Year-end adjustment support system, year-end adjustment support method, and year-end adjustment support program

Abstract

To reduce a work load of confirmation work of a manager for a plurality of declaration forms submitted by employees in year-end adjustment work of a company.SOLUTION: A year-end adjustment support system according to the present embodiment includes declaration acceptance means for accepting declaration / correction of a plurality of declaration forms of year-end adjustment from employees, storing / updating the declaration forms in the storage unit on a declaration form basis, and storing / updating declaration status data for managing statuses of the plurality of declaration forms declared for each employee, and declaration status inquiry means for confirming declaration contents of each employee for each declaration form by referring to the declaration status data registered in the storage unit on an inquiry screen in response to an operation of a manager.SELECTED DRAWING: Figure 2

Description

[Technical Field]

[0001] The present invention relates to a year-end tax adjustment support system, a year-end tax adjustment support method, and a year-end tax adjustment support program. [Background technology]

[0002] For example, in a company, a person in charge of year-end tax adjustments (also called an "administrator") needs to check multiple tax return forms submitted by employees. Conventionally, a system for supporting the person in charge in the year-end tax adjustment process is disclosed in, for example, Patent Document 1. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2003-108711 Summary of the Invention [Problem to be solved by the invention]

[0004] However, the person in charge must accurately review the numerous tax returns submitted by employees in a short period of time. Since the person in charge reviews the tax returns for each employee, they must understand the contents of all four tax returns, making it extremely difficult to divide up the work. Furthermore, because some people are not required to file insurance premium deduction tax returns or housing loan deduction tax returns, it is difficult to determine whether or not a tax return has been omitted if one has not been filed. Thus, the company's year-end tax adjustment process poses a significant workload challenge for tax return staff, who must review the multiple tax returns submitted by employees.

[0005] The present invention has been made in consideration of the above-mentioned problems, and aims to provide a year-end adjustment support system, a year-end adjustment support method, and a year-end adjustment support program that can reduce the workload of managers in checking multiple tax returns submitted by employees in a company's year-end adjustment operations. [Means for solving the problem]

[0006] In order to solve the above-mentioned problems and achieve the object, the present invention provides a year-end adjustment support system equipped with a memory unit and a control unit, wherein the control unit is characterized by having a declaration acceptance means that accepts multiple year-end adjustment declarations / amendments from employees and saves / updates them on a declaration-by-declaration basis in the memory unit, as well as saving / updating declaration status data for managing the status of multiple declarations submitted by each employee, and a declaration status inquiry means that, in response to the operation of an administrator, refers to the declaration status data registered in the memory unit on an inquiry screen and confirms the declaration contents of each employee for each declaration.

[0007] Furthermore, according to one aspect of the present invention, the filing status data may include the target year, employee identification information, a filing status for each tax return specifying whether it has not been filed, whether it is awaiting filing after a request from the administrator to file again, whether it has been filed, or whether it has been confirmed by the administrator, and an input status specifying whether it has not been entered, whether it is being entered, whether it has been entered, or whether it is not required.

[0008] Furthermore, according to one aspect of the present invention, when the input status of the declaration status data for the current year's declaration form is not required on the declaration status inquiry means, the declaration status inquiry means may refer to the declaration status data registered in the memory unit and display the declaration status of the past declaration form.

[0009] According to another aspect of the present invention, the reporting status inquiry means may request the relevant employee to refile a report on a report form basis in response to an operation by the administrator on the inquiry screen.

[0010] Furthermore, according to one aspect of the present invention, the control unit may be provided with a declaration content confirmation means for, in response to an operation by an employee, referring to the declaration status data registered in the memory unit on a confirmation screen to confirm the declaration content of the employee.

[0011] In addition, in order to solve the above-mentioned problems and achieve the object, the present invention provides a year-end adjustment support method executed by an information processing device having a control unit and a memory unit, and is characterized by including: a declaration acceptance process executed by the control unit, which accepts declarations / amendments of multiple year-end adjustment tax returns from employees and saves / updates them on a tax return basis in the memory unit, as well as saving / updating declaration status data for managing the status of multiple tax returns submitted for each employee; and a declaration status inquiry process, which, in response to the operation of an administrator, refers to the declaration status data registered in the memory unit on an inquiry screen and confirms the declaration contents of each employee for each tax return.

[0012] In addition, in order to solve the above-mentioned problems and achieve the object, the present invention is a year-end adjustment support program to be executed by an information processing device having a memory unit and a control unit, which causes the control unit to execute a declaration acceptance process that accepts multiple year-end adjustment declarations / amendments from employees and saves / updates them on a declaration-by-declaration basis in the memory unit, as well as saving / updating declaration status data for managing the status of multiple declarations submitted for each employee, and a declaration status inquiry process that, in response to the operation of an administrator, refers to the declaration status data registered in the memory unit on an inquiry screen and confirms the declaration contents of each employee for each declaration. [Effects of the Invention]

[0013] According to the present invention, it is possible to reduce the workload of a manager in checking multiple tax returns submitted by employees in a company's year-end tax adjustment process. [Brief explanation of the drawings]

[0014] [Figure 1] Figure 1 is a diagram to explain the background and issues surrounding a company's year-end tax adjustment procedures. [Figure 2] FIG. 2 is a diagram showing an example of the configuration of the year-end tax adjustment support system according to this embodiment. [Figure 3] FIG. 3 is a diagram illustrating an example of the structure of the declaration status data. [Figure 4] FIG. 4 is a diagram for explaining a specific example of the process of the control unit of the year-end adjustment support system according to this embodiment. [Figure 5] FIG. 5 is a diagram for explaining a specific example of the process of the control unit of the year-end adjustment support system according to this embodiment. [Figure 6] FIG. 6 is a diagram for explaining a specific example of the process of the control unit of the year-end adjustment support system according to this embodiment. [Figure 7] FIG. 7 is a diagram for explaining a specific example of the process of the control unit of the year-end adjustment support system according to this embodiment. [Figure 8] FIG. 8 is a diagram for explaining a specific example of the process of the control unit of the year-end adjustment support system according to this embodiment. [Figure 9] FIG. 9 is a diagram for explaining a specific example of the process of the control unit of the year-end adjustment support system according to this embodiment. [Figure 10] FIG. 10 is a diagram for explaining a specific example of the process of the control unit of the year-end adjustment support system according to this embodiment. [Figure 11] FIG. 11 is a diagram for explaining a specific example of the process of the control unit of the year-end adjustment support system according to this embodiment. DETAILED DESCRIPTION OF THE INVENTION

[0015] Hereinafter, embodiments of the year-end tax adjustment support system, the year-end tax adjustment support method, and the year-end tax adjustment support program according to the present invention will be described in detail with reference to the accompanying drawings. Note that the present invention is not limited to these embodiments.

[0016] [1. Overview] The outline of the present invention will be explained in the order of [1-1. Background and Problems], [1-2. Solution], and [1-3. Effects].

[0017] [1-1. Background / Issues] For example, in the year-end tax adjustment process for company employees, the person in charge must accurately review the numerous tax return forms submitted by employees in a short period of time. Figure 1 illustrates the background and challenges of a company's year-end tax adjustment process. Below, we define (1) the state in which an employee has not yet completed their tax return as "unfiled" (in the tax return status data in Figure 3, the "XX filing status" is 0: "not filed"), and (2) the state in which an employee has completed their tax return but no tax return is required as "no tax return" (in the tax return status data in Figure 3, the "XX input status" is 3: "not required"). As shown in Figure 1, a single employee may submit up to four tax return forms (dependent deduction return form (required), basic deduction and other return form (required), insurance premium deduction return form (optional), and housing loan deduction return form (optional)). This makes it extremely difficult for the person in charge to understand all of the system requirements and important points, and it is difficult to allocate the review work. Furthermore, because some people are not required to file the insurance premium deduction return or housing loan deduction return, it is difficult to determine whether a "no tax return" represents an omission. As such, when it comes to the year-end tax adjustment process for company employees, the person in charge faces the challenge of having to carry out a heavy workload of checking the many tax returns submitted by employees.

[0018] [1-2. Solution] In order to solve this problem, the present invention stores data for each tax return and manages the status of each return, allowing the person in charge to check the contents of each return and request re-filing, thereby reducing the workload of the person in charge. Also, the present invention prevents omissions in tax returns by referring to the tax return status from last year for returns for which no tax return has been filed.

[0019] [1-3.Effects] According to the present invention, the following effects (1) to (5) can be obtained. (1) Since the status is managed for each of multiple tax returns, it is possible to clarify the confirmation status more clearly than with the conventional status management for each employee. (2) It is possible to assign a person in charge of checking each tax return, which will improve the efficiency of the checking process. (3) When increasing the number of staff, it becomes possible to assign them the task of checking only specific tax returns. (4) It will be possible to divide up work by tax return, which will make it possible to prevent and curb excessive work. (5) It is possible to avoid the risk of employees failing to report.

[0020] The year-end tax adjustment support system of the present invention is applicable to all types of business.

[0021] [2. Configuration] An example of the configuration of the year-end tax adjustment support system 100 according to this embodiment will be described with reference to Fig. 2 etc. Fig. 2 is a block diagram showing an example of the configuration of the year-end tax adjustment support system 100.

[0022] The year-end tax adjustment support system 100 can be configured, for example, as a web server system. The year-end tax adjustment support system 100 is a commercially available desktop personal computer. Note that the year-end tax adjustment support system 100 is not limited to a stationary information processing device such as a desktop personal computer, but may also be a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistant), smartphone, or tablet personal computer.

[0023] The year-end tax adjustment support system 100 comprises a control unit 102, a communication interface unit 104, a memory unit 106, and an input / output interface unit 108. Each unit of the year-end tax adjustment support system 100 is connected to each other so that they can communicate with each other via any communication path.

[0024] The communication interface unit 104 communicably connects the year-end tax adjustment support system 100 to the network 300 via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with other devices via a communication line. Here, the network 300 has a function of communicably connecting the year-end tax adjustment support system 100 with the server 200, employee terminals 400..., and manager terminals 500..., and is, for example, the Internet or a LAN (Local Area Network). Note that data such as various masters described below may be stored in the server 200, for example.

[0025] The year-end adjustment support system 100 provides web pages (declaration screens, confirmation screens, inquiry screens, etc.) in response to access from employee terminals 400... and administrator terminals 500.... The employee terminals 400... are terminals used by employees, and employees can use the employee terminals 400 to submit or amend year-end adjustment returns on the web page of the year-end adjustment support system 100. The administrator terminals 500... are terminals used by year-end adjustment administrators (persons in charge), and the administrators can use the administrator terminals 500 to check year-end adjustment returns submitted by employees on the web page of the year-end adjustment support system 100 and request amendments.

[0026] An input device 112 and an output device 114 are connected to the input / output interface unit 108. The output device 114 may be a monitor (including a home television), a speaker, or a printer. The input device 112 may be a keyboard, a mouse, a microphone, or a monitor that cooperates with a mouse to achieve a pointing device function. In the following, the output device 114 may be referred to as the monitor 114, and the input device 112 may be referred to as the keyboard 112 or the mouse 112.

[0027] Various databases, tables, files, etc. are stored in the storage unit 106. Computer programs that work in conjunction with the OS (Operating System) to issue commands to the CPU (Central Processing Unit) to perform various processes are recorded in the storage unit 106. The storage unit 106 can be, for example, a memory device such as RAM (Random Access Memory) or ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, etc.

[0028] The storage unit 106 stores the filing status data, a filing form file that stores multiple filing forms for year-end adjustments submitted by employees (dependent deduction filing form, basic deduction and other filing form, insurance premium deduction filing form, housing loan deduction filing form), employee master data (not shown), etc. Fig. 3 is a diagram showing an example of the configuration of the filing status data 106a.

[0029] The filing status data 106a is data for managing the status of multiple tax returns filed for each employee, and as shown in Figure 3, may include the target year, employee identification information (e.g., employee CD), overall status of year-end adjustment documents (hereinafter referred to as "status"), dependent deduction filing status, dependent deduction input status, basic deduction and other filing status, basic deduction and other input status, insurance premium deduction filing status, insurance premium deduction input status, housing deduction filing status, and housing deduction input status.

[0030] The "status" is 0: not declared, 1: "waiting for declaration" where the administrator has requested a re-declaration, 2: declared, and 9: "confirmed" where the administrator has completed confirmation.

[0031] The "XX declaration status" is 0: not declared, 1: "Waiting for declaration" where the declarant has been requested by the administrator to re-declare, 2: declared, 3: "Under review" where the declarant is making corrections, and 9: "Confirmed" where the administrator has completed the confirmation.

[0032] The "○○ input status" is 0: not entered, 1: entering, 2: entered, 3: not required.

[0033] The tax return file 106b stores data on dependent deduction tax returns, basic deduction and other tax returns, insurance premium deduction tax returns, and housing loan deduction tax returns submitted by employees for each target year and employee CD. The tax return file 106b saves tax return data for multiple years.

[0034] The declaration status data 106a and the data of the dependent deduction declaration form, basic deduction and other declaration form, insurance premium deduction declaration form, and housing loan deduction declaration form are linked by the target year and employee CD.

[0035] The employee master (not shown) is composed of tables in which employee codes, employee names, departments, etc. are registered in association with each other, and is referenced by the control unit 102 when displaying employee names, departments, etc. on the display screen using the employee code as a key.

[0036] The control unit 102 is a CPU or the like that comprehensively controls the year-end tax adjustment support system 100. The control unit 102 has an internal memory for storing control programs such as an OS, programs that define various processing procedures, required data, etc., and executes various information processing based on these stored programs.

[0037] The control unit 102 is configured to be able to access the tax return status data, tax return file, employee master (not shown), etc. stored in the memory unit 106. The tax return status data, tax return file, employee master (not shown), etc. may be stored in another location (for example, server 200) as long as the control unit 102 is able to access them.

[0038] The control unit 102 conceptually includes a declaration receiving unit 102a, a declaration content checking unit 102b, a declaration status inquiry unit 102c, and a screen display control unit 102d.

[0039] The declaration acceptance unit 102a provides a declaration screen (e.g., declaration content confirmation screen 600) in response to access from the employee terminal 400, and accepts declarations / amendments for multiple year-end adjustment declarations declared (submitted) by the employee in response to the employee's operation of the employee terminal 400 on the declaration screen, and registers / updates the declarations on a declaration form basis in the declaration file in the memory unit 106, and also registers / updates declaration status data in the memory unit 106 for managing the status of multiple declarations declared by each employee.

[0040] The filing status data may include the target year, employee identification information, and for each tax return, a filing status specifying whether the return is not filed, awaiting re-filing after being requested by the administrator, filed, or confirmed by the administrator, and an input status specifying whether the return is not entered, being entered, entered, or not required.

[0041] In response to access from the employee terminal 400, the tax return content confirmation unit 102b provides a confirmation screen (e.g., tax return content confirmation screen 600), and in response to the employee's operation on the confirmation screen using the employee terminal 400, references the tax return status data registered in the memory unit 106 and confirms the tax return status of the tax return submitted by the employee. In addition, in response to the employee's operation on the confirmation screen using the employee terminal 400, the tax return content confirmation unit 102b corrects the tax return, for example, when a request for re-filing is received from the manager. When the tax return is corrected, the tax return acceptance unit 102a updates the tax return in the tax return file and also updates the corresponding tax return status data.

[0042] The declaration status inquiry unit 102c provides an inquiry screen (e.g., declaration status inquiry screen 610) in response to access from the manager terminal 500, and in response to operations on the inquiry screen by the manager of the manager terminal 500, refers to the declaration status data registered in the memory unit 106 and confirms the declaration contents of the employee for each declaration form.

[0043] The tax return status inquiry unit 102c may request the relevant employee to resubmit tax returns on a tax return basis in response to an administrator's operation on an inquiry screen (for example, tax return status inquiry preview screen 620).

[0044] If the input status of the declaration status data for the current year's declaration form is "unnecessary," the declaration status inquiry unit 102c may refer to the declaration status data registered in the memory unit 106 and display the past declaration status of the declaration form on the inquiry screen (e.g., declaration status inquiry preview screen 620).

[0045] The screen display control unit 102d controls the display of various input screens displayed on the monitor 114, and various screens provided to the employee terminals 400... and the manager terminals 500... (e.g., declaration content confirmation screen, declaration status inquiry screen, declaration status inquiry review screen, etc.), and the acceptance of inputs.

[0046] [3. Specific examples of processing] A specific example of the processing by the control unit 102 of the year-end adjustment support system 100 according to this embodiment will be described in detail below with reference to Figures 2 to 11. Figures 4 to 11 are diagrams for explaining in detail a specific example of the processing by the control unit 102 of the year-end adjustment support system 100 according to this embodiment. In the following explanation, the current year will be described as "2024".

[0047] [3-1. Screen image] The screen images will be described with reference to FIGS.

[0048] 1.Declaration and confirmation of declaration contents The declaration acceptance unit 102a, for example, provides a declaration content confirmation screen 600 in response to access from the employee terminal 400, and accepts declarations / amendments for multiple year-end adjustment declarations declared (submitted) by the employee in response to the employee's operation of the employee terminal 400 on the declaration content confirmation screen 600, and registers / updates the declarations on a declaration form basis in the declaration form file in the memory unit 106, and also registers / updates declaration status data in the memory unit 106 for managing the status of multiple declarations declared for each employee.

[0049] Fig. 4(A) is a diagram showing a schematic display example of the declaration content confirmation screen 600. Fig. 4(B) is a diagram showing an example of declaration status data (initial data). Fig. 4(C) is a diagram showing an example of declaration status data (after update).

[0050] Employees can check the filing status for each tax return they have filed on the tax return confirmation screen 600. The display example of the tax return confirmation screen 600 shown in Fig. 4(A) displays a tax return status display area that displays the filing status and input status for each tax return type (dependent deduction tax return, basic deduction and other tax return, insurance premium deduction tax return, and housing loan deduction tax return), as well as a "Back" button and a "Confirm tax return" button for updating the filing status.

[0051] In the tax return status display area, employees can check the status of each tax return. By selecting the tax return type in the tax return status display area, employees can display the tax return and enter or modify the tax return contents. To reflect the updates to the tax return, employees can update the tax return status by pressing the "Confirm Tax Return" button.

[0052] As shown in Figure 4(B), when filing begins, filing status data (initial data) is created. In the example shown in the figure, the target year is "2024," employee ID is "10001," status is "0: Not filed," dependent deduction filing status is "0: Not filed," dependent deduction input status is "0: Not entered," basic deduction and other filing status is "0: Not filed," basic deduction and other input status is "0: Not entered," insurance premium deduction filing status is "0: Not filed," insurance premium deduction input status is "0: Not entered," housing deduction filing status is "0: Not filed," and housing deduction input status is "0: Not entered."

[0053] As shown in Figure 4(C), the filing status data is updated when the filing is finalized. In the example shown in the figure, the target year is "2024," employee ID is "10001," status is "2: Filed," dependent deduction filing status is "2: Filed," dependent deduction input status is "2: Input," basic deduction and other filing status is "2: Not filed," basic deduction and other input status is "2: Input," insurance premium deduction filing status is "0: Not filed," insurance premium deduction input status is "3: Not required," housing deduction filing status is "0: Not filed," and housing deduction input status is "3: Not required."

[0054] 2. Check the status of your return The declaration status inquiry unit 102c provides a declaration status inquiry screen 610 in response to access from the manager terminal 500, and in response to the manager's operation on the declaration status inquiry screen 610 of the manager terminal 500, the manager can check the status and content of the declarations submitted by employees.

[0055] 5 is a diagram showing a general display example of the filing status inquiry screen 610. The filing status inquiry screen 610 includes an extraction condition specification area for specifying extraction conditions for the filing status (not filed, not yet filed (waiting for filing), filed, checking, checked) and input status (not input, inputting, inputted, not required), a display area for displaying the filing status data extracted according to the extraction conditions, and a details button, a continuous button, and a batch button.

[0056] In the display area, there are tabs for the types of declarations: Dependent Deduction Declaration, Basic Deduction and Other Declarations, Insurance Premium Deduction Declaration, and Housing Loan Deduction Declaration. By selecting (switching between) the tabs, you can check the list of declaration status for each declaration document. In the display area, for the selected declaration form, the field to select the subject, declaration status, input status, employee code, etc. are displayed.

[0057] In the display area, the filing status data stored in the storage unit 106 that matches the extraction conditions and the selected filing type is extracted and displayed. In the example shown in the figure, "Housing Loan Deduction Declaration Form" is selected, and a list of filing status, input status, etc. for employee codes "10001 to 10005" is displayed, with all employee codes "10001 to 10005" selected as the target.

[0058] The "Details button" allows you to check the declaration details while displaying an image of the declaration form. The "Continuous button" allows you to check the declaration details while displaying an image of the declaration form, and you can check multiple employees in succession. The "Bulk button" allows you to update the declaration status of multiple employees all at once. The following example explains the processing when the "Continuous button" is pressed.

[0059] 3. Return of tax return The tax return status inquiry unit 102c requests the relevant employee to resubmit tax returns on a tax return basis in response to the administrator's operation on the tax return status inquiry preview screen 620.

[0060] Fig. 6(A) shows a schematic example of the tax return status inquiry preview screen 620 that is displayed when the "Continuous button" is pressed. The tax return status inquiry preview screen 620 allows you to check the tax return for each employee. The tax return status inquiry preview screen 620 has buttons to select "Complete" or "Return" and an "Update and Next" button, and reads the tax returns of the employee selected in the display area of ​​Fig. 5 (from top to bottom) from the tax return file and displays them in order.

[0061] If the administrator is satisfied with the declaration form, he / she will select the "Complete" button and then press the "Update and Next" button. The declaration status of the declaration form in the declaration status data for the target employee code will be updated to "9: Confirmed", and the declaration form for the next target employee code will be displayed.

[0062] If the declaration form is incomplete because it has not been filled in, etc., the administrator selects the "Return" button and then presses the "Update and Next" button, which updates the declaration status of the declaration form in the declaration status data for the target employee code to "1: Waiting for declaration" and the input status to "1: Inputting", and also displays the declaration form for the next target employee code. In the case of "Return", the declaration status inquiry unit 102c notifies the employee terminal 400 of the target employee of the fact that it has been returned (requesting re-declaration).

[0063] The example shown in Figure 6(A) shows the case where the "Return" button is selected for the "Housing Loan Deduction Declaration Form" for employee code "10004" and the "Update and Next" button is pressed, and the filing status of the declaration in the filing status data for employee code "10004" is updated to "1: Waiting for filing" and the input status is updated to "1: Inputting" (see Figure 6(D)).

[0064] The administrator can perform the following operations on the tax return status inquiry screen 610 and the tax return status inquiry preview screen 620: Each employee can select "Complete" or "Return" for each declaration form: dependent deduction declaration, basic deduction and other declaration, insurance premium deduction declaration, and housing loan deduction declaration. For example, by dividing the checking work for each declaration form, with Manager A in charge of "dependent deduction declaration," Manager B in charge of "basic deduction and other declaration," Manager C in charge of "insurance premium deduction declaration," and Manager D in charge of "housing loan deduction declaration," the workload can be reduced.

[0065] Figure 6(B) is a diagram showing a general example of the display of the tax return content confirmation screen 600 in the case of a return being sent back as described above. The tax return content confirmation screen 600 updates the filing status and input status of the returned tax return. The employee can only input data into the returned tax return (other tax returns are locked), and by correcting (inputting data) the tax return and pressing the "Start tax return" button, the tax return will be updated.

[0066] Fig. 6(C) is a diagram showing an example of filing status data. Fig. 6(D) is a diagram showing the data after the administrator has sent back the filing status data of Fig. 6(C). As described above, when the administrator selects "Send Back" for a tax return on the filing status inquiry preview screen 620, the filing status is updated to "1: Waiting for filing" and the input status is updated to "1: Inputting", and when the administrator selects "Complete", the filing status is updated to "9: Confirmed".

[0067] 4. Checking tax returns for non-filing If the input status of the declaration status data for the current year's declaration form is "not required", the declaration status inquiry unit 102c refers to the declaration status data registered in the memory unit 106 and displays the past declaration status of the declaration form on the declaration status inquiry preview screen 620.

[0068] FIG. 7(A) shows a schematic example of the tax return status inquiry preview screen 620 that is displayed when the "Continuous button" is pressed. On the tax return status inquiry preview screen 620, for tax returns for which no tax return has been filed (input status "3: Not required"), no preview is displayed, and the tax return status of past tax returns is displayed. In this example, the "House Loan Deduction Tax Return" for employee code "10002" is for which no tax return has been filed (input status "3: Not required"), and a home loan deduction tax return was filed last year, so "Last year's tax return filed" is displayed. For tax returns for which no tax return has been filed, referring to last year's tax return status can help determine whether any tax returns have been filed.

[0069] The administrator selects "Remand" if "Returned last year," and selects "Complete" if "No return was filed last year." Note that if "Returned last year" but no return was filed this year, the mortgage deduction period may have ended and the return may not be necessary. Therefore, instead of immediately "Remand," a "Hold" button may be provided, and the administrator may select "Hold" and confirm with the filer before selecting "Remand" or "Complete."

[0070] 7(B) is a diagram showing an example of tax return status data when no tax return was filed last year. In the case of employee code "10001," no tax return was filed last year either (input status "3: Not required") and the confirmation process was completed (tax return status "9: Confirmed"), so there is no problem with no tax return being filed this year either, so select "Complete" on the tax return status inquiry preview screen 620.

[0071] 7(C) is a diagram showing an example of tax return status data when tax returns were filed last year. In the case of employee code "10002," tax returns were filed last year (input status "2: entered") and the confirmation process was completed (tax return status "9: confirmed"), but there is a possibility that tax returns have been forgotten this year, so "Return" is selected on the tax return status inquiry preview screen 620 to return the tax return.

[0072] [3-2. Processing image] The processing image will be described with reference to FIGS.

[0073] 1. Employees file their year-end tax adjustments. Employees file their year-end tax adjustments on the tax return confirmation screen 600. Figure 8 is a diagram showing an example of the tax return status data created when an employee files their year-end tax adjustment. In the example shown in the figure, employee code "10001" has filed a dependent deduction return and a basic deduction return, employee code "10002" has filed a dependent deduction return, a basic deduction return, and an insurance premium deduction return, employee code "10003" has filed a dependent deduction return, a basic deduction return, an insurance premium deduction return, and a housing deduction return, employee code "10004" has filed a dependent deduction return, a basic deduction return, an insurance premium deduction return, and a housing deduction return, and employee code "10005" has not filed.

[0074] 2. The administrator checks the declared information. For each tax return, all tax return status data, including unfiled tax returns, is displayed on the tax return status inquiry screen 610. Figure 9 is a diagram showing an example of employee tax return status data that can be checked by the manager (similar to Figure 8).

[0075] 3. The administrator updates the verification results. When the administrator begins to review the tax return content (e.g., a dependent deduction tax return), the [XX tax return status] in the tax return status data is automatically updated to "3: Reviewing." While the status is "3: Reviewing," the filer cannot change the tax return content. This prevents the filer from going back and changing the content after starting the review. For example, when the tax return image for the employee code corresponding to the selected tax return is displayed on the tax return status inquiry preview screen 620, the administrator can determine that the administrator has started reviewing the tax return content and automatically update the [XX tax return status] to "3: Reviewing." (As mentioned above, the administrator checks the tax return image on the tax return status inquiry preview screen 620 to determine whether the tax return should be "completed" or "returned." This prevents the filer from changing the tax return content during this process.) Figure 10(A) shows an example of employee tax return status data when the administrator begins reviewing the tax return content. In the example shown in the figure, the dependent deduction tax return status for employee code "10001" is updated to "3: Reviewing."

[0076] If there are no problems with the declaration content (e.g., dependent deduction declaration form), the "XX declaration status" in the declaration status data is updated to "9: Confirmed." Specifically, when the administrator selects "Complete" on the declaration status inquiry preview screen 620, the declaration status is updated to "9: Confirmed." Figure 10(B) is a diagram showing an example of employee declaration status data when the administrator begins checking the declaration content. In the example shown in the figure, the dependent deduction declaration status for employee code "10001" has been updated to "9: Confirmed."

[0077] When the confirmation of the last unconfirmed tax return is completed without any problems, and all [XX tax return status] including no tax return is set to "9: Confirmed", the "status" is updated to "9: Confirmed". For no tax return, it is assumed that the manager will confirm that there is no problem with the no tax return. Figure 10(C) is a diagram showing an example of tax return status data when confirmation of all tax returns is completed. In the example shown in the figure, the tax return status of all tax returns for employee code "10001" is updated to "9: Confirmed", and the "status" is updated to "9: Confirmed".

[0078] If there is a problem with the declaration content and it is sent back (for example, a housing deduction declaration), the "status" of the declaration status data is updated to "1: waiting for declaration," the [XX declaration status] is updated to "1: waiting for declaration," and the [XX input status] is updated to "1: inputting." This allows the filer to re-file the declaration. As mentioned above, the return is made on the declaration status inquiry preview screen 620. Figure 10(D) is a diagram showing an example of the declaration status data when a return is made. In the example shown in the figure, the declaration status of the housing deduction declaration for employee code "10003" has been updated to "1: waiting for declaration," the input status has been updated to "1: inputting," and the "status" has been updated to "1: waiting for declaration."

[0079] 4. The taxpayer files a re-declaration. The administrator checks the return and finds that there are deficiencies, so the filer files only the returned tax return. If the filer files a re-filed return, after completing the return, the "Status" in the tax return status data is updated to "2: Filed," "XX tax return status" to "2: Filed," and "XX input status" to "2: Input." As described above, re-filing is performed on the tax return content confirmation screen 600, and it is possible to re-file only the returned tax return. Figure 11(A) is a diagram showing an example of data in the tax return status data when a return is returned (similar to Figure 10(D)). Figure 11(B) is a diagram showing an example of data in the tax return status data when a re-filed return is made. In the example shown in the figure, the "filing status" of the housing deduction return for employee code "10003" has been updated to "2: Filed," "input status" to "2: Input," and "status" to "2: Filed."

[0080] As explained above, according to this embodiment, the system is equipped with a declaration acceptance unit 102a that accepts multiple year-end adjustment tax returns / amendments from employees and saves / updates them on a tax return basis in a memory unit, as well as saving / updating declaration status data for managing the status of multiple tax returns submitted for each employee, and a declaration status inquiry unit 102c that, in response to an administrator's operation, refers to the declaration status data registered in the memory unit on an inquiry screen and checks the declaration contents of each employee for each tax return, thereby making it possible to reduce the workload of the administrator in checking multiple tax returns submitted by employees.

[0081] [4. Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving business efficiency and promoting appropriate management decisions by companies, thereby contributing to the achievement of SDGs Goals 8 and 9.

[0082] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of SDGs Goals 12, 13, and 15.

[0083] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0084] 5. Other Embodiments The present invention may be implemented in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

[0085] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically using known methods.

[0086] Furthermore, the processing procedures, control procedures, specific names, information including parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and drawings can be changed as desired unless otherwise specified.

[0087] Furthermore, with regard to the year-end tax adjustment support system 100, the components shown in the figure are functional concepts, and do not necessarily have to be physically configured as shown in the figure.

[0088] For example, all or any part of the processing functions of the year-end tax adjustment support system 100, particularly the processing functions performed by the control unit 102, may be implemented by a CPU and a program interpreted and executed by the CPU, or may be implemented as hardware using wired logic. The program is recorded on a non-transitory computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the year-end tax adjustment support system 100 as needed. That is, a computer program is recorded in a storage unit such as a ROM or HDD (Hard Disk Drive) for working with the OS to issue instructions to the CPU and perform various processes. This computer program is executed by being loaded into RAM and works with the CPU to form the control unit.

[0089] In addition, this computer program may be stored in an application program server connected to the year-end tax adjustment support system 100 via any network, and all or part of it may be downloaded as needed.

[0090] Furthermore, the program for executing the processes described in this embodiment may be stored in a non-transitory computer-readable recording medium or configured as a program product. Here, the term "recording medium" includes any "portable physical medium" such as a memory card, a Universal Serial Bus (USB) memory, a Secure Digital (SD) card, a flexible disk, a magneto-optical disk, a ROM, an Erasable Programmable Read Only Memory (EPROM), an Electrically Erasable and Programmable Read Only Memory (EEPROM (registered trademark)), a Compact Disk Read Only Memory (CD-ROM), a Magneto-Optical disk (MO), a Digital Versatile Disk (DVD), and a Blu-ray (registered trademark) disc.

[0091] Furthermore, a "program" is a data processing method written in any language or description method, regardless of the format, such as source code or binary code. Note that a "program" is not necessarily limited to a single structure, but also includes a structure that is distributed as multiple modules or libraries, or a structure that achieves its function by cooperating with a separate program, such as an OS. Note that the specific configuration and reading procedure for reading a recording medium in each device shown in the embodiments, as well as the installation procedure after reading, can use well-known configurations and procedures.

[0092] The various databases stored in the memory unit 106 are storage means such as memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files used for various processes and providing websites.

[0093] The year-end tax adjustment support system 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which any peripheral device is connected. The year-end tax adjustment support system 100 may also be realized by installing software (including programs or data) that causes the device to realize the processing described in this embodiment.

[0094] Furthermore, the specific form of distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be configured by functionally or physically distributing and integrating them in any unit depending on various additions or functional loads. In other words, the above-described embodiments can be implemented in any combination, or embodiments can be implemented selectively. [Explanation of symbols]

[0095] 100 Year-end tax adjustment support system 102 Control section 102a Declaration Reception Department 102b Declaration Content Verification Department 102c Filing Status Inquiry Department 102d Screen display control unit 106 Storage section 108 Input / Output Interface Section 112 Input Device 114 Output Device 300 Network 400 employee terminals 500 Administrator terminal 600 Declaration Content Confirmation Screen 610 Declaration status inquiry screen 620 Declaration status inquiry preview screen

Claims

1. A year-end tax adjustment support system including a storage unit and a control unit, The control unit A tax return receiving means for receiving multiple tax return forms / amendments for year-end adjustments from employees, saving / updating each tax return form in the storage unit, and saving / updating tax return status data for managing the status of multiple tax returns filed for each employee; a reporting status inquiry means for referring to the reporting status data registered in the storage unit on an inquiry screen in response to an operation by an administrator, and checking the reporting contents of each employee for each reporting form; A year-end tax adjustment support system characterized by comprising:

2. The year-end adjustment support system of claim 1, characterized in that the filing status data includes the target year, employee identification information, and for each tax return, a filing status specifying whether the return has not been filed, whether it is waiting for filing when a re-filing request has been made by the administrator, whether it has been filed, or whether it has been confirmed by the administrator, and an input status specifying whether it has not been entered, whether it is being entered, whether it has been entered, or whether it is not required.

3. The year-end adjustment support system described in claim 2, characterized in that if the input status of the declaration status data for the current year's declaration form does not need to be displayed on the inquiry screen, the declaration status inquiry means refers to the declaration status data registered in the memory unit and displays the declaration status of the past declaration form.

4. The year-end adjustment support system described in any one of claims 1 to 3, characterized in that the declaration status inquiry means requests the relevant employee to re-file on a declaration form basis in accordance with the administrator's operation on the inquiry screen.

5. The control unit The year-end adjustment support system of claim 1 or 2, characterized in that it is provided with a declaration content confirmation means that, in response to an employee's operation, refers to the declaration status data registered in the memory unit on a confirmation screen to confirm the declaration content of the employee.

6. A year-end tax adjustment support method executed by an information processing device having a control unit and a storage unit, Executed in the control unit: A declaration acceptance process for accepting multiple declarations / amendments for year-end adjustments from employees, saving / updating each declaration in the storage unit, and saving / updating declaration status data for managing the status of multiple declarations filed for each employee; a reporting status inquiry step of referring to the reporting status data registered in the storage unit on the inquiry screen in response to an operation by the administrator, and checking the reporting contents of each employee for each reporting form; A year-end tax adjustment support method comprising:

7. A year-end tax adjustment support program to be executed by an information processing device having a storage unit and a control unit, The control unit A declaration acceptance process for accepting multiple declarations / amendments for year-end adjustments from employees, saving / updating each declaration in the storage unit, and saving / updating declaration status data for managing the status of multiple declarations filed for each employee; a reporting status inquiry step of referring to the reporting status data registered in the storage unit on the inquiry screen in response to an operation by the administrator, and checking the reporting contents of each employee for each reporting form; A year-end tax adjustment support program to help you do this.

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