Batch individual tax declaration method and device, electronic equipment and product

Abstract

The invention relates to a batch individual tax declaration method, and the method comprises the steps: receiving an individual tax declaration instruction initiated by a user, and determining a salary book of each employee in a current tax declaration period based on a set tax declaration month; grouping in batches according to various income data associated with the salary book to obtain triple income data; on the basis of a configured tax template, performing individual tax calculation operation on each triple revenue data to obtain a corresponding first trial individual tax amount; calling a tax interface to execute individual tax trial operation on the triple revenue data to obtain a corresponding second trial individual tax amount, and comparing the second trial individual tax amount with the first trial individual tax amount to generate a difference file; and if the comparison results of all tax items in the difference file are consistent, generating a tax declaration data packet and submitting the tax declaration data packet to a tax system to complete declaration. According to the method, individual tax data of different subjects and different income types can be subjected to unified collection and grouping processing, and the batch tax declaration efficiency is improved.

Description

Technical Field

[0001] This invention relates to the field of tax declaration technology, and in particular to a method, apparatus, electronic device and computer program product for batch individual income tax declaration. Background Technology

[0002] The declaration and payment of individual income tax is an important part of enterprises fulfilling their legal obligations. Enterprises are not only required to withhold and pay taxes on behalf of employees as stipulated, but also often need to assist employees in completing pre-tax income budgets and pre-payment arrangements to protect their legitimate tax rights. With the continuous optimization of the national tax system, taxpayer identification, income item collection, and special additional deductions are becoming increasingly complex, and the high degree of interconnectivity between these processes places higher demands on the business processing capabilities of corporate finance and tax personnel.

[0003] Against this backdrop, the individual income tax filing system, as the core platform for enterprises to achieve centralized and systematic tax filing, directly impacts the efficiency and accuracy of the filing process. Especially in scenarios involving the simultaneous management of multiple tax filing entities and a large number of employees, if the system lacks automatic collection and intelligent classification of multi-source data, a significant amount of manual intervention is still required for verifying filing items and processing reports. This can easily lead to data errors, process delays, and consequently affect the overall filing quality, increase labor costs, and even trigger compliance risks.

[0004] Therefore, there is an urgent need for an individual income tax declaration assistance system that can support concurrent processing by multiple entities and has efficient data collection capabilities to solve the above-mentioned technical problems. Summary of the Invention

[0005] In view of this, embodiments of this application provide a method, apparatus, electronic device, and storage medium for batch individual income tax declaration, to solve at least one technical problem.

[0006] This application provides a method for batch individual income tax declaration, comprising: receiving an individual income tax declaration instruction initiated by a user; determining multiple entities and multiple employees within each entity that need to file taxes within the current tax filing period based on a set tax filing month, and obtaining the payroll ledger of each employee; batch grouping multiple income data associated with the payroll ledger to obtain triplet income data, wherein the triplet income data includes at least one or more of the following: natural person identifier, tax filing entity identifier, and income type identifier; performing individual income tax calculation operation on each triplet income data based on a configured tax template to obtain a corresponding first trial individual income tax amount, wherein the tax template includes one or more of the following: total amount template, tax payment template, and net payout template; calling a tax interface to perform individual income tax trial calculation operation on the triplet income data to obtain a corresponding second trial individual income tax amount, and comparing the second trial individual income tax amount with the first trial individual income tax amount to generate a difference file; if the comparison results of all individual income tax items in the difference file are consistent and the tax system allows the current tax filing month to begin, then generating a tax filing data package and submitting it to the tax system to complete the declaration.

[0007] The method described above, which involves batch grouping multiple income data associated with the payroll ledger to obtain triple income data, includes: performing aggregation operations on the payroll ledger according to one or more of the natural person identifier, tax reporting entity identifier, and income type identifier in the income data to generate triple income data; and establishing an index relationship based on the triple income data for identity recognition, income attribution, and classification judgment in the individual income tax calculation process.

[0008] As described above, the tax template also includes a custom template, which is used to configure custom income composition fields, supports the import of employee income data in a custom format based on the fields, and calculates the first trial individual income tax amount for the corresponding employee according to the field structure after data parsing is completed.

[0009] The method described above, before calculating the first trial individual income tax amount, further includes: in response to the employee corresponding to the triplet income data being a newly added employee, submitting the employee's basic information to the tax system, obtaining the special additional deduction data of the corresponding employee and registering it in the employee information database; in response to the employee corresponding to the triplet income data being a registered employee, extracting the special additional deduction data from the employee information database and adding it to the individual income tax calculation operation.

[0010] The method described above further includes: in response to employees in the tax data package who meet the preset pre-tax deduction rules, submitting an application request for advance deduction of tax exemption to the tax bureau before declaring individual income tax, and receiving confirmation information returned by the tax system.

[0011] The method described above further includes: if at least one of the individual tax items in the difference file has an inconsistent comparison result, an anomaly record is automatically generated, and the cause of the difference is traced back.

[0012] As described above, the types of income include: regular wages, remuneration for services, severance pay, annual bonus, equity incentives, casual labor, income for foreign workers, and bonuses for foreign workers, or one or more of these.

[0013] According to another aspect of this application, a system for batch individual income tax declaration is proposed, comprising: a receiving module, used to receive individual income tax declaration instructions initiated by users, determine multiple entities that need to file taxes within the current tax filing period and multiple employees in each entity based on a set tax filing month, and obtain the payroll ledger of each employee; a grouping module, used to batch group multiple income data associated with the payroll ledger to obtain triplet income data, wherein the triplet income data includes at least one or more of: natural person identifier, tax entity identifier, and income type identifier; and a first calculation module, used to calculate each triplet income data based on a configured tax template. The tuple income data is used to perform individual income tax calculation operations to obtain the corresponding first trial individual income tax amount. The tax template includes one or more of the following: total amount template, tax payment template, and net income template. The second calculation module is used to call the tax interface to perform individual income tax calculation operations on the triple income data to obtain the corresponding second trial individual income tax amount, and compare the second trial individual income tax amount with the first trial individual income tax amount to generate a difference file. The declaration module is used to generate a tax declaration data package and submit it to the tax system to complete the declaration if the comparison results of all individual income tax items in the difference file are consistent and the tax system allows the current accounting period to start tax declaration.

[0014] According to another aspect of this application, an electronic device is proposed, including a processor and a memory, wherein a set of computer program instructions is stored on the memory, and the method for batch individual income tax declaration as described above is implemented when the processor executes the set of computer program instructions on the memory.

[0015] According to another aspect of this application, a computer program product is proposed, which includes a set of computer program instructions that, when executed by a processor, implement the method for batch individual income tax declaration as described above.

[0016] The method provided in this application is applicable to individual income tax filing for multiple tax-filing entities (such as corporations, branches, etc.) and multiple employees. Based on the ternary structure of "natural person identifier - tax-filing entity identifier - income type identifier", it can uniformly collect and group individual income tax data of different entities and different income types, and is particularly suitable for multi-dimensional management scenarios such as group companies and large enterprises. Attached Figure Description

[0017] The preferred embodiments of the present invention will now be described in further detail with reference to the accompanying drawings, wherein:

[0018] Figure 1 This is a flowchart of a method for batch individual income tax declaration according to an embodiment of this application.

[0019] Figure 2 This is a flowchart of the method for constructing triplet income data in step S120.

[0020] Figure 3 This is a flowchart of a method for extracting special additional deduction data according to an embodiment of this application.

[0021] Figure 4 This is a flowchart of a one-click tax filing method for a human resources outsourcing system according to an embodiment of this application.

[0022] Figure 5 This is a schematic diagram of the system structure for batch individual income tax declaration according to an embodiment of this application.

[0023] Figure 6 This is a schematic diagram of the hardware structure of an electronic device according to an embodiment of this application. Detailed Implementation

[0024] To make the objectives, technical solutions, and advantages of the embodiments of the present invention clearer, the technical solutions of the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of the present invention, not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of the present invention.

[0025] In the following detailed description, reference can be made to the accompanying drawings, which form part of this application and illustrate specific embodiments of the present application. In the drawings, similar reference numerals describe substantially similar components in different figures. Specific embodiments of the present application are described in sufficient detail below to enable those skilled in the art to implement the technical solutions of the present application. It should be understood that other embodiments may also be utilized, or structural, logical, or electrical changes may be made to the embodiments of the present application.

[0026] To improve the efficiency and accuracy of batch individual income tax filing, this application proposes an individual income tax filing method based on triplet income data. The triplet income data is composed of three dimensions: "natural person identifier, tax reporting entity identifier, and income type identifier," used for structured collection and grouping of massive amounts of income information. By introducing this triplet structure, the system can achieve precise alignment with the dimensions required by subsequent filing logic during the data access stage, thereby avoiding the repeated manual verification of personnel attribution, income classification, and tax reporting entity relationships in traditional methods. The specific content of this method is as follows:

[0027] Figure 1 This is a flowchart illustrating a method for batch individual income tax declaration according to an embodiment of this application. Figure 1 As shown, the method includes:

[0028] S110 receives individual income tax declaration instructions initiated by users, determines multiple entities that need to file taxes in the current tax filing period and multiple employees in each entity based on the set tax filing month, and obtains the payroll ledger of each employee.

[0029] S120, grouping multiple income data associated with the payroll ledger in batches to obtain triplet income data, wherein the triplet income data includes at least one or more of the following: natural person identifier, tax reporting entity identifier, and income type identifier;

[0030] S130, Perform individual income tax calculation operation on each ternary income data based on the configured tax template to obtain the corresponding first trial individual income tax amount. The tax template includes one or more of the following: total amount template, tax payment template and actual payment template.

[0031] S140, Call the tax interface to perform individual income tax trial calculation on the triplet income data to obtain the corresponding second trial individual income tax amount, and compare the second trial individual income tax amount with the first trial individual income tax amount to generate a difference file;

[0032] S150 If the comparison results of all individual tax items in the difference file are consistent and the tax system allows the tax filing to begin in the current tax month, then a tax filing data package is generated and submitted to the tax system to complete the filing.

[0033] S160 If at least one of the individual income tax items in the difference document is inconsistent, an exception record will be automatically generated and the cause of the difference will be traced back.

[0034] In step S110, the system receives the individual income tax declaration instruction initiated by the user, automatically identifies the current tax filing period based on the set tax filing month, and filters out multiple tax filing entities (such as branches or legal entities in different regions) that need to complete the declaration within the period, as well as multiple employees belonging to each tax filing entity.

[0035] Furthermore, the payroll data for each employee is extracted from the company's payroll management system. The payroll ledger refers to the basic data set used within a company to record various salary items and income details for employees. It is typically automatically generated and maintained by the company's human resources system or payroll management module. This ledger not only includes various payable items such as basic salary, position allowances, performance bonuses, and subsidies for employees within a specific tax filing period, but may also include information on various special additional deductions, social insurance, housing provident fund, and other deductions.

[0036] In the individual income tax filing process, payroll ledgers serve as the data source, acting as the "carrier of original income information." By reading the contents of these ledgers, it is possible to comprehensively identify the income composition and deductible items of each employee within the current tax filing period, thereby laying an accurate data foundation for subsequent group processing, individual income tax calculation, and report generation.

[0037] In step S120, the various income data (such as wages, bonuses, allowances, subsidies, etc.) in the acquired payroll ledger are batch-grouped to form income data with a clear structure. This income data includes one or more of the following three pieces of information: natural person identifier (such as ID card number), tax reporting entity identifier (such as enterprise unified social credit code), and income type identifier (such as "wages and salaries," "labor remuneration," etc.). Each payroll data entry is abstracted into a triplet determined by the tax reporting entity, employee identifier, and income type, which helps to manage multi-entity, multi-category wage and salary information in a refined manner. For example, the "normal wages" and "equity incentives" income received by the same employee in different subsidiaries of the group can be accounted for separately using the triplet structure, ensuring data isolation and clear attribution. Dividing data through the triplet structure enables multi-dimensional label classification during the data collection stage, greatly improving indexing efficiency and computational clarity in subsequent processing, laying the foundation for parallel computing and accurate reporting.

[0038] According to one embodiment of this application, income types include one or more of the following: regular wages, remuneration for services, severance pay, annual bonus, equity incentives, casual labor, income of foreign nationals, and bonuses for foreign nationals. Among these, some special income types exhibit significant complexity and variability in individual income tax treatment, demonstrating the good adaptability of this method to diverse income scenarios.

[0039] For example, severance pay is a one-time compensation income. According to tax law, its tax calculation method differs from that of regular wages. It is necessary to determine whether it exceeds the tax-free limit and to calculate it using a special algorithm. In traditional systems, misreporting or underreporting is often prone to occur due to incorrect rule configuration. In this embodiment, this type of income is treated as an independent ternary entry, which strictly separates its accounting logic from that of ordinary wages, thus improving the accuracy of the declaration.

[0040] Regarding the income and bonuses of foreign workers, due to the need to consider special rules such as international tax treaties, tax exemptions, and currency conversions when filing tax returns, conventional individual income tax systems designed based on local rules are insufficient to cover all situations. This method, by structurally marking the identity and income source of foreign workers, can identify the applicable tax rules during the trial calculation stage and automatically call the corresponding tax calculation model, significantly improving the compliance and automation capabilities of cross-border employment.

[0041] In step S130, individual income tax is calculated for each set of triplet income data based on the configured tax template. The tax template may include a total amount template, a tax payment template, or a net payout template, etc., supporting flexible matching of individual income tax calculation rules for different business scenarios. Through the template mechanism, it is possible to quickly adapt to tax rate policies and deduction settings that differ between regions or personnel types, realize rule reuse and structured output, and reduce the probability of errors from manually setting calculation formulas.

[0042] The trial tax calculation in this application refers to the simulated calculation of employees' individual income tax based on existing payroll records and tax calculation rules before formally declaring individual income tax to the tax system (i.e., "trial calculation"). This allows companies to understand the declaration results in advance, anticipate potential problems, and make appropriate financial arrangements. For example, based on the trial calculation results, companies can estimate the total individual income tax payable and the total wages actually paid for the month in advance and arrange the corresponding cash flow.

[0043] In step S140, the official tax interface provided by the tax bureau is further invoked to perform parallel trial calculations on the same ternary income data, obtaining a second trial individual income tax amount. This second trial amount is then compared item by item with the first trial individual income tax amount calculated using the previous template, generating a difference file. If calculation errors exist, anomalies are marked in the difference file for manual review or automatic correction. By comparing internal and external trial calculation results, issues such as incorrect tax template configuration, abnormal payroll records, and system calculation deviations can be identified in a timely manner, and specific discrepancies can be accurately located by generating a difference file. This mechanism allows for error checking and correction before formal tax filing, greatly reducing the risk of filing failures or rejections.

[0044] In step S150, if all comparison results are consistent and the current tax month allows for filing, a tax filing data package will be automatically generated and submitted to the tax system, thereby completing a complete batch filing process for individual income tax.

[0045] In step S160, each individual income tax item recorded in the difference file is compared, including but not limited to: employee identifier, income type, tax calculation period, taxable income, tax paid, applicable tax rate, quick calculation deduction, etc. For each field, the field name is matched one by one, and the values ​​are compared to determine whether there are any differences.

[0046] When the comparison results of at least one field show inconsistencies, the employee's record for that period will be automatically marked as abnormal, and an abnormal record will be generated. The abnormal record includes the source field of the tax item, the comparison field, the inconsistent numerical pairs, and the difference type (e.g., inconsistent amount, incorrect tax rate, missing item, etc.), and is accompanied by the associated payroll ledger ID and declaration record ID.

[0047] Furthermore, to facilitate quick identification of the source of the problem, the system will automatically trace back to the cause of the discrepancy. Specifically, this includes:

[0048] (1) Review the income triplet corresponding to this individual tax item and its calculation logic;

[0049] (2) Check for inconsistencies in rule versions, errors in field mapping, changes in conversion formulas, or historical manual adjustments.

[0050] (3) Check whether the employee belongs to a special personnel type (such as foreign employees or project-based employees) that triggers a different tax calculation model.

[0051] Based on the above backtracking process, a preliminary discrepancy description document can be generated, and a preliminary suggested handling method can be specified for each abnormal record (such as: recalculation, manual verification, submission of correction suggestions, etc.).

[0052] As described above, the method provided in this application is applicable to the HR outsourcing individual income tax declaration system, enabling one-click tax calculation and / or tax filing, and supporting declarations for multiple regions, large volumes, and various individual income tax types. Based on the ternary structure composed of "natural person identifier - tax entity identifier - income type identifier," it can uniformly collect and group individual income tax data from different entities and income types, making it particularly suitable for multi-dimensional management scenarios such as group companies and large enterprises.

[0053] Furthermore, the trial tax calculation mechanism introduced in this method allows companies to calculate individual income tax data before formally submitting their returns. Based on the trial calculation results, companies can estimate the tax payable and net salary of each employee, thereby gaining advance control over their monthly individual income tax burden and cash flow, facilitating the development of reasonable financial planning. Moreover, by comparing internal trial calculation results with those from external tax systems, potential problems can be automatically detected and located, helping companies complete data verification and error correction before formal submission, significantly reducing return rates and supplementary filing costs, and improving the accuracy and stability of the overall tax filing process.

[0054] Figure 2 This is a flowchart of the method for constructing triplet income data in step S120. For example... Figure 2 As shown, the method includes:

[0055] S121, perform aggregation operations on the payroll ledger according to one or more of the natural person identifier, tax reporting entity identifier and income type identifier in the income data to generate triple income data;

[0056] S122, Based on the triplet income data, establish an index relationship for identity recognition, income attribution, and classification judgment in the individual income tax calculation process.

[0057] In step S121, the payroll ledger is aggregated according to one or more of the natural person identifier, tax reporting entity identifier, and income type identifier in the income data to generate triple income data. By aggregating data from different dimensions, a precise income attribution structure can be formed, thus clearly distinguishing the source and attribution of income even when multiple entities, positions, and types of income are mixed.

[0058] For example, a company has three tax-filing entities: Company A, Company B, and Company C, and each company has multiple employees whose income includes various forms such as regular wages, labor remuneration, and equity incentives.

[0059] First, the payroll data for each tax-filing entity within the group is processed. Taking employee Zhang San as an example, Zhang San receives both a regular salary and stock-based incentive income from Company A. Following step S121, the income data related to Zhang San in the payroll ledger is aggregated based on the natural person identifier (Zhang San's unique employee ID), the tax-filing entity identifier (Company A), and the income type identifier (regular salary, stock-based incentive), generating multiple triplet income data sets, for example:

[0060] (Zhang San, Company A, normal salary)

[0061] (Zhang San, Company A, Equity Incentive)

[0062] In this way, these triplet data accurately classify Zhang San's income attribution under different income types and different tax filing entities, avoiding data confusion.

[0063] In step S122, based on the triplet income data, an index relationship is established for identity recognition, income attribution, and classification judgment in the individual income tax calculation process. By constructing this index relationship, rapid retrieval and association of income data can be achieved during the individual income tax calculation process. This facilitates the accurate retrieval of the taxpayer identity, employer, and income type corresponding to each income item in subsequent processing, thereby improving the efficiency and accuracy of individual income tax calculation.

[0064] For example, following step S122, an index relationship for identity recognition and attribution is constructed based on the aforementioned triples. Specifically:

[0065] By using the natural person identifier, Zhang San's personal information and tax identity can be quickly located;

[0066] By identifying the tax filing entity, the corresponding tax filing entity can be clearly identified, making it easier to handle the filing matters of each company separately;

[0067] By identifying the type of income, the applicable tax calculation rules can be determined. For example, a specific installment tax calculation method is used for equity incentive income, and a quick calculation deduction method is used for labor remuneration.

[0068] The establishment of this index relationship enables the efficient retrieval of accurate tax rates, deduction policies, and declaration templates during subsequent individual income tax calculation and declaration processes, ensuring that all types of income receive reasonable and standardized tax treatment.

[0069] As can be seen from the above methods, by multi-dimensional aggregation and indexing of payroll data, the management and processing efficiency of complex multi-entity and multi-income type payroll data has been significantly improved, effectively supporting the refined and automated needs of large enterprise groups for individual income tax declaration.

[0070] According to one embodiment of this application, the tax template also includes a custom template, which is used to configure custom income composition fields, support the import of employee income data in a custom format based on the fields, and calculate the first trial individual income tax amount for the corresponding employee according to the field structure after data parsing is completed.

[0071] Custom templates allow users to define their own income composition fields based on their company's actual salary format, such as the names and order of fields like "position salary," "performance bonus," "project subsidies," and "special deductions."

[0072] Taking a high-tech company as an example, the employee income table exported by its payroll system is not in the default field format of standard tax software. To improve data adaptability, the company configured a custom template, setting field names as: [Name, ID Number, Base Salary, Project Subsidy, Special Additional Deductions, Social Insurance and Housing Fund], and specifying the attributes of the corresponding fields (such as income type, deduction type, etc.), thereby achieving a one-to-one correspondence between the template structure and the fields in the imported file.

[0073] By setting a custom template, this application significantly improves the compatibility with non-standard format employee income data, reduces the cost of manual intervention for enterprises in the data cleaning and conversion process, and completes the first round of individual income tax calculation at the same time as data import, providing timely and effective data support for subsequent declaration preparation, verification and anomaly identification.

[0074] Figure 3 This is a flowchart illustrating a method for extracting special additional deduction data according to an embodiment of this application. Figure 3 As shown, the method includes:

[0075] S310, determine whether the employee corresponding to the triplet income data is a newly added employee or an already registered employee;

[0076] S320: In response to the fact that the employee corresponding to the triplet income data is a newly added employee, the employee's basic information is submitted to the tax system, the special additional deduction data of the corresponding employee is obtained and registered in the employee information database.

[0077] S330, in response to the fact that the corresponding employee of the triplet income data is a registered employee, retrieves the special additional deduction data from the employee information database and adds it to the individual income tax calculation operation.

[0078] In step S310, the determination can be based on the existence of the employee's natural person identifier (such as ID card number or employee code) in the employee information database: if the employee identifier does not exist in the database, the employee is considered to be a newly added employee; if it already exists, the employee is considered to be a registered employee.

[0079] In step S320, when a new employee is identified, to ensure the completeness and compliance of individual income tax calculation, the employee's basic information (such as name, ID number, and company of employment) needs to be submitted to the tax system before the formal calculation, and the employee's special additional deduction data (such as expenses for children's education, housing loan interest, and elderly care) needs to be obtained from the tax system. These deductions are important factors affecting the amount of individual income tax. The obtained special additional deduction data is registered in the employee information database for subsequent individual income tax calculation and management.

[0080] In step S330, when it is determined that the employee is a registered employee, there is no need to send another information request to the tax system. Instead, the existing special additional deduction data is directly extracted from the employee information database. This data is used as an input parameter in the individual income tax calculation to ensure that the individual income tax deductions for each employee can be accurately applied during the calculation process.

[0081] Through the above operations, on the one hand, the efficiency of individual income tax calculation after new employees are hired is improved, avoiding manual data entry and repeated data submission; on the other hand, it also ensures that the data of registered employees can be reused, reducing redundant operations, thereby realizing an automated and efficient tax data management process in the scenario of large-scale employee individual income tax processing.

[0082] According to one embodiment of this application, in response to an employee whose pre-set pre-tax deduction rules are met in the tax data package, the employee submits an application request to the tax authority for advance deduction of tax exemption before filing individual income tax, and receives confirmation information returned by the tax system.

[0083] Before processing monthly individual income tax returns, each employee in the tax data package is verified to identify those whose total income in the previous year was less than 60,000 yuan. For employees who meet the policy criteria, if they have registered their willingness to have 60,000 yuan deducted in advance in the system, the online application process is automatically triggered, submitting an application request for "early deduction of tax exemption" to the tax bureau. This application request allows the employee to enjoy the 60,000 yuan tax exemption in advance during the current tax year, without having to wait until the annual tax settlement stage, thereby reducing their tax burden in advance.

[0084] After submitting the application, the system receives the registration result from the tax bureau in real time via an interface. If the returned information confirms successful registration, the 60,000 yuan tax exemption will be directly included in the current individual income tax calculation, and the tax payable for the current period will be recalculated based on the adjusted taxable income. If the returned information indicates registration failure or other abnormal prompts, the reason for the failure will be automatically recorded and the administrator will be notified for manual processing. This automated registration and feedback mechanism avoids the previous process of manually logging into the tax bureau's system, improves filing efficiency, and ensures that policy benefits reach employees in a timely manner.

[0085] Figure 4 This is a flowchart illustrating a one-click tax filing method for a human resources outsourcing system according to an embodiment of this application. The key feature of one-click tax filing is that operators only need to confirm that all salary data has been imported before initiating tax filing on the page. Subsequently, the system integrates all steps in the tax filing process, completing all necessary operations, and ultimately generating a tax payment document in the format of the national tax system, along with a document showing the difference between the system's tax calculation and the national tax system's tax calculation, for the user to view. Figure 4 The method includes:

[0086] Step 1: Determine the scope of tax reporting

[0087] When a user initiates a tax filing request, the system automatically retrieves all customer ledgers belonging to that ledger entity under the current tax month based on the tax month and tax entity set in the ledger, and includes the salary data of all employees in the ledger within the tax filing scope to ensure no data is missed. This mechanism is particularly suitable for situations where there are multiple business departments, subsidiaries, or multiple payroll ledgers under the same legal entity, effectively ensuring the comprehensiveness of the declared data.

[0088] Step 2: Generate tax return data

[0089] The system aggregates income data based on natural person identifiers, tax entity identifiers, and income type identifiers to form triple income data, and performs individual income tax calculation operations accordingly, generating various tax documents, including employee registration documents, individual income tax declaration documents, and tax adjustment tables.

[0090] For example, if an employee has multiple sources of income such as "annual bonus", "equity incentives" and "regular salary", the system can set up separate accounts for each type of income to ensure that each type of taxable item corresponds to the correct tax rate and deduction.

[0091] In addition, the system supports the configuration of diverse tax calculation rules, including but not limited to:

[0092] Normal wages and salaries, and severance pay upon termination of employment contract;

[0093] Remuneration for services (general / non-general services);

[0094] Foreign employees' bonuses or local wages over several months;

[0095] Annual bonuses and equity incentives, and other special income.

[0096] It also supports individual income tax calculation and declaration for employees of different nationalities and employment relationships (such as students and retired employees rehired). Tax templates can be configured as total amount templates, tax payment templates, or net payout templates according to customer requirements to adapt to different needs.

[0097] In particular, it supports the import and calculation of custom income composition fields, enabling the import of salary data in custom formats and automatic tax calculation. This is suitable for situations where the same employee has multiple data sources (such as primary job + part-time job or income from different projects). This feature is not available on existing tax bureau platforms.

[0098] Step 3: Employee Information Registration

[0099] If the tax return includes information on new or removed employees, or changes to employee information, the system will automatically generate employee registration documents and submit them to the tax system via an interface. In cases of registration failure, error messages will be promptly provided for administrator verification and a resubmission of the application, preventing tax return failures due to incomplete or outdated employee information.

[0100] Step 4: Register in advance for the tax exemption ("deduct 60,000" policy)

[0101] If an employee's cumulative income in the previous year was less than 60,000 yuan, and the system has already registered their desire to enjoy the tax exemption policy in advance, the system will automatically initiate a "registration request for early deduction of tax exemption amount" before filing the tax return. After the tax bureau returns the confirmation result, the policy will be automatically included in the current tax calculation logic. This function significantly reduces the workload of operators manually registering with the tax bureau, ensuring that eligible employees can enjoy tax benefits in a timely manner.

[0102] Step 5: Synchronize Special Additional Deduction Data

[0103] For newly added employees in the tax return data, the system will send a special additional deduction information request to the external tax platform, automatically obtaining special deduction data including items such as housing loan, children's education, and elderly care, and recording it in the employee information database for subsequent individual income tax calculation. This ensures that new employees can correctly include deductible items in their first tax return, avoiding the risk of omissions.

[0104] Step 6: Calculate taxes online

[0105] To enhance proactive risk control and budget management capabilities, the system offers an online tax calculation function. Some companies wish to preview tax calculation results during the informal tax filing stage to assess cash flow or verify internal data. In this case, the system will call the tax interface to generate a formal tax payment document (for internal reference only) and compare the company's tax calculation results with the tax bureau's calculation results to identify potential configuration or data issues.

[0106] Step 7: File your taxes online

[0107] Once the tax authority system allows tax filing for the current accounting period, users can trigger the "Online Tax Filing" command in the system to formally submit their individual income tax returns. The system supports parallel tax filing for single or multiple tax entities and provides real-time feedback. In case of tax filing failures, abnormal returns, or some employees being unable to file, the system provides automatic prompts and remedial options, such as voiding the filing, resubmitting, or allowing individual employees to choose to abandon the filing process, flexibly addressing various practical scenarios.

[0108] The automated one-click tax filing process described above effectively solves the challenges of integrating and calculating multi-entity, multi-dimensional salary data during the filing process. It reduces manual steps, lowers the error rate, and improves overall tax filing efficiency and data compliance. It is particularly suitable for high-frequency, high-concurrency tax filing applications such as large enterprise groups and HR outsourcing service platforms.

[0109] Corresponding to the method embodiments of this application, this application also provides a system for batch individual income tax declaration, such as... Figure 5 As shown, the individual income tax filing system 100 includes:

[0110] The receiving module 110 is used to receive individual income tax declaration instructions initiated by users, determine multiple entities that need to file taxes in the current tax filing period and multiple employees in each entity based on the set tax filing month, and obtain the payroll ledger of each employee.

[0111] Grouping module 120 is used to batch group multiple income data associated with the payroll ledger to obtain triple income data. The triple income data includes at least one or more of the following: natural person identifier, tax entity identifier and income type identifier.

[0112] The first calculation module 130 is used to perform individual income tax calculation operations on each triplet income data based on the configured tax template to obtain the corresponding first trial individual income tax amount. The tax template includes one or more of the following: total amount template, tax payment template and actual payment template.

[0113] The second calculation module 140 is used to call the tax interface to perform a trial calculation of individual income tax on the triplet income data to obtain the corresponding second trial individual income tax amount, and compare the second trial individual income tax amount with the first trial individual income tax amount to generate a difference file;

[0114] The declaration module 150 is used to generate a tax declaration data package and submit it to the tax system to complete the declaration if the comparison results of all individual tax items in the difference file are consistent and the tax system allows the current accounting period to start tax declaration.

[0115] Figure 6 This is a schematic diagram of the hardware structure of an electronic device according to an embodiment of this application. The electronic device can be implemented as a server or other various terminal devices, such as desktop personal computers, tablet computers, laptop computers, mobile phones, etc., including a processor 601 and a memory 602. The memory 602 stores a program instruction set, and when the processor 601 executes the program instruction set in the memory 602, it implements any of the aforementioned batch individual income tax declaration methods.

[0116] Specifically, the processor 601 may include a central processing unit (CPU), an application specific integrated circuit (ASIC), or one or more integrated circuits that can be configured to implement embodiments of the present invention.

[0117] Memory 602 may include mass storage for data or instructions. For example, and not limitingly, memory 602 may include a hard disk drive (HDD), floppy disk drive, flash memory, optical disk, magneto-optical disk, magnetic tape, or Universal Serial Bus (USB) drive, or a combination of two or more of these. Where appropriate, memory 602 may include removable or non-removable (or fixed) media. Where appropriate, memory 602 may be internal or external to the integrated gateway disaster recovery device. In a particular embodiment, memory 602 is non-volatile solid-state memory.

[0118] The memory may include read-only memory (ROM), random access memory (RAM), disk storage media devices, optical storage media devices, flash memory devices, and electrical, optical, or other physical / tangible memory storage devices. Therefore, typically, memory includes one or more tangible (non-transitory) computer-readable storage media (e.g., memory devices) encoded with software including computer-executable instructions, and when the software is executed (e.g., by one or more processors), it is operable to perform the batch individual income tax filing method provided by this invention.

[0119] In one example, the electronic device may also include a communication interface 603 and a bus 604. The processor 601, memory 602, and communication interface 603 are connected via bus 604 and communicate with each other. Communication interface 603 is primarily used to enable communication between modules, devices, units, and / or equipment in the embodiments of the present invention. Bus 604 includes hardware, software, or both, coupling components of the online data traffic billing device together. For example, and not limitingly, the bus may include an Accelerated Graphics Port (AGP) or other graphics bus, an Enhanced Industry Standard Architecture (EISA) bus, a Front Side Bus (FSB), HyperTransport (HT) interconnect, an Industry Standard Architecture (ISA) bus, an Infinite Bandwidth Interconnect, a Low Pin Count (LPC) bus, a memory bus, a Microchannel Architecture (MCA) bus, a Peripheral Component Interconnect (PCI) bus, a PCI-Express (PCI-X) bus, a Serial Advanced Technology Attachment (SATA) bus, a Video Electronics Standards Association Local (VLB) bus, or other suitable buses, or a combination of two or more of these. Where appropriate, bus 604 may include one or more buses. Although specific buses are described and illustrated in the embodiments of the present invention, the present invention is contemplated by any suitable bus or interconnect.

[0120] The present invention also provides a computer-readable storage medium storing computer program instructions thereon, which, when executed by a processor, implement any of the batch individual income tax declaration methods described in the foregoing embodiments. The computer-readable storage medium can be any medium that can tangibly contain or store computer-executable instructions for use by or in conjunction with an instruction execution system, apparatus, or device. The storage medium can be a transient computer-readable storage medium or a non-transitory computer-readable storage medium. Non-transitory computer-readable storage media may include, but are not limited to, magnetic storage devices, optical storage devices, and / or semiconductor storage devices. Examples of such storage devices include, for example, magnetic disks, optical discs based on CD, DVD, or Blu-ray technology, and persistent solid-state storage such as flash memory and solid-state drives.

[0121] This invention also provides a computer program product, comprising a set of computer program instructions, which, when executed by a processor, implement any of the batch individual income tax declaration methods described in the foregoing embodiments. The computer program product includes, but is not limited to, application installation packages, application plugins, and mini-programs that can run within certain applications, all published on websites or in app stores.

[0122] It should be clarified that the present invention is not limited to the specific configurations and processes described above and shown in the figures. For the sake of brevity, detailed descriptions of known methods are omitted here. In the above embodiments, several specific steps are described and shown as examples. However, the method process of the present invention is not limited to the specific steps described and shown. Those skilled in the art can make various changes, modifications, and additions, or change the order of steps, after understanding the spirit of the present invention.

[0123] The above embodiments are for illustrative purposes only and are not intended to limit the invention. Those skilled in the art can make various changes and modifications without departing from the scope of the invention. Therefore, all equivalent technical solutions should also fall within the scope of the invention.

Claims

1. A method for batch individual income tax declaration, characterized in that, include: Receive individual income tax declaration instructions initiated by users, determine multiple entities that need to file taxes in the current tax filing period and multiple employees in each entity based on the set tax filing month, and obtain the payroll ledger of each employee. Triple income data is obtained by batch grouping multiple income data associated with the payroll ledger. The triple income data includes at least one or more of the following: natural person identifier, tax reporting entity identifier, and income type identifier. Based on the configured tax template, the individual income tax calculation operation is performed on each ternary income data to obtain the corresponding first trial individual income tax amount. The tax template includes one or more of the following: total amount template, tax payment template and actual payment template. The tax interface is called to perform a trial calculation of individual income tax on the triplet income data to obtain the corresponding second trial individual income tax amount, and the second trial individual income tax amount is compared with the first trial individual income tax amount to generate a difference file; If the comparison results of all individual tax items in the difference file are consistent and the tax system allows the tax filing to begin in the current tax month, then a tax filing data package is generated and submitted to the tax system to complete the declaration.

2. The method according to claim 1, characterized in that, Based on the various income data associated with the payroll ledger, the triplet income data is obtained by batch grouping them, including: The payroll ledger is aggregated according to one or more of the natural person identifier, tax reporting entity identifier, and income type identifier in the income data to generate triple income data; Based on the aforementioned triple income data, an index relationship is established for identity recognition, income attribution, and classification judgment in the individual income tax calculation process.

3. The method according to claim 1, characterized in that, The tax template also includes a custom template, which is used to configure custom income composition fields. Based on these fields, it supports importing employee income data in a custom format and, after data parsing is completed, calculates the first trial individual income tax amount for the corresponding employee according to the field structure.

4. The method according to claim 1, characterized in that, Before calculating the first trial individual income tax amount, the following is further included: If the employee corresponding to the income data of the triplet is a newly added employee, the employee's basic information is submitted to the tax system, the special additional deduction data of the corresponding employee is obtained and registered in the employee information database; In response to the fact that the corresponding employee of the triplet income data is a registered employee, the special additional deduction data is extracted from the employee information database and added to the individual income tax calculation operation.

5. The method according to claim 1, characterized in that, Further includes: Employees who meet the preset pre-tax deduction rules in the tax data package submit an application request for advance deduction of tax exemption to the tax bureau before filing their individual income tax, and receive confirmation information from the tax system.

6. The method according to claim 1, characterized in that, Further includes: If at least one of the individual income tax items in the discrepancy file does not match, an exception record will be automatically generated, and the cause of the discrepancy will be traced back.

7. The method according to claim 1, characterized in that, Income types include: regular wages, labor remuneration, severance pay, annual bonus, stock options, casual labor, foreign employee income, and foreign employee bonuses, or one or more of these.

8. A system for batch individual income tax declaration, characterized in that, include: The receiving module is used to receive individual income tax declaration instructions initiated by users, determine multiple entities that need to file taxes in the current tax filing period based on the set tax filing month, as well as multiple employees in each entity, and obtain the payroll ledger for each employee. The grouping module is used to batch group multiple income data associated with the payroll ledger to obtain triple income data. The triple income data includes at least one or more of the following: natural person identifier, tax reporting entity identifier, and income type identifier. The first calculation module is used to perform individual income tax calculation operations on each triplet income data based on the configured tax template to obtain the corresponding first trial individual income tax amount. The tax template includes one or more of the following: total amount template, tax payment template and actual payment template. The second calculation module is used to call the tax interface to perform individual income tax trial calculation on the triplet income data to obtain the corresponding second trial individual income tax amount, and compare the second trial individual income tax amount with the first trial individual income tax amount to generate a difference file; The declaration module is used to generate a tax declaration data package and submit it to the tax system to complete the declaration if the comparison results of all individual tax items in the difference file are consistent and the tax system allows the current accounting period to start tax declaration.

9. An electronic device, characterized in that, This includes a processor and a memory, the memory storing a set of computer program instructions, which, when executed by the processor, implement the batch individual income tax declaration method according to any one of claims 1-7.

10. A computer program product, characterized in that, It includes a set of computer program instructions, which, when executed by a processor, implement the batch individual income tax declaration method as described in any one of claims 1-7.

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