diagram illustrating an example of the content of an e-mail sent in the process of step S408. FIG. 7 is a diagram illustrating another example of the content of the e-mail sent in the process of step S408. 7 is a flowchart showing a control procedure for document data generation processing. FIG. 3 is a diagram illustrating a screen for inquiring whether or not a medical expense correction is necessary. It is a figure showing a medical expense correction screen. It is a figure showing a transportation expense acquisition screen. It is a figure showing a search result screen. It is a figure which shows the medical expense correction screen after correcting a medical expense. It is a figure showing an outline of a final tax return and a statement of medical expense deduction. It is a figure showing a year-end adjustment support screen. It is a figure which shows the issuance necessity application screen.

Embodiments of an information processing device and a program according to the present invention will be described below based on the drawings.

FIG. 1 is a diagram showing a schematic configuration of a business processing system 100 according to the present embodiment.
The business processing system 100 provides users with a cloud service for managing multiple personnel belonging to an organization such as a company. In the following, a plurality of employees belonging to a company will be cited as a plurality of personnel to be managed by the business processing system 100, but this is not intended to limit the scope of the explanation. It can be applied to management work.

As shown in FIG. 1, the business processing system 100 of this embodiment includes a health insurance business processing server 1 that performs various processes related to the health insurance association's business, and a human resources management server 1 that performs various processes related to employee personnel and salary management operations. It includes a payroll processing server 2, a support processing server 3 that performs various processes to support employees in filing tax returns, and a plurality of terminal devices 4. Further, the health insurance business processing server 1, the personnel and payroll business processing server 2, the support business processing server 3, and the terminal device 4 are connected via a communication network 5 so as to be able to communicate information. Of the business processing system 100, the personnel and payroll business processing server 2 and the support business processing server 3 constitute an information processing device 10 that performs a series of processes related to support for reporting medical expense deductions.

The health insurance business processing server 1 executes various processes related to various businesses in the health insurance society in response to instructions input from the terminal device 4 and transmits the results to the terminal device 4. The processing executed by the health insurance business processing server 1 includes processing to generate a medical expense database 131 (Figure 2) related to medical expenses paid by employees (insured persons), and annual medical expenses subject to medical expense deduction. This includes a medical expense notification target extraction process for extracting potential employees, and a medical expense notification minimum amount setting process for setting the minimum amount of medical expenses used in this medical expense notification target extraction process.
Here, medical expenses refer to expenses that are eligible for medical expense deduction, that is, medical expenses paid by an employee for himself or for his spouse or other relatives who share the same livelihood with him. These medical expenses include fees for medical examinations and treatment by doctors, fees for purchasing medicines, transportation costs to medical institutions, etc.

The personnel and salary business processing server 2 executes various processes related to employee personnel and salary management work in accordance with instructions input from the terminal device 4, and transmits the results to the terminal device 4. The processing executed by the personnel and payroll processing server 2 includes medical expense deduction notification processing. This medical expense deduction notification process includes a process of identifying annual medical expenses based on the detailed medical expense data generated by the health insurance business processing server 1, a process of deriving the expected income tax refund amount due to the medical expense deduction, and This process includes a process of generating medical expense deduction information 232 (FIG. 3) related to medical expense deduction including information on the refund amount, and a process of sending an e-mail to the employee for notification of medical expense deduction.

The support business processing server 3 executes various processes for supporting final tax return according to instructions inputted from the terminal device 4, and transmits the results to the terminal device 4. The processing executed by the support business processing server 3 includes a document data generation process that generates document data for a final tax return and a statement of medical expense deduction, which are used to declare medical expense deduction, based on the medical expense deduction information 232. etc. are included.

Authentication information of users who can log into each server is registered in advance in the health insurance business processing server 1, the personnel and payroll business processing server 2, and the support business processing server 3. Each server compares the authentication information input from the terminal device 4 with the authentication information registered in each server, and if the authentication information matches, starts a login session and performs various processing from the terminal device 4. Accept instructions. This allows only limited users to access each server. Specifically, the health insurance business processing server 1 can be accessed only by users who perform management work for the health insurance association, and the human resources and payroll business processing server 2 can be accessed only by users who perform personnel and payroll management work. This is possible, and the support business processing server 3 can be accessed only by employees who receive support for filing final tax returns.

The terminal device 4 is a terminal device used by, for example, an employee who is to be managed by the business processing system 100 or a person who performs business using the business processing system 100. Examples of the terminal device 4 include a smartphone, a tablet PC (Personal Computer), a mobile phone, a PDA (Personal Digital Assistant), a notebook PC, and a desktop PC.
Further, the terminal device 4 receives input operations from the user, transmits them to the health insurance business processing server 1, the personnel payroll business processing server 2, or the support business processing server 3, and displays information transmitted and received from each server.

The communication network 5 is assumed to be, for example, the Internet, but may be another network such as a LAN (Local Area Network).

FIG. 2 is a block diagram showing the functional configuration of the health insurance business processing server 1. As shown in FIG.
The health insurance business processing server 1 includes a CPU 11 (Central Processing Unit), a RAM 12 (Random Access Memory), a storage section 13, an operation section 14, a display section 15, a communication section 16, a bus 17, etc. . Each part of the health insurance business processing server 1 is connected via a bus 17.

The CPU 11 controls each part of the health insurance business processing server 1. The CPU 11 reads out a designated program from among the system programs and application programs stored in the storage unit 13, expands it onto the RAM 12, and executes various processes according to the program.

The RAM 12 is, for example, a volatile memory, and has a work area in which various programs and data read out by the CPU 11 are temporarily stored.

The storage unit 13 includes a storage device such as an HDD (Hard Disk Drive) or an SSD (Solid State Drive) in which data can be written and read, and stores various programs, files including setting data, and the like. Specifically, the storage unit 13 stores a medical expense database 131 (medical expense information), a health insurance business program 132, and the like.
The medical expense database 131 is a data group that stores various information regarding medical expenses paid by each employee. The medical expense database 131 includes information such as the name and location of the medical institution to which payment was made, and the medical expenses paid and their dates. In addition, in the medical expense database 131, when medical expense deduction information 232 is generated by the personnel and payroll processing server 2, prior to this, medical expense detail data 131a, which is the details of annual medical expenses for the target employee, is generated. Extracted and generated.
The health insurance business program 132 is a program for causing the CPU 11 to execute processing for setting the minimum amount of medical expense notification, processing for extracting medical expense notification recipients, and the like.
Note that the medical expense database 131 and the health insurance business program 132 may be stored in another file server or the like that is communicably connected via the communication unit 16.

The operation unit 14 includes a key input unit such as a keyboard and a pointing device such as a mouse, receives key operation inputs and position operation inputs from a user (operator), and outputs the operation information to the CPU 11.

The display unit 15 is composed of an LCD (Liquid Crystal Display), an EL (Electro Luminescent) display, etc., and performs various displays according to display information instructed by the CPU 11.

The communication unit 16 is configured with a network card or the like, and is connected to a device such as a database on a communication network (not shown). The communication network is a LAN (Local Area Network), a WAN (Wide Area Network), or the like. The CPU 11 is capable of communicating with devices on the communication network via the communication unit 16.

FIG. 3 is a block diagram showing the functional configuration of the personnel and payroll processing server 2. As shown in FIG.
The personnel and payroll processing server 2 includes a CPU 21, a RAM 22, a storage section 23, an operation section 24, a display section 25, a communication section 26, a bus 27, and the like. Further, each part of the personnel and payroll processing server 2 is connected via a bus 27.

The CPU 21 controls each part of the personnel and payroll processing server 2. The CPU 21 reads out a designated program from among the system programs and application programs stored in the storage unit 23, develops it in the work area of the RAM 22, and executes various processes according to the program. By executing this process, the CPU 21 functions as a medical expense identifying means 211, a refund amount deriving means 212, an information generating means 213, a first notifying means 214, a second notifying means 215, and an instruction receiving means 216.

The storage unit 23 includes a storage device such as an HDD or an SSD in which data can be written and read, and stores various programs, files including setting data, and the like. Specifically, the storage unit 23 stores a personnel salary database 231, medical expense deduction information 232, a personnel salary business program 233, and the like.
The personnel and salary database 231 is a data group related to personnel and salaries of employees to be managed, and stores income information related to employees' income.
The medical expense deduction information 232 is data generated in the medical expense deduction notification process, and includes annual medical expense information based on the employee's medical expense detail data 131a, income-related information extracted from the personnel salary database 231, and It includes information on the expected income tax refund amount if you declare medical expense deductions.
The personnel and payroll business program 233 is a program for causing the CPU 21 to execute medical expense deduction notification processing and the like.
Note that the personnel salary database 231, medical expense deduction information 232, and personnel salary business program 233 may be stored in another file server or the like that is communicably connected via the communication unit 26.

The configurations of the RAM 22, the operation section 24, the display section 25, and the communication section 26 are the same as those of the RAM 12, the operation section 14, the display section 15, and the communication section 16 of the health insurance business processing server 1, so a detailed explanation will be omitted.

FIG. 4 is a block diagram showing the functional configuration of the support business processing server 3. As shown in FIG.
The support business processing server 3 includes a CPU 31, a RAM 32, a storage section 33, an operation section 34, a display section 35, a communication section 36, a bus 37, and the like. Further, each part of the support business processing server 3 is connected via a bus 37.

The CPU 31 controls each part of the support business processing server 3. The CPU 31 reads out a designated program from among the system programs and application programs stored in the storage unit 33, loads it in the work area of the RAM 32, and executes various processes according to the program. By executing this process, the CPU 31 functions as a document data generation means 311.

The storage unit 33 includes a storage device such as an HDD or an SSD in which data can be written and read, and stores various programs, files including setting data, and the like. Specifically, the storage unit 33 stores a support business program 331 and the like.
The support business program 331 is a program for causing the CPU 31 to execute document data generation processing and the like.
Note that the support business program 331 may be stored in another file server or the like that is communicably connected via the communication unit 36.

The configurations of the RAM 32, the operation section 34, the display section 35, and the communication section 36 are the same as those of the RAM 12, the operation section 14, the display section 15, and the communication section 16 of the health insurance business processing server 1, so a detailed explanation will be omitted.

FIG. 5 is a block diagram showing the functional configuration of the terminal device 4. As shown in FIG.
The terminal device 4 includes a CPU 41, a RAM 42, a storage section 43, an operation section 44, a display section 45, a communication section 46, a bus 47, and the like. Further, each part of the terminal device 4 is connected via a bus 47.

The CPU 41 controls each part of the terminal device 4. The CPU 41 reads out a designated program from among the system programs and application programs stored in the storage unit 43, develops it in the work area of the RAM 42, and executes various processes according to the program.

The storage unit 43 includes a storage device such as an HDD or an SSD in which data can be written and read, and stores various programs, files including setting data, and the like. Specifically, the storage unit 43 receives input operations from the user, transmits information based on the input operations to the health insurance business processing server 1, the personnel payroll business processing server 2, or the support business processing server 3, and transmits the information from each server. An information display input program 431 (so-called web browser) that realizes a function of displaying transmitted and received information on the display unit 45 is included.

The configurations of the RAM 42, the operation section 44, the display section 45, and the communication section 46 are the same as those of the RAM 12, the operation section 14, the display section 15, and the communication section 16 of the health insurance business processing server 1, so a detailed explanation will be omitted.

Next, an operation related to support for declaration of medical expense deduction by the business processing system 100 (hereinafter referred to as declaration support operation) will be described.

If the total annual medical expenses exceed a predetermined standard amount (100,000 yen), you can receive a refund of your income tax by declaring a deduction for medical expenses. (If the annual gross income, etc. is less than 2 million yen, the above standard amount will be 5% of the total income, etc. instead of 100,000 yen, but in this embodiment, the standard (Explain using an example where the amount is 100,000 yen.)
However, in order to receive the above refund, you must collect the details of the medical expenses you paid, calculate the total amount, confirm that the annual medical expenses exceed the above standard amount, and then submit your final tax return and It is necessary to prepare and submit statements for medical expense deductions, which is time-consuming.

Therefore, in the declaration support operation by the business processing system 100, the amount of annual medical expenses paid by each employee (or the amount expected to be paid) is specified, and the specified annual medical expenses are the standard amount for medical expense deduction. A notice (first notice) will be sent to employees whose income exceeds the above limit, informing them that they can receive a refund of their income tax by filing a medical expense deduction. Furthermore, this first notification also presents the amount of income tax that is expected to be refunded based on the declaration of medical expense deduction.
In addition, even if the specified annual medical expenses are below the standard amount for medical expense deduction, if the annual medical expenses at that point exceed the prescribed minimum amount of medical expense notification, You will receive a notification (second notification) that you may be eligible for medical expense deduction depending on the medical expenses you pay up to.

These notifications are made twice a year, at a predetermined timing before the annual medical expenses are determined (for example, around November to December) and at a predetermined timing after the medical expenses are determined (for example, around February). In the following, a notice given before the medical expenses are determined is referred to as an advance notice, and a notice given after the medical expenses are determined is referred to as a final notice. In advance notification, the first notification or second notification is performed, and in the final notification, the first notification is performed.
Employees who receive these notifications will be able to recognize that they may be able to receive an income tax refund by filing a tax return for medical expense deductions without compiling their annual medical expenses. In the first notification, it is also possible to grasp the expected amount of income tax refund due to declaration of medical expense deduction.

In the filing support operation, in both cases of advance notification and final notification, the health insurance business processing server 1 first extracts the employee who is the target of the notification from among the managed employees, and then retrieves the employee's information from the medical expense database 131. Annual medical expense detailed data 131a is generated (medical expense notification recipient extraction process). Specifically, in the case of prior notification, employees whose paid medical expenses at that time are equal to or greater than a preset medical expense notification lower limit are extracted. Additionally, in the case of a final notification, employees whose paid medical expenses exceed 100,000 yen are selected. The medical expense notification lower limit amount used in the case of advance notification is set in the medical expense notification lower limit amount setting process that is performed prior to the medical expense notification target extraction process.

When the medical expense detail data 131a for the employee to be notified is extracted, the personnel and payroll processing server 2 executes medical expense deduction notification processing.
In the medical expense deduction notification process, first, the annual medical expenses are specified based on the medical expense detailed data 131a. Specifically, if the total amount of medical expenses in the detailed medical expense data 131a at the time of extraction exceeds 100,000 yen, the total amount is specified as the annual medical expense. In addition, in the case of prior notification, if the medical expenses paid up to that point are 100,000 yen or less, the annual medical expenses will be estimated.
In addition, if the annual medical expenses identified in this way exceed 100,000 yen, the amount of income is referenced from the personnel salary database 231 and the expected income tax refund amount is derived from the declaration of medical expense deduction. Then, medical expense deduction information 232 related to the declaration of medical expense deduction including information on the refund amount is generated.
Then, the target employee is notified (here, an e-mail is sent) regarding the declaration of medical expense deduction.

In addition to information such as the amount to be refunded, the final confirmation notification also includes the URL of a business support site where you can prepare the final tax return and medical expense deduction details required for filing a final tax return. When the employee who receives the confirmation notice selects this URL and opens the business support site, the support business processing server 3 executes document data generation processing, and document data for the final tax return and medical expense deduction statement is generated. Ru. In the document data generation process, the user (employee) can modify the annual medical expenses if necessary. A user can easily file a final tax return by outputting (printing) a completed tax return or medical expense deduction statement and submitting it to the tax office.

Below, the declaration support process related to the declaration support operation, including the above-mentioned medical expense notification lower limit amount setting process, medical expense notification target extraction process, medical expense deduction notification process, and document data generation process, will be described in detail.

<Declaration support processing>
FIG. 6 is a flowchart showing the control procedure of the declaration support process.
The tax return support process is started at a predetermined timing when advance notice or confirmation notice is given.
When the filing support process is started, the CPU 11 of the health insurance business processing server 1 determines whether the timing is an advance notification or a final notification (step S101), and if it is determined that it is the timing for an advance notification, (“YES” in step S101), displays a predetermined screen (not shown) inquiring as to whether or not it is necessary to set a minimum amount for notification of medical expenses, and determines whether or not the setting has been requested (step S102). When a request for setting a medical expense notification minimum amount is made (“YES” in step S102), the CPU 11 executes a medical expense notification minimum amount setting process (step S103).

If it is determined that the notification is a final notification in the process of step S101 (“NO” in step S101), and if a request to set the minimum amount for medical expense notification is not made in the process of step S102 (“NO” in step S102), Alternatively, when step S103 is completed, the CPU 11 executes medical expense notification target extraction processing (step S104).

When the processing in step S104 is completed, the CPU 21 of the personnel and payroll processing server 2 executes medical expense deduction notification processing (step S105).

When the process of step S105 is completed, the CPU 21 determines whether the timing is advance notification or final notification (step S106), and if it is determined that it is the timing of advance notification ("NO" in step S106) ”), the declaration support process ends.

If it is determined in the process of step S106 that it is the timing of the confirmation notification (“YES” in step S106), the CPU 31 of the support business processing server determines whether or not the business support site has been accessed within a predetermined period. (In other words, whether or not an input operation was performed to select the URL written in the notification e-mail) (step S107), and if it is determined that the business support site has been accessed (step S107). (“YES”), document data generation processing is executed (step S108).

When the process of step S108 is completed, or when it is determined in the process of step S107 that the business support site has not been accessed within the predetermined period (“NO” in step S107), the CPU 31 executes the tax return support process. terminate.

<Medical expense notification minimum amount setting process>
FIG. 7 is a flowchart showing the control procedure by the CPU 11 of the medical expense notification lower limit setting process.
When the medical expense notification lower limit setting process is called, the CPU 11 displays the medical expense notification lower limit setting screen 51 on the display unit 45 of the terminal device 4 (step S201).

FIG. 8 is a diagram showing the medical expense notification lower limit setting screen 51.
The medical expense notification minimum amount setting screen 51 includes a drop-down list 511 for selecting a company for setting the medical expense notification minimum amount, a text box 512 for inputting the medical expense notification minimum amount, an execution button 513, and a cancel button 514. etc. are displayed.
The drop-down list 511 lists companies to which the insured persons of the health insurance association that operate the health insurance business processing server 1 belong. By selecting one of the companies from the drop-down list 511, the company for which the minimum medical expense notification amount is to be set is determined.

When the process of step S201 is completed, the CPU 11 determines whether or not the setting of the lower limit amount for notification of medical expenses has been input (step S202). Here, when the execution button 513 is selected with the company to be set selected in the drop-down list 511 and the minimum amount of notification of medical expenses entered in the text box 512, the CPU 11 selects the minimum amount of notification of medical expenses. It is determined that the settings have been input.
If it is determined that the setting of the medical expense notification lower limit amount has not been input (“NO” in step S202), the CPU 11 executes the process of step S202 again. Note that if the cancel button 514 is selected in the process of step S202, the CPU 11 ends the medical expense notification lower limit setting process.

If it is determined that the setting of the minimum amount to be notified of medical expenses has been input (“YES” in step S202), the CPU 11 generates a minimum amount setting file that reflects the setting of the minimum amount to be notified of medical expenses (if it has not been already generated). If so, update) (step S203).

FIG. 9 is a diagram showing an example of the contents of the lower limit setting file.
The minimum amount setting file is table data in which a predetermined company code, company name, and medical expense notification minimum amount are stored for each company. In the process of step S203, the CPU 11 generates or updates this lower limit setting file and stores it in the storage unit 13.
When the process of step S203 ends, the CPU 11 ends the medical expense notification lower limit setting process and returns the process to the declaration support process.

<Extraction process for medical expense notification recipients>
FIG. 10 is a flowchart showing the control procedure by the CPU 11 of the medical expense notification target extraction process.
When the medical expense notification target extraction process is called, the CPU 11 displays the extraction condition setting screen 52 on the display unit 45 of the terminal device 4 (step S301).

FIG. 11 is a diagram showing the extraction condition setting screen 52.
The extraction condition setting screen 52 displays a text box 521 for inputting the year to be extracted, a drop-down list 522 for selecting a company to be extracted, an execution button 523, a cancel button 524, and the like.
Similar to the drop-down list 511 in FIG. 8, the drop-down list 522 lists the companies to which the insured persons of the health insurance association belong. By selecting one of the companies from the drop-down list 522, the company to be extracted is determined.

When the process of step S301 is completed, the CPU 11 determines whether or not the setting of extraction conditions on the extraction condition setting screen 52 is completed (step S302). Here, the CPU 11 completes setting of the extraction conditions when the year to be extracted is entered in the text box 521 and the execution button 523 is selected with the company to be extracted selected in the drop-down list 522. It is determined that the
If it is determined that the setting of the extraction conditions is not completed (“NO” in step S302), the CPU 11 executes the process of step S302 again. Note that if the cancel button 524 is selected in the process of step S302, the CPU 11 ends the medical expense notification target extraction process.

If it is determined that the setting of the extraction conditions has been completed (“YES” in step S302), the CPU 11 extracts the notification recipients, generates a notification recipient list, and also records the medical expenses of the extracted employees. Detail data 131a is generated (step S303). Here, in the case of advance notification (that is, when it is determined as "YES" in step S101 of the filing support process), the CPU 11 sets the minimum amount of medical expense notification as determined in the minimum amount of medical expense notification setting process. In the case of a final notification (that is, if it is determined as “NO” in step S101 of the filing support process), the notification recipients are extracted based on the minimum amount of medical expenses notification of 100,000 yen. Extract. In the example of the extraction condition setting screen 52 in FIG. 11, the company to be extracted is "AB Corporation", and in the minimum amount setting file in FIG. 9, the minimum amount for AB Corporation's medical expense notification is set to 90,000 yen. Therefore, in the case of prior notification, the CPU 11 extracts employees of AB Corporation whose medical expenses in 2018 exceed 90,000 yen and generates a list of notification recipients. Then, medical expense detailed data 131a for the extracted employees is generated. In addition, in the case of a final notification, the CPU 11 extracts employees of AB Corporation whose medical expenses exceed 100,000 yen in 2018, generates a notification target list, and extracts the employees of AB Corporation whose medical expenses exceed 100,000 yen. Generate medical expense detail data 131a for.

FIG. 12 is a diagram illustrating an example of the contents of the notification target list.
The notification target list is table data in which the health insurance card number, employee number, name, and total amount of medical expenses are stored for each extracted employee. In the process of step S303, the CPU 11 generates this notification target list and stores it in the storage unit 13.

FIG. 13 is a diagram showing an example of the contents of the medical expense detail data 131a.
The medical expense detailed data 131a lists all medical expenses paid in the extraction target year by all the employees extracted in the notification target person list. Specifically, the medical expense detailed data 131a includes, for each medical expense payment, the health insurance card number, the name of the medical expense payer, the name of the medical institution to which the payment was made, the location of the medical institution, the medical expense category, and the payment. This is table data that stores the amount of medical expenses incurred. In the medical expense detailed data 131a, each item of medical expenses is arranged in the order of the health insurance card number of the employee who paid the medical expense.
If the employee pays medical expenses for a spouse or other relative who makes the same living as the employee, the name of the person who makes the living should be entered in the column for the name of the person who makes the living. is listed. Furthermore, the medical expense category is a predetermined category related to the subject of medical expense payment, such as consideration for medical treatment and treatment, consideration for purchasing medicines, and transportation expenses to medical institutions.
When the process of step S303 ends, the CPU 11 ends the medical expense notification target extraction process and returns the process to the declaration support process.

<Medical expense deduction notification processing>
FIG. 14 is a flowchart showing the control procedure by the CPU 21 of the medical expense deduction notification process.
When the medical expense deduction notification process is called, the CPU 21 acquires the medical expense detailed data 131a generated in step S303 of the medical expense notification target extraction process from the health insurance business processing server 1 (step S401).

The CPU 21 determines whether the timing is advance notification or final notification (step S402). If it is determined that it is the timing for the final notification (“YES” in step S402), the CPU 21 (medical expense identifying means 211) identifies the annual medical expenses and income for each employee (step S403). That is, the CPU 21 specifies the total amount of medical expenses for each employee in the medical expense detailed data 131a as the annual medical expenses paid by the employee. Further, the CPU 21 obtains the annual income of each employee from the personnel and salary database 231 in the storage unit 23 . Here, annual income is acquired from year-end adjustment account book data related to the results of year-end adjustment included in the personnel and salary database 231.

FIG. 15 is a diagram showing an example of the contents of year-end adjustment accounting book data.
Year-end adjustment accounting book data is table data that stores, for each employee, employee number, name, address, amount of salary income, amount of salary income after deduction of salary income, amount of various salary income deductions such as social insurance deduction, etc. be. Of this amount, the amount of employment income is used as the above-mentioned annual income.

If it is determined in the process of step S402 that it is time for prior notification (“NO” in step S402), the CPU 21 (medical expense identification means 211) determines the annual medical expenses or estimated amount thereof for each employee, and the estimated amount of annual income is derived and specified (step S404). That is, if the total amount of medical expenses in the detailed medical expense data 131a exceeds 100,000 yen, the CPU 21 specifies the total amount as the annual medical expenses, and identifies the medical expenses that have been paid up to that point. If the amount is 100,000 yen or less, an estimated amount of annual medical expenses is derived. Note that even if the total amount of medical expenses in the detailed medical expense data 131a exceeds 100,000 yen, an estimated amount of annual medical expenses may be further derived.
The method of deriving the estimated amount of medical expenses is not particularly limited, but for example, it may be based on the average daily medical expenses calculated from the medical expenses already paid up to the date of derivation (derivation date). By estimating the medical expenses expected to be paid from the derivation date to the end of the year, the estimated total annual medical expenses are derived. This identifies the annual medical costs expected to be paid in the case of advance notice.
In addition, there are no particular restrictions on the method of deriving the estimated amount of income, but for example, for income from the derivation date to the end of the year, the previous year's income may be used, or similar to the method for estimating medical expenses, A method can be used to estimate the amount of income from the payment date to the end of the year based on the average daily income amount of .

When the process of step S404 is completed, the CPU 21 determines whether the estimated total amount of medical expenses exceeds the standard amount (here, 100,000 yen) for receiving a medical expense deduction (step S405).

If it is determined that the estimated total amount of annual medical expenses exceeds the above reference value (“YES” in step S405), and if the process in step S403 is completed, the CPU 21 (refund amount deriving means 212 ) derives the expected income tax refund amount based on the declaration of medical expense deduction for each employee to be notified, based on the annual medical expenses and annual income specified as above (step S406). Specifically, the refund amount is derived by multiplying the medical expense deduction amount (annual medical expenses - 100,000 yen) by the tax rate determined according to annual income.

The CPU 21 (information generation means 213) generates medical expense deduction information 232 including information on the derived refund amount and stores it in the storage unit 23 (step S407). The medical expense deduction information 232 includes, in addition to the refund amount, the contents of the medical expense detail data 131a, information on the annual medical expenses and income specified in step S403 or step S404, and the like.

When the process in step S407 is completed, the CPU 21 (first notification means 214) sends a first notification (here, sending an e-mail) regarding the declaration of medical expense deduction to each employee who is the notification target ( Step S408). Specifically, the CPU 21 sends an e-mail with the presentation of the income tax refund amount based on the medical expense deduction information 232.

FIG. 16 is a diagram showing an example of the content of an e-mail as the first notification.
This email states that you can receive an income tax refund by declaring a medical expense deduction, and also states the specified annual medical expenses and the expected income tax refund amount by declaring a medical expense deduction. .
In addition, in the case of prior notification, the total amount of medical expenses in the medical expense detailed data 131a is 100,000 yen or less, and the estimated amount of medical expenses derived in step S404 exceeds 100,000 yen. In the first notification, the annual medical expenses up to that point and the shortfall amount of up to 100,000 yen in the medical expenses are also presented via email.
In addition, in the case of a final notification, as shown at the bottom of FIG. 16, the URL of the above-mentioned business support site is also written.

In the process of step S405, if it is determined that the estimated total amount of medical expenses does not exceed the standard amount for receiving a medical expense deduction (“NO” in step S405), the CPU 21 (second notification means 215) sends a second notification (in this case, sending an e-mail) to each employee to the effect that they may be eligible for medical expense deduction.

FIG. 17 is a diagram showing an example of the contents of an e-mail as a second notification.
This e-mail will contain the total amount of medical expenses to date, as well as the shortfall between the total amount and the standard amount of medical expenses (100,000 yen) for which you can declare a medical expense deduction. . Employees who receive this email will be able to recognize that if the medical expenses they pay by the end of the year exceed the difference stated in the email, they can claim a medical expense deduction. Note that the contents of the e-mail as the second notification may be any notification that there is a possibility of receiving a medical expense deduction, and are not limited to the contents of FIG. 18. For example, instead of the above-mentioned deficit amount, information on the standard amount of medical expenses that can be deducted for medical expenses may be written.

When the process of step S408 or step S409 is completed, the CPU 21 ends the medical expense deduction notification process and returns the process to the declaration support process.

<Document data generation process>
FIG. 18 is a flowchart showing the control procedure of the document data generation process by the CPU 31 (document data generation means 311).
When the document data generation process is started, the CPU 31 displays a predetermined initial screen (not shown) of the business support site on the display unit 45 of the terminal device 4, and displays a medical expenses screen that inquires the user as to whether or not the medical expenses need to be corrected. The correction necessity inquiry screen 53 is displayed in an overlapping manner (step S501).

FIG. 19 is a diagram showing the medical expense correction necessity inquiry screen 53.
The medical expense correction necessity inquiry screen 53 includes a radio button 531 for declaring that there are medical expenses that the health insurance association has not recognized, and a radio button 532 for declaring that there are no medical expenses. , an execution button 533, a cancel button 534, and the like are displayed.

When the process of step S501 is completed, the CPU 31 determines which one has been selected as to whether or not correction of medical expenses is necessary (step S502). If it is determined that the input that the medical expenses need to be corrected has been made (that is, if the execution button 533 is selected with the radio button 531 selected) (“YES” in step S502), The CPU 31 causes the display unit 45 to display the medical expense correction screen 54 (step S503).

FIG. 20 is a diagram showing the medical expense correction screen 54.
The medical expense correction screen 54 has a configuration similar to a medical expense deduction statement, and includes a statement section 54a in which details of medical expenses are listed, and a deduction amount section 54a in which the calculation result of the medical expense deduction amount is listed. It has a portion 54b and the like. The contents of the medical expense deduction information 232 generated in the medical expense deduction notification process are automatically reflected in each item of the detailed description section 54a and the deduction amount description section 54b.
In addition, in the statement entry section 54a, for each item in the statement of medical expenses, there are an edit button 541 for editing the contents of the item, a delete button 542 for deleting the item, and a transportation button 542 for deleting the item. A transportation expense input button 543 for obtaining and inputting expenses is displayed. Further, an add button 544 for adding a new medical expense item is displayed in the details section 54a. In addition, the medical expense correction screen 54 displays a save button 545 for saving the correction contents, an end button 546 for ending the correction input, and the like.

When the process in step S503 is completed, the CPU 31 determines whether a request for inputting transportation expenses has been made on the medical expense correction screen 54 (that is, whether any transportation expense input button 543 has been selected) (step S504).

If it is determined that a transportation expense input request has been made (“YES” in step S504), the CPU 31 displays the transportation expense acquisition screen 55 on the display unit 45, and prompts for input operations on the transportation expense acquisition screen 55. Accordingly, transportation expenses are acquired and reflected on the medical expense correction screen 54 (step S505).

FIG. 21 is a diagram showing the transportation expense acquisition screen 55.
The transportation expense acquisition screen 55 includes a text box 551 for inputting the address of the movement start point, a text box 552 for inputting the address of the movement end point, a button group 553 for specifying the movement date and time, and a button group 553 for specifying the movement date and time. A search button 554 for starting a search for travel routes and transportation costs to a point, a cancel button 555, and the like are displayed.
Of these, information on the employee's address (or residence) stored in the personnel and salary database 231 is automatically input into the text box 551. Furthermore, information on the location of the medical institution included in the medical expense deduction information 232 (information corresponding to "location" in the medical expense detailed data 131a in FIG. 13) is automatically input into the text box 552. The input contents of text box 551 and text box 552 can be changed by the user as necessary.

When an input operation is performed to select the search button 554 with the addresses of the movement start point and movement end point entered in the text box 551 and text box 552, respectively, a predetermined transportation cost search program is executed and the button group is 553, the travel route from the travel start point to the travel end point and its transportation cost at the specified date and time are acquired.
This transportation expense search program may be incorporated into the support business program 331, or may be stored on a predetermined external server and executed on the external server.
When the search by the transportation expense search program is completed, a search result screen 56 is displayed on the display section 45.

FIG. 22 is a diagram showing the search result screen 56.
This search result screen 56 displays the search results of the travel route from the designated travel start point to the travel end point and its transportation cost, as well as a reflect button 561, a cancel button 562, and the like.
When an input operation is performed to select the reflect button 561 on the search result screen 56, the acquired transportation expenses are added as a new medical expense item in the details section 54a of the medical expense correction screen 54 in FIG. .

FIG. 23 is a diagram showing the medical expense correction screen after the medical expense has been corrected.
In FIG. 23, the details of transportation expenses corresponding to the medical expense details in the first row are added to the second row of the details description section 54a. This transportation expense was added via the transportation expense acquisition screen 55 in FIG. 21 and the search result screen 56 in FIG. 22.
Additionally, a new item for medical expenses has been added to the fifth row. This item reflects the input contents on a predetermined medical expense addition screen (not shown) called up from the add button 544 on the medical expense correction screen 54 in FIG. 20.
When an input operation is performed to select the save button 545 in this state, the contents of the medical expense deduction information 232 are updated based on the current contents of the medical expense correction screen 54.

When the process of step S505 is completed, or when it is determined in the process of step S504 that the input request for transportation expenses has not been made (“NO” in step S504), the CPU 31 displays the medical expenses on the medical expense correction screen 54. It is determined whether or not the correction input of the medical expenses has been completed (that is, whether the input operation of selecting the end button 546 has been performed) (step S506), and if it is determined that the correction input of the medical expenses has not been completed. (“NO” in step S506), the process returns to step S504.
The processing from step S503 to step S506 corresponds to medical cost correction processing.

If it is determined that the input of correction of medical expenses has been completed (“YES” in step S506), or if it is determined in the process of step S502 that an input to the effect that correction of medical expenses is unnecessary (i.e., the radio If the execution button 533 is selected while the button 532 is selected (“NO” in step S502), the CPU 31 calculates the final tax return and medical expenses based on the contents of the latest medical expense deduction information 232. Document data of the deduction statement is created and displayed on the display unit 45 (step S507). Note that instead of this, only one of the final tax return and medical expense deduction statement may be created and displayed.

FIG. 24 is a diagram showing an overview of the final tax return 57 and medical expense deduction statement 58.
The final tax return 57 and medical expense deduction statement 58 are prepared in accordance with the format specified by the National Tax Agency. The content of the corresponding portion of the medical expense deduction information 232 is automatically entered into each input field of the final tax return 57 and medical expense deduction statement 58 (description is omitted in FIG. 24). . By printing the final tax return 57 and the medical expense deduction statement 58, the user can prepare the documents necessary for applying for medical expense deduction.

When the process in step S507 ends, the CPU 31 ends the document data generation process and returns the process to the tax return support process.

(Modification 1)
Next, a first modification of the above embodiment will be described.
This modification differs from the above-described embodiment in that an employee who has expressed his/her intention (instruction to the CPU 21 as the instruction receiving means 216) that the issuance of a tax withholding slip is unnecessary is notified. Below, differences from the above embodiment will be explained.

A withholding tax slip is a document that certifies the amount of salary paid by a company to an employee, the amount of income tax withheld, etc., and is usually issued in writing, but instead of a written document, a withholding tax slip is a The matters to be described can also be provided by electromagnetic means. In this case, the withholding tax slip will be issued in writing only upon request from the employee.
A written tax withholding slip is required when filing a medical expense deduction (final tax return), so if an employee expresses his/her intention that a withholding slip is not required, the employee may receive medical expense deductions. It is possible to understand that the company is not planning to file a tax return.

Therefore, in this modified example, when an employee expresses his/her intention that the issuance of a withholding tax slip is unnecessary, the filing support process of the above embodiment is performed for the employee who expressed his/her intention, and advance notice is given. A confirmation notice will be sent. According to this, employees who are able to declare medical expense deductions but do not plan to do so can be notified that they can receive an income tax refund by filing a claim.

The employee's declaration of intention regarding whether or not to issue a withholding tax slip is made, for example, from the year-end adjustment support screen 59 that supports the submission of documents related to year-end adjustment. The year-end adjustment support screen 59 is displayed on the display unit 45 of the terminal device 4 through processing by the personnel and payroll processing server 2.

FIG. 25 is a diagram showing the year-end adjustment support screen 59.
The year-end adjustment support screen 59 includes a button 591 for creating an application form for deductions for dependents, etc. (transfer) for salaried workers, a button 592 for creating an application form for insurance premium deduction for salaried workers, and a button 592 for creating an application form for deductions for insurance premiums for salaried workers, and for housing loans, etc. A button 593 for creating a special deduction report, an application button 594 for requesting whether or not a tax withholding slip is required to be issued, a cancel button 595, and the like are displayed. When an input operation is performed to select one of the buttons 591 to 593, a predetermined screen for creating a document corresponding to each button is displayed. Further, when an input operation is performed to select the issuance necessity application button 594, an issuance necessity application screen 60 for applying for the necessity of issuance of a withholding tax slip is displayed.

FIG. 26 is a diagram showing the issuance necessity application screen 60.
The issuance necessity application screen 60 includes a radio button 601 for expressing the intention that it is necessary to issue a withholding tax slip, and a radio button 601 for expressing the intention that the issuance of a withholding tax slip is unnecessary. 602, an execution button 603, a cancel button 604, and the like are displayed.
When an input operation is performed to select the execution button 603 while the radio button 602 is selected, the CPU 21 of the personnel and payroll processing server 2 receives an instruction that it is not necessary to issue a withholding tax slip, and executes the instruction. A flag representing the content of is set in the personnel salary database 231. Then, the filing support process shown in FIG. 6 is started for the employees for whom the flag has been set, and advance notices and confirmation notices are given.

(Modification 2)
Next, a second modification of the above embodiment will be described.
In the embodiment described above, when modifying medical expenses (medical expense deduction information 232) in the document data generation process, the transportation expense acquisition process is executed in response to a request from the user.
In contrast, this modification differs from the above embodiment in that transportation expenses are acquired and added in advance even before the medical expense deduction information 232 is generated. Below, differences from the above embodiment will be explained.

Specifically, when the medical expense detail data 131a is acquired in step S401 of the medical expense deduction notification process in FIG. 14, the location of the medical institution is Transportation expenses are acquired based on the employee's address or residence, and the transportation expenses are added to the medical expense details data 131a as details of medical expenses. This transportation expense acquisition process is performed automatically without user operation, and the document data of the above embodiment is not accompanied by the display of the year-end adjustment support screen 59 or the issuance necessity application screen 60. This is similar to the process in step S505 in the generation process (FIG. 18).
As a result, the total amount of medical expenses including transportation expenses corresponding to each item of medical expenses is specified as the annual medical expenses (steps S403 and S404). Furthermore, medical expense deduction information 232 is generated based on the medical expense detailed data 131a to which transportation expenses have been added (step S407).

As described above, the information processing device 10 of the embodiment described above includes the CPU 21, and the CPU 21 receives information from the employees based on the medical expenses database 131 (medical expenses information) related to the medical expenses paid by the employees to be managed. Identify the annual medical expenses that have already been paid or are expected to be paid (medical expense identification means 211), and if this annual medical expense exceeds the standard amount for receiving medical expense deduction, the medical expenses for the year are determined. and the income information related to the annual income of the above-mentioned employee, derive the expected income tax refund amount from the declaration of medical expense deduction (refund amount derivation means 212), and include information on the derived refund amount. , generates medical expense deduction information 232 related to the declaration of medical expense deduction (information generation means 213).
According to such an information processing device 10, it is possible to present medical expense deduction information including refund amount information to a user. Therefore, the user can grasp the refund amount without having to calculate it himself based on the medical expense details and income information. In this way, according to the information processing device 10 of the embodiment described above, highly convenient services can be provided to users who are likely to declare medical expense deductions.

Further, the CPU 21 provides the employee with a first notification regarding the declaration of medical expense deduction, including presentation of the refund amount, based on the medical expense deduction information 232 (first notification means 214). As a result, employees are aware that they may be able to receive an income tax refund by filing a medical expense deduction declaration without having to voluntarily obtain information, and that they may be able to receive an income tax refund by filing a medical expense deduction declaration. You can figure out the amount.

Further, the CPU 21 identifies the annual medical expenses expected to be paid by the employee at a timing before the annual medical expenses are determined (medical expense identification means 211), and determines the annual medical expenses expected to be paid by the employee at a timing before the annual medical expenses are determined. 1 notification (first notification means 214). As a result, employees who have received the notification can quickly grasp the possibility of receiving a medical expense deduction, and can therefore prepare to declare a medical expense deduction with plenty of time to spare.

Further, the CPU 21 according to the first modification receives an instruction from the user regarding whether or not to issue a withholding tax slip to the employee (instruction receiving means 216), and receives an instruction that it is not necessary to issue a withholding tax slip to the employee. If accepted, a first notification is made (first notification means 214). According to this, employees who are able to declare medical expense deductions but do not plan to do so can be notified that they can receive an income tax refund by filing a claim. Thereby, notification regarding medical expense deduction can be efficiently and effectively provided.

Further, the CPU 21 determines that the annual medical expenses specified by the medical expense specifying means 211 are below the standard amount for receiving medical expense deduction and above the predetermined minimum amount for notification of medical expenses, and that the annual medical expenses have been determined. If not, a second notification is given to the employee to the effect that he or she may be eligible for medical expense deduction (second notification means). According to this, for employees whose annual medical expenses are below the standard amount for medical expense deduction within a specified range before the annual medical expenses are determined, depending on the medical expenses paid by the end of the year, You can make them aware that they can receive medical expense deductions. This allows employees to systematically prepare for filing medical expense deductions.

Further, the CPU 21 according to the first modification performs a second notification (second notification means) when an instruction to the effect that the issuance of a withholding tax slip is not required is received. According to this, employees who are able to declare medical expense deductions but do not plan to do so will be notified that depending on the medical expenses they pay by the end of the year, they can receive an income tax refund by filing a tax deduction. It can be carried out. Thereby, notification regarding medical expense deduction can be efficiently and effectively provided.

Further, the information processing device 10 includes a CPU 31, and the CPU 31 prepares a final tax return 57 and a medical expense deduction statement 58, which are used to declare a medical expense deduction, based on annual medical expenses and income information. At least one of the document data is generated (document data generation means 311). Thereby, the user can easily file a final tax return by outputting the final tax return 57 and medical expense deduction statement 58 based on the document data and submitting them to the tax office.

In addition, the CPU 31 performs a medical expense correction process that corrects the annual medical expense based on the input operation from the user, and in the medical expense correction process, the information on the address or residence of the employee and the payment of the medical expense to be corrected are used. Based on the information on the location of the first medical institution, obtain the transportation expenses incurred for traveling between the above address or residence and the medical institution, and correct the annual medical expenses based on the transportation expenses. (Document data generation means 311). According to this, the user can add transportation expenses to the details of medical expenses without investigating the transportation expenses himself. As a result, the time and effort required to input transportation expenses can be significantly reduced, and user convenience can be further improved.

Further, the CPU 21 according to Modification 2 determines the distance between the address or residence and the medical institution based on the information on the address or residence of the employee and the information on the location of the medical institution to which the medical expenses are paid. obtains the transportation expenses incurred for moving the person, identifies the annual medical expenses including the transportation expenses (medical expense identification means), and generates medical expense deduction information 232 including information related to the transportation expenses (information generation means 213 ). As a result, it is possible to further reduce the time and effort required to input transportation expenses, thereby further improving user convenience.

In addition, the personnel and payroll operation program 233 of the above embodiment controls the CPU 21 as a computer provided in the information processing device 10 based on the medical expense database 131 (medical expense information) related to medical expenses paid by employees to be managed. Medical expense identification means 211 that identifies annual medical expenses that have already been paid or are expected to be paid by the above-mentioned employee, if this annual medical expense exceeds the standard amount for receiving a medical expense deduction, A refund amount deriving means 212 that derives the expected income tax refund amount from the declaration of medical expense deduction based on the medical expenses of the employee and the income information related to the annual income of the employee; It functions as an information generation means 213 that generates medical expense deduction information 232 related to the declaration of medical expense deduction, including:
According to such a personnel and payroll operation program 233, it is possible to present medical expense deduction information including refund amount information to the user, which is highly convenient for users who may declare medical expense deduction. be able to provide services.

In the above description, an example has been disclosed in which the HDD and SSD of the storage units 13, 23, and 33 are used as a computer-readable medium for the program according to the present invention, but the present invention is not limited to this example. As other computer-readable media, flash memory and portable recording media such as CD-ROMs can be used. Moreover, a carrier wave (carrier wave) is also applied to the present invention as a medium for providing data of the program according to the present invention via a communication line.

Note that the description in the above embodiment is an example of the information processing device, program, and information processing system according to the present invention, and the present invention is not limited thereto.
For example, in the above embodiment, at the timing of advance notice, employees whose already paid medical expenses are equal to or greater than the minimum amount for medical expense notification are extracted, and advance notice is given to the extracted employees. This is not the intention. For example, at the timing of prior notification, employees whose total paid medical expenses exceed the standard amount for medical expense deduction may be selected and notified in advance (i.e., employees whose total medical expenses have already been paid exceed the standard amount for medical expense deduction may be notified). (The minimum amount for medical expense notification may be fixed at 100,000 yen in the tax filing support process.)

In addition, in the above embodiment, if the medical expenses already paid at the timing of advance notification are equal to or higher than the medical expense notification minimum amount and below the medical expense deduction standard amount, the annual medical expenses are estimated and Although the explanation was given using an example of deriving the refund amount when the estimated total amount exceeds the standard amount, the intention is not to limit it to this, and in such a case, it is possible to issue a second notification without estimating medical expenses. It is also good to do. That is, if it is determined in step S402 of the medical expense deduction notification process in FIG. 14 that it is a prior notification ("NO" in step S402), the process proceeds to step S409 without executing steps S404 and S405. It's okay.

Further, in the above embodiment, the human resource management system includes a CPU 21 that functions as a medical expense specifying means 211, a refund amount deriving means 212, an information generating means 213, a first notification means 214, a second notification means 215, and an instruction receiving means 216. Although the explanation has been given using an example in which the information processing device 10 is configured by the payroll processing server 2 and the support processing server 3 including the CPU 31 functioning as the document data generation means 311, the present invention is not limited to this. .
The information processing device 10 can be configured by a server (in the above embodiment, the personnel and payroll processing server 2) that includes a computer (such as a CPU) that functions as at least a medical expense identifying means, a refund amount deriving means, and an information generating means. . In addition, if any additional means among the first notification means, the second notification means, the instruction receiving means, and the document data generation means are further provided, the medical expense identification means, the determination means, the information generation means and the above-mentioned An information processing device is constituted by one or more servers provided with computers that function as additional means for the information processing. In this case, each means may be provided in one server, and the information processing apparatus may be configured by the one server.

Further, in the above embodiment, an example in which advance notification and final notification are given is described, but instead of this, only one of advance notification and final notification may be performed.

Further, the first notification and the second notification are not limited to e-mail, and any means capable of presenting information to the employee, such as sending a message on a message application, can be used.

Alternatively, the user may obtain the contents of the medical expense deduction information 232 from the terminal device 4 as needed without providing notification regarding the medical expense deduction. For example, the content of the advance notice in the above embodiment is written on the year-end adjustment support screen 59 shown in FIG. 25, and information related to the declaration of medical expense deduction is provided to the user when starting the year-end adjustment work. You can do it like this.

Further, it goes without saying that the detailed configuration and detailed operation of each component of the information processing device 10 in the above embodiment can be changed as appropriate without departing from the spirit of the present invention.

Although the embodiments of the present invention have been described, the scope of the present invention is not limited to the above-described embodiments, but includes the scope of the invention described in the claims and equivalent ranges thereof.
Below, the invention described in the claims first attached to the application of this application will be added. The claim numbers listed in the supplementary notes are as in the claims originally attached to the request for this application.
[Additional note]
<Claim 1>
A medical expense identification means for identifying annual medical expenses that have already been paid or are expected to be paid by the person to be managed, based on medical expense information related to medical expenses paid by the person to be managed;
If the annual medical expenses identified by the medical expense identification means exceed the standard amount for receiving a medical expense deduction, the annual medical expenses and income information regarding the annual income of the personnel; a refund amount derivation means for deriving an expected income tax refund amount based on the declaration of medical expense deduction;
information generating means for generating medical expense deduction information related to a declaration of medical expense deduction, including information on the refund amount;
An information processing device comprising:
<Claim 2>
Claim 1, further comprising: a first notification means for sending a first notification regarding a declaration of medical expense deduction to the personnel based on the medical expense deduction information, accompanied by presentation of the refund amount. The information processing device described in .
<Claim 3>
The medical expense identification means identifies the annual medical expenses expected to be paid by the personnel at a timing before the annual medical expenses are determined,
3. The information processing apparatus according to claim 2, wherein the first notification means performs the first notification at a timing before the annual medical expenses are determined.
<Claim 4>
comprising an instruction receiving means for receiving an instruction from a user regarding whether or not to issue a withholding tax slip to the person;
According to claim 2 or 3, the first notification means performs the first notification when the instruction receiving means receives an instruction to the effect that the issuance of the withholding tax slip is unnecessary. The information processing device described.
<Claim 5>
If the annual medical expenses specified by the medical expense identification means are below the standard amount for receiving medical expense deduction and above the predetermined minimum amount, and the annual medical expenses have not been determined, The information processing apparatus according to any one of claims 1 to 4, further comprising a second notification means for sending a second notification to the user that there is a possibility of receiving a medical expense deduction.
<Claim 6>
comprising an instruction receiving means for receiving an instruction from a user regarding whether or not to issue a withholding tax slip to the person;
6. The second notification means performs the second notification when the instruction receiving means receives an instruction indicating that the issuance of the withholding tax slip is unnecessary. Information processing device.
<Claim 7>
Based on the annual medical expenses specified by the medical expense identification means and the income information, document data of at least one of a final tax return and a statement of medical expense deduction used to declare medical expense deduction is generated. 7. The information processing apparatus according to claim 1, further comprising document data generation means for generating document data.
<Claim 8>
The document data generation means includes:
Performing a medical expense correction process to correct the annual medical expenses based on input operations from the user;
In the medical expense correction process, based on information on the address or residence of the person and information on the location of the medical institution to which the medical expenses to be corrected are paid, the relationship between the address or residence and the medical institution is determined. 8. The information processing apparatus according to claim 7, wherein the information processing apparatus acquires transportation expenses incurred for moving the patient, and corrects the annual medical expenses based on the transportation expenses.
<Claim 9>
The medical expense identification means determines whether the person travels between the address or residence and the medical institution based on information on the address or residence of the personnel and information on the location of the medical institution to which the medical expenses are paid. Obtain the transportation expenses incurred, identify the medical expenses for the year including the transportation expenses,
The information processing apparatus according to any one of claims 1 to 8, wherein the information generation means generates the medical expense deduction information including information related to the transportation expenses.
<Claim 10>
A computer installed in an information processing device,
Medical expense identification means for identifying annual medical expenses already paid or expected to be paid by the person to be managed, based on medical expense information related to medical expenses paid by the person to be managed;
If the annual medical expenses identified by the medical expense identification means exceed the standard amount for receiving a medical expense deduction, the annual medical expenses and income information regarding the annual income of the personnel; a refund amount derivation means for deriving the expected income tax refund amount based on the declaration of medical expense deduction;
information generation means for generating medical expense deduction information related to a declaration of medical expense deduction, including information on the refund amount;
A program that functions as

1 Health insurance business processing server 13 Storage unit 131 Medical expense database 131a Medical expense detailed data 132 Health insurance business program 2 Human resources payroll business processing server 21 CPU
211 Medical expense specifying means 212 Refund amount deriving means 213 Information generating means 214 First notification means 215 Second notification means 216 Instruction receiving means 23 Storage section 231 Personnel salary database 232 Medical expense deduction information 233 Personnel salary operation program 3 Support operations Processing server 31 CPU
311 Document data generation means 33 Storage unit 331 Support business program 4 Terminal device 5 Communication network 10 Information processing device 100 Business processing system

Claims (7)

a generating means for generating detailed data listing medical expense payment information as medical expense deduction information related to a declaration of medical expense deduction corresponding to a person to be managed;
When the detailed data generated by the generation means is displayed on the display means, a search activation button for transportation expenses is displayed for each piece of information related to payment of medical expenses in correspondence with a position where a payee of medical expenses is displayed. Display control means;
An information processing device comprising: a generating means for generating detailed data listing medical expense payment information as medical expense deduction information related to a declaration of medical expense deduction corresponding to a person to be managed;
When the detailed data generated by the generating means is displayed on the display means, a display control for displaying a transportation expense search activation button for each medical expense payee in correspondence with the position where the medical expense payee is displayed. means and
An information processing device comprising : The display control means, when any of the search start buttons is operated, displays a transportation expense search screen in which the address of the payee corresponding to the operated search start button is set as a search condition.
The information processing device according to claim 1 or 2, characterized in that: A declaration support method executed by an information processing device, the method comprising:
A generation process that generates detailed data listing medical expense payment information as medical expense deduction information related to medical expense deduction declarations corresponding to managed personnel;
When displaying the detailed data generated in the generation process on a display means, a search activation button for transportation expenses is displayed for each piece of information related to payment of medical expenses in correspondence with a position where a payee of medical expenses is displayed. display control processing;
A tax return support method characterized by comprising: A declaration support method executed by an information processing device, the method comprising:
A generation process that generates detailed data listing medical expense payment information as medical expense deduction information related to medical expense deduction declarations corresponding to managed personnel;
When the detailed data generated in the generation process is displayed on a display means, a display control for displaying a transportation expense search activation button for each medical expense payment destination in correspondence with the position where the medical expense payment destination is displayed. processing and
A tax return support method characterized by comprising: computer,
generating means for generating detailed data listing medical expense payment information as medical expense deduction information related to medical expense deduction declaration corresponding to managed personnel;
When the detailed data generated by the generation means is displayed on the display means, a search activation button for transportation expenses is displayed for each piece of information related to payment of medical expenses in correspondence with a position where a payee of medical expenses is displayed. display control means,
A program characterized by functioning as computer,
generating means for generating detailed data listing medical expense payment information as medical expense deduction information related to medical expense deduction declaration corresponding to managed personnel;
When the detailed data generated by the generating means is displayed on the display means, a display control for displaying a transportation expense search activation button for each medical expense payment destination in correspondence with a position where the medical expense payment destination is displayed. means,
A program characterized by functioning as

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