JPH0735060U - List of deductions for medical expenses - Google Patents

Abstract

(57) [Summary] (Corrected) [Purpose] A table that allows you to organize and fill in various documents necessary for applying for medical expenses deductions when finalizing tax returns. [Structure] Detailed items will be provided in the payment list of medical expenses, and will be filled in appropriately for each year of payment so that it can be easily arranged and aggregated at the time of application. [Effect] Easy to read, easy to understand, saves time when applying,
You can save time, prevent receipts from being scattered, and become interested in taxes. It is also beneficial from a tax perspective.

Description

[Detailed description of the device]

[0001]

[Industrial applications]

 The present invention makes it easy to understand the medical expense deduction statement regarding the application at the time of final tax return.

[0002]

[Prior art]

 At the time of tax return filing, you will receive a medical expenses deduction statement (A4 size envelope) from the tax office, and enter your receipt (certificate) and apply. Alternatively, attach the receipt (certificate) issued by the hospital or doctor to the letter paper and apply.

[0003]

[Problems to be solved by the device]

 INDUSTRIAL APPLICABILITY The present invention can help the conventional medical expense deduction application, and eliminates the hassle at the time of application. By adopting an easy-to-read format, we will simplify and promote receipt (certificate) arrangement and transportation expense settlement. In addition, the refund time for the refund will be greatly shortened, and more speedy administrative procedures can be promised.

[0004]

[Means for Solving the Problems]

 The present invention organizes many items related to medical expenses used at the time of final tax return and has each page and each column to be filled in appropriately, has a monthly attachment column for receipts of hospitals, etc. With regard to the application, we made the difficult tax deduction easier to understand by making the application document easy to see and understand, and by clearly specifying the use of medical expenses, we saved time at the time of application and the refund time of refund It is possible to shorten the time significantly, and because the withholding tax ceremony is possible, you can be interested in difficult-to-understand taxes, and it is possible to prevent the receipts (certificates) issued by hospitals and clinics from being scattered and make them easier to organize. It is related to the list of deductions for medical expenses.

[0005]

[Action]

 Fill in every home when you see a doctor. Also, attach a receipt etc. When tax is filed next year, medical expenses will be extremely easy to understand.

[0006]

【Example】

 Hereinafter, each column will be sequentially described with reference to the drawings. The cover sheet 1 is a list of medical expenses deduction details (title) for FY 2020. 2 is the applicant's name and address (please be sure to give the name when the application is separate from the application form). Reference numeral 3 shown in FIG. 3 is an entry example. Item 4 is a description of application, various notes, and notes on entry. The number 5 shown in FIG. 4 is my family composition, which describes the family of the applicant and fills in the person who receives medical care. Reference numeral 6 shown in FIG. 5 is a reference matter, in which the names of participating health insurance associations, etc. are described and the attachment of health insurance is omitted. Reference numeral 7 shown in FIG. 6 is a list of enrolled life insurance situations. 8 is a list of non-life insurance conditions, which includes accident insurance, but not other non-life insurance. Numeral 9 is a month degree, in which the name of each month is entered (examples 1, 2, 3 to 12). Next, referring to the table, 10 is a date, which is used to enter the date of medical treatment. Reference numeral 11 is a person who has received medical treatment, and is a person who actually received medical treatment. Reference numeral 12 is a relationship, in which the relationship is viewed from the perspective of the person insured by the health insurance. Reference numeral 13 is a hospital name, in which the name of the hospital, clinic, or clinic that received the medical care is entered. Reference numeral 14 is the location of the hospital, in which the location of the hospital, clinic, or clinic where the medical treatment was performed is entered. Reference numeral 15 denotes medical expenses, which can be deducted from medical expenses. Reference numeral 16 is a payment amount, which is the amount of money actually paid to a hospital, a doctor's office, or a clinic. Reference numeral 17 indicates the content of treatment, hospitalization, outpatient treatment, medicine, etc., and is used to enter inpatient treatment, outpatient treatment, and medication treatment by the actions actually performed at the hospital, clinic, or clinic. 18 is the transportation cost to the hospital, which is the transportation cost from home to the hospital, clinic, and clinic (however, if you use a taxi, enter the reason in Note 24). 19 is the amount to be covered by insurance money, etc., and is the amount paid by the health insurance association, mutual aid association, life insurance company, non-life insurance company, etc. 20 is the compensated name, which is the name that was actually compensated from the health insurance association, mutual aid association, life insurance company, non-life insurance company, etc. 21 is the compensation date, which is the date on which compensation was received from the health insurance association, mutual aid association, life insurance company, non-life insurance company, etc. Reference numeral 22 indicates whether or not there is a receipt, and whether or not there is a receipt issued by a hospital, clinic, or clinic. 23 is the receipt number, and enter the number in the right corner of the receipt issued by the hospital, clinic, or clinic. Receipts for the month should be filled in with serial numbers, and receipts for the following month should always be entered starting with number 1. 24 is a remark, which is filled in when the explanation is insufficient, as explained in 19 items such as transportation expenses. 25 is A: Payment amount, which is the total monthly amount in 16 items. 26 is B: total amount of transportation expenses, and the monthly total amount of 19 items is entered. 27 is C: total amount of compensation, which is the total monthly amount of 20 items. 28 is D: A + B-C total medical expenses paid in the current month, which is the total amount of money paid out in 26 items, 27 items, and 28 items, respectively, and this amount is the medical expenses paid to hospitals, clinics, clinics, and doctors in this month. The total amount is entered. Numeral 29 is a hospital for prescription medicines and a prescription drug payment statement, which is printed on 6 sheets by double-sided printing. The number 30 is for the purpose of not forgetting to put a number on the right corner of the receipt, and is for calling attention to remembering the receipt number entered in 24 items. 31 is January, and the reason why the receipt is attached from the bottom of the attachment is to make the receipt easy to read and easy to see. 32 is February (same as 31 items). 33 is March (same as 31 items). 34 is April (same as 31 items). The number 35 is for May (same as 31 items). 36 is June (same as 31 items). 37 is the July (same as 31 items). 38 is August (same as 31 items). 39 is September (same as 31 items). 40 is October (same as 31 items). 41 is November (same as 31 items). 42 is December (same as 31 items). Reference numeral 43 is a medical expense receipt attached sheet. I made it easy to see the receipt so that I could paste it from below. The one-sided one by June has a wide range of attachments, making it easy to see the receipt. Since the back side is filled in from July to December, the paper is double-sided. Reference numeral 44 is a list of annual medical expenses. This table fills in the medical expenses from January to December, and finally the annual total amount, so that the user who used this list of medical expense details can reconfirm the amount paid, Looking at the list of medical bills, I prepared a table that the staff of the tax office, who is the inspector, can carry out the paperwork more speedily.

[0007]

[Effect of device]

 Regarding the application of medical expenses deduction, we made the difficult tax deduction easier to understand by making it easy to see and understand, and by accurately specifying the use of medical expenses, you can save the trouble at the time of application and refund The refund time can be significantly shortened compared to the current time, and because the withholding tax ceremony is possible, you can be interested in confusing taxes, prevent the receipts (certificates) issued by hospitals and clinics from being scattered, and summarize them. Make it easier.

The present invention replaces the currently used envelope-type medical expenses deduction breakdown statement with speedy administrative procedures for the person using the medical expenses and the tax office staff who will actually take the deduction procedure. This is because I made sure that there is no mistake. The current envelope-type medical expenses deduction statement does not mention transportation deductions at all, as there are few steps to complete. Therefore, if the annual medical expenses were around 89,000 yen, and I had to pay the medical expenses, I misunderstood that I could not report because I did not include the deduction for transportation expenses, so I had to abandon the declaration. Therefore, it is easy for office workers who often have withholding tax to think that only tax is collected. The medical expenses deduction is a list of detailed medical expenses deductions that is widely spread as a basic knowledge of taxes.

[Brief description of drawings]

FIG. 1 is a plan view of a cover sheet.

FIG. 2 is a plan view of entry fields.

FIG. 3 is a plan view of an entry example.

FIG. 4 is a plan view of a family structure table.

FIG. 5 is a plan view of a column for writing a name, such as a participating health insurance association.

FIG. 6 is a plan view of an entry field for voluntary participation insurance.

7A and 7B are medical expense receipt attachment sheets.

FIG. 8 is a plan view of the entry fields of the annual medical expense list.

[Explanation of symbols]

 3 Example of entry 9 Monthly entry table 31-43 Receipt attachment column 44 Annual medical expenses list

[Procedure amendment]

[Submission date] May 26, 1994

[Procedure Amendment 1]

[Document name to be amended] Statement

[Name of item to be corrected] Fig. 4

[Correction method] Change

[Correction content]

FIG. 4 is a table of notes on entry.

[Procedure Amendment 2]

[Document name to be amended] Statement

[Name of item to be corrected] Figure 5

[Correction method] Change

[Correction content]

FIG. 5 is a plan view of a family composition table.

[Procedure 3]

[Document name to be amended] Statement

[Name of item to be corrected] Figure 6

[Correction method] Change

[Correction content]

FIG. 6 is a plan view of a column for writing a name, such as a participating health insurance association.

[Procedure amendment 4]

[Document name to be amended] Statement

[Name of item to be corrected] Figure 7

[Correction method] Change

[Correction content]

FIG. 7 is a plan view of an entry field for optional insurance.

[Procedure Amendment 5]

[Document name to be amended] Statement

[Correction target item name] Figure 8

[Correction method] Change

[Correction content]

8A and 8B are medical expense receipt attachment sheets.

[Procedure correction 6]

[Document name to be amended] Statement

[Correction target item name] Figure 9

[Correction method] Added

[Correction content]

FIG. 9 is a plan view of the entry fields of the annual medical expense list.

Claims (3)

[Scope of utility model registration request] 1. A list of deductions for medical expenses, which has pages and columns for organizing and appropriately filling in many items relating to medical expenses used at the time of tax return filing. 2. A list of deductions for medical expenses, which has a monthly attachment column for receipts of hospitals and the like. [Claim 3] Regarding the application of medical expenses deduction, by making the application documents easy to read and understand, difficult tax deductions can be made easier to understand, and by clearly specifying the use of medical expenses, the effort at the time of application can be saved. , The refund time of refund can be greatly shortened compared to the current time, and because of the withholding tax ceremony, you can be interested in difficult-to-understand taxes and prevent the receipt (certificate) issued by hospitals and clinics from being scattered. , Claims for utility model registration that can be easily organized
List of medical expenses deduction details described in paragraph.