Information processing apparatus, information processing method, and program

The information processing device addresses the challenge of verifying amount consistency across different tax return forms by identifying and determining corresponding amounts, enabling efficient comparison and verification.

JP2026000717APending Publication Date: 2026-01-06MIROKU JYOHO SERVICE CO LTD
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Patent Information

Application Number
JP2024098209
Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
Filing Date
2024-06-18
Publication Date
2026-01-06

AI Technical Summary

Technical Problem

Conventional systems struggle to check the consistency of amounts between forms that are compatible with XML format and those that are not, particularly those that cannot be filed electronically due to system operation issues, making it cumbersome to verify the amounts of items included in separately sent forms.

Method used

An information processing device that identifies separately sent forms, acquires and determines corresponding amounts from other forms, and outputs these amounts in association with the document names, allowing for easy comparison and verification of consistency.

Benefits of technology

Facilitates easy checking of amount consistency between separately sent forms and other forms, enhancing the efficiency of tax return review processes.

✦ Generated by Eureka AI based on patent content.

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Abstract

To easily check whether or not the amount of money of an item included in a separately sent slip is matched with the item of the other slip.SOLUTION: An information processor 1 includes an identification part 132 for identifying a separate form to be submitted to a tax office without using an electronic declaration among a plurality of forms to be submitted as a tax return, and an obtaining part 133 for obtaining a plurality of amounts of money corresponding to a plurality of items indicated by one or more pieces of combination information indicating a combination of items whose amounts of money need to match each other. The determination unit 134 determines the amount of money indicated by the amount-of-money data corresponding to the corresponding item corresponding to the separate form item in another form different from the separate form among the plurality of acquired amount-of-money data as the amount of money corresponding to the separate form item, and the output unit 135 outputs the determined amount of money, the separate form item corresponding to the amount of money, and the form name of the separate form in association with each other.SELECTED DRAWING: Figure 2
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Description

[Technical Field]

[0001] The present invention relates to an information processing device, an information processing method, and a program. [Background technology]

[0002] Traditionally, when filing tax returns, a tax accountant or other qualified person reviews the entire tax return to ensure there are no errors in the contents of the return. The review involves checking whether the amounts in the various documents included in the tax return match.

[0003] Patent Document 1 discloses a system that creates HTML format data from XML format data corresponding to the forms included in tax returns, sends it to the worker's terminal, and enables the worker to edit the data on the worker's terminal, in order to make it easier for the worker to perform tasks such as checking consistency. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Japanese Patent Application Laid-Open No. 2006-318501 Summary of the Invention [Problem to be solved by the invention]

[0005] Among tax returns, there are forms that contain data compatible with XML format to enable electronic filing, as well as forms that do not support XML format and cannot be filed electronically, and separately sent forms that cannot be filed electronically due to system operation issues. Conventional systems were unable to obtain data related to the amounts of items included in separately sent forms, which made it cumbersome to check whether the amounts of items included in separately sent forms were consistent with items on other forms.

[0006] The present invention has been made in consideration of these points, and aims to make it easier to check whether the amounts of items included in a separate document are consistent with the items on other documents. [Means for solving the problem]

[0007] An information processing device according to a first aspect of the present invention has a memory unit that stores one or more combination information indicating combinations of items whose amounts must match among a plurality of items included in each of a plurality of documents to be submitted as tax returns; an identification unit that identifies, from the plurality of documents, separate documents that are documents to be submitted to the tax office without electronic filing; an acquisition unit that acquires, from a plurality of amount data indicating amounts corresponding to a plurality of items included in document data corresponding to each of the plurality of documents, a plurality of amount data corresponding to a plurality of items included in each of one or more of the combination information; a determination unit that identifies, from the combinations of items indicated by the one or more combination information, separate document items that are items included in the separate document, and determines, as the amount corresponding to the separate document item on the separate document, the amount indicated by amount data corresponding to a corresponding item in another document different from the separate document among the plurality of amount data acquired by the acquisition unit; and an output unit that outputs the amount determined by the determination unit, the separate document item corresponding to the amount, and the document name of the separate document in association with each other.

[0008] The memory unit associates each of the multiple items included in the combination information with the unit of amount corresponding to that item and stores the associated unit, and if the unit of amount associated with the corresponding item in the other document is different from the unit of amount associated with the separate document item in the separate document, the determination unit may convert the amount indicated by the amount data corresponding to the corresponding item in the other document into an amount in the unit of amount associated with the separate document item in the separate document, and determine the converted amount as the amount corresponding to the separate document item in the separate document.

[0009] When a combination including the separately sent document item among the combinations indicated by one or more of the combination information includes multiple corresponding items corresponding to the separately sent document item, the determination unit may determine the amount corresponding to the separately sent document item to be the amount indicated by the amount data acquired by the acquisition unit for the corresponding item corresponding to the other document that has a relatively large number of items included in one or more of the combination information, among multiple other documents corresponding to each of the multiple corresponding items.

[0010] When a combination including the separately shipped document item among the combinations indicated by one or more of the combination information includes multiple corresponding items corresponding to the separately shipped document item, the determination unit determines the amount indicated by the amount data acquired by the acquisition unit for each of the multiple corresponding items as the amount corresponding to the separately shipped document item, and the output unit may output the multiple amounts determined by the determination unit, the corresponding items corresponding to the amounts, and the document names of the other documents corresponding to the corresponding items, in association with the separately shipped document items and the document names of the separately shipped documents.

[0011] The memory unit may store rounding information indicating that rounding has been performed on an item among the multiple items included in the combination information, for which rounding has been performed to round part of the amount, in association with the item, and the output unit may output information indicating that rounding has been performed on the amount determined by the determination unit when the rounding information indicating that rounding has been performed on the corresponding item corresponding to the amount determined by the determination unit is associated with the item.

[0012] When the acquisition unit has acquired amount data for the separate document item, the output unit may output information indicating the comparison result between the amount corresponding to the corresponding item determined by the determination unit and the amount indicated by the amount data acquired for the separate document item. The output unit may output the corresponding item corresponding to the amount determined by the determination unit and the form name of the other form corresponding to the corresponding item, in association with the separately sent form item.

[0013] An information processing method according to a second aspect of the present invention includes the steps of: identifying, executed by a computer, a separate delivery form that is a form to be submitted to the tax office without using electronic filing, from among a plurality of forms to be submitted as tax returns; referencing one or more combination information indicating combinations of items whose amounts must match among a plurality of items included in each of the plurality of forms, and obtaining a plurality of amount data corresponding to a plurality of items included in each of the one or more pieces of combination information from a plurality of amount data indicating amounts corresponding to a plurality of items included in form data corresponding to each of the plurality of forms; identifying a separate delivery form item that is an item included in the separate delivery form from the combination of items indicated by the one or more pieces of combination information, and determining the amount indicated by amount data corresponding to a corresponding item that is an item corresponding to the separate delivery form item in another form different from the separate delivery form, among the obtained plurality of amount data, as the amount corresponding to the separate delivery form item in the separate delivery form; and outputting the determined amount, the separate delivery form item corresponding to the amount, and the form name of the separate delivery form in association with each other.

[0014] A program according to a third aspect of the present invention causes a computer to function as an identification unit that identifies, from among multiple documents to be submitted as tax returns, separate documents that are to be submitted to the tax office without electronic filing; an acquisition unit that refers to one or more combination information indicating combinations of items whose amounts must match among multiple items included in each of the multiple documents, and acquires multiple amount data corresponding to multiple items included in each of the one or more pieces of combination information from multiple amount data indicating amounts corresponding to each of multiple items included in document data corresponding to each of the multiple documents; a determination unit that identifies separate document items that are items included in the separate document from the combinations of items indicated by the one or more pieces of combination information, and determines the amount indicated by amount data corresponding to corresponding items in another document different from the separate document, among the multiple amount data acquired by the acquisition unit, as the amount corresponding to the separate document item on the separate document; and an output unit that outputs the amount determined by the determination unit, the separate document item corresponding to the amount, and the document name of the separate document in association with each other. [Effects of the Invention]

[0015] According to the present invention, it is possible to easily check whether the amounts of items included in a separately sent form are consistent with the items of other forms. [Brief explanation of the drawings]

[0016] [Figure 1] 1 is a diagram showing an overview of an information processing device according to an embodiment of the present invention; [Figure 2] 1 is a diagram illustrating a configuration of an information processing device according to an embodiment of the present invention. [Figure 3] FIG. 10 is a diagram illustrating an example of combination information. [Figure 4] FIG. 10 is a diagram illustrating another example of combination information. [Figure 5] FIG. 10 is a diagram illustrating an example of an output list. [Figure 6] 10 is a flowchart illustrating an example of a processing flow in an information processing device. DETAILED DESCRIPTION OF THE INVENTION

[0017] [Overview of information processing device 1] FIG. 1 is a diagram showing an overview of an information processing device 1 according to this embodiment. The information processing device 1 is a computer that assists in checking whether amounts are consistent between forms related to tax returns. The information processing device 1 is communicably connected to another system 2 that generates form data for one or more forms related to tax returns, and to a user terminal 3 used by a user who checks whether amounts are consistent between forms. Note that while FIG. 1 shows only one other system 2 and one user terminal 3, multiple other systems 2 and multiple user terminals 3 may be provided.

[0018] The information processing device 1 stores one or more combination information pieces that indicate combinations of items whose amounts must match among a plurality of items included in each of a plurality of documents to be submitted as tax returns.

[0019] The information processing device 1 identifies, from among a plurality of forms related to a tax return, a separately sent form that is a form to be submitted to a tax office without using electronic filing ((1) in FIG. 1). The information processing device 1 acquires, from another system 2, a plurality of amount data corresponding to a plurality of items included in one or more pieces of combination information from a plurality of amount data indicating amounts corresponding to a plurality of items contained in the form, which are included in the form data ((2) in FIG. 1).

[0020] The information processing device 1 identifies the separate delivery form item that is an item included in the separate delivery form from the combination of items indicated by one or more pieces of combination information ((3) in FIG. 1). Then, the information processing device 1 determines the amount indicated by the amount data corresponding to the corresponding item that is an item corresponding to the separate delivery form item in another form different from the separate delivery form from the multiple amount data acquired as the amount corresponding to the separate delivery form item ((4) in FIG. 1).

[0021] The information processing device 1 outputs an output list to the user terminal 3 as list information associating the determined amount, the separately sent document items corresponding to that amount, and the document name of the separately sent document corresponding to that separately sent document item ((5) in FIG. 1). Because the separately sent document is a document that is submitted to the tax office without using electronic filing, it is preferable to visually check whether the amount printed on the paper is consistent with the amounts on other documents. In response to this, the information processing device 1 outputs an output list, making it easier for the user to check whether the amounts of the items included in the separately sent document are consistent with the items on other documents.

[0022] [Configuration of information processing device 1] Next, a description will be given of the configuration of the information processing device 1. Fig. 2 is a diagram showing the configuration of the information processing device 1 according to this embodiment. As shown in Fig. 2, the information processing device 1 has a communication unit 11, a storage unit 12, and a control unit 13. The control unit 13 has a registration unit 131, an identification unit 132, an acquisition unit 133, a determination unit 134, and an output unit 135.

[0023] The communication unit 11 is an interface for connecting the information processing device 1 to a network for transmitting and receiving data between the information processing device 1 and other systems 2 and the user terminal 3. The storage unit 12 is a storage medium including a ROM (Read Only Memory), a RAM (Random Access Memory), etc. The storage unit 12 stores a program executed by the control unit 13. For example, the storage unit 12 stores a program that causes the control unit 13 to function as a registration unit 131, an identification unit 132, an acquisition unit 133, a determination unit 134, and an output unit 135.

[0024] The storage unit 12 also stores one or more pieces of combination information indicating a combination of items whose amounts must match among a plurality of items included in each of a plurality of forms to be submitted as tax returns. Fig. 3 is a diagram showing an example of the combination information. As shown in Fig. 3, the combination information is information in which each item of a plurality of forms whose amounts must match is associated with a combination ID for identifying the combination.

[0025] Also, as shown in Figure 3, each of the multiple items included in the combination information is associated with the unit of the amount corresponding to that item and rounding information indicating whether rounding has been performed on the amount corresponding to that item, i.e., whether part of the amount has been rounded off.

[0026] For example, for combination ID "02," multiple items are associated, such as accounts receivable on the balance sheet of the financial statement, total accounts receivable in the accounts receivable (uncollected income) breakdown of the account item breakdown statement, and main item accounts receivable in the corporate business overview statement, and it is indicated that the amounts of these items must match.

[0027] It can also be seen that the units of the amounts for the accounts receivable on the balance sheet of the financial report and the total accounts receivable in the breakdown of accounts receivable (uncollected income) in the account item breakdown statement are "yen," while the units of the amount for the main account, accounts receivable, in the Corporate Business Overview Statement are "thousands of yen." Furthermore, the rounding information for the accounts receivable on the balance sheet of the financial report and the total accounts receivable in the breakdown of accounts receivable (uncollected income) in the account item breakdown statement is "none," indicating that no rounding has been applied to the amounts of these items. Furthermore, the rounding information for the main account, accounts receivable, in the Corporate Business Overview Statement is "round down," indicating that rounding has been applied to the amount of this item.

[0028] While the storage unit 12 stores the combination information in a list format as shown in FIG. 3, the storage unit 12 may store the combination information in a format other than a list format. FIG. 4 is a diagram showing another example of combination information. In FIG. 4, the vertical axis shows combination IDs and the horizontal axis shows form names, and it can be seen that each of the multiple combination IDs is associated with each of the items on multiple forms whose amounts must match. In the example shown in FIG. 4, although not shown, it is assumed that each item is associated with a unit of amount and rounding information.

[0029] The control unit 13 is, for example, a CPU (Central Processing Unit). The control unit 13 executes a program stored in the storage unit 12, thereby functioning as a registration unit 131, an identification unit 132, an acquisition unit 133, a determination unit 134, and an output unit 135. The functions of the control unit 13 will be described in detail below.

[0030] [Register combination information] When presenting the user with an output list showing amounts corresponding to separately sent document items, it is necessary to prepare combination information showing combinations of items whose amounts must match among the multiple items included in each of the multiple documents. The registration unit 131 accepts registration of each of the multiple combination information from, for example, an administrator terminal (not shown) used by the administrator of the information processing device 1, and stores the accepted combination information in the storage unit 12.

[0031] [Identifying separate documents] Next, the process of identifying separately sent forms will be described. The identification unit 132 identifies separately sent forms, which are forms to be submitted to the tax office without electronic filing, from among a plurality of forms. For example, a separately sent form flag indicating whether or not the form is a separately sent form is pre-associated with each of a plurality of forms. Furthermore, if form data corresponding to the form exists, storage destination information indicating the storage destination of the form data is pre-associated with the form. The storage destination information is, for example, login information for a database for exporting the form data from a database held by another system 2 that holds the form data, query information, etc.

[0032] The identification unit 132 identifies, as separate documents, documents that are associated with a separate document flag indicating that the document is a separate document, and documents that are not associated with storage location information for the document data. In the example shown in Fig. 3, the identification unit 132 identifies the account item breakdown statement and the fixed asset ledger as separate documents, and the following description will be given of an example of determining the amounts of the items on these documents.

[0033] The identifying unit 132 identifies, as separately sent forms, forms associated with a separately sent form flag indicating that the form is a separately sent form and forms not associated with storage destination information for the form data, but this is not limited thereto. The identifying unit 132 may also identify separately sent forms by accepting a designation of a separately sent form from the user terminal 3.

[0034] [Determine the amount corresponding to the separate document item] Next, the process of determining the amount corresponding to the separately sent document item will be described. First, the acquisition unit 133 acquires a plurality of amount data corresponding to a plurality of items included in each of one or more combination information from a plurality of amount data indicating amounts corresponding to a plurality of items included in the report data corresponding to each of a plurality of reports.

[0035] For example, the acquisition unit 133 accesses the other system 2 based on storage location information indicating the storage location of form data for each of the multiple forms during the period for filing electronic returns, and acquires multiple amount data corresponding to multiple items included in each of the one or more pieces of combination information. The acquisition unit 133 may identify, from the one or more pieces of combination information, one or more pieces of combination information that include separately sent form items that are items included in a separately sent form. Then, the acquisition unit 133 may acquire multiple amount data corresponding to multiple items included in each of the identified one or more pieces of combination information.

[0036] As described above, when an account item breakdown statement and a fixed asset ledger are identified as separately sent documents, the acquisition unit 133 acquires a plurality of amount data corresponding to each of a plurality of items included in the combination information including the account item breakdown statement or the fixed asset ledger shown in Fig. 3, i.e., the combination information with the combination IDs "01," "02," "05," and "07." For example, the acquisition unit 133 acquires amount data corresponding to accounts receivable in the balance sheet of the settlement report and amount data corresponding to main items / accounts receivable in the corporate business overview statement, corresponding to the combination ID "02."

[0037] In addition, there may be cases where amount data exists for a separate delivery form item corresponding to the separate delivery form. In this case, the acquisition unit 133 may acquire amount data for the separate delivery form item corresponding to the separate delivery form. Also, some companies may not support bills receivable, in which case the acquisition unit 133 may not be able to acquire amount data corresponding to the item.

[0038] The determination unit 134 identifies a separate delivery form item that is an item included in the separate delivery form from the combination of items indicated by one or more pieces of combination information. Then, the determination unit 134 determines, as the amount corresponding to the separate delivery form item, the amount indicated by amount data corresponding to a corresponding item that is an item corresponding to a separate delivery form item in another form different from the separate delivery form, in the combination information including the separate delivery form item, among the multiple amount data acquired by the acquisition unit 133.

[0039] Specifically, when a combination indicated by one or more combination information includes a separately sent document item and includes multiple corresponding items corresponding to the separately sent document item, the determination unit 134 determines the amount corresponding to the separately sent document item to be the amount indicated by the amount data acquired by the acquisition unit 133 for the corresponding item corresponding to the other document that has a relatively large number of items included in one or more combination information, among multiple other documents corresponding to each of the multiple corresponding items.

[0040] For example, in order to determine the amount corresponding to the separate document item included in the account item breakdown statement, which is a separate document with the combination ID "02" shown in FIG. 3, the determination unit 134 first identifies the accounts receivable (uncollected income) breakdown / total accounts receivable in the account item breakdown statement as a separate document item. Then, the determination unit 134 identifies corresponding items that are items corresponding to the separate document item in another document other than the separate document, and that are candidates for the source of the amount corresponding to the separate document item. For example, the determination unit 134 identifies accounts receivable in the balance sheet of the financial statement and main items / accounts receivable in the corporate business overview explanation as corresponding items in another document other than the separate document item, which are associated with the combination ID "02" shown in FIG.

[0041] As shown in FIG. 3 , items in the financial statement are included in combination information with combination IDs "01" to "08," while items in the corporate business overview statement are included in combination information with combination IDs "01," "02," and "07." Therefore, items in the financial statement are included in relatively more combination information than items in the corporate business overview statement. Therefore, the determination unit 134 identifies the accounts receivable in the balance sheet of the financial statement as the item from which the amount corresponding to the separately delivered document item is obtained from among the candidate sources of the amount corresponding to the separately delivered document item. The determination unit 134 then determines the amount indicated by the amount data acquired by the acquisition unit 133 for the accounts receivable in the balance sheet of the financial statement as the amount of the accounts receivable (uncollected income) breakdown and total accounts receivable in the account item breakdown statement, which is a separately delivered document item. In this way, the information processing device 1 can determine the amount corresponding to the separately delivered document item based on a main document with a large number of items and high reliability.

[0042] Here, the determination unit 134 may determine whether the unit of the amount associated with the corresponding item in the other document matches the unit of the amount associated with the separate delivery document item in the separate delivery document. If the unit of the amount associated with the corresponding item in the other document differs from the unit of the amount associated with the separate delivery document item in the separate delivery document, the determination unit 134 may convert the amount indicated by the amount data corresponding to the corresponding item in the other document into an amount in the unit of the amount associated with the separate delivery document item, and determine the converted amount as the amount corresponding to the separate delivery document item in the separate delivery document.

[0043] In the above explanation, when the combination ID is "02," accounts receivable in the balance sheet of the financial statement is identified as the item from which the amount corresponding to the separate document item is obtained. However, if the main item, accounts receivable, in the corporate business overview statement is identified as the item from which the amount corresponding to the separate document item is obtained, the unit of this item is thousands of yen. In this case, since this differs from the unit of "yen" in the breakdown of accounts receivable (uncollected income) in the account item breakdown statement, which is a separate document item, the determination unit 134 multiplies the amount indicated by the amount data of the main item, accounts receivable, in the corporate business overview statement by 1,000 to convert the amount into an amount corresponding to the unit of the separate document item. In this way, the determination unit 134 can align the unit of the amount associated with the corresponding item in the other document to the unit of the amount associated with the separate document item.

[0044] The output unit 135 associates the amount determined by the determination unit 134, the separately sent form item corresponding to the amount, and the form name of the separately sent form, and outputs the associated items. For example, the output unit 135 outputs an output list to the user terminal 3, which associates the separately sent form item, the amount determined by the determination unit 134, the corresponding item corresponding to the amount determined by the determination unit 134, and the form name of another form corresponding to the corresponding item. Note that the output unit 135 outputs the output list to the user terminal 3, but is not limited to this. The output unit 135 may also be configured to print the output list by outputting the list to a printer (not shown) or the like.

[0045] Fig. 5 is a diagram showing an example of an output list. As shown in Fig. 5, in the output list, it can be seen that amounts corresponding to separately sent form items, corresponding items corresponding to separately sent form items, and corresponding forms that are forms that include the corresponding items are associated with each other.

[0046] Note that, because the units of the amount associated with the corresponding item in the other document differ from the units of the amount associated with the separate delivery document item in the separate delivery document, when the determination unit 134 converts the amount indicated by the amount data corresponding to the corresponding item in the other document into the amount in the units of the amount associated with the separate delivery document item and determines the converted amount as the amount of the separate delivery document item, the amount cannot be said to be accurate. Therefore, when the determination unit 134 converts the units of the amount indicated by the amount data corresponding to the corresponding item and determines the converted amount as the amount corresponding to the separate delivery document item, the output unit 135 may output information indicating that the amount has been converted. This allows the user to check the amount determined by the determination unit 134 as reference information.

[0047] Similarly, if the amount determined by the determination unit 134 has been rounded, the amount determined by the determination unit 134 cannot be said to be an accurate amount. For this reason, if rounding information indicating that rounding has been performed is associated with the corresponding item corresponding to the amount determined by the determination unit 134, the output unit 135 may output information indicating that rounding has been performed on the amount determined by the determination unit 134. In this way, the user can confirm the amount determined by the determination unit 134 as reference information.

[0048] Note that the acquisition unit 133 may be able to acquire amount data for a separately sent document item. When the acquisition unit 133 has acquired amount data for a separately sent document item, the output unit 135 may output information indicating a comparison result between the amount corresponding to the corresponding item determined by the determination unit 134 and the amount indicated by the amount data acquired for the separately sent document item. In this way, the user can confirm whether the amount indicated by the amount data corresponding to the separately sent document item matches the amount corresponding to the corresponding item determined by the determination unit 134.

[0049] Furthermore, the determination unit 134 determines the amount indicated by the amount data acquired by the acquisition unit 133 for the corresponding item corresponding to another form that has a relatively large number of items included in one or more pieces of combination information as the amount corresponding to the separately sent form item, but this is not limited to this. When a combination including a separately sent form item among the combinations indicated by one or more pieces of combination information includes multiple corresponding items corresponding to the separately sent form item, the determination unit 134 may determine multiple amounts indicated by the amount data acquired by the acquisition unit 133 for each of the multiple corresponding items as the amount corresponding to the separately sent form item.

[0050] Then, the output unit 135 may output the multiple amounts determined by the determination unit 134, the corresponding items corresponding to the amounts, and the form names of the other forms corresponding to the corresponding items, in association with the separately sent form items and the form names of the separately sent forms. In this way, the user can also check whether the amounts indicated by the amount data acquired for each of the multiple corresponding items match, and can determine whether there is an error in the determined amounts.

[0051] [Operation flow] Next, an example of the flow of processing in the information processing device 1 according to this embodiment will be described. Fig. 6 is a flowchart showing an example of the flow of processing in the information processing device 1. It is assumed that one or more pieces of combination information are stored in the storage unit 12 at the start of the flowchart.

[0052] First, the identification unit 132 identifies a separately sent form from among a plurality of forms (S1). Next, the acquisition unit 133 selects one combination information including a separate delivery form item that is an item corresponding to the separate delivery form from one or more unselected combination information stored in the storage unit 12 (S2). The acquisition unit 133 acquires amount data indicating the amount of a corresponding item that is an item of another form different from the separate delivery form included in the selected combination information (S3). The acquisition unit 133 may acquire amount data indicating the amount of the separate delivery form with which the storage destination information is associated, among the separate delivery forms.

[0053] Next, the determination unit 134 determines the amount indicated by the amount data corresponding to the acquired corresponding item as the amount of the separately sent form item included in the selected combination information (S4). When the combination indicated by the selected combination information includes multiple corresponding items corresponding to the separately sent form item, the determination unit 134 determines the amount indicated by the amount data acquired by the acquisition unit 133 for the corresponding item corresponding to the other form that has a relatively large number of items included in one or more combination information out of multiple other forms corresponding to each of the multiple corresponding items as the amount corresponding to the separately sent form item.

[0054] Next, the acquisition unit 133 determines whether all combination information including the separately sent form items has been selected (S5). If the acquisition unit 133 determines that all combination information including the separately sent form items has been selected (YES in S5), the process proceeds to S6. If the acquisition unit 133 determines that all combination information including the separately sent form items has not been selected (NO in S5), the process proceeds to S2. In S6, the output unit 135 outputs an output list that associates the amount determined by the determination unit 134, the separately sent form items corresponding to that amount, and the form name of the separately sent form. When the output unit 135 acquires amount data indicating the amount of the separately sent form, the output unit 135 may output an output list that associates the amount indicated by the amount data with the amount determined by the determination unit 134.

[0055] [Effects of this embodiment] As explained above, the information processing device 1 according to this embodiment acquires multiple amount data corresponding to multiple items included in one or more combination information indicating a combination of items for which amounts must match, and determines the amount indicated by the amount data acquired for a corresponding item in a form other than the separate delivery form that corresponds to the separate delivery form item in a combination that includes a separate delivery form item as the amount corresponding to the separate delivery form item, and outputs the determined amount, the separate delivery form item corresponding to that amount, and the form name of the separate delivery form in association with each other. In this way, the information processing device 1 can easily check whether the amounts of items included in the separate delivery form are consistent with the items of the other forms.

[0056] The present invention has been described above using embodiments, but the technical scope of the present invention is not limited to the scope described in the above embodiments, and various modifications and changes are possible within the scope of the gist. Furthermore, all or part of the device can be configured by functionally or physically distributing or integrating in any unit. Furthermore, new embodiments resulting from any combination of multiple embodiments are also included in the embodiments of the present invention. The effects of new embodiments resulting from the combination combine the effects of the original embodiments. [Explanation of symbols]

[0057] 1. Information processing equipment 2 Other systems 3. User terminal 11 Communications Department 12 Storage section 13 Control Unit 131 Registration Department 132 Specific part 133 Acquisition Department 134 Decision Section 135 Output section

Claims

1. a storage unit that stores one or more combination information pieces that indicate combinations of items that must match in amount among a plurality of items included in each of a plurality of documents to be submitted as tax returns; an identification unit that identifies, from among the plurality of forms, a separately sent form that is a form to be submitted to a tax office without using electronic filing; an acquisition unit that acquires a plurality of amount data corresponding to a plurality of items included in one or more of the combination information from a plurality of amount data indicating amounts corresponding to a plurality of items included in the form data corresponding to each of the plurality of forms; a determination unit that identifies a separate delivery form item that is an item included in the separate delivery form from a combination of items indicated by one or more of the combination information, and determines an amount indicated by amount data corresponding to a corresponding item that is an item corresponding to the separate delivery form item in another form different from the separate delivery form among the multiple amount data acquired by the acquisition unit as an amount corresponding to the separate delivery form item in the separate delivery form; an output unit that outputs the amount determined by the determination unit, the separately sent form item corresponding to the amount, and the form name of the separately sent form in association with each other; An information processing device having the above.

2. the storage unit stores the combination information in association with each of the plurality of items included in the combination information a unit of amount corresponding to the item; When the unit of the amount associated with the corresponding item in the other document is different from the unit of the amount associated with the separate delivery document item in the separate delivery document, the determination unit converts the amount indicated by the amount data corresponding to the corresponding item in the other document into an amount in the unit of the amount associated with the separate delivery document item in the separate delivery document, and determines the converted amount as the amount corresponding to the separate delivery document item in the separate delivery document. The information processing device according to claim 1 .

3. When a combination including the separately sent document item among the combinations indicated by the one or more pieces of combination information includes a plurality of corresponding items corresponding to the separately sent document item, the determination unit determines the amount indicated by the amount data acquired by the acquisition unit for the corresponding items corresponding to the other document that has a relatively large number of items included in one or more pieces of combination information among the plurality of other documents corresponding to each of the plurality of corresponding items as the amount corresponding to the separately sent document item. The information processing device according to claim 1 .

4. When a combination including the separately delivered document item among the combinations indicated by the one or more pieces of combination information includes a plurality of corresponding items corresponding to the separately delivered document item, the determination unit determines the amount indicated by the amount data acquired by the acquisition unit for each of the plurality of corresponding items as the amount corresponding to the separately delivered document item, The output unit outputs the multiple amounts determined by the determination unit, the corresponding items corresponding to the amounts, and the form names of the other forms corresponding to the corresponding items, in association with the separately sent form items and the form names of the separately sent forms. The information processing device according to claim 1 .

5. The storage unit stores, in association with an item among the plurality of items included in the combination information for which a rounding process to round a part of an amount has been performed, rounding information indicating that the rounding process has been performed; the output unit outputs information indicating that the rounding has been performed on the amount determined by the determination unit when the rounding information indicating that the rounding has been performed on the corresponding item corresponding to the amount determined by the determination unit is associated with the corresponding item. The information processing device according to claim 1 .

6. When the acquisition unit acquires amount data for the separately sent document item, the output unit outputs information indicating a comparison result between the amount corresponding to the corresponding item determined by the determination unit and the amount indicated by the amount data acquired for the separately sent document item. The information processing device according to claim 1 .

7. The output unit outputs the corresponding item corresponding to the amount determined by the determination unit and the form name of the other form corresponding to the corresponding item, in association with the separately sent form item. The information processing device according to claim 1 .

8. The computer executes A step of identifying a separate document that is a document to be submitted to the tax office without using electronic filing, from among a plurality of documents to be submitted as a tax return; a step of referencing one or more combination information indicating a combination of items whose amounts must match among a plurality of items included in each of the plurality of forms, and acquiring a plurality of amount data corresponding to a plurality of items included in each of the one or more combination information from a plurality of amount data indicating amounts corresponding to a plurality of items included in form data corresponding to each of the plurality of forms; A step of identifying a separate delivery form item that is an item included in the separate delivery form from among the combinations of items indicated by one or more of the combination information, and determining the amount indicated by amount data corresponding to a corresponding item that is an item corresponding to the separate delivery form item in another form different from the separate delivery form among the acquired multiple amount data as the amount corresponding to the separate delivery form item in the separate delivery form; a step of outputting the determined amount, the separately sent document item corresponding to the amount, and the document name of the separately sent document in association with each other; An information processing method comprising:

9. Computer, An identification section for identifying separately sent forms, which are forms to be submitted to the tax office without using electronic filing, among multiple forms to be submitted as tax returns; an acquisition unit that refers to one or more combination information indicating a combination of items whose amounts must match among a plurality of items included in each of the plurality of forms, and acquires a plurality of amount data corresponding to a plurality of items included in each of the one or more combination information from a plurality of amount data indicating amounts corresponding to a plurality of items included in form data corresponding to each of the plurality of forms; a determination unit that identifies a separate delivery form item that is an item included in the separate delivery form from among the combinations of items indicated by one or more of the combination information, and determines the amount indicated by amount data corresponding to a corresponding item that is an item corresponding to the separate delivery form item in another form different from the separate delivery form among the multiple amount data acquired by the acquisition unit as the amount corresponding to the separate delivery form item in the separate delivery form; and an output unit that outputs the amount determined by the determination unit, the separately sent form item corresponding to the amount, and the form name of the separately sent form in association with each other; A program that functions as a

Citation Information

Patent Citations

  • Document preparation system, document preparation method, and document preparation program

    JP2006318501A