Invoice processing apparatus and invoice processing program
The invoice processing device enhances withholding tax determination accuracy by linking sender and recipient information and analyzing past invoices, ensuring precise tax status assessments.
Patent Information
- Application Number
- JP2024009722
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2024-01-25
- Publication Date
- 2025-08-06
AI Technical Summary
Existing systems inaccurately determine whether invoices are subject to withholding tax due to variations among invoices from the same business entity.
An invoice processing device that acquires invoice information, identifies connection information between sender and recipient, and determines withholding tax status based on this connection information, including past invoice history and similarity analysis.
Improves the accuracy of determining whether invoices are subject to withholding tax by associating sender and recipient information, utilizing connection IDs and past invoice data for precise judgments.
Smart Images

Figure 2025115262000001_ABST
Abstract
Description
[Technical Field]
[0001] The present disclosure relates to an invoice processing device and an invoice processing program. [Background technology]
[0002] For example, billing information is sent and received by email or the like.
[0003] For example, Patent Document 1 describes that the business entity that issued the invoice determines whether the invoice is subject to withholding tax. [Prior art documents] [Patent documents]
[0004] [Patent Document 1] Patent No. 7371842 Summary of the Invention [Problem to be solved by the invention]
[0005] However, even if the invoices are sent from the same business, some may be subject to withholding tax and others may not. Therefore, there is room for improvement in the accuracy of determining whether an invoice is subject to withholding tax.
[0006] In view of the above problems, the present disclosure aims to provide an invoice processing device and an invoice processing program that can improve the accuracy of determining whether invoice information is subject to withholding tax. [Means for solving the problem]
[0007] In order to solve the above problem, the invoice processing device according to the first aspect of the present disclosure includes an acquisition unit that acquires invoice information, an identification unit that identifies connection information, which is information relating to the sender of the invoice information and the recipient of the invoice information, and a determination unit that determines whether the invoice information is subject to withholding tax based on the connection information.
[0008] In addition, in the invoice processing device according to the second aspect of the present disclosure, in the first aspect, the connection information is information that associates a sender individual with a recipient individual.
[0009] In addition, in the invoice processing device according to the third aspect of the present disclosure, in the second aspect, the connection information is information that associates the email address of the sender individual with the email address of the recipient individual.
[0010] In addition, in the invoice processing device according to the fourth aspect of the present disclosure, in the first to third aspects, an identifier is associated with each of multiple combinations of the sender of the invoice information and the recipient of the invoice information, the identification unit identifies the identifier corresponding to the acquired invoice information as the connection information, and the determination unit determines whether the invoice information is subject to withholding tax based on the identifier.
[0011] In addition, in the invoice processing device relating to the fifth aspect of the present disclosure, in the fourth aspect, the judgment unit determines whether the invoice information is subject to withholding tax based on the setting information related to withholding tax associated with the identified identifier.
[0012] In addition, in the invoice processing device according to the sixth aspect of the present disclosure, in the fourth aspect, the determination unit determines whether the invoice information is subject to withholding tax based on past invoice information corresponding to the identified identifier.
[0013] In addition, in the invoice processing device according to the seventh aspect of the present disclosure, in the sixth aspect, the judgment unit judges that the invoice information is subject to withholding tax if there is a history of the invoice information being subject to withholding tax in the past invoice information.
[0014] In addition, in the invoice processing device according to the eighth aspect of the present disclosure, in the sixth aspect, the judgment unit compares the contents of the past invoice information that was subject to withholding tax with the contents of the invoice information, and determines whether the invoice information is subject to withholding tax.
[0015] In addition, in the invoice processing device according to the ninth aspect of the present disclosure, in the eighth aspect, the judgment unit calculates the similarity between the content of the past invoice information that was subject to withholding tax and the content of the invoice information, and if the similarity is greater than or equal to a predetermined value, judges that the invoice information is subject to withholding tax.
[0016] In addition, in the invoice processing device according to the tenth aspect of the present disclosure, in the eighth aspect, the determination unit compares the items included in the past invoice information that were subject to withholding tax with the items included in the invoice information.
[0017] In addition, in the invoice processing device relating to the eleventh aspect of the present disclosure, in the fourth aspect, it further includes a storage unit that stores management information in which the sender of the invoice information, the destination of the invoice information, and the identifier are associated, and the identification unit refers to the management information to identify the identifier corresponding to the acquired invoice information.
[0018] In addition, in the invoice processing device according to the twelfth aspect of the present disclosure, in the first to third aspects, when the determination unit determines that the invoice information is subject to withholding tax, a notification unit is further provided which notifies the user whether or not the invoice information is subject to withholding tax and receives a response as to whether or not the invoice information is subject to withholding tax.
[0019] In addition, the invoice processing program relating to the thirteenth aspect of the present disclosure causes a computer to function as an acquisition unit that acquires invoice information, an identification unit that identifies connection information, which is information regarding the sender of the invoice information and the recipient of the invoice information, and a determination unit that determines whether the invoice information is subject to withholding tax based on the connection information. [Effects of the Invention]
[0020] The invoice processing device and invoice processing program according to the present disclosure can improve the accuracy of determining whether invoice information is subject to withholding tax. [Brief explanation of the drawings]
[0021] [Figure 1] 1 is a diagram illustrating an example of the overall configuration of an invoice processing system according to an embodiment of the present disclosure. [Figure 2] 2 is a diagram illustrating an example of a hardware configuration of a server device in FIG. 1. FIG. [Figure 3] 2 is a block diagram showing an example of various functions of the server device of FIG. 1. FIG. [Figure 4] 4 is a diagram showing an example of management information stored in a storage unit shown in FIG. 3. FIG. [Figure 5] 1. FIG. 4 is a diagram showing an example of a screen displayed on the user terminal of FIG. 1 when invoice information is sent via a web page. [Figure 6] 1. FIG. 4 is a diagram showing an example of a screen displayed on the user terminal of FIG. 1 when invoice information is sent by email. [Figure 7] 4 is a diagram showing an example of management information according to a first specific example stored in the storage unit of FIG. 3. FIG. [Figure 8] 2 is a flowchart showing an example of a processing flow of the server device of FIG. 1. DETAILED DESCRIPTION OF THE INVENTION
[0022] Hereinafter, embodiments of the present disclosure will be described with reference to the accompanying drawings. To facilitate understanding of the description, the same components and steps in each drawing will be denoted by the same reference numerals as much as possible, and redundant description will be omitted.
[0023] <Overall structure> FIG. 1 is an overall configuration diagram of an invoice processing system 1 according to an embodiment of the present disclosure. The invoice processing system 1 is a device that processes invoice information sent from a sender to a recipient. Invoice information is information related to an invoice. In this embodiment, the user who sends the invoice information is referred to as the "sender user," and the user who receives the invoice information is referred to as the "recipient user." For example, the sender user is the issuer of the invoice or a person in charge in the issuer's organization.
[0024] The bill processing system 1 includes a server device 2 and a user terminal 3. The server device 2 and the user terminal 3 are capable of communicating with each other via a network NT.
[0025] The server device 2 is an invoice processing device, and is an information processing device (computer) that processes invoice information. The server device 2 may be a cloud-based or on-premise type.
[0026] The user terminal 3 is a terminal device and an information processing device (computer) used by a user. The user terminal 3 is, for example, a personal computer, a smartphone, a tablet, etc. In this embodiment, the user terminal 3 is a personal computer as an example. A user can send and receive invoice information using the user terminal 3. In other words, the user terminal 3 is a terminal used by a user who is the sender or recipient of the invoice information.
[0027] <Hardware configuration> FIG. 2 is a diagram illustrating an example of a hardware configuration of the server device 2. As shown in FIG.
[0028] 2, the server device 2 includes a control device 10, a communication device 11, a storage device 12, an operation device 13, and a display device 14. The control device 10 is mainly configured to include a CPU (Central Processing Unit) 15 and a memory 16.
[0029] In the control device 10, the CPU 15 executes predetermined programs stored in the memory 16 or the storage device 12, etc., thereby functioning as various functional components described below. The memory 16 is a computer-readable storage medium, and may be composed of at least one of, for example, a random access memory (RAM), a read-only memory (ROM), an erasable program read-only memory (EPROM), an electrically erasable program read-only memory (EEPROM), etc. The memory 16 can store various types of data, such as programs required to execute processes in the server device 2.
[0030] The communication device 11 is configured with a communication interface and the like for communicating with external devices.
[0031] The storage device 12 is a computer-readable instruction recording medium, and is configured, for example, with a hard disk or a solid state drive. The storage device 12 stores various programs and information required for executing processes in the control device 10, as well as information on the processing results. Note that other examples of non-transitory computer-readable instruction recording media include portable recording media such as magnetic tape, flexible disks, optical disks, digital versatile disks, Blu-ray disks, magneto-optical disks, memory cards, and USB memory.
[0032] The operation device 13 is an input device (for example, a keyboard, a mouse, etc.) that accepts an input. The operation device 13 accepts an operation from a user and inputs the operation to the server device 2.
[0033] The display device 14 is a display device (for example, a display) that outputs characters and images.
[0034] The server device 2 can be realized using an information processing device such as a dedicated or general-purpose computer. The server device 2 may be configured with a single information processing device or multiple information processing devices. FIG. 2 shows only a portion of the main hardware configuration of the server device 2, and the server device 2 may have other configurations. The user terminal 3, like the server device 2, is equipped with a control device (CPU and memory), a communication device, a storage device, an operation device, and a display device.
[0035] <Functional configuration> 3 is a block diagram showing an example of various functions in the server device 2. Various processes are executed by the functions in each block.
[0036] As shown in FIG. 3, the server device 2 has, as its functional configuration, a storage unit 21, an acquisition unit 22, an identification unit 23, a determination unit 24, a notification unit 25, and a processing unit 26 as its main components.
[0037] The storage unit 21 stores management information related to past invoice information. Fig. 4 is a diagram showing an example of the management information. The management information associates a "connection ID," a "sender user," a "destination user," and "past invoice information." That is, the storage unit 21 stores management information in which the sender of the invoice information, the destination of the invoice information, and a connection ID (identifier) are associated with each other.
[0038] The "connection ID" in Fig. 4 is an identifier set for a combination of a sender of invoice information and a recipient of invoice information. As shown in Fig. 4, a different connection ID is set for each of a plurality of combinations of a sender user and a recipient user.
[0039] The connection ID is set, for example, when invoice information is sent for the first combination of a sender user and a recipient user. The connection ID is then stored in the management information as an identifier that indicates a unique combination of the sender and recipient.
[0040] Since the connection ID corresponds to a combination of a sender user and a destination user, if one of the users is different, the connection ID will be different. For example, as shown in Figure 4, if the destination user is the same but the sender user is different, the connection ID will be different. Also, even if the sender user's organization is the same, if the sender user is different, the connection ID will be different.
[0041] The "sender user" in Figure 4 is information related to the sender user who sent the invoice information. Specifically, the "sender user" is the name of the organization to which the sender user belongs, the individual's name, and email address. The "recipient user" in Figure 4 is information related to the recipient user to whom the invoice information has been sent. Specifically, the "recipient user" is the name of the organization to which the recipient user belongs, the individual's name, and email address. The email address is the email address used by the user at the organization. Note that the "sender user" and "recipient user" items in the management information may use other identification information that can identify the user.
[0042] The email address of the destination user may be set uniquely as an email address for the destination user in correspondence with the connection ID (unique email address). For example, an email address is generated when the connection ID is set, and is notified to each user as the email address for the destination user. In this case, even for the same destination user, a different email address is set for each connection ID. Furthermore, the management information may store both the email address used in the organization and the email address associated with the connection ID as the email address for the destination user.
[0043] The "past invoice information" in Figure 4 is invoice information sent in the past corresponding to the connection ID. In other words, the management information associates invoice information sent in the past with the connection ID. Therefore, by using the management information, it is possible to refer to past invoice information from the connection ID. Invoice information is stored sequentially as past invoice information. As will be described later, when a determination is made as to whether invoice information is subject to withholding tax, the determination result is stored in association with the invoice information.
[0044] 3, the storage unit 21 stores management information, and the management information can be referenced. Note that, in this embodiment, the case where the server device 2 has the storage unit 21 will be described as an example, but the information stored in the storage unit 21 may be held by a device different from the server device 2 and may be output to the server device 2.
[0045] The acquisition unit 22 acquires invoice information. Specifically, the acquisition unit 22 acquires invoice information sent from the user terminal 3. For example, the sender user can use the user terminal 3 to send the invoice information by inputting or uploading details related to the invoice information on a predetermined web page or application, or by sending an e-mail. The method for sending the invoice information is not limited.
[0046] FIG. 5 is a diagram showing an example of a screen 31 of the user terminal 3 when invoice information is sent from a predetermined web page. For example, the sender user accesses a predetermined URL and enters login information to display the screen 31 on the user terminal 3. The sender user specifies a file (e.g., a PDF) of the invoice to be sent. Upon specification, the invoice file is imported and displayed in area 32. For example, the contents of the invoice are displayed in area 32. The sender user also inputs sender information and recipient information in area 33 of the screen 31. The sender information is, for example, the sender's company name and the name of the person in charge. The recipient information is, for example, the recipient's company name and the name of the person in charge. The sender user then presses the send button 34 to execute transmission. For example, the input information is sent to the server device 2 as invoice information, and the acquisition unit 22 acquires the invoice information. The recipient user is then notified, and the recipient user can check the contents using a web page or the like.
[0047] FIG. 6 is a diagram showing an example of a screen 41 of the user terminal 3 when invoice information is sent by email. For example, the sender user activates an email application to display the screen 41 on the user terminal 3. The sender user specifies an invoice file (e.g., PDF) to be attached. Once specified, the invoice file is imported and displayed in area 42. The sender user also inputs destination information in area 43 of the screen 31. The destination information is, for example, the email address of the person in charge at the destination. The sender information is preset as the sender. The sender user also inputs a title in area 44 and a body in area 45. Note that the body may include information about the sender and the destination. The sender user then presses a send button 46 to execute transmission. For example, the destination user may be configured to upload the received email to the server device 2, or the server device 2 may automatically acquire the email when it is sent to the destination user's email address. In this manner, the various input information is acquired by the acquisition unit 22 as invoice information.
[0048] 3, for example, invoice information is acquired as described above by the acquisition unit 22. The acquired invoice information becomes invoice information that is the subject of tax withholding determination, which will be described later.
[0049] The identification unit 23 identifies connection information, which is information relating to the sender of the invoice information and the destination of the invoice information, corresponding to the acquired invoice information. The connection information is information including the sender of the invoice information and the destination of the invoice information; that is, the connection information makes it possible to identify the sender of the invoice information and the destination of the invoice information. Specifically, the connection information is information that associates a sender user, who is an individual sender, with a destination user, who is an individual recipient. The connection information may also be information that associates the email address of the sender user, who is an individual sender, with the email address of the destination user, who is an individual recipient. In other words, as long as the sender user and the destination user can be associated, they may be associated by name or email address.
[0050] In this embodiment, the connection information is a connection ID. That is, the identification unit 23 identifies a connection ID as the connection information by referring to the management information of the storage unit 21. Note that the connection information is not limited to a connection ID, and may be information on the sender of the invoice information and information on the recipient of the invoice information.
[0051] Specifically, the identifying unit 23 identifies a connection ID corresponding to the invoice information based on the invoice information acquired by the acquiring unit 22. Specifically, the identifying unit 23 identifies a connection ID corresponding to the invoice information based on sender information (e.g., a person in charge name and an email address) included in the invoice information and destination information (e.g., a person in charge name and an email address) included in the invoice information. The identifying unit 23 refers to the management information in the storage unit 21 and identifies a connection ID corresponding to the invoice information from the management information based on the sender and destination information included in the invoice information. For example, the identifying unit 23 may identify a connection ID from the personal names of the sender and destination of the invoice information, or may identify a connection ID from the email addresses of the sender and destination of the invoice information. For example, if a unique email address (unique email address) is set for the destination user corresponding to the connection ID, the identifying unit 23 can also identify a connection ID from this email address. Note that the method of identifying a connection ID corresponding to invoice information is not limited to the above.
[0052] The determination unit 24 determines whether or not the invoice information is subject to withholding tax based on the connection ID.
[0053] The determination unit 24 performs a determination process based on the setting information related to withholding tax and past invoice information linked to the connection ID (connection information) identified by the identification unit 23. A specific example of the determination process will be described in detail later.
[0054] The determination unit 24 determines whether the invoice information is subject to withholding tax or not, and associates the invoice information with "subject" or "not subject." For example, the determination result is stored in the management information.
[0055] The notification unit 25 notifies the user when the determination unit 24 determines that the invoice information is subject to withholding tax. Specifically, the notification unit 25 sends information indicating that the invoice information has been determined to be subject to withholding tax, for example, to the user terminal 3 of the destination user. The notification unit 25 also notifies the user whether or not the invoice information is subject to withholding tax. The notification unit 25 then accepts a response as to whether or not the invoice information is subject to withholding tax. For example, the response can be made by the destination user operating the user terminal 3.
[0056] The notification unit 25 stores the response result in the management information in the storage unit 21. That is, in the management information, the invoice information is associated with the user's response result as to whether or not the invoice information is subject to withholding tax. Note that in the management information, the determination result of the determination unit 24 may be associated with the invoice information.
[0057] In the above example, the notification unit 25 notifies the user whether or not the invoice information is subject to withholding tax and receives a response, but this process may be omitted.
[0058] When the processing unit 26 receives a response from the user indicating that the invoice information is subject to withholding tax, the processing unit 26 executes a predetermined process on the invoice information. The predetermined process is, for example, journalization. For example, the processing unit 26 executes journalization processing on the invoice information subject to withholding tax and creates journalization data. Note that the predetermined process is not limited to journalization and can be applied to other processes.
[0059] <Specific example of judgment process> Next, we will explain first, second, and third specific examples of the determination process in the determination unit 24. Using the following specific examples, the determination unit 24 determines whether or not invoice information is subject to withholding tax based on the connection ID.
[0060] (First specific example of determination processing) First, a first specific example of the determination process will be described. The determination unit 24 determines whether or not the invoice information is subject to withholding tax based on the setting information related to withholding tax associated with the identified connection ID. The setting information related to withholding tax is information related to whether or not the invoice information is subject to withholding tax, which is set in association with the connection ID.
[0061] FIG. 7 is a diagram showing an example of management information according to a first specific example. FIG. 7 shows management information tailored to the first specific example. In the management information according to the first specific example, "subject to withholding tax" is set corresponding to the connection ID in addition to each piece of information in the management information of FIG. 4. "Subject to withholding tax" in FIG. 7 is information indicating whether the invoice information sent from the corresponding sender user to the destination user is subject to withholding tax or not. The information relating to "subject to withholding tax" is set by the user for each connection ID. Note that, as shown in FIG. 4, if "subject to withholding tax" is not set, the field is left blank.
[0062] In a first specific example, the setting information related to withholding tax is the "Subject to withholding tax" item in the management information. Specifically, the determination unit 24 refers to the management information of the connection ID identified for the invoice information. Then, the determination unit 24 refers to the "Subject to withholding tax" item corresponding to the identified connection ID. Then, if the "Subject to withholding tax" item is set to be subject to withholding tax, the determination unit 24 determines that the invoice information acquired by the acquisition unit 22 is subject to withholding tax. Furthermore, if the "Subject to withholding tax" item is set to not be subject to withholding tax, the determination unit 24 determines that the invoice information acquired by the acquisition unit 22 is not subject to withholding tax.
[0063] In this way, when the "subject to withholding tax" item is set for a connection ID, it is possible to determine whether or not invoice information related to the same connection ID is subject to withholding tax.
[0064] (Second specific example of judgment processing) Next, a second specific example of the determination process will be described. The determination unit 24 determines whether the invoice information is subject to withholding tax based on the past invoice information corresponding to the identified connection ID. Specifically, the determination unit 24 references the management information to reference the past invoice information corresponding to the identified connection ID. For example, past invoice information can be referenced from the "past invoice information" item in the management information shown in FIG. 4. The determination unit 24 references whether the past invoice information contains invoice information that was subject to withholding tax. In other words, the determination unit 24 references the history of whether the past invoice information was determined to be subject to withholding tax. For example, the management information associates each piece of past invoice information with whether it was determined to be subject to withholding tax.
[0065] Then, if there is a history of the invoice information of the corresponding connection ID being subject to withholding tax, the determination unit 24 determines that the invoice information is subject to withholding tax.
[0066] In this way, by referencing the history of past invoice information for a connection ID, it is possible to determine whether or not invoice information related to the same connection ID is subject to withholding tax.
[0067] (Third specific example of judgment processing) Next, a third specific example of the determination process will be described. The determination unit 24 determines whether the invoice information is subject to withholding tax based on the past invoice information corresponding to the identified connection ID. Specifically, the determination unit 24 refers to the management information and references the content of the past invoice information that corresponds to the identified connection ID and that has been subject to withholding tax in the past. The content is content related to the invoice. Specifically, the content is the item (nominal) related to the invoice. The item is the name of the service or product that is the subject of the transaction. Note that the content is not limited to the item.
[0068] The determination unit 24 compares the contents of the past invoice information with the contents of the invoice information and determines whether the invoice information is subject to withholding tax. That is, the determination unit 24 compares the items in the contents of the invoice information to be determined with the items in the contents of the past invoice information of the connection ID corresponding to the invoice information.
[0069] Then, the determination unit 24 calculates the similarity between the contents (items) of the past invoice information and the contents (items) of the invoice information. The higher the similarity between the contents (items), the higher the value of the similarity. For example, the determination unit 24 extracts each of the contents (items) and calculates the similarity based on the degree of agreement of character strings. Note that the determination unit 24 may also calculate the similarity based on the degree of agreement of the meanings of words (items).
[0070] The determination unit 24 determines that the invoice information is subject to withholding tax when the similarity is equal to or greater than a predetermined value. The predetermined value is set in advance as a threshold value for the similarity.
[0071] In this way, it is possible to determine whether or not the invoice information is subject to withholding tax based on the degree of similarity to the contents of past invoice information of the same connection ID.
[0072] Although the first, second and third specific examples of the determination process have been described above, other determination methods may also be used for the determination process.
[0073] In the above description, the judgment unit 24 performs the judgment process using the methods of the first, second, and third specific examples, but the judgment unit 24 may perform a combination of these methods. For example, the judgment unit 24 may perform a judgment using the method of the first specific example as the first judgment process, and may further perform a judgment process using the method of the third specific example as the second judgment process.
[0074] <Processing flow> 8 is a flowchart showing an example of the processing flow of the server device 2 according to this embodiment. The processing of each of the following steps is started, for example, when the user sends invoice information. Note that the order and content of each of the following steps can be changed as appropriate.
[0075] (Step SP10) The acquisition section 22 acquires the bill information sent from the user terminal 3. Then, the process proceeds to step SP11.
[0076] (Step SP11) The identifying unit 23 identifies the sender information and the recipient information contained in the billing information, and then the process proceeds to step SP12.
[0077] (Step SP12) The identifying unit 23 refers to the management information and identifies the connection ID corresponding to the invoice information based on the sender information and the recipient information, and then the process proceeds to step SP13.
[0078] (Step SP13) The determination unit 24 determines whether the invoice information is subject to withholding tax based on the connection ID. If it is determined that the invoice information is subject to withholding tax, the process proceeds to step SP14. If it is determined that the invoice information is not subject to withholding tax, the process ends.
[0079] (Step SP14) The notification unit 25 notifies the user of the determination result, and the process then proceeds to step SP15.
[0080] (Step SP15) The notification unit 25 receives a user's response as to whether or not the invoice information is subject to withholding tax. Specifically, the notification unit 25 determines whether or not the response has been received. If the response has not been received, step SP15 is repeatedly executed. If the response has been received, the process proceeds to step SP16.
[0081] (Step SP16) The processing unit 26 determines whether the received response indicates that the invoice information is subject to withholding tax. If the response indicates that the invoice information is subject to withholding tax, the process proceeds to step SP17. If the response does not indicate that the invoice information is subject to withholding tax, the process ends.
[0082] (Step SP17) The processing unit 26 executes a predetermined process on the invoice information. For example, the processing unit 26 performs journalization processing on the invoice information. Then, the process ends.
[0083] <Action and effect> As described above, the invoice processing device of this embodiment comprises an acquisition unit 22 that acquires invoice information, an identification unit 23 that identifies connection information, which is information regarding the sender of the invoice information and the recipient of the invoice information, and a determination unit 24 that determines whether the invoice information is subject to withholding tax based on the connection information.
[0084] According to this configuration, by using connection information, which is information relating to the sender and recipient of invoice information, to determine whether an item is subject to withholding tax, it is possible to improve the accuracy of the determination. For example, even if the sender is the same, there may be cases where invoice information that is subject to withholding tax and invoice information that is not subject to withholding tax are included, but by using the connection information, it is possible to perform the determination with greater accuracy.
[0085] In addition, in the invoice processing device, the connection information is information that associates a sender individual with a recipient individual.
[0086] According to this configuration, by associating the sender individual with the recipient individual, it becomes possible to accurately determine whether or not the invoice information is subject to withholding tax.
[0087] In addition, in the invoice processing device, the connection information is information that associates the email address of the sender with the email address of the recipient.
[0088] According to this configuration, by associating the sender's email address with the recipient's email address, it becomes possible to accurately determine whether or not the invoice information is subject to withholding tax.
[0089] In addition, in the invoice processing device, an identifier is associated with each of multiple combinations of the sender of the invoice information and the recipient of the invoice information, and the identification unit 23 identifies the identifier corresponding to the acquired invoice information as connection information, and the judgment unit 24 judges whether the invoice information is subject to withholding tax based on the identifier.
[0090] According to this configuration, by using the connection ID as an identifier, it is possible to accurately determine whether or not the invoice information is subject to withholding tax.
[0091] Furthermore, in the invoice processing device, the determination unit 24 determines whether or not the invoice information is subject to withholding tax based on the setting information related to withholding tax associated with the specified identifier.
[0092] According to this configuration, it is possible to accurately determine whether or not the invoice information is subject to withholding tax based on the setting information (the "subject to withholding tax" item) associated with the connection ID, which is an identifier.
[0093] Furthermore, in the invoice processing device, the determination unit 24 determines whether or not the invoice information is subject to withholding tax based on the past invoice information corresponding to the specified identifier.
[0094] According to this configuration, by using the past invoice information of the same connection ID (identifier), it is possible to accurately determine whether or not the invoice information is subject to withholding tax, reflecting the past history.
[0095] Furthermore, in the invoice processing device, the determination unit 24 determines that the invoice information is subject to withholding tax when there is a history of the invoice information being subject to withholding tax.
[0096] According to this configuration, if there is a history of past invoice information being subject to withholding tax, it is possible to determine that invoice information with the same connection ID is subject to withholding tax.
[0097] Furthermore, in the invoice processing device, the determination unit 24 compares the contents of the past invoice information that was subject to withholding tax with the contents of the invoice information, and determines whether the invoice information is subject to withholding tax.
[0098] According to this configuration, by comparing the contents with past invoice information that has been subject to withholding tax in the past, it is possible to accurately determine whether invoice information with the same connection ID as the past invoice information is subject to withholding tax.
[0099] In addition, in the invoice processing device, the judgment unit 24 calculates the similarity between the contents of past invoice information that was subject to withholding tax and the contents of the invoice information, and if the similarity is greater than or equal to a predetermined value, judges that the invoice information is subject to withholding tax.
[0100] According to this configuration, if the content is similar to past invoice information that has been subject to withholding tax in the past, it is possible to determine that the invoice information with the same connection ID as the past invoice information is subject to withholding tax.
[0101] Furthermore, in the invoice processing device, the determination unit 24 compares the items included in the past invoice information that were subject to withholding tax with the items included in the invoice information.
[0102] According to this configuration, by determining the item, it is possible to effectively determine whether or not an item is subject to withholding tax.
[0103] The invoice processing device further includes a storage unit 21 that stores management information that associates the sender of the invoice information, the recipient of the invoice information, and an identifier, and an identification unit 23 refers to the management information to identify the identifier corresponding to the acquired invoice information.
[0104] According to this configuration, by providing the storage unit 21 for storing management information, it is possible to efficiently identify the identifier corresponding to the invoice information.
[0105] In addition, the invoice processing device further includes a notification unit 25 that, when the judgment unit 24 judges that the invoice information is subject to withholding tax, notifies the user whether or not the invoice information is subject to withholding tax and receives a response as to whether or not the invoice information is subject to withholding tax.
[0106] According to this configuration, the determination result can be notified to the user, and the user's intention can be accepted.
[0107] The invoice processing program also causes the computer to function as an acquisition unit 22 that acquires invoice information, an identification unit 23 that identifies connection information, which is information regarding the sender of the invoice information and the recipient of the invoice information, and a determination unit 24 that determines whether the invoice information is subject to withholding tax based on the connection information.
[0108] According to this configuration, by using connection information, which is information relating to the sender and recipient of the invoice information, to determine whether or not an item is subject to withholding tax, it is possible to improve the accuracy of the determination of eligibility.
[0109] <Modification> The present disclosure is not limited to the above-described embodiments. In other words, variations of the above-described embodiments, which are appropriately modified by a person skilled in the art, are also included within the scope of the present disclosure as long as they include the features of the present disclosure. Furthermore, the elements of the above-described embodiments and the modifications described below can be combined to the extent technically possible, and such combinations are also included within the scope of the present disclosure as long as they include the features of the present disclosure.
[0110] For example, in the above embodiment, the server device 2 has each function, but each function may be provided in the user terminal 3. Furthermore, each function may be distributed between the server device 2 and the user terminal 3.
[0111] In addition, in the above embodiment, an example was described in which invoice information is sent by upload or email, but the means for sending the invoice information is not limited. For example, the invoice information may be a digital version of an invoice sent by mail, etc.
[0112] In the above embodiment, the case where the acquisition unit 22 acquires invoice information when the invoice information is sent has been described as an example, but the acquisition timing is not limited. In other words, the timing of performing the determination process is not limited. For example, invoice information that has already been sent may be acquired and used as the subject of withholding tax determination. Furthermore, invoice information may be acquired and the determination process performed before the sender user sends the invoice information.
[0113] In the above embodiment, the connection information (connection ID) is information that associates a sender individual with a recipient individual, but at least one of the sender and recipient may be an individual. For example, the connection information may be information that associates a sender organization (not an individual) with a recipient individual.
[0114] In addition, in the above embodiment, in the first specific example, an example was described in which the user sets the ``Tax withholding subject'' item in the management information, but it may also be set automatically based on the invoice information in the corresponding connection ID.
[0115] In the above embodiment, the determination unit 24 performs the determination process based on the setting information related to withholding tax linked to the connection ID and the past invoice information, but the determination method is not limited thereto. For example, the determination unit 24 may determine whether or not an item is subject to withholding tax based on the contents (items, etc.) of the invoice information.
[0116] In the above embodiment, the processing unit 26 executes a predetermined process on the invoice information, but the process to be executed may be specified by the user. Specifically, the processing unit 26 may notify the user of candidate processes for the invoice information that is subject to withholding tax and accept the selection of the process from the user. The processing unit 26 executes the process selected by the user on the invoice information.
[0117] When the processing unit 26 presents candidate processes to the user, it may preferentially present processes that have been performed in the past invoice information of the corresponding connection ID. Priority may be, for example, displayed at the top or at the very top of the display order, or displayed in an emphasized manner. It may also be displayed with a mark or the like to indicate that a process has been performed in the past invoice information.
[0118] Furthermore, the processing unit 26 may be omitted. That is, the invoice may be subjected to a determination process related to withholding tax, the result of which may be notified to the user, and no further processing may be performed by the processing unit 26. [Explanation of symbols]
[0119] 2: Server device (invoice processing device) 22: Acquisition part 23: Specific part 24: Judgment section
Claims
1. an acquisition unit for acquiring invoice information; an identification unit that identifies connection information that is information relating to a sender of the invoice information and a recipient of the invoice information; a determination unit that determines whether the invoice information is subject to withholding tax based on the connection information; An invoice processing device comprising:
2. The connection information is information that associates a sender individual with a recipient individual. The bill processing device of claim 1 .
3. The connection information is information that associates the email address of a sender with the email address of a recipient. The bill processing device of claim 2 .
4. an identifier is associated with each of a plurality of combinations of a sender of the invoice information and a destination of the invoice information; The identification unit identifies the identifier corresponding to the acquired invoice information as the connection information, The determination unit determines whether the invoice information is subject to withholding tax based on the identifier.
4. A bill processing device according to any one of claims 1 to 3.
5. the determination unit determines whether the invoice information is subject to withholding tax based on setting information related to withholding tax associated with the specified identifier.
5. The bill processing device of claim 4.
6. the determination unit determines whether the invoice information is subject to withholding tax based on past invoice information corresponding to the identified identifier.
5. The bill processing device of claim 4.
7. the determination unit determines that the invoice information is subject to withholding tax when there is a history of the invoice information being subject to withholding tax; 7. The bill processing device of claim 6.
8. the determination unit compares the content of the past invoice information that was subject to withholding tax with the content of the invoice information, and determines whether the invoice information is subject to withholding tax; 7. The bill processing device of claim 6.
9. the determination unit calculates a similarity between the content of the past invoice information that was subject to withholding tax and the content of the invoice information, and determines that the invoice information is subject to withholding tax if the similarity is equal to or greater than a predetermined value. The bill processing device of claim 8.
10. the determination unit compares the items included in the past invoice information that were subject to withholding tax with the items included in the invoice information; The bill processing device of claim 8.
11. a storage unit for storing management information in which the sender of the billing information, the destination of the billing information, and the identifier are associated with each other; Further provided with the identifying unit identifies the identifier corresponding to the acquired invoice information by referring to the management information; 5. The bill processing device of claim 4.
12. a notification unit that, when the determination unit determines that the invoice information is subject to withholding tax, notifies a user whether or not the invoice information is subject to withholding tax and receives a response as to whether or not the invoice information is subject to withholding tax; The bill processing device according to any one of claims 1 to 3, further comprising:
13. Computer, an acquisition unit for acquiring invoice information; an identification unit that identifies connection information that is information relating to a sender of the invoice information and a recipient of the invoice information; a determination unit that determines whether the invoice information is subject to withholding tax based on the connection information; An invoice processing program that acts as a
Citation Information
Patent Citations
Information processing device, information processing method, and program
JP7371842B1