A financial and taxation management system and method covering the entire life cycle of VAT electronic invoices

Abstract

The present invention discloses a financial and taxation management system and method covering the entire life cycle of value-added tax electronic invoices. The system includes: a basic business service subsystem, which is used to respond to the basic business needs of users and provide basic business services, and the basic business includes user management, customer management, contract management and employee management; a key business service subsystem, which is used to respond to the key business needs of users and provide key business services, and the key business includes invoicing, accounting, tax reporting, risk warning, personal tax planning and file management. The method includes: providing invoicing services to the user's customers; providing accounting services to the user; planning the personal taxes of the user's employees; providing tax reporting services to the user; archiving the electronic accounting files generated by the user's internal financial accounting system; and performing risk warnings during the execution of the above steps. According to the present invention, it is possible to solve the problem that the existing financial and taxation management methods do not achieve closed-loop management for the entire life cycle of invoices.

Description

Technical Field

[0001] The present invention belongs to the field of finance and taxation management, and more specifically, to a finance and taxation management system and method covering the entire life cycle of value-added tax electronic invoices. Background Art

[0002] With the development of information technology and the popularization of Internet applications, the informatization and electronicization of all walks of life are developing rapidly. Since the birth of the first electronic invoice in mainland my country in 2013, many places have been piloting the issuance of special electronic VAT invoices since December 21, 2020. The total issuance of electronic invoices has continued to increase. In 2020, the total issuance of ordinary VAT electronic invoices has reached more than 7 billion, and the total issuance of special VAT electronic invoices has reached nearly 10,000. The development of electronic invoices has not only greatly promoted the process of electronicization of financial and tax vouchers, but also provided new impetus for the intelligent and integrated development of financial and tax business. With the electronic management of electronic invoices throughout the life cycle as the driving force, the issuance, declaration, reimbursement and archiving of financial and tax electronic vouchers are deeply integrated with the business system of the enterprise, realizing the electronic management of financial and tax business documents, original attachments, accounting vouchers and bank receipts and online business processing, and realizing the electronic management of financial and tax business with electronic invoices as the core, which has a wide range of user needs.

[0003] To this end, some people have proposed methods to supervise the entire life cycle of invoices, but they have not covered the full-process, electronic management of the entire life cycle of invoices, the coordination of different business systems, and all business links. Others have proposed management methods for some business links and processes of electronic invoices and built corresponding systems, but they only cover bookkeeping and tax reporting. There is no supporting management plan for the coordinated issuance and filing links, and there is no closed-loop management of the invoice life cycle. Some business links are disconnected, and there is a disconnect between enterprises, individuals and the tax bureau management system. Summary of the invention

[0004] The purpose of the present invention is to solve the problem that the existing financial and tax management methods fail to achieve closed-loop management of the entire life cycle of invoices.

[0005] In order to achieve the above objectives, the present invention provides a financial and taxation management system and method covering the entire life cycle of value-added tax electronic invoices.

[0006] According to a first aspect of the present invention, a financial and taxation management system covering the entire life cycle of a value-added tax electronic invoice is provided, the financial and taxation management system comprising:

[0007] The basic business service subsystem is used to respond to the basic business needs of users and provide corresponding basic business services to the users. The basic services include user management, customer management, contract management and employee management;

[0008] The key business service subsystem is used to respond to the key business needs of the user and provide the user with corresponding key business services. Key businesses include invoicing, accounting, tax reporting, risk warning, personal tax planning and file management.

[0009] Preferably, the basic business service subsystem includes a user management module;

[0010] The user management module comprises:

[0011] User registration submodule, used to provide registration services for unregistered users;

[0012] The user rights management submodule is used to manage the rights of registered users.

[0013] Preferably, the basic business service subsystem further includes a customer management module and a contract management module;

[0014] The customer management module includes:

[0015] A customer adding, deleting and modifying submodule is used to respond to the customer change instruction of the user and add customers, delete customers or modify customer information in the system customer list;

[0016] A customer service type setting submodule, configured to set a target customer to a corresponding service type in response to a customer service type setting instruction of the user;

[0017] The contract management module includes:

[0018] The contract adding, deleting and modifying submodule is used to respond to the user's contract change instruction and add a contract, delete a contract or modify the contract information in the system contract list;

[0019] The charging management submodule is used to manage the charges for the corresponding customers based on the entered customer charging information.

[0020] Preferably, the basic business service subsystem further includes an employee management module;

[0021] The employee management module includes:

[0022] The personnel management submodule is used to manage the employees of the user company;

[0023] The employee performance management submodule is used to perform performance management on the employees of the user company.

[0024] Preferably, the key business service subsystem includes:

[0025] The invoicing service module is used to respond to the invoicing appointment application of the user's customer and provide the customer with the invoicing appointment service; respond to the invoicing scan request of the customer and provide the invoicing scan service for the customer; perform tax classification according to the input invoicing information; realize automatic tax copying and card clearing; and provide cloud invoicing service for the customer based on the connected third-party invoicing service platform.

[0026] Preferably, the key business service subsystem further includes:

[0027] The accounting service module is used to input bill information and obtain bill information based on the input bill image; classify and organize bills based on the bill information and transfer vouchers with one click; realize salary calculation, end-of-period transfer, account closing risk check and financial accounting.

[0028] Preferably, the key business service subsystem further includes:

[0029] The tax declaration service module is used to file tax returns by connecting to the electronic tax bureau; to provide automatic reminders for non-declarations and tax risk warnings; to make corresponding corrections to corresponding tax declaration items in response to correction declaration instructions; to query and provide feedback on the declaration information of corresponding tax declaration items in response to declared information query instructions; and to query and provide feedback on the payment status of corresponding tax declaration items in response to payment status query instructions.

[0030] Preferably, the key business service subsystem further includes:

[0031] The risk warning module is used to identify the invoice risk, credit risk, preferential registration risk, tax declaration risk and income tax risk of the user company, and to issue warnings for the identified risks.

[0032] Preferably, the key business service subsystem further includes:

[0033] The individual tax planning module is used to obtain the year-end bonus payment amount of the corresponding employees based on the special additional deduction information, commercial health insurance information, historical declaration data, unpaid wages at the end of the year, and year-end bonus information of the employees of the user company, and to carry out tax planning based on the year-end bonus payment amount information and annual salary information of the employees of the user company;

[0034] The archive management module is used to archive the electronic accounting archives generated by the internal financial accounting system of the user enterprise, and to grant the user the authority to access a mutually trusted electronic accounting archive platform.

[0035] According to a second aspect of the present invention, there is provided a financial and taxation management method covering the entire life cycle of a value-added tax electronic invoice, the method being implemented based on any of the above-mentioned financial and taxation management systems covering the entire life cycle of a value-added tax electronic invoice;

[0036] The financial and tax management method comprises the following steps:

[0037] In response to the billing needs of the user's customers, provide corresponding billing services to the customers;

[0038] Based on the information of the bill generated by providing the billing service, providing the user with corresponding accounting services;

[0039] Conduct personal tax planning for the employees of the user's company;

[0040] Provide corresponding tax declaration services to the users;

[0041] Archiving the electronic accounting files generated by the user's internal financial accounting system;

[0042] Risk warning is carried out in the process of providing the invoicing service, the bookkeeping service and the tax reporting service, as well as conducting individual tax planning for corporate employees and archiving the electronic accounting files.

[0043] The beneficial effects of the present invention are:

[0044] The financial and taxation management system of the present invention, which covers the entire life cycle of value-added tax electronic invoices, meets the needs of users for user management, customer management, contract management and employee management based on the basic business service subsystem, and meets the needs of users for invoicing, accounting, tax reporting, risk warning, personal tax planning and file management based on the key business service subsystem.

[0045] The financial and tax management system covering the entire life cycle of VAT electronic invoices of the present invention provides an intelligent financial and tax management solution that integrates invoices, finance, taxation and archives, and integrates the business of various links such as electronic invoice issuance, financial accounting, tax declaration, risk warning and voucher archiving. Through unified user access services and intelligent cloud platform services, it provides enterprises with integrated cloud financial and tax management services, truly covering the entire life cycle of invoice management, and can effectively improve the work efficiency of corporate financial and tax business processing, reduce corporate tax risks, and improve the level of enterprise information management.

[0046] The financial and taxation management method covering the entire life cycle of value-added tax electronic invoices of the present invention and the financial and taxation management system covering the entire life cycle of value-added tax electronic invoices mentioned above belong to a general inventive concept, and therefore have the same beneficial effects as the financial and taxation management system covering the entire life cycle of value-added tax electronic invoices mentioned above.

[0047] Other features and advantages of the present invention will be described in detail in the following detailed description. BRIEF DESCRIPTION OF THE DRAWINGS

[0048] The above and other objects, features and advantages of the present invention will become more apparent through a more detailed description of exemplary embodiments of the present invention in conjunction with the accompanying drawings, wherein like reference numerals generally represent like components throughout the exemplary embodiments of the present invention.

[0049] Figure 1 A functional architecture diagram of a financial and taxation management system covering the entire life cycle of a value-added tax electronic invoice according to an embodiment of the present invention is shown;

[0050] Figure 2 A flowchart showing the steps of a financial and taxation management method covering the entire life cycle of a value-added tax electronic invoice according to an embodiment of the present invention is shown. DETAILED DESCRIPTION

[0051] The preferred embodiments of the present invention will be described in more detail below. Although the preferred embodiments of the present invention are described below, it should be understood that the present invention can be implemented in various forms and should not be limited by the embodiments set forth herein. On the contrary, these embodiments are provided to make the present invention more thorough and complete, and to fully convey the scope of the present invention to those skilled in the art.

[0052] Example: Figure 1 The functional architecture diagram of the financial and taxation management system covering the entire life cycle of the VAT electronic invoice according to the embodiment of the present invention is shown. Figure 1 The financial and taxation management system covering the entire life cycle of a value-added tax electronic invoice according to an embodiment of the present invention includes:

[0053] The basic business service subsystem is used to respond to the basic business needs of users and provide corresponding basic business services to the users. The basic services include user management, customer management, contract management and employee management;

[0054] The key business service subsystem is used to respond to the key business needs of the user and provide the user with corresponding key business services. Key businesses include invoicing, accounting, tax reporting, risk warning, personal tax planning and file management.

[0055] Further, in the embodiment of the present invention, the basic business service subsystem includes a user management module;

[0056] The user management module comprises:

[0057] User registration submodule, used to provide registration services for unregistered users;

[0058] The user rights management submodule is used to manage the rights of registered users.

[0059] Furthermore, in the embodiment of the present invention, the basic business service subsystem further includes a customer management module and a contract management module;

[0060] The customer management module includes:

[0061] A customer adding, deleting and modifying submodule is used to respond to the customer change instruction of the user and add customers, delete customers or modify customer information in the system customer list;

[0062] A customer service type setting submodule, configured to set a target customer to a corresponding service type in response to a customer service type setting instruction of the user;

[0063] The contract management module includes:

[0064] The contract adding, deleting and modifying submodule is used to respond to the user's contract change instruction and add a contract, delete a contract or modify the contract information in the system contract list;

[0065] The charging management submodule is used to manage the charges for the corresponding customers based on the entered customer charging information.

[0066] Furthermore, in the embodiment of the present invention, the basic business service subsystem further includes an employee management module;

[0067] The employee management module includes:

[0068] The personnel management submodule is used to manage the employees of the user company;

[0069] The employee performance management submodule is used to perform performance management on the employees of the user company.

[0070] Furthermore, in an embodiment of the present invention, the key business service subsystem includes:

[0071] The invoicing service module is used to respond to the invoicing appointment application of the user's customer and provide the customer with the invoicing appointment service; respond to the invoicing scan request of the customer and provide the invoicing scan service for the customer; perform tax classification according to the input invoicing information; realize automatic tax copying and card clearing; and provide cloud invoicing service for the customer based on the connected third-party invoicing service platform.

[0072] Furthermore, in the embodiment of the present invention, the key business service subsystem further includes:

[0073] The accounting service module is used to input bill information and obtain bill information based on the input bill image; classify and organize bills based on the bill information and transfer vouchers with one click; realize salary calculation, end-of-period transfer, account closing risk check and financial accounting.

[0074] Furthermore, in the embodiment of the present invention, the key business service subsystem further includes:

[0075] The tax declaration service module is used to file tax returns by connecting to the electronic tax bureau; to provide automatic reminders for non-declarations and tax risk warnings; to make corresponding corrections to corresponding tax declaration items in response to correction declaration instructions; to query and provide feedback on the declaration information of corresponding tax declaration items in response to declared information query instructions; and to query and provide feedback on the payment status of corresponding tax declaration items in response to payment status query instructions.

[0076] Furthermore, in the embodiment of the present invention, the key business service subsystem further includes:

[0077] The risk warning module is used to identify the invoice risk, credit risk, preferential registration risk, tax declaration risk and income tax risk of the user company, and to issue warnings for the identified risks.

[0078] Furthermore, in the embodiment of the present invention, the key business service subsystem further includes:

[0079] The individual tax planning module is used to obtain the year-end bonus amount of the corresponding employees based on the special additional deduction information, commercial health insurance information, historical declaration data, year-end unpaid wages and year-end bonus information of the user company's employees, and to perform tax planning based on the year-end bonus amount information and annual salary information of the user company's employees.

[0080] Furthermore, in the embodiment of the present invention, the key business service subsystem further includes:

[0081] The archive management module is used to archive the electronic accounting archives generated by the internal financial accounting system of the user enterprise, and to grant the user the authority to access a mutually trusted electronic accounting archive platform.

[0082] The financial and taxation management system covering the entire life cycle of value-added tax electronic invoices in the embodiment of the present invention proposes an intelligent cloud financial and taxation management solution that integrates invoices, finance, taxation and archives, builds related basic service capabilities such as user management, customer management, contract management and employee management, integrates key businesses such as invoicing services, accounting services, tax reporting services, risk warning, personal tax planning and electronic accounting archive services, and realizes the management of the entire process of electronic invoice issuance, accounting, reporting, archiving and risk management throughout the entire life cycle.

[0083] Among them, the invoicing service includes: meeting the invoicing needs of various enterprises in multiple scenarios, supporting appointment invoicing and QR code invoicing, completing intelligent retrieval according to invoicing information, performing intelligent tax classification, automatic tax copying and card clearing, etc. Providing cloud invoicing service, users can issue invoices anytime and anywhere, supporting users to log in to the supporting applet, fill in the invoicing information and submit the invoicing application, and the server issues invoices based on the appointment invoicing information.

[0084] Accounting services include: automatic classification and sorting of bills, one-click transfer of bills to vouchers, salary calculation, intelligent transfer at the end of the period, and risk check for account closing, etc., to achieve intelligent financial accounting. The bill management function is complete, supporting the entry of VAT general invoices, special invoices, electronic invoices, toll electronic invoices, roll invoices, motor vehicle sales unified invoices, taxi tickets, passenger bus tickets, air ticket itineraries, fixed-amount invoices, etc., as well as OCR recognition of invoice images to obtain invoice information. It supports the convenient migration of historical account sets of multiple products.

[0085] Tax filing services include: filing tax returns through connecting to the electronic tax bureau, realizing one-click batch 0 filing, intelligent filing, direct submission of financial statements, intelligent individual tax filing, automatic reminders for non-filing, tax risk warnings and other functions. It also supports correction filing, query of reported information and query of payment status.

[0086] Risk warning includes: checking corporate invoice risk, credit risk, preferential registration risk, tax declaration, income tax risk, etc., and reminding and explaining the identified risks;

[0087] Personal tax planning includes: intelligently calculating and determining the amount of year-end bonuses based on employees' special additional deduction information, commercial health insurance information, historical declaration data, year-end unpaid wages, year-end bonuses and other data, and conducting tax planning for wages and year-end bonuses.

[0088] The electronic accounting archive service includes: centralized reception, truthful recording, and safe archiving of various electronic accounting archives generated in the user's internal financial accounting system. Through single-point login, users can quickly access the electronic accounting archive platform to achieve efficient and smooth processes in ticketing, finance, taxation, and archives.

[0089] The financial and taxation management system covering the entire life cycle of VAT electronic invoices in the embodiment of the present invention centrally manages the issuance of electronic invoices, financial accounting, tax declaration, and file management, opens up the entire process, and uniformly manages the entire life cycle of electronic invoices to achieve full coverage of the business. By connecting to the electronic tax bureau, the declaration channel is opened up, and the risk warning mechanism is used to reduce the tax-related risks of enterprises and achieve seamless connection of financial and taxation businesses. The enterprise's invoice, finance, tax, and file businesses are managed in an integrated manner, and all business processing can be completed through a unified entrance and platform, which provides great convenience for user business processing, conducts intelligent management, and greatly improves the processing efficiency of financial and taxation businesses. Opening the declaration channel and using the risk warning mechanism greatly reduces the tax-related risks of enterprises, and provides an enterprise-side application foundation for promoting the modernization of tax governance.

[0090] The financial and tax management system covering the entire life cycle of VAT electronic invoices in the embodiment of the present invention proposes an intelligent cloud financial and tax management solution that integrates invoices, finance, taxation, and files in order to build a complete corporate financial and taxation ecological environment and solve the core problems of corporate financial management. It focuses on the entire process of corporate financial and taxation business, deeply integrates invoice issuance services, intelligent accounting services, tax declaration services, accounting file archiving services, etc., connects the internal financial system, business system and taxation system of the enterprise, and realizes effective management of the entire life cycle of electronic invoices. Through intelligent financial and taxation services, the work efficiency of corporate financial and taxation business processing is improved, tax risks are reduced, and management solutions covering the entire financial and taxation process such as invoicing, accounting, declaration, risk, tax planning, and electronic accounting file management are provided for enterprises.

[0091] Accordingly, based on the financial and taxation management system covering the entire life cycle of value-added tax electronic invoices in the embodiment of the present invention, the embodiment of the present invention also proposes a financial and taxation management method covering the entire life cycle of value-added tax electronic invoices. Figure 2 The flowchart of the steps of the tax management method covering the entire life cycle of the VAT electronic invoice according to the embodiment of the present invention is shown. Figure 2 The financial and tax management method covering the entire life cycle of a value-added tax electronic invoice according to an embodiment of the present invention comprises the following steps:

[0092] In response to the billing needs of the user's customers, provide corresponding billing services to the customers;

[0093] Based on the information of the bill generated by providing the billing service, providing the user with corresponding accounting services;

[0094] Conduct personal tax planning for the employees of the user's company;

[0095] Provide corresponding tax declaration services to the users;

[0096] Archiving the electronic accounting files generated by the user's internal financial accounting system;

[0097] Risk warning is carried out in the process of providing the invoicing service, the bookkeeping service and the tax reporting service, as well as conducting individual tax planning for corporate employees and archiving the electronic accounting files.

[0098] The embodiments of the present invention have been described above, and the above description is exemplary, not exhaustive, and is not limited to the disclosed embodiments. Many modifications and changes will be apparent to those skilled in the art without departing from the scope and spirit of the described embodiments.

Claims

1. A financial and taxation management system covering the entire life cycle of VAT electronic invoices, characterized by: include: The basic business service subsystem is used to respond to the basic business needs of users and provide corresponding basic business services to the users. The basic services include user management, customer management, contract management and employee management; The key business service subsystem is used to respond to the key business needs of the user and provide the user with corresponding key business services, including invoicing, accounting, tax reporting, risk warning, personal tax planning and file management; The key business service subsystem includes: The invoicing service module is used to respond to the invoicing appointment application of the user's customer and provide the customer with the invoicing appointment service; respond to the customer's invoicing scan request and provide the customer with the invoicing scan service; classify taxes according to the input invoicing information; realize automatic tax copying and card clearing; and provide the customer with cloud invoicing services based on the connected third-party invoicing service platform; The accounting service module is used to input bill information and obtain bill information based on the input bill image; classify and sort bills based on the bill information and transfer vouchers with one click; realize salary calculation, end-of-period transfer, account closing risk check and financial accounting; The tax declaration service module is used to make tax declarations by connecting to the electronic tax bureau; to provide automatic reminders for undeclared items and tax risk reminders; to make corresponding corrections to corresponding tax declaration items in response to the correction declaration instruction; to query and provide feedback on the declaration information of corresponding tax declaration items in response to the declared information query instruction; to query and provide feedback on the payment status of corresponding tax declaration items in response to the payment status query instruction; The risk warning module is used to identify the invoice risk, credit risk, preferential registration risk, tax declaration risk and income tax risk of the user company, and issue warnings for the identified risks; The individual tax planning module is used to obtain the year-end bonus payment amount of the corresponding employees based on the special additional deduction information, commercial health insurance information, historical declaration data, unpaid wages at the end of the year, and year-end bonus information of the employees of the user company, and to carry out tax planning based on the year-end bonus payment amount information and annual salary information of the employees of the user company; The archive management module is used to archive the electronic accounting archives generated by the internal financial accounting system of the user enterprise, and to grant the user the authority to access a mutually trusted electronic accounting archive platform.

2. The financial and taxation management system covering the entire life cycle of VAT electronic invoices according to claim 1 is characterized in that: The basic business service subsystem includes a user management module; The user management module comprises: User registration submodule, used to provide registration services for unregistered users; The user rights management submodule is used to manage the rights of registered users.

3. The financial and taxation management system covering the entire life cycle of VAT electronic invoices according to claim 2 is characterized in that: The basic business service subsystem also includes a customer management module and a contract management module; The customer management module includes: A customer adding, deleting and modifying submodule is used to respond to the customer change instruction of the user and add customers, delete customers or modify customer information in the system customer list; A customer service type setting submodule, configured to set a target customer to a corresponding service type in response to a customer service type setting instruction of the user; The contract management module includes: The contract adding, deleting and modifying submodule is used to respond to the user's contract change instruction and add a contract, delete a contract or modify the contract information in the system contract list; The charging management submodule is used to manage the charges for the corresponding customers based on the entered customer charging information.

4. The financial and taxation management system covering the entire life cycle of VAT electronic invoices according to claim 3 is characterized in that: The basic business service subsystem also includes an employee management module; The employee management module includes: The personnel management submodule is used to manage the employees of the user company; The employee performance management submodule is used to perform performance management on the employees of the user company.

5. A financial and tax management method covering the entire life cycle of VAT electronic invoices, characterized in that: Implementation of a financial and taxation management system covering the entire life cycle of a value-added tax electronic invoice based on any one of claims 1 to 4; The financial and taxation management method includes: In response to the billing needs of the user's customers, provide corresponding billing services to the customers; Based on the information of the bill generated by providing the billing service, providing the user with corresponding accounting services; Conduct personal tax planning for the employees of the user's company; Provide corresponding tax declaration services to the users; Archiving the electronic accounting files generated by the user's internal financial accounting system; Risk warning is carried out in the process of providing the invoicing service, the bookkeeping service and the tax reporting service, as well as conducting individual tax planning for corporate employees and archiving the electronic accounting files.

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