KR20200043603A - System and method for managing tax accounting data - Google Patents

Abstract

An object of the present invention is to provide a system and a method for managing tax accounting data for automatically managing management fee information and the request for, transmission of, and receipt of data required for tax accounting reporting between a tax accounting company and a bookkeeping trustee. To this end, the present invention includes a management server that searches a database for information on a management object trustee in accordance with a pre-stored bookkeeping contract when tax accounting reporting is requested, extracts code information by business and terminal information of a trustee terminal from the trustee information after the search, and generates required document list data required for tax accounting reporting based on the extracted code information by business and transmits the required document list data to the trustee terminal. Accordingly, with the present invention, a manager′s management work attributable to phone calls can be significantly reduced, a required document list and the receipt of a transmitted document can be confirmed at the same time, and thus work efficiency can be improved.

Description

System and method for managing tax accounting data {SYSTEM AND METHOD FOR MANAGING TAX ACCOUNTING DATA}

The present invention is an invention related to a tax accounting data management system and method, and more specifically, requests for data required to report tax accounting, transfers data, receives data, and receives management fee information between a tax accounting company and a chief contractor. It relates to a tax accounting data management system and method managed by.

In the tax system for the government's fiscal income, Korea has adopted a tax payment system where taxpayers themselves calculate, report and pay tax standards and tax amounts.

In accordance with this, corporations and individual business owners who operate the company prepare financial statements numerically in accordance with certain criteria, such as management performance and financial status at a certain point in time in relation to management activities, and based on the prepared financial statements. The tax base and tax amount should be calculated and reported and paid.

In general, corporations or individual businesses have to deal with taxes, such as filing evidence of deposit and withdrawal slips and receipts arising from business activities, preparing financial statements, and calculating and reporting tax standards and tax amounts. In the case of a business entity, such tax processing is commissioned through a tax agent and processed.

For tax processing, if the tax invoice, receipt, etc. issued by the workplace are delivered to the tax agent, the tax agent enters the details of the received data into the tax accounting program by hand and calculates the tax rate and the amount of tax to report VAT and income tax. .

In addition, online tax invoice information, credit card sales information, corporate card usage history, cash receipt information, etc. can be obtained online as a tax agent through the Hometex site or the Credit Finance Association website, but such as receipts issued offline. Evidence data was delivered to the tax agent through a method such as postal delivery, etc., so it is difficult to process tax accounting immediately, and there was a risk of missing or lost evidence.

In recent years, with the spread of smartphones, there is a tendency for users to input tax-related data directly through the Internet and to process it as an online tax accounting program anywhere, regardless of time and space.

However, entering the relevant data directly through the online business does not properly enter the data if you do not have a certain level of tax accounting knowledge, or it is necessary to submit supporting data for handling expenses consumed in operating the business. It is cumbersome and often omitted, making it practically difficult for these costs to be clearly applied to workplace tax accounting.

In addition, the required documents to be reported for each company or industry are different, and if the documents are incomplete or missing, there is a problem in that the telephone work for confirming receipt of the personnel in the process of receiving the documents again increases.

Korean Registered Patent Publication No. 10-1874751 (Invention name: Tax Accounting Management System)

In order to solve these problems, the present invention is a tax accounting data management system that automatically manages the request for data required to report tax accounting, transfer of data, receipt of data, and management fee information between a tax accounting company and a chief contractor. It aims to provide a method.

In order to achieve the above object, the present invention searches for information on a management contracted contractor in accordance with a pre-stored bookkeeping contract when a tax accounting report is requested, and from the searched contractor's information, the terminal information of the contractor's terminal and the type of industry. And a management server that extracts code information and generates essential document list data required when reporting tax accounting according to the extracted industry-specific code information, and transmits it to the commissioner's terminal.

In addition, the management server according to the present invention, when a reply document is received from the consignee company terminal, searches the information of the consignee company in the database corresponding to the terminal information of the consignee company terminal, and responds to the searched information of the consignee company Search for the information of the established tax accounting company, extract the terminal information of the tax accounting company and the database storage space allocated to the tax accounting company from the searched tax accounting company information, store the corresponding reply document, and When the storage is completed, it is characterized in that the receipt information is transmitted to the terminal of the tax accounting firm and the terminal of the trust firm.

In addition, the management server according to the present invention is a data communication unit for transmitting and receiving data connected to a tax accountant company terminal and a commissioned company terminal through a network; And searching the database for terminal information and code information for each business type of the consignee company for transmitting and receiving data of the management company, generating essential document list data according to the searched industry code information, and transmitting it to the consignee company terminal. When the reply document is received from the consignee company terminal, the received reply document is stored in a database, and the tax accounting company terminal and the consignee company terminal are characterized in that it comprises a data management unit for transmitting receipt confirmation information.

In addition, the management server according to the present invention searches for commission information of the commissioned company stored in the database and analyzes whether or not receivable occurs, and when the receivable is found, a fee for transmitting the receivable occurrence information to the tax accounting company terminal and the commissioned company terminal It characterized in that it further comprises a management unit.

In addition, when the management server according to the present invention receives Q / A data and chat data from the consignee company terminal, it searches for a tax accounting company terminal linked to the consignee company terminal and transmits the Q / A data and chat data. And, it characterized in that it further comprises a Q / A management unit that manages data to be transmitted and received between the tax accounting company terminal and the commissioned company terminal.

In addition, the data management unit according to the present invention stores the required information for each type of business required when filing a tax accounting, and the required company information, including code information for each type of contracted contractor's business and terminal information for the contractor's terminal , A company management unit that generates the required documents as list data and manages them to be transmitted to a commissioner's terminal; And analyzing terminal information of the terminal of the consignee company to check information of the tax accountant contracted with the relevant consignee company, and storing terminal information of the tax accountant company and the received reply document from the identified information of the tax accountant company. In order to extract the database storage space allocated to the tax accounting company, the received reply document is stored, and the received reply document is compared with previously stored list comparison information to analyze whether it is missing, and when the analysis and storage are completed It characterized in that it comprises a receiving management unit for transmitting receipt confirmation information including the missing information to the terminal and the accountant firm terminal.

In addition, the company management unit according to the present invention transmits and includes additional reply information preset in order to receive the reply document sent from any unspecified terminal in addition to the reply document sent from the consignee company terminal, preferably the addition The reply information is characterized in that it is unique information given for each individual trustee.

In addition, the reception management unit according to the present invention checks the information of the tax accountant contracted with the relevant contractor and the contracted company from the terminal of the commissioner who has sent the reply document, and checks whether the received reply document is received, stored, or omitted. A reception confirmation unit that transmits receipt confirmation information including missing information to the terminal and the terminal of the trustee company; A data analysis unit that compares the received reply document with pre-stored list comparison information and analyzes whether it is missing and provides it to the reception confirmation unit; And storing information on the booked contracted tax accounting company and information on the management company, the code information for each industry of the trustee, essential document information according to the industry of the trustee, and reply document information sent by the trustee. It is characterized by including a database.

In addition, the present invention is a) when a tax accounting report is requested, the management server searches the database for information on the management company under the pre-stored bookkeeping contract in the database, and lists the required document list data required when reporting the tax accounting to the relevant terminal. Generating and transmitting; And b) when a reply document is received from the consignee company terminal, the management server retrieves the tax accounting company information contracted with the consignee company and stores the received reply document in a database assigned to the tax accountant company. And transmitting receipt confirmation information to the terminal of the tax accounting company and the terminal of the trust accounting company linked to the tax accounting company.

In addition, the step b) according to the present invention comprises the steps of determining whether the reception is completed by comparing and analyzing the reply document received by the management server with previously stored list comparison information; And if there is unreceived data as a result of the determination, the management server further comprises a step of requesting additional transmission of the missing data to the commissioner's terminal.

The present invention automatically manages information request, data transmission, data receipt, and management fee information required for tax accounting reporting between the tax accountant company and the chief trustee, and manages the tax accountant's personnel in charge through telephone calls. There is an advantage that can be significantly reduced.

In addition, the present invention has an advantage of reducing the work stress of the cost-related personnel by automatically transmitting the unsettled details of the management fee.

In addition, the present invention has an advantage that can increase the work efficiency by being able to check at a time the list of required documents to be sent by the trustees and whether or not the received documents are received at once.

In addition, the present invention has an advantage that can clearly identify the cause and responsibility for negligence when the omission of required documents occurs.

1 is a block diagram schematically showing the configuration of a tax accounting data management system according to the present invention.
Figure 2 is a block diagram showing the configuration of the management server of the tax accounting data management system according to Figure 1;
Figure 3 is a block diagram showing the configuration of the data management unit of the management server according to Figure 2;
4 is a block diagram showing the configuration of a reception management unit of the data management unit according to FIG. 3;
Figure 5 is a flow chart showing the management process of the tax accounting data management system according to the present invention.

Hereinafter, preferred embodiments of a tax accounting data management system and method according to the present invention will be described in detail with reference to the accompanying drawings.

In the present specification, the expression that a part “includes” a certain component does not exclude other components, but means that other components may be further included.

In addition, terms such as "‥ unit", "‥ group", "‥ module" mean a unit that processes at least one function or operation, which can be divided into hardware or software, or a combination of the two.

1 is a block diagram schematically showing the configuration of a tax accounting data management system according to the present invention, FIG. 2 is a block diagram showing a management server configuration of a tax accounting data management system according to FIG. 1, and FIG. 3 is in FIG. It is a block diagram showing the configuration of the data management unit of the management server, and FIG. 4 is a block diagram showing the configuration of the reception management unit of the data management unit according to FIG. 3.

1 to 4, the tax accounting data management system according to the present invention includes a tax accounting company terminal 100, a management server 200, and a trustee company terminal 300.

In this embodiment, for convenience of description, the tax accountant company terminal 100 and the commissioned company terminal 300 are configured and described one by one, but the present invention is not limited thereto, and a plurality of the tax accountant company terminal 100 and the contracted company terminal It will be apparent to those skilled in the art that it may be configured to include 300.

The tax accounting company terminal 100 is a terminal capable of installing a tax accounting application program (or app) and executing an installed program, and is composed of electronic devices such as a desktop PC, a notebook PC, a server, a tablet PC, and a smartphone, The user can receive business information such as the business registration number, business location, business type, and representative's name of the trustee to be managed by the user and transmit it to the management server 200.

In addition, the tax accounting application program may further include an application program capable of transmitting / receiving Q / A data, chat data, and messenger data between the tax accounting company terminal 100 and the consignee company terminal 300. .

In addition, the tax accounting company terminal 100 includes the contact information including the phone number, e-mail, address, etc. of the management company, the terminal information of the consignee company 300 that can transmit and receive data, and the tax accounting report history information, Management information, captain agency fee information, etc. can be stored and managed.

When the management server 200 is requested to submit data for filing a tax accounting report of a management contracted contractor through the terminal 100 of a user or a tax accounting company, the database of the requested management contracted contractor is requested (222c) ), And extracts terminal information of the terminal 300 of the consignee company from the searched information of the consignee company and code information for each industry to generate essential document list data required when reporting tax accounting according to the extracted code information for each industry, The generated essential document list data is transmitted to the terminal 300 of the consignee company corresponding to the extracted terminal information.

In addition, when any reply document is received from the terminal 300 of the consignee company, the management server 200 searches for information of the consignee company in the database 222c in response to the terminal information of the consignee company terminal 300. , Search for information of the tax accounting company set in correspondence with the searched information of the trustee company, and the terminal information of the tax accounting company terminal 100 and the database allocated to the tax accounting company from the searched tax accounting company information (222c) As a configuration for extracting a storage space to store the corresponding reply document, and when the received reply document is stored, the receipt information is transmitted to the tax accounting company terminal 100 and the trustee company terminal 300. 210, a data management unit 220, a fee management unit 230, and a Q / A management unit 240.

The data communication unit 210 is connected to the tax accounting company terminal 100 and the consignment company terminal 300 through a wired network or a wireless network to transmit and receive essential document list data, reply document data, Q / A data, messenger data, and the like. As possible.

The data management unit 220, when a user or a tax accounting company terminal 100 is requested to submit data for filing a tax accounting report of a contracted management contracted company through the terminal 100, a contracted company terminal for transmitting and receiving data from a management contracted company ( The terminal information of 300) and code information for each industry are searched in the database 222c, essential document list data according to the searched industry code information is generated and transmitted to the consignee company terminal 300, and the consignee company terminal 300 When a reply document is received from the configuration, the received reply document is stored in a database 222c, and the receipt management information is transmitted to the tax accounting company terminal 100 and the trustee company terminal 300, and the company management unit 221 And, it may be configured to include a receiving management unit 222.

The company management unit 221 is a contract that includes business information such as a business registration number of a contracted contracted contractor, a business location, a business type, and a representative's name, code information for each business type of the contracted company, and terminal information of the contractor's terminal 300 The company information and required documents for each industry required when filing tax accounting are classified and stored in a file format, and the classified required documents are generated as list data and managed to be transmitted to the consignee company terminal 300.

In addition, the company management unit 221 includes additional reply information including preset URL access information, fax number, and the like so as to receive reply documents sent from an unspecified terminal in addition to the reply documents sent from the consignee company terminal 300. Can be transmitted.

That is, the company management unit 221 transmits URL access information or fax number together so that it is possible to reply to essential documents through a third-party terminal or a fax other than the designated commissioner terminal 300.

In addition, the URL access information or the fax number is configured to enable confirmation of receipt of essential document list data as well as prompt confirmation of the information of the trustee by assigning unique information for each trustee.

When the reply document is received, the reception management unit 222 checks the information of the consignee company from the shipping information that sent the reply document, retrieves the information of the identified consignee company and the tax accountant contracted with the book, and retrieves the tax. Extract the storage space of the tax accounting company database 222c classified to store the terminal information of the tax accounting company terminal 100 and the received reply document from the information of the accounting company, and to the extracted database 222c. The received reply document is stored.

In addition, the reception management unit 222 analyzes whether or not the received reply document is compared with pre-stored list comparison information, analyzes whether it is missing, and when the analysis and storage are completed, the tax accounting company terminal 100 and the trustee company terminal 300 ) Is configured to transmit receipt confirmation information including missing information, and may include a reception confirmation unit 222a, a data analysis unit 222b, and a database 222c.

The reception confirmation unit 222a confirms information of the consignee company from the consignee company terminal 300 that has sent the reply document, stores the received reply document, and checks whether there is a missing document among the reply documents, Receipt confirmation information including the omission confirmation result is transmitted to the consignee company terminal 300.

In addition, the reception confirmation unit 222a searches for information of the tax accountant contracted with the contractor and the contractor by using the verified contractor information and receives the result including the result of the omission confirmation to the corresponding tax accountant company terminal 100 Confirmation information can be transmitted.

The data analysis unit 222b compares the received reply document with pre-stored list comparison information to analyze whether the returned document is missing, and provides the analysis result to the reception confirmation unit 222a.

That is, the data analysis unit 222b may analyze and determine whether or not the number of documents returned, the name of the file, or the like, or may scan and display the received reply document through an image processing program. It can also recognize and analyze whether or not it is missing.

Further, the data analysis unit 222b may request additional transmission of missing or unreceived data to the consignee company terminal 300 when there is unreceived data as a result of the analysis.

The database 222c includes information on the contracted tax accountant company information and information on the management company, the business site information including the business registration number and the business location of the management company, and the code information for each business type of the trustee company. Essential document information according to the type of business of the trustee company and reply document information sent from the trustee company are stored.

The fee management unit 230 searches for commission information related to the contract of the contractor of the commissioned company stored in the database 222c to analyze whether or not there has been an accrual, and when the analysis result shows that no accrual has been collected, taxes contracted with the contractor The accounts receivable occurrence information is transmitted to the accounting company terminal 100 and the consignee company terminal 300.

When the Q / A management unit 240 receives Q / A data, chat data, or messenger data from the consignee company terminal 300, it searches for a tax accounting company terminal 100 linked with the consignee company terminal 300 and , The received Q / A data, chat data or messenger data is transmitted to the retrieved tax accounting company terminal 100.

That is, the Q / A management unit 240 manages Q / A data, chat data, or messenger data between the tax accounting company terminal 100 and the commissioned company terminal 300 so that data is transmitted and received.

The consignee company terminal 300 receives and displays a request for data transmission of essential documents from the management server 200, and is a terminal capable of installing a tax accounting application program (or app) and executing an installed program, such as a desktop PC, It may be made of a notebook PC, a server, a tablet PC, a smartphone, etc., and transmits a data file for essential documents input by the user to the management server 200.

In addition, the tax accounting application program may further include an application program capable of transmitting / receiving Q / A data, chat data, and messenger data between the tax accounting company terminal 100 and the consignee company terminal 300. .

The following describes the management process of the tax accounting data management system according to the present invention with reference to FIGS. 1 to 5.

When the management server 200 is requested to submit data for filing a tax accounting report of a management contracted contractor through the terminal 100 of a user or a tax accounting company, the management server 200 manages the contracted contractor according to the contract in the database 222c. Search for information, and generate a required document list data required when filing tax accounting, and perform a data request step of transmitting (S100) to the receivable consignee company terminal 300 specified in the searched consignee company information.

In addition, the management server 200 transmits URL access information or a fax number together so that it is possible to reply to essential documents through a third-party terminal or fax, etc., in addition to the terminal 300 designated by the trustee in step S100.

After performing the step S100, the management server 200 determines whether a reply document is received through the consignee company terminal 300, URL access information or fax (S110), and when a reply document is received as a result of the determination, the The management server 200 transmits the acknowledgment information of the reply document to the terminal 300 of the consignee (S120).

When the reply document is received through a URL or fax, step S120 may not be performed.

When the reply document is received, the management server 200 compares and analyzes the received reply document with pre-stored list comparison information (S130) to determine whether all required required documents have been received (S140).

As a result of the determination in step S140, when the reception of the required essential document is completed, the received reply document is stored in the database 222c, and then the receipt completion indication is indicated, and the terminal 100 of the tax accounting company contracted with the trustee company , The receipt completion information is transmitted to the terminal 300 of the trustee company (S150).

In addition, as a result of the determination in step S140, if there is no received data, the management server 200 stores some of the received reply documents in the database 222c, and transmits the missing data to the consignee company terminal 300 Request to (S151).

In addition, after performing the step S150, the management server 200 searches for the completion of deposit of fees related to the bookkeeping contract of the trustee company stored in the database 222c, and when the receivable for the fee is found, the A step of transmitting the remittance occurrence and deposit request information to the terminal 100 of the tax accounting company contracted with the trustee company and the terminal 300 of the trustee company of the trustee company may be additionally performed.

Therefore, by automatically managing the information required for tax accounting reporting, transmission of data, receipt of data, and management fee information between the tax accountant company and the chief trustee, the management work of the person in charge of the tax accounting company due to phone calls is remarkable. You can reduce the work stress of cost-related personnel by automatically sending the unsettled details of the management fee, and you can check the list of required documents to be sent by the trustees and whether the received documents are received at once. It can increase work efficiency.

As described above, although described with reference to preferred embodiments of the present invention, those skilled in the art variously modify and change the present invention without departing from the spirit and scope of the present invention as set forth in the claims below. You can understand that you can.

In addition, the drawing numbers described in the claims of the present invention are merely for clarity and convenience of explanation, and are not limited thereto. In the course of explaining the embodiment, the thickness of the lines or the size of components shown in the drawings, etc. May be exaggerated for clarity and convenience of description, and the above-described terms are terms defined in consideration of functions in the present invention, and may be changed according to the intention or custom of the user or operator, and thus, interpretation of these terms Should be made based on the contents throughout this specification.

100: tax accounting company terminal
200: management server
210: data communication unit
220: Data management department
221: Business management department
222: reception management unit
222a: reception confirmation unit
222b: Data analysis department
222c: database
230: fee management department
240: Q / A management department
300: commissioned company terminal

Claims (11)

When a tax accounting report is requested, information on a management contracted company according to a previously stored millet contract is searched in the database 222c, and terminal information of the contracted company terminal 300 and code information for each industry are extracted from the searched information of the contracted company. In addition, the tax accounting data management system including a management server 200 that generates and transmits essential document list data required when reporting tax accounting according to the extracted industry-specific code information to the consignee company terminal 300. According to claim 1,
When the reply document is received from the consignee company terminal 300, the management server 200 searches for information of the consignee company in the database 222c in response to the terminal information of the consignee company terminal 300, and the retrieved consignment Search for the information of the tax accounting company set in response to the information of the company, and extract the information on the terminal 100 of the tax accounting company and the database 222c allocated to the tax accounting company from the searched tax accounting company information. Tax accounting data management system, characterized in that for storing the reply document, and when the storage of the received reply document is completed, the receipt information is transmitted to the terminal 100 of the tax accounting company and the terminal 300 of the trustee company. According to claim 2,
The management server 200 is connected to the tax accounting company terminal 100 and the commissioned company terminal 300 through a network, a data communication unit 210 for transmitting and receiving data; And
The terminal information of the consignee company terminal 300 and the code information for each industry are searched in the database 222c for data transmission and reception of the management consignee company, and the consignee company terminal is generated by generating essential document list data according to the retrieved industry code information (300), when a reply document is received from the consignee company terminal (300), the received reply document is stored in a database (222c), and the tax accounting company terminal (100) and the consignee company terminal (300) Tax accounting data management system characterized in that it comprises a data management unit 220 for transmitting receipt confirmation information. The method of claim 3,
The management server 200 searches for commission information of the commissioned company stored in the database 222c, analyzes whether or not there has been a collection, and when the collection has been made, the account collection company terminal 100 and the collection company terminal 300 Tax accounting data management system, characterized in that it further comprises a fee management unit 230 for transmitting the generated information. The method of claim 4,
When the management server 200 receives Q / A data and chat data from the consignee company terminal 300, the management server 200 searches the tax accounting company terminal 100 linked with the consignee company terminal 300 to retrieve the Q / A data. And a Q / A management unit 240 that transmits and receives chat data and manages data to be transmitted and received between the tax accountant company terminal 100 and the consignee company terminal 300. . The method of claim 3,
The data management unit 220 stores the contractor contracted contractor's industry-specific code information and the contractor's terminal 300's terminal information, including required information for each type of business required when filing a tax accounting report, and stores , A company management unit 221 that manages to generate the required documents as list data and transmit them to the consignee company terminal 300; And
Analyze the terminal information of the consignee company terminal 300 to check the information of the tax accountant contracted with the relevant consignee company, and the tax accounting company terminal 100 information and the received information from the identified tax accounting company information In order to store the reply documents, the storage space of the database 222c allocated to the tax accounting company is extracted, and the received reply documents are stored, and the received reply documents are compared with list comparison information stored in advance to analyze whether or not it is missing. , When the analysis and storage is complete, tax accounting data management, characterized in that it comprises a receiving management unit (222) for transmitting the receipt information including the missing information to the tax accountant company terminal (100) and the consignee company terminal (300). system. The method of claim 6,
The company management unit 221 is a tax accounting characterized in that it transmits, including additional reply information preset in order to receive the reply document sent from any unspecified terminal in addition to the reply document sent from the consignee company terminal 300 Data management system. The method of claim 7,
The tax return accounting data management system, characterized in that the additional reply information is unique information assigned to each individual trustee. The method of claim 6,
The reception management unit 222 checks the information of the tax accountant contracted with the relevant contractor and the contracted company from the terminal 300 that sent the reply document, and checks whether the received reply document is received, stored, or omitted, and the tax accountant company A receiving confirmation unit 222a for transmitting receipt confirmation information including missing information to the terminal 100 and the terminal 300 of the trustee company;
A data analysis unit 222b that compares the received reply document with pre-stored list comparison information and analyzes whether it is missing and provides it to the reception confirmation unit 222a; And
Data that stores the above-mentioned contracted tax accounting firm information and information of the management company to be managed, code information for each industry type of the trustee company, essential document information according to the industry type of the trustee company, and reply document information sent by the trustee company Tax accounting data management system characterized in that it comprises a base (222c). a) When a tax accounting report is requested, the management server 200 searches the database 222c for information of the management company subject to the pre-stored bookkeeping contract, and is required when reporting the tax accounting to the relevant terminal 300 Generating and transmitting document list data; And
b) When a reply document is received from the consignee company terminal 300, the management server 200 searches for information on a tax accounting company contracted with the trustee company and receives the received information in the database 222c allocated to the tax accounting company And storing received reply documents, and transmitting receipt confirmation information to the tax accounting company terminal 100 and the consignee company terminal 300 linked to the tax accounting company. The method of claim 10,
In step b), the management server 200 compares the received reply document with pre-stored list comparison information to determine whether the reception is completed; And
As a result of the determination, if there is unreceived data, the management server 200 further includes the step of requesting additional transmission of the missing data to the commissioner's terminal 300.

Images