System
The system automates tax return preparation for self-employed individuals by analyzing and classifying tax data, generating strategies, and submitting returns, enhancing efficiency and accuracy while reducing stress.
Patent Information
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2024-08-21
- Publication Date
- 2026-03-06
AI Technical Summary
Filing tax returns is a time-consuming and error-prone task for self-employed individuals, requiring manual data compilation and understanding complex tax regulations, leading to inefficiency and stress.
A system that allows users to input tax-related information, automatically analyze and classify it, generate tax-saving strategies, and automatically prepare and submit tax returns, reducing manual effort and improving accuracy.
Enables efficient and accurate tax return filing by automating data input, analysis, and submission, providing personalized advice and reducing user stress.
Smart Images

Figure 2026037470000001_ABST
Abstract
Description
[Technical Field]
[0001] The technology of the present disclosure relates to a system. [Background technology]
[0002] Patent document 1 discloses a persona chatbot control method performed by at least one processor, the method including the steps of receiving a user utterance, adding the user utterance to a prompt including an instruction sentence related to a description of the chatbot character, encoding the prompt, and inputting the encoded prompt into a language model to generate a chatbot utterance in response to the user utterance. [Prior art documents] [Patent documents]
[0003] [Patent Document 1] Japanese Patent Publication No. 2022-180282 Summary of the Invention [Problem to be solved by the invention]
[0004] Filing tax returns is an extremely time-consuming task for self-employed individuals, such as sole proprietors and freelancers. Income and expense data must be manually compiled and tax returns accurately prepared, creating a high risk of human error during the process. Furthermore, it is difficult for the average user to understand the latest tax regulations and implement appropriate tax-saving strategies. This increases the stress associated with filing tax returns and interpreting tax laws, leading to issues such as a waste of time and resources. [Means for solving the problem]
[0005] To solve the above problems, the present invention provides the following means. First, it includes a means for providing an interface that allows users to easily input income, expenses, and other tax-related information. Second, it includes a means for transmitting the input data to a server and saving it. It also includes a means for analyzing the saved data on the server side and automatically classifying it by income, expenses, and deductions. It also includes a means for generating and providing tax-saving strategies and tax-filing advice tailored to individual users based on the classified and analyzed data. It also includes a means for automatically generating a tax return using the analysis results. It also provides a system that includes a means for providing an interface that allows users to check and modify the generated tax return, and a means for finally submitting the modified return to an electronic filing system. This system reduces the effort and stress involved in filing tax returns and improves work efficiency and accuracy.
[0006] "User" refers to an individual or entity that uses the System to enter tax-related information, such as income and expenses, receive advice, and file tax returns.
[0007] "Interface" means the screens and controls provided to enable users to easily enter income, expenses, and other tax-related information.
[0008] "Server" means the computer and associated software that receives, stores, analyzes, categorizes, and ultimately generates tax returns from data submitted by users.
[0009] "Data" refers to tax-related information entered by users, such as income, expenses, and deductions.
[0010] "Analysis" refers to the process of calculating input data and dividing it into categories.
[0011] "Automatic classification" refers to the process of automatically classifying data into income, expenses, and deductions based on data analyzed by the server.
[0012] "Tax saving measures" refer to methods and means for legally reducing a user's tax liability by taking advantage of tax deductions and exemptions.
[0013] "Return" means a tax report prepared by User in a predefined form or format for submission to a tax authority.
[0014] "Electronic filing system" refers to an online application system for filing tax returns with tax authorities via the Internet.
[0015] "Correction" means that the user reviews the contents of the automatically generated tax return and makes changes or additions as necessary.
[0016] "Storage" refers to recording the entered data in the server and keeping it for later use.
[0017] "Transmission" refers to the act of transferring data from a user terminal to a server.
[0018] "Generation" refers to the automatic creation of tax returns from input data and analysis results. [Brief explanation of the drawings]
[0019] [Figure 1] 1 is a conceptual diagram showing an example of the configuration of a data processing system according to a first embodiment. [Figure 2] 1 is a conceptual diagram showing an example of main functions of a data processing device and a smart device according to a first embodiment. [Figure 3] FIG. 10 is a conceptual diagram showing an example of the configuration of a data processing system according to a second embodiment. [Figure 4] FIG. 10 is a conceptual diagram showing an example of main functions of a data processing device and smart glasses according to a second embodiment. [Figure 5] FIG. 10 is a conceptual diagram showing an example of the configuration of a data processing system according to a third embodiment. [Figure 6]FIG. 11 is a conceptual diagram showing an example of main functions of a data processing device and a headset-type terminal according to a third embodiment. [Figure 7] FIG. 10 is a conceptual diagram showing an example of the configuration of a data processing system according to a fourth embodiment. [Figure 8] FIG. 10 is a conceptual diagram showing an example of main functions of a data processing device and a robot according to a fourth embodiment. [Figure 9] 1 shows an emotion map onto which multiple emotions are mapped. [Figure 10] 1 shows an emotion map onto which multiple emotions are mapped. [Figure 11] FIG. 3 is a sequence diagram showing a processing flow of the data processing system according to the first embodiment. [Figure 12] FIG. 10 is a sequence diagram showing the flow of processing in the data processing system in Application Example 1. [Figure 13] FIG. 10 is a sequence diagram showing the flow of processing in the data processing system according to the second embodiment when an emotion engine is combined. [Figure 14] FIG. 10 is a sequence diagram showing the flow of processing in the data processing system in Application Example 2 when an emotion engine is combined. DETAILED DESCRIPTION OF THE INVENTION
[0020] An example of an embodiment of a system according to the technology of the present disclosure will be described below with reference to the accompanying drawings.
[0021] First, the terms used in the following description will be explained.
[0022] In the following embodiments, a coded processor (hereinafter simply referred to as a "processor") may be a single arithmetic device or a combination of multiple arithmetic devices. Furthermore, a processor may be a single type of arithmetic device or a combination of multiple types of arithmetic devices. Examples of arithmetic devices include a CPU (Central Processing Unit), a GPU (Graphics Processing Unit), a GPGPU (General-Purpose computing on Graphics Processing Units), and an APU (Accelerated Processing Unit).
[0023] In the following embodiments, a coded RAM (Random Access Memory) is a memory in which information is temporarily stored and is used as a working memory by a processor.
[0024] In the following embodiments, the coded storage is one or more non-volatile storage devices that store various programs, various parameters, etc. Examples of non-volatile storage devices include flash memory (SSD (Solid State Drive)), magnetic disks (e.g., hard disks), and magnetic tapes.
[0025] In the following embodiments, a communication I / F (Interface) with a symbol is an interface including a communication processor, an antenna, etc. The communication I / F controls communication between multiple computers. Examples of communication standards applied to the communication I / F include wireless communication standards including 5G (5th Generation Mobile Communication System), Wi-Fi (registered trademark), Bluetooth (registered trademark), etc.
[0026] In the following embodiments, "A and / or B" is synonymous with "at least one of A and B." In other words, "A and / or B" means that it may be only A, only B, or a combination of A and B. Furthermore, in this specification, the same concept as "A and / or B" is also applied when three or more things are expressed connected by "and / or."
[0027] [First embodiment]
[0028] FIG. 1 shows an example of the configuration of a data processing system 10 according to the first embodiment.
[0029] 1, a data processing system 10 includes a data processing device 12 and a smart device 14. An example of the data processing device 12 is a server.
[0030] The data processing device 12 includes a computer 22, a database 24, and a communication I / F 26. The computer 22 is an example of a "computer" according to the technology of the present disclosure. The computer 22 includes a processor 28, a RAM 30, and a storage 32. The processor 28, the RAM 30, and the storage 32 are connected to a bus 34. The database 24 and the communication I / F 26 are also connected to the bus 34. The communication I / F 26 is connected to a network 54. Examples of the network 54 include a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[0031] The smart device 14 includes a computer 36, a reception device 38, an output device 40, a camera 42, and a communication I / F 44. The computer 36 includes a processor 46, a RAM 48, and a storage 50. The processor 46, the RAM 48, and the storage 50 are connected to a bus 52. The reception device 38, the output device 40, and the camera 42 are also connected to the bus 52.
[0032] The reception device 38 includes a touch panel 38A, a microphone 38B, and the like, and receives user input. The touch panel 38A detects contact with an indicator (for example, a pen or a finger) to receive user input by the touch of the indicator. The microphone 38B detects the user's voice to receive user input by voice. The control unit 46A transmits data indicating the user input received by the touch panel 38A and the microphone 38B to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the data indicating the user input.
[0033] The output device 40 includes a display 40A and a speaker 40B, and presents data to the user 20 by outputting the data in a form of expression that the user 20 can perceive (for example, audio and / or text). The display 40A displays visible information such as text and images in accordance with instructions from the processor 46. The speaker 40B outputs audio in accordance with instructions from the processor 46. The camera 42 is a compact digital camera equipped with an optical system including a lens, aperture, and shutter, and an imaging element such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor.
[0034] The communication I / F 44 is connected to a network 54. The communication I / Fs 44 and 26 control the exchange of various information between the processor 46 and the processor 28 via the network 54.
[0035] FIG. 2 shows an example of the main functions of the data processing device 12 and the smart device 14.
[0036] 2, in the data processing device 12, a specific process is performed by the processor 28. A specific processing program 56 is stored in the storage 32. The specific processing program 56 is an example of a "program" according to the technology of the present disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific process is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.
[0037] The storage 32 stores a data generation model 58 and an emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[0038] In the smart device 14, the processor 46 performs the reception output process. The storage 50 stores a reception output program 60. The reception output program 60 is used in conjunction with the specific processing program 56 by the data processing system 10. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output process is realized by the processor 46 operating as the control unit 46A in accordance with the reception output program 60 executed on the RAM 48.
[0039] Next, a description will be given of the specific processing performed by the specific processing unit 290 of the data processing device 12. In the following description, the data processing device 12 will be referred to as a "server" and the smart device 14 will be referred to as a "terminal."
[0040] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The system allows users to input income, expenses, and other tax-related information, and based on that information, provides tax-saving strategies and advice, and automatically generates and submits tax returns.
[0041] The embodiment for implementing this system is as follows.
[0042] User Data Collection
[0043] First, the user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the entered ID and password and reads the user's past data.
[0044] Next, users enter their income, expenses, and other tax-related information into the application's input form. The device temporarily stores the data and checks it for typos and invalid data. If the data is deemed correct, it is sent to the server and stored.
[0045] Data analysis and automatic classification
[0046] The server analyzes the received user data and categorizes income and expense data into categories, automatically categorizing salary, business income, asset income, etc.
[0047] The server uses machine learning algorithms to analyze the data, classifying it into income, expenses, and deductions, and organizing it into a database.
[0048] Generating personalized advice
[0049] Based on the classified and analyzed data, the server generates tax-saving and tax-filing advice tailored to each individual user, taking into account the latest tax regulations and past tax return data.
[0050] The generated advice is sent to the user's device, where the user can view it through the application.
[0051] Automatic generation of tax returns
[0052] The server automatically generates tax returns based on the parsed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[0053] The user can check the tax return sent to the terminal and make any necessary corrections. The corrected data is then sent back to the server.
[0054] Tax return filing and support
[0055] Once the user has finalized the tax return and confirmed its submission, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device, prompting the user to confirm.
[0056] Specific examples
[0057] Consider the case where Mr. A, a self-employed professional designer, uses this system.
[0058] First, Mr. A logs into the application and enters his income and expenses from the previous year. The device checks the entered data and sends it to the server. The server receives the data, analyzes it, and automatically classifies it. Based on the classified data, personalized advice on tax saving strategies and filing is generated and sent to Mr. A's device.
[0059] Next, the server automatically generates a tax return from the analyzed data and sends it to Mr. A's device. Mr. A checks the return, makes any necessary corrections, and confirms submission. The server submits the corrected return to the electronic filing system and sends Mr. A a notification of completion.
[0060] This series of processes allows Mr. A to complete his tax return efficiently and accurately. It is expected that this system will be of great help to other self-employed individuals and freelancers.
[0061] The processing flow will be explained below.
[0062] Step 1:
[0063] The user enters their ID and password to log in to the application. The device receives this and sends it to the server.
[0064] Step 2:
[0065] The server authenticates the ID and password, reads the user's past data from the database, and if authentication is successful, the user can proceed to the next step.
[0066] Step 3:
[0067] Users enter income, expenses, and other tax-related information into the application's input form, which the device temporarily stores and checks for typos and invalid data.
[0068] Step 4:
[0069] If the input is determined to be correct, the data is sent from the terminal to the server, which stores it in a database.
[0070] Step 5:
[0071] The server analyzes the stored data and uses machine learning algorithms to automatically categorize it by income, expenses, and deductions.
[0072] Step 6:
[0073] The server classifies the data based on the analysis results and organizes it into a database.
[0074] Step 7:
[0075] Based on the classified and analyzed data, the server generates tax saving and filing advice tailored to each individual user.
[0076] Step 8:
[0077] The generated advice is sent to the user's terminal, and the user can check the advice through the application.
[0078] Step 9:
[0079] The server automatically generates tax returns based on the analyzed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[0080] Step 10:
[0081] The user checks the tax return sent to the terminal and makes any necessary corrections. The corrected content is then sent back to the server.
[0082] Step 11:
[0083] When the user gives a final check on the return and instructs it to be sent, the server automatically submits the return to the electronic filing system.
[0084] Step 12:
[0085] The server confirms that the submission is complete and sends a notification to the user's device, who then confirms the completion.
[0086] Example 1
[0087] Next, a description will be given of Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the smart device 14 will be referred to as a "terminal."
[0088] The traditional tax return process involves a lot of manual work and cumbersome procedures, making it difficult for sole proprietors and freelancers to file their tax returns efficiently and accurately. There's also a high risk of errors in tax returns due to input errors or inaccurate data. This often leads to inappropriate tax-saving strategies and time-consuming corrections. Furthermore, there was a need for technology that could efficiently perform the entire process across the entire system, from analyzing and classifying data, providing appropriate advice, and automatically generating and submitting tax returns.
[0089] The specific processing by the specific processing unit 290 of the data processing device 12 in the first embodiment is realized by the following means.
[0090] In this invention, the server includes: means for providing an interface for users to input income, expenses, and other tax-related information; means for the terminal to temporarily store the input data and check for fraudulent or erroneous data; means for transmitting and storing data that passes the check to the server; means for analyzing the stored data and automatically classifying it by income, expenses, and deductions using a machine learning algorithm; means for generating and providing tax-saving strategies and filing advice tailored to individual users based on the classified and analyzed data; means for automatically generating a tax return from the analyzed data; means for providing an interface for the user to review and correct the generated tax return; means for submitting the corrected tax return to the electronic filing system; and means for notifying the user terminal that filing has been completed. This enables users to efficiently and accurately enter tax information, receive tax-saving strategies, and automatically generate and submit tax returns.
[0091] An "interface" is any means that provides a screen or form for a user to enter income, expenses, or other tax-related information.
[0092] "Terminal" means a device or software that temporarily stores data entered by a user and checks for fraudulent or erroneous data.
[0093] A "server" is a computer system that receives, stores, and analyzes data sent from a terminal.
[0094] A "machine learning algorithm" is an algorithm that analyzes data and automatically classifies it into income, expenses, and deductions.
[0095] A "database" is a collection of information that a server uses to store and manage data such as users' income and expenses.
[0096] "Tax saving strategies" are specific methods and advice that help users reduce their taxes in an appropriate way.
[0097] "Tax Return" means an automatically generated tax return based on User's income and expense data.
[0098] An "electronic filing system" is a system for submitting generated tax returns to tax authorities via the Internet.
[0099] A "notification" is a message sent by the server to inform the user terminal of the completion or results of processing.
[0100] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The system allows users to input income, expenses, and other tax-related information, and based on that information, provides tax-saving strategies and advice, and automatically generates and submits tax returns.
[0101] User Data Collection
[0102] First, the user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the entered ID and password and loads the user's past data. Next, the user enters income, expenses, and other tax-related information into the application's input form. The device temporarily stores the entered data and checks for input errors and invalid data. After that, data that is determined to be correct is sent to the server and saved.
[0103] Data analysis and automatic classification
[0104] The server analyzes the received user data and categorizes the income and expense data into categories, automatically categorizing salary, business income, asset income, etc. The server uses machine learning algorithms to categorize the analyzed data into income, expenses, and deductions, and organizes them in a database.
[0105] Generating personalized advice
[0106] Based on the classified and analyzed data, the server generates tax-saving and tax-filing advice tailored to each individual user. This advice is generated based on the latest tax regulations and past tax return data. The generated advice is sent to the user's device, where the user can view it through the application.
[0107] Automatic generation of tax returns
[0108] The server automatically generates tax returns based on the analyzed and classified data. The returns are output in PDF or other submission formats and sent to the user's device. The user can review the returned return and make corrections as necessary. The corrected data is then sent back to the server.
[0109] Tax return filing and support
[0110] Once the user has finalized the tax return and confirmed its submission, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device, prompting the user to confirm.
[0111] Specific examples
[0112] Consider the case where a professional designer and self-employed person, Person A, uses this system. First, Person A logs in to the application and enters data on last year's income and expenses. The device checks the entered data and sends it to the server. The server receives the data, analyzes it, and automatically classifies it. Based on the classified data, personalized advice on tax saving strategies and filing is generated and sent to Person A's device. Next, the server automatically generates a tax return from the analyzed data and sends it to Person A's device. Person A checks the tax return, makes any necessary corrections, and confirms submission. The server submits the corrected return to the electronic filing system and sends Person A a notification of completion. This series of processes enables Person A to complete their tax return efficiently and accurately. We expect this system to be of great use to other self-employed individuals and freelancers.
[0113] Prompt Sentence Examples
[0114] "Please explain the process of the system that provides optimal tax-saving advice based on the income and expenses of sole proprietors and automatically generates and submits tax returns. Please include specific operating procedures and processing details."
[0115] "Please tell me the system procedure for sole proprietor A to enter data on last year's income and expenses. Please explain in detail how he logs into the application and enters the data, as well as how the data is analyzed to generate advice and tax returns."
[0116] The system is designed to support efficient and accurate tax return filing, helping self-employed individuals and freelancers save on taxes.
[0117] The flow of the identification process in the first embodiment will be described with reference to FIG.
[0118] Step 1:
[0119] User authentication
[0120] The user first launches the application and enters their ID and password on the login screen. The device receives this authentication information and sends it to the server. The server compares the user data in the database to verify that the entered authentication information is correct. If authentication is successful, session information is generated and sent back to the device. At this time, the server inputs the user's ID and password, and outputs the session information. The user confirms that login was successful and proceeds to the next screen.
[0121] Step 2:
[0122] Data entry and checking
[0123] A user enters income, expenses, and other tax-related information into an application's input form. Specifically, they enter sales data and various expenses (such as travel and office supplies). The terminal temporarily stores this data and checks it for fraud and errors. For example, it checks whether the amounts are positive. The terminal's input is the user's income and expense data, and its output is the checked data.
[0124] Step 3:
[0125] Data transmission and storage
[0126] The terminal sends the checked data to the server. The server saves the received data in a database. When saving is complete, the server sends a "data saving completion notification" to the terminal. The server's input is the checked income and expense data, and its output is a notification that data saving is complete.
[0127] Step 4:
[0128] Data analysis and classification
[0129] The server analyzes the stored data using machine learning algorithms. Specifically, it categorizes income data into categories such as salary income, business income, and asset income, and expense data into categories such as office expenses, transportation expenses, and advertising expenses. The server's input is the income and expense data in the database, and its output is the categorized data.
[0130] Step 5:
[0131] Generating personalized advice
[0132] The server generates optimal tax-saving and tax-filing advice for each individual user based on the analyzed data. The generated advice is sent to the terminal for the user to review. The server's input is the classified data, and its output is advice information.
[0133] Step 6:
[0134] Automatic generation of tax returns
[0135] The server automatically generates tax returns based on the analyzed and classified data. The generated tax returns are output in PDF format or other formats and sent to the terminal. The server's input is the classified data, and the output is a tax return in PDF format.
[0136] Step 7:
[0137] Checking and correcting tax returns
[0138] The user checks the submitted tax return and makes any necessary corrections. The terminal resubmits the corrected tax return to the server. The server saves the corrected data and checks it again. The user's input is the corrected tax return, and the server's output is a notification that the corrected data has been saved.
[0139] Step 8:
[0140] Electronic filing and completion notification
[0141] The server submits the finalized tax return to the electronic tax return system, and sends a completion notification to the terminal when the submission is complete. The server's input is the final tax return, and its output is a notification that the tax return has been submitted. The user receives the completion notification and confirms that the tax return has been successfully completed.
[0142] (Application example 1)
[0143] Next, a description will be given of Application Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the smart device 14 will be referred to as a "terminal."
[0144] Conventional tax return systems required users to manually input income and expenses, which was cumbersome and time-consuming. There was also the risk of input errors or invalid data being included, increasing the risk of incorrect information being reflected when preparing tax returns. Furthermore, in an age where electronic payments are increasingly being used, electronic payment data could not be efficiently utilized as income and expense data. This situation made it difficult for sole proprietors and freelancers to effectively implement tax-saving strategies and file accurate tax returns.
[0145] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 1 is realized by the following means.
[0146] In this invention, the server includes means for automatically importing a user's electronic payment data and classifying it as income and expense data, means for automatically classifying and analyzing income and expenses based on the imported electronic payment data, means for automatically generating a tax return from the analyzed data and providing an interface for the user to check and correct, and means for submitting the corrected tax return to the electronic filing system. This allows the user to efficiently use their electronic payment history, automate the input of income and expense data, and quickly file accurate tax returns.
[0147] 1. "User" refers to individuals such as sole proprietors and freelancers who use the System to input income and expense data and file tax returns.
[0148] 2. "Income" refers to all income earned by the User, such as salary, business income, asset income, etc.
[0149] 3. "Expenses" refers to the costs and expenses incurred by the User in conducting its business activities.
[0150] 4. "Tax-related information" refers to all data, such as income, expenses, and deductions, required for preparing tax returns and processing taxes.
[0151] 5. "Interface" refers to the input and operation screens through which users enter income, expense, and tax-related information.
[0152] 6. "Server" means a computer system that receives, stores, and analyzes data sent by users.
[0153] 7. "Automatic classification" refers to the process of classifying data submitted by users into categories such as income and expenses using machine learning algorithms.
[0154] 8. "Tax Savings" refers to methods and advice that help users legally reduce their tax burden.
[0155] 9. "Tax Return" means a document detailing income and expenses that a User submits to the tax office.
[0156] 10. "Electronic filing system" means a system for submitting tax returns online.
[0157] 11. "Electronic Payment Data" refers to the transaction history generated through electronic payment services (e.g., mobile payments and online payments) used by a User.
[0158] 12. "Machine learning algorithms" refers to artificial intelligence techniques used to analyze data and discover patterns and rules.
[0159] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The invention utilizes the user's electronic payment data and automatically classifies it as income and expense data, simplifying the tax return filing process. Specific embodiments for implementing the invention will now be described.
[0160] Hardware
[0161] A system for implementing the present invention includes the following hardware:
[0162] Smartphone: A device through which users can input data and manage the tax return process through an interface.
[0163] Server: A high-performance computer system for storing received data and for analyzing, classifying, generating advice, and generating returns.
[0164] software
[0165] In the present invention, the following software is used to implement the system:
[0166] Web application: Provides an interface for users to enter and review income, expenses, and other tax-related information
[0167] database system: a system for managing collected and stored data
[0168] Machine learning algorithms (such as TENSORFLOW®): artificial intelligence techniques for classifying income and expense data
[0169] API integration function: A function for importing data from electronic payment services
[0170] TaxAPI: API for automatically generating and submitting tax returns
[0171] Data processing and calculation
[0172] The server processes the data entered by the user and the electronic payment data in the following steps:
[0173] 1. User authentication: The user's ID and password are received through the smartphone application and authenticated by the server.
[0174] 2. Data import: Import electronic payment data of authenticated users using API and store it in the database.
[0175] 3. Data Analysis: Machine learning algorithms are used to analyze the imported data and automatically classify it as income and expense data.
[0176] 4. Advice generation: Based on the classified data, advice on tax saving measures and tax returns appropriate for the user is generated and notified via a smartphone app.
[0177] 5. Tax Return Generation: Automatically generate tax returns from the parsed data and output them in PDF or other submission formats for user review.
[0178] 6. Electronic filing: The user submits the tax return that they have checked and corrected to the electronic filing system using TaxAPI.
[0179] Specific examples
[0180] For example, in the case of a self-employed professional designer, the user first logs into the application using a smartphone and enters data on last year's income and expenses. Furthermore, electronic payment service history can be automatically imported. The server analyzes this data and automatically classifies it as income and expense data. Based on the classified data, the server then provides the user with tax-saving advice tailored to their needs and generates a tax return. Finally, the tax return is submitted to the electronic filing system, completing the process.
[0181] Example prompt sentence:
[0182] "Based on the user's electronic payment data, we will automatically classify income and expenses and provide appropriate tax-saving advice. After that, we will automatically generate tax returns and submit them to the electronic filing system. Through this process, you will develop a smartphone application that will streamline the user's tax return filing."
[0183] The flow of the specific processing in the application example 1 will be described with reference to FIG.
[0184] Step 1:
[0185] User authentication
[0186] The user enters their ID and password into the smartphone application and attempts to log in. The device sends the entered ID and password to the server. The server authenticates the received ID and password and returns the result to the device. If authentication is successful, the user's past data is loaded. The input is the user's ID and password, and the output is the authentication result and user data. In concrete terms, the device sends a login request to the server, and the server checks it against a database.
[0187] Step 2:
[0188] Data Import
[0189] After successful authentication, the user instructs the device to import transaction data from the electronic payment service they are using (e.g., mobile payment service, online payment service). Upon receiving the user's instruction, the device imports the transaction data via the API of each electronic payment service and sends that data to the server. The input is the transaction data from the API response, and the output is the transaction data sent to the server. Specifically, the device executes the API call and transfers the retrieved data to the server.
[0190] Step 3:
[0191] Data analysis and automatic classification
[0192] The server analyzes the received transaction data using a machine learning algorithm and automatically classifies it as income and expense data. The analysis uses artificial intelligence technology (e.g., TensorFlow). The input is the imported transaction data, and the output is income and expense data classified by category. Specifically, the server feeds the transaction data into the machine learning model and stores the results in a database.
[0193] Step 4:
[0194] Generating personalized advice
[0195] The server generates tax-saving strategies and tax return advice tailored to the user based on the classified data. This advice is generated by referencing the latest tax regulations and past tax return data. The input is income and expense data by category, and the output is the advice content. Specifically, the server references the data in the database and generates advice by applying existing rules and algorithms.
[0196] Step 5:
[0197] Automatic generation of tax returns
[0198] The server automatically generates tax returns based on the parsed and categorized data. The returns are output as PDFs or other submission formats. The input is the parsed income and expense data, and the output is the generated tax return (e.g., a PDF file). Specifically, the server embeds the data in a template and uses a PDF generation library to generate the tax return.
[0199] Step 6:
[0200] Checking and correcting tax returns
[0201] Users can check the generated tax return through the smartphone application and make corrections as necessary. The terminal displays the tax return, accepts user input, and sends the corrections to the server. The input is the generated tax return and the user's correction instructions, and the output is the corrected tax return. Specifically, the terminal displays the tax return, obtains the corrections, and sends the correction data to the server.
[0202] Step 7:
[0203] Electronic filing
[0204] Once the user confirms the amendments to the tax return, the server submits the amended tax return to the electronic filing system. The input is the amended tax return, and the output is a notification that the electronic filing has been completed. Specifically, the server sends the tax return data to the electronic filing API and notifies the user of the submission results.
[0205] Furthermore, an emotion engine that estimates the user's emotion may be combined. That is, the identification processing unit 290 may estimate the user's emotion using the emotion identification model 59 and perform identification processing using the user's emotion.
[0206] This invention combines a system that allows users to easily input income, expenses, and other tax-related information, and automatically generates and submits tax returns, with an emotion engine that recognizes users' emotions, reducing user stress and providing more personalized advice and support.
[0207] User Data Collection
[0208] The user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the ID and password and loads the user's past data from the database. If authentication is successful, the user enters their income, expenses, and other tax-related information into the application's input form.
[0209] The device is equipped with an emotion engine that uses a camera and microphone to recognize emotions from the user's facial expressions and voice. The recognized emotion data is sent to the server along with income and expense data.
[0210] Data analysis and automatic classification
[0211] The server analyzes the received user data and categorizes income and expense data into categories, using machine learning algorithms to automatically categorize data into salary, business income, asset income, etc.
[0212] The server generates tax-saving strategies and tax return advice tailored to each individual user based on the classified data. It also takes into account the user's emotional data, and if it detects high levels of stress, it provides particularly detailed explanations and adds supplementary information to help alleviate stress.
[0213] Generating personalized advice
[0214] Based on the analyzed data and emotional data, the server generates optimal tax-saving strategies and advice for users, taking into account the latest tax regulations, past tax return data, and the user's emotional state.
[0215] The generated advice is sent to the user's device, where the user can confirm it through the application. Even during the confirmation screen, the emotion engine continues to monitor the user's emotions and displays additional support information as needed.
[0216] Automatic generation of tax returns
[0217] The server automatically generates tax returns from the analyzed and classified data. These returns are output in PDF or other submission formats and sent to the user's device. The user can review the returned return and make any necessary corrections. The corrected information is then sent back to the server.
[0218] Tax return filing and support
[0219] Once the user has finalized the tax return and instructed it to be submitted, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device. Feedback based on the user's emotional state and additional support information are also provided.
[0220] Specific examples
[0221] For example, let's say freelance writer B uses this system. B logs into the application and enters data on his income and expenses from the previous year. The device analyzes B's facial expressions and voice and recognizes that his stress level is high. The data sent to the server is analyzed and categorized, and tax-saving measures and advice tailored to B are generated. This advice also includes special tips for reducing stress.
[0222] Next, the server automatically generates a tax return and sends it to Person B's device. Person B checks and corrects the tax return and issues instructions for final submission. The server submits the tax return to the electronic filing system and sends a message notifying Person B that submission is complete, along with a message providing reassurance that takes Person B's feelings into consideration.
[0223] This series of processes allows Mr. B to complete his tax return efficiently and without stress. This system will also be very useful for other self-employed individuals and freelancers.
[0224] The processing flow will be explained below.
[0225] Step 1:
[0226] The user enters their ID and password to log in to the application. The device receives this and sends it to the server.
[0227] Step 2:
[0228] The server authenticates the ID and password, reads the user's past data from the database, and if authentication is successful, the user can proceed to the next step.
[0229] Step 3:
[0230] Users enter income, expenses, and other tax-related information into the application's input form, while the device's built-in emotion engine uses the camera and microphone to analyze the user's facial expressions and voice to recognize their current emotional state.
[0231] Step 4:
[0232] The device temporarily stores the input data and the recognized emotion data, checks for input errors and invalid data, and sends data that is determined to be correct to the server.
[0233] Step 5:
[0234] The server stores the transmitted data in a database, where it analyzes the data and automatically classifies it into income, expenses, and deductions using machine learning algorithms.
[0235] Step 6:
[0236] The server then analyzes the data and organizes it into categories of income, expenses, and deductions. These categorized data are then used in the next process.
[0237] Step 7:
[0238] The server generates tax-saving and tax-filing advice tailored to each individual user based on the classified and analyzed data and the user's emotional data. The advice includes detailed explanations and additional information if the user is feeling stressed.
[0239] Step 8:
[0240] The generated advice is sent to the user's device, where it can be viewed through the application, which continuously monitors the user's emotions and provides additional support information as needed.
[0241] Step 9:
[0242] The server automatically generates tax returns based on the analyzed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[0243] Step 10:
[0244] The user can check the tax return sent to their device and make any necessary corrections. The corrected information is then sent back to the server. At this time, the emotion engine checks the user's stress level and displays messages to provide reassurance as needed.
[0245] Step 11:
[0246] Once the user has finalized the tax return and instructed it to be sent, the server automatically submits the return to the electronic tax return system. Once submission is complete, the server sends a notification to the user's device.
[0247] Step 12:
[0248] When the server notifies the user that the tax return has been submitted, it takes into account the results of the emotion engine's analysis and sends messages and feedback that increase the user's sense of security.
[0249] Example 2
[0250] Next, a description will be given of Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the smart device 14 will be referred to as a "terminal."
[0251] Filing tax returns is a time-consuming and stressful task for many users. Accurately entering information such as income and expenses and taking appropriate tax-saving measures are particularly difficult and require specialized knowledge. Furthermore, conventional tax return systems do not take into account the user's emotional state and are unable to alleviate the stress and difficulties experienced by users. Therefore, there is a need for a system that makes tax returns easier and reduces user stress.
[0252] The specific processing by the specific processing unit 290 of the data processing device 12 in the second embodiment is realized by the following means.
[0253] In this invention, the server includes means for providing an interface for users to input income, expenses, and other tax-related information, means for transmitting and storing the input data to the server, means for analyzing the stored data and automatically classifying it by income, expenses, and deductions, means for generating and providing tax-saving strategies and tax-filing advice tailored to each individual user based on the classified and analyzed data, means for automatically generating a tax return from the analyzed data, means for providing an interface for users to check and correct the generated tax return, means for submitting the corrected tax return to the electronic filing system, means for recognizing emotional information from the user's facial expressions and voice, and means for providing personalized advice and support to the user based on the emotional information. This allows users to file tax returns efficiently and accurately while reducing stress.
[0254] "Revenue" means any monetary benefit or income earned by a User.
[0255] "Expenses" means expenses incurred in connection with business or operational activities.
[0256] "Tax-related information" means all data necessary for filing and calculating taxes, including income, expenses, deductions, etc.
[0257] An "interface" refers to the screens and input forms that users use to operate a system.
[0258] A "server" is a computer system that stores, analyzes, classifies, and generates advice on data.
[0259] "Automatic classification" is the process of categorizing data such as income and expenses based on an algorithm.
[0260] "Tax saving measures" are measures or methods for legally reducing tax burdens.
[0261] "Advice" means specific guidance or suggestions provided to you regarding your tax return.
[0262] A "tax return" is an official document that summarizes a user's tax calculations.
[0263] "Emotional information" refers to data about the user's emotional state obtained from facial expressions and voice.
[0264] "Personalized" means something that is customized specifically for each individual user.
[0265] An "electronic filing system" is an online system for filing tax returns via the Internet.
[0266] "Storage" refers to the process of recording and storing data in a system.
[0267] "Analysis" is the process of examining data in detail and understanding its meaning and structure.
[0268] "Modification" refers to the process of correcting or changing information entered by the user or generated documents.
[0269] MODE FOR CARRYING OUT THE INVENTION
[0270] This invention is a system that allows users to easily input income, expenses, and other tax-related information, and automatically generates and submits tax returns, combined with an emotion engine that recognizes users' emotions. This system reduces user stress and can provide more personalized advice and support.
[0271] Hardware and software used
[0272] This system mainly uses the following hardware and software:
[0273] Device: A user-operated computer, smartphone, or tablet that is equipped with a camera and microphone.
[0274] Server: A high-performance computer that stores, analyzes, classifies, and generates advice on data.
[0275] Database: Data storage (e.g., PostgreSQL, MySQL®) for storing users' historical tax data and current input data.
[0276] Emotion engine: Software that recognizes emotional information from a user's facial expressions and voice (e.g., Microsoft® Azure® Cognitive Services, Amazon Rekognition).
[0277] Machine learning algorithms: used for automatic classification and analysis of data (e.g., TensorFlow, Scikit-learn).
[0278] Natural language processing tools: Analyze input text data (e.g., NLTK, SpaCy).
[0279] Electronic filing system: A government-provided platform for filing tax returns online (e.g., the e-government e-Tax system).
[0280] System Operation Overview
[0281] 1. User data collection: The user logs in to the device and enters income, expenses, and other tax-related information. The device uses an emotion engine to collect the user's facial expressions and voice from the camera and microphone, and transmits the collected data to the server as emotion data.
[0282] 2. Data analysis and automatic classification: The server analyzes the received user data and automatically classifies income and expenses into categories. It also analyzes emotional data and provides a more detailed explanation if it determines that the user is under high stress.
[0283] 3. Generating personalized advice: The server generates tax-saving and tax-filing advice tailored to the user's specific circumstances based on the analyzed and classified data and sentiment data.
[0284] 4. Automatic generation and confirmation of tax return: The server sends the automatically generated tax return to the user's terminal, where the user can confirm and correct it. Any corrections are sent back to the server.
[0285] 5. Tax return submission and support: Once the user has finalized the tax return and instructed it to be submitted, the server will automatically submit the return to the electronic filing system. After the process is complete, the server will provide feedback according to the user's emotional state.
[0286] Specific examples
[0287] For example, consider the case where freelance writer B uses this system. B logs into the application and enters his or her income and expense data from the previous year. The device analyzes B's facial expressions and voice and recognizes his or her stress level in real time. Based on this, the server generates appropriate tax-saving measures and advice based on the analysis results and provides them to B.
[0288] The generated tax return is sent to B's device, where B can check and correct it. Finally, the server submits the tax return to the electronic tax return system, and once the submission is complete, feedback is displayed, providing a sense of security.
[0289] Prompt Sentence Examples
[0290] "Explain the appropriate way to respond if a freelance writer is stressed out over entering last year's income and expenses."
[0291] "Please show us the process of automatically classifying income and expenses after the user enters them and providing appropriate tax-saving measures."
[0292] The flow of the identification process in the second embodiment will be described with reference to FIG.
[0293] Program processing flow
[0294] Step 1: Collect user data
[0295] 1.1 Login
[0296] Input: The user enters their ID and password on the device's login screen.
[0297] Operation: The terminal encrypts the entered authentication information using SSL / TLS and sends it to the server.
[0298] Output: The server receives the authentication information and attempts to authenticate through the authentication server, resulting in a response indicating success or failure.
[0299] 1.2 Obtaining historical data
[0300] Input: If authentication is successful, the server retrieves past tax data from the database based on the user ID.
[0301] How it works: The server performs database queries to retrieve information such as income data, expense data, and past tax returns.
[0302] Output: The acquired data is temporarily stored on the server and passed on to subsequent processing.
[0303] 1.3 Data Input
[0304] Input: The user enters income, expenses, and other tax-related information into an input form on the device.
[0305] How it works: The device analyzes input data in real time through an emotion engine, collecting facial and voice data, and then sends the collected emotion data to the server.
[0306] Output: The collected tax information and sentiment data is sent to a server and stored for analysis and classification.
[0307] Step 2: Data analysis and automatic classification
[0308] 2.1 Data analysis
[0309] Input: The server receives income and expense data and emotion data sent by the user.
[0310] How it works: The server uses natural language processing tools (e.g., NLTK, SpaCy) to perform text analysis and understand the meaning of the data.
[0311] Output: The analysis results in each data item being identified into the appropriate category.
[0312] 2.2 Automatic classification
[0313] Input: Parsed data items.
[0314] How it works: Using machine learning algorithms (e.g., TensorFlow, Scikit-learn), data such as income and expenses is classified into categories such as salary, business income, and asset income. During this process, sentiment data is also evaluated and corrected as necessary.
[0315] Output: Categorised data is generated, which serves as the basis for providing tax saving strategies and advice tailored to each user.
[0316] Step 3: Generating personalized advice
[0317] 3.1 Generating Advice
[0318] Input: Classified and analyzed data, sentiment data.
[0319] How it works: The server refers to the latest tax regulations (e.g., the National Tax Agency's API) and generates tax-saving strategies and tax-filing advice appropriate for the user. Based on emotional data, it adds particularly detailed explanations and supplementary information when stress levels are high.
[0320] Output: The generated advice is sent to the user terminal.
[0321] 3.2 Displaying Advice
[0322] Input: The generated advice.
[0323] Operation: The device displays advice on the application screen and asks the user for confirmation. The emotion engine continues to monitor the user's emotions and displays additional support information as needed.
[0324] Output: User confirms the advice and proceeds to the next processing step.
[0325] Step 4: Automatic generation and confirmation of tax return
[0326] 4.1 Declaration Generation
[0327] Input: Parsed and classified data.
[0328] What it does: The server automatically generates tax returns in PDF or other submission formats.
[0329] Output: The generated declaration is sent to the user's terminal.
[0330] 4.2 Checking and correcting tax returns
[0331] Input: Generated tax return.
[0332] Operation: The user checks the tax return on the terminal and makes any necessary corrections. The corrected data is then sent back to the server.
[0333] Output: The corrected tax return data is saved to the server and goes to the next processing step.
[0334] Step 5: Tax return filing and support
[0335] 5.1 Final Review and Submission
[0336] Enter: Amended return.
[0337] Operation: The user performs a final check and issues a submission instruction. The server automatically submits the tax return to the electronic filing system (e.g., the e-Tax system).
[0338] Output: A notification of completion of submission is sent to the user's terminal.
[0339] 5.2 Submission completion notification and feedback
[0340] Input: Submission completion notification.
[0341] How it works: The server takes into account the user's emotional state, generates reassuring feedback and additional support information, and sends it to the device.
[0342] Output: Feedback is displayed on the user's terminal and the process is complete.
[0343] (Application example 2)
[0344] Next, a description will be given of Application Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the smart device 14 will be referred to as a "terminal."
[0345] Traditional tax return systems require users to input their income, expenses, and other tax-related information, resulting in a high level of time and stress, and a high likelihood of input errors and inaccurate data. Furthermore, they lacked personalized advice and support, which prevented users from fully improving the efficiency and accuracy of the tax return process. Furthermore, the lack of support that takes into account users' emotional state often led to frustration.
[0346] The specific processing by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means. In this invention, the server includes means for recognizing the user's emotions, means for providing personalized advice and stress-reducing information taking into account the emotion data, and means for analyzing the stored data and automatically classifying it by income, expenses, and deductions. This improves the accuracy of the tax-related information entered by the user, reduces stress, and enables efficient and accurate tax return filing procedures.
[0347] An "interface" is any screen or form through which a user enters income, expenses, or other tax-related information.
[0348] "Server" means a central management system that receives, stores, analyzes, and classifies data entered by users.
[0349] "Automatic classification" is a process that analyzes saved data and automatically categorizes it by income, expenses, and deductions.
[0350] "Advice" refers to the provision of information on tax-saving strategies and tax returns that are appropriate for individual users, based on classified and analyzed data.
[0351] A "tax return" is a tax return document that is automatically generated from the analyzed data.
[0352] "Emotion recognition" is a technology that detects a user's emotional state from their facial expressions and voice and collects that as data.
[0353] "Stress reduction information" refers to providing special advice and support information to reduce stress, taking into account the user's emotional data.
[0354] An "electronic filing system" is a system for submitting generated tax returns online to the tax office.
[0355] "Data analytics" is the process of breaking down and analyzing user-submitted data to extract useful information and patterns.
[0356] "Personalized" means providing responses and information that are individually optimized based on the user's unique characteristics and emotional state.
[0357] System Overview
[0358] This invention combines a system that automatically generates and submits tax returns after users input their income, expenses, and other tax-related information with an emotion engine that recognizes the user's emotions. To realize this system, a server and user terminals are primarily required, with corresponding hardware and software.
[0359] Hardware and software used
[0360] 1. Hardware
[0361] User device: camera, microphone, input interface (e.g. smartphone)
[0362] Servers: Database server, analysis server
[0363] 2. Software
[0364] Emotion Engine: Software that identifies emotions from the user's facial expressions and voice.
[0365] Authentication system: A system that authenticates user IDs and passwords.
[0366] Data analysis system: Machine learning algorithms that analyze and classify data submitted by users
[0367] Electronic filing system: A system for submitting generated tax returns online to the tax office.
[0368] User Data Collection
[0369] The user enters their ID and password on the application's login screen. The authentication system installed on the device receives this and sends it to the server. The server reads the user's past data from the database and displays a tax-related input form for the user.
[0370] Data entry and emotion recognition
[0371] Users input income and expense data, while the emotion engine uses the camera and microphone to analyze the user's facial expressions and voice to detect their emotional state, and both data are sent to the server.
[0372] Data analysis and automatic classification
[0373] The server analyzes the data it receives and automatically categorizes income and expenses using machine learning algorithms to optimize classification based on the user's unique data. It also takes into account the user's emotional state to generate personalized tax-saving strategies and advice.
[0374] Generate and submit returns
[0375] The server automatically generates tax returns based on the analyzed data. The generated returns are sent to the user's device in formats such as PDF. The user can then review the returns, make any necessary corrections, and finally submit them to the electronic filing system.
[0376] Specific examples
[0377] For example, when a freelancer uses this system, they log in to the application and enter their income and expenses. If the system analyzes the user's emotions and determines that they are feeling stressed, it will provide them with special advice and information to reduce stress. The user can then amend their tax return based on this information and submit it to the electronic filing system. As a result, the user can file their tax return efficiently.
[0378] Prompt Sentence Examples
[0379] "Freelancers use this application to input their income and expenses and use an emotion engine to analyze their stress levels. The user can then review the tax return generated based on the input data, make corrections, and submit the return to the electronic filing system."
[0380] In this way, by using the present invention, the user's stress can be reduced and tax return work can be carried out efficiently.
[0381] The flow of the specific processing in the application example 2 will be described with reference to FIG.
[0382] Step 1:
[0383] (user authentication)
[0384] The user enters an ID and password to log in to an application. The terminal sends this input data to the authentication system, which receives it. The server reads the corresponding user data from the database and performs authentication. Input: User ID and password. Output: Authentication result and user data.
[0385] Step 2:
[0386] (Providing a data input interface)
[0387] If the authentication is successful, the server displays an interface on the user's device for entering tax-related information such as income and expenses. Input: Authentication result. Output: Tax-related input form.
[0388] Step 3:
[0389] (Data entry and emotion recognition)
[0390] The user inputs income and expense data. The device's built-in emotion engine uses the camera and microphone to analyze the user's facial expressions and voice in real time to detect their emotional state. Input: User's tax data and emotion data. Output: Collected tax data and emotion data.
[0391] Step 4:
[0392] (Data transmission)
[0393] The collected income, expense, and emotion data is sent to the server, which stores this data in a database. Input: User's tax data and emotion data. Output: Database update.
[0394] Step 5:
[0395] (Data analysis and automatic classification)
[0396] The server analyzes the stored data using machine learning algorithms and automatically classifies income and expenses. Input: Stored tax data. Output: Classified data.
[0397] Step 6:
[0398] (generating advice)
[0399] Based on the classified data and emotional data, the server generates advice on tax saving strategies and filing that is optimal for each individual user. Taking emotional data into consideration, it also provides special advice to reduce stress. Input: Classified data and emotional data. Output: Personalized advice.
[0400] Step 7:
[0401] (Automatic generation of tax return)
[0402] The server automatically generates tax returns from the parsed and classified data. Input: Classified data. Output: Generated tax returns (e.g., PDF format).
[0403] Step 8:
[0404] (Verification and correction of tax return)
[0405] The generated tax return is sent to the user's terminal, where the user can check and make any necessary corrections. The corrections are then sent back to the server. Input: Generated tax return. Output: Corrected tax return.
[0406] Step 9:
[0407] (Submission of tax return)
[0408] After the user has made the final confirmation, he / she issues an instruction to submit the tax return to the electronic filing system. The server sends the tax return to the electronic filing system and notifies the user that the submission is complete. Input: Amended tax return. Output: Notification of tax return submission and confirmation.
[0409] This series of steps allows users to file their tax returns efficiently and accurately, while leveraging emotional data can reduce user stress and provide more personalized support.
[0410] The specific processing unit 290 transmits the result of the specific processing to the smart device 14. In the smart device 14, the control unit 46A causes the output device 40 to output the result of the specific processing. The microphone 38B acquires audio indicating a user input regarding the result of the specific processing. The control unit 46A transmits audio data indicating the user input acquired by the microphone 38B to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the audio data.
[0411] The data generation model 58 is a so-called generative AI (Artificial Intelligence). An example of the data generation model 58 is ChatGPT (registered trademark) (Internet search engine).<URL: https: / / openai.com / blog / chatgpt> ), Gemini (registered trademark) (Internet search <url: https: gemini.google.com ?hl="ja">) and other generation AIs. The data generation model 58 is obtained by performing deep learning on a neural network. A prompt including an instruction is input to the data generation model 58, and inference data such as voice data indicating voice, text data indicating text, and image data indicating an image is also input. The data generation model 58 performs inference on the input inference data in accordance with the instruction indicated by the prompt, and outputs the inference result in a data format such as voice data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.
[0412] In the above embodiment, an example in which the specific process is performed by the data processing device 12 has been given, but the technology of the present disclosure is not limited to this, and the specific process may be performed by the smart device 14.
[0413] [Second embodiment]
[0414] FIG. 3 shows an example of the configuration of a data processing system 210 according to the second embodiment.
[0415] 3, the data processing system 210 includes the data processing device 12 and smart glasses 214. An example of the data processing device 12 is a server.
[0416] The data processing device 12 includes a computer 22, a database 24, and a communication I / F 26. The computer 22 is an example of a "computer" according to the technology of the present disclosure. The computer 22 includes a processor 28, a RAM 30, and a storage 32. The processor 28, the RAM 30, and the storage 32 are connected to a bus 34. The database 24 and the communication I / F 26 are also connected to the bus 34. The communication I / F 26 is connected to a network 54. Examples of the network 54 include a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[0417] The smart glasses 214 include a computer 36, a microphone 238, a speaker 240, a camera 42, and a communication I / F 44. The computer 36 includes a processor 46, a RAM 48, and a storage 50. The processor 46, the RAM 48, and the storage 50 are connected to a bus 52. The microphone 238, the speaker 240, and the camera 42 are also connected to the bus 52.
[0418] The microphone 238 receives instructions and the like from the user 20 by receiving voice uttered by the user 20. The microphone 238 captures the voice uttered by the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio in accordance with instructions from the processor 46.
[0419] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an imaging element such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the surroundings of user 20 (for example, an imaging range defined by an angle of view equivalent to the field of vision of a typical healthy person).
[0420] The communication I / F 44 is connected to a network 54. The communication I / Fs 44 and 26 are responsible for the exchange of various information between the processor 46 and the processor 28 via the network 54. The exchange of various information between the processor 46 and the processor 28 using the communication I / Fs 44 and 26 is carried out in a secure state.
[0421] Fig. 4 shows an example of the main functions of the data processing device 12 and the smart glasses 214. As shown in Fig. 4, in the data processing device 12, a specific process is performed by the processor 28. A specific process program 56 is stored in the storage 32.
[0422] The specific processing program 56 is an example of a "program" according to the technology of the present disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.
[0423] The storage 32 stores a data generation model 58 and an emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[0424] In the smart glasses 214, the reception output process is performed by the processor 46. A reception output program 60 is stored in the storage 50. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output process is realized by the processor 46 operating as the control unit 46A in accordance with the reception output program 60 executed on the RAM 48.
[0425] Next, a description will be given of the identification process performed by the identification processing unit 290 of the data processing device 12. In the following description, the data processing device 12 will be referred to as the "server" and the smart glasses 214 will be referred to as the "terminal."
[0426] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The system allows users to input income, expenses, and other tax-related information, and based on that information, provides tax-saving strategies and advice, and automatically generates and submits tax returns.
[0427] The embodiment for implementing this system is as follows.
[0428] User Data Collection
[0429] First, the user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the entered ID and password and reads the user's past data.
[0430] Next, users enter their income, expenses, and other tax-related information into the application's input form. The device temporarily stores the data and checks it for typos and invalid data. If the data is deemed correct, it is sent to the server and stored.
[0431] Data analysis and automatic classification
[0432] The server analyzes the received user data and categorizes income and expense data into categories, automatically categorizing salary, business income, asset income, etc.
[0433] The server uses machine learning algorithms to analyze the data, classifying it into income, expenses, and deductions, and organizing it into a database.
[0434] Generating personalized advice
[0435] Based on the classified and analyzed data, the server generates tax-saving and tax-filing advice tailored to each individual user, taking into account the latest tax regulations and past tax return data.
[0436] The generated advice is sent to the user's device, where the user can view it through the application.
[0437] Automatic generation of tax returns
[0438] The server automatically generates tax returns based on the parsed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[0439] The user can check the tax return sent to the terminal and make any necessary corrections. The corrected data is then sent back to the server.
[0440] Tax return filing and support
[0441] Once the user has finalized the tax return and confirmed its submission, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device, prompting the user to confirm.
[0442] Specific examples
[0443] Consider the case where Mr. A, a self-employed professional designer, uses this system.
[0444] First, Mr. A logs into the application and enters his income and expenses from the previous year. The device checks the entered data and sends it to the server. The server receives the data, analyzes it, and automatically classifies it. Based on the classified data, personalized advice on tax saving strategies and filing is generated and sent to Mr. A's device.
[0445] Next, the server automatically generates a tax return from the analyzed data and sends it to Mr. A's device. Mr. A checks the return, makes any necessary corrections, and confirms submission. The server submits the corrected return to the electronic filing system and sends Mr. A a notification of completion.
[0446] This series of processes allows Mr. A to complete his tax return efficiently and accurately. It is expected that this system will be of great help to other self-employed individuals and freelancers.
[0447] The processing flow will be explained below.
[0448] Step 1:
[0449] The user enters their ID and password to log in to the application. The device receives this and sends it to the server.
[0450] Step 2:
[0451] The server authenticates the ID and password, reads the user's past data from the database, and if authentication is successful, the user can proceed to the next step.
[0452] Step 3:
[0453] Users enter income, expenses, and other tax-related information into the application's input form, which the device temporarily stores and checks for typos and invalid data.
[0454] Step 4:
[0455] If the input is determined to be correct, the data is sent from the terminal to the server, which stores it in a database.
[0456] Step 5:
[0457] The server analyzes the stored data and uses machine learning algorithms to automatically categorize it by income, expenses, and deductions.
[0458] Step 6:
[0459] The server classifies the data based on the analysis results and organizes it into a database.
[0460] Step 7:
[0461] Based on the classified and analyzed data, the server generates tax saving and filing advice tailored to each individual user.
[0462] Step 8:
[0463] The generated advice is sent to the user's terminal, and the user can check the advice through the application.
[0464] Step 9:
[0465] The server automatically generates tax returns based on the analyzed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[0466] Step 10:
[0467] The user checks the tax return sent to the terminal and makes any necessary corrections. The corrected content is then sent back to the server.
[0468] Step 11:
[0469] When the user gives a final check on the return and instructs it to be sent, the server automatically submits the return to the electronic filing system.
[0470] Step 12:
[0471] The server confirms that the submission is complete and sends a notification to the user's device, who then confirms the completion.
[0472] Example 1
[0473] Next, a description will be given of Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the smart glasses 214 will be referred to as a "terminal."
[0474] The traditional tax return process involves a lot of manual work and cumbersome procedures, making it difficult for sole proprietors and freelancers to file their tax returns efficiently and accurately. There's also a high risk of errors in tax returns due to input errors or inaccurate data. This often leads to inappropriate tax-saving strategies and time-consuming corrections. Furthermore, there was a need for technology that could efficiently perform the entire process across the entire system, from analyzing and classifying data, providing appropriate advice, and automatically generating and submitting tax returns.
[0475] The specific processing by the specific processing unit 290 of the data processing device 12 in the first embodiment is realized by the following means.
[0476] In this invention, the server includes: means for providing an interface for users to input income, expenses, and other tax-related information; means for the terminal to temporarily store the input data and check for fraudulent or erroneous data; means for transmitting and storing data that passes the check to the server; means for analyzing the stored data and automatically classifying it by income, expenses, and deductions using a machine learning algorithm; means for generating and providing tax-saving strategies and filing advice tailored to individual users based on the classified and analyzed data; means for automatically generating a tax return from the analyzed data; means for providing an interface for the user to review and correct the generated tax return; means for submitting the corrected tax return to the electronic filing system; and means for notifying the user terminal that filing has been completed. This enables users to efficiently and accurately enter tax information, receive tax-saving strategies, and automatically generate and submit tax returns.
[0477] An "interface" is any means that provides a screen or form for a user to enter income, expenses, or other tax-related information.
[0478] "Terminal" means a device or software that temporarily stores data entered by a user and checks for fraudulent or erroneous data.
[0479] A "server" is a computer system that receives, stores, and analyzes data sent from a terminal.
[0480] A "machine learning algorithm" is an algorithm that analyzes data and automatically classifies it into income, expenses, and deductions.
[0481] A "database" is a collection of information that a server uses to store and manage data such as users' income and expenses.
[0482] "Tax saving strategies" are specific methods and advice that help users reduce their taxes in an appropriate way.
[0483] "Tax Return" means an automatically generated tax return based on User's income and expense data.
[0484] An "electronic filing system" is a system for submitting generated tax returns to tax authorities via the Internet.
[0485] A "notification" is a message sent by the server to inform the user terminal of the completion or results of processing.
[0486] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The system allows users to input income, expenses, and other tax-related information, and based on that information, provides tax-saving strategies and advice, and automatically generates and submits tax returns.
[0487] User Data Collection
[0488] First, the user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the entered ID and password and loads the user's past data. Next, the user enters income, expenses, and other tax-related information into the application's input form. The device temporarily stores the entered data and checks for input errors and invalid data. After that, data that is determined to be correct is sent to the server and saved.
[0489] Data analysis and automatic classification
[0490] The server analyzes the received user data and categorizes the income and expense data into categories, automatically categorizing salary, business income, asset income, etc. The server uses machine learning algorithms to categorize the analyzed data into income, expenses, and deductions, and organizes them in a database.
[0491] Generating personalized advice
[0492] Based on the classified and analyzed data, the server generates tax-saving and tax-filing advice tailored to each individual user. This advice is generated based on the latest tax regulations and past tax return data. The generated advice is sent to the user's device, where the user can view it through the application.
[0493] Automatic generation of tax returns
[0494] The server automatically generates tax returns based on the analyzed and classified data. The returns are output in PDF or other submission formats and sent to the user's device. The user can review the returned return and make corrections as necessary. The corrected data is then sent back to the server.
[0495] Tax return filing and support
[0496] Once the user has finalized the tax return and confirmed its submission, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device, prompting the user to confirm.
[0497] Specific examples
[0498] Consider the case where a professional designer and self-employed person, Person A, uses this system. First, Person A logs in to the application and enters data on last year's income and expenses. The device checks the entered data and sends it to the server. The server receives the data, analyzes it, and automatically classifies it. Based on the classified data, personalized advice on tax saving strategies and filing is generated and sent to Person A's device. Next, the server automatically generates a tax return from the analyzed data and sends it to Person A's device. Person A checks the tax return, makes any necessary corrections, and confirms submission. The server submits the corrected return to the electronic filing system and sends Person A a notification of completion. This series of processes enables Person A to complete their tax return efficiently and accurately. We expect this system to be of great use to other self-employed individuals and freelancers.
[0499] Prompt Sentence Examples
[0500] "Please explain the process of the system that provides optimal tax-saving advice based on the income and expenses of sole proprietors and automatically generates and submits tax returns. Please include specific operating procedures and processing details."
[0501] "Please tell me the system procedure for sole proprietor A to enter data on last year's income and expenses. Please explain in detail how he logs into the application and enters the data, as well as how the data is analyzed to generate advice and tax returns."
[0502] The system is designed to support efficient and accurate tax return filing, helping self-employed individuals and freelancers save on taxes.
[0503] The flow of the identification process in the first embodiment will be described with reference to FIG.
[0504] Step 1:
[0505] User authentication
[0506] The user first launches the application and enters their ID and password on the login screen. The device receives this authentication information and sends it to the server. The server compares the user data in the database to verify that the entered authentication information is correct. If authentication is successful, session information is generated and sent back to the device. At this time, the server inputs the user's ID and password, and outputs the session information. The user confirms that login was successful and proceeds to the next screen.
[0507] Step 2:
[0508] Data entry and checking
[0509] A user enters income, expenses, and other tax-related information into an application's input form. Specifically, they enter sales data and various expenses (such as travel and office supplies). The terminal temporarily stores this data and checks it for fraud and errors. For example, it checks whether the amounts are positive. The terminal's input is the user's income and expense data, and its output is the checked data.
[0510] Step 3:
[0511] Data transmission and storage
[0512] The terminal sends the checked data to the server. The server saves the received data in a database. When saving is complete, the server sends a "data saving completion notification" to the terminal. The server's input is the checked income and expense data, and its output is a notification that data saving is complete.
[0513] Step 4:
[0514] Data analysis and classification
[0515] The server analyzes the stored data using machine learning algorithms. Specifically, it categorizes income data into categories such as salary income, business income, and asset income, and expense data into categories such as office expenses, transportation expenses, and advertising expenses. The server's input is the income and expense data in the database, and its output is the categorized data.
[0516] Step 5:
[0517] Generating personalized advice
[0518] The server generates optimal tax-saving and tax-filing advice for each individual user based on the analyzed data. The generated advice is sent to the terminal for the user to review. The server's input is the classified data, and its output is advice information.
[0519] Step 6:
[0520] Automatic generation of tax returns
[0521] The server automatically generates tax returns based on the analyzed and classified data. The generated tax returns are output in PDF format or other formats and sent to the terminal. The server's input is the classified data, and the output is a tax return in PDF format.
[0522] Step 7:
[0523] Checking and correcting tax returns
[0524] The user checks the submitted tax return and makes any necessary corrections. The terminal resubmits the corrected tax return to the server. The server saves the corrected data and checks it again. The user's input is the corrected tax return, and the server's output is a notification that the corrected data has been saved.
[0525] Step 8:
[0526] Electronic filing and completion notification
[0527] The server submits the finalized tax return to the electronic tax return system, and sends a completion notification to the terminal when the submission is complete. The server's input is the final tax return, and its output is a notification that the tax return has been submitted. The user receives the completion notification and confirms that the tax return has been successfully completed.
[0528] (Application example 1)
[0529] Next, a description will be given of Application Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the smart glasses 214 will be referred to as a "terminal."
[0530] Conventional tax return systems required users to manually input income and expenses, which was cumbersome and time-consuming. There was also the risk of input errors or invalid data being included, increasing the risk of incorrect information being reflected when preparing tax returns. Furthermore, in an age where electronic payments are increasingly being used, electronic payment data could not be efficiently utilized as income and expense data. This situation made it difficult for sole proprietors and freelancers to effectively implement tax-saving strategies and file accurate tax returns.
[0531] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 1 is realized by the following means.
[0532] In this invention, the server includes means for automatically importing a user's electronic payment data and classifying it as income and expense data, means for automatically classifying and analyzing income and expenses based on the imported electronic payment data, means for automatically generating a tax return from the analyzed data and providing an interface for the user to check and correct, and means for submitting the corrected tax return to the electronic filing system. This allows the user to efficiently use their electronic payment history, automate the input of income and expense data, and quickly file accurate tax returns.
[0533] 1. "User" refers to individuals such as sole proprietors and freelancers who use the System to input income and expense data and file tax returns.
[0534] 2. "Income" refers to all income earned by the User, such as salary, business income, asset income, etc.
[0535] 3. "Expenses" refers to the costs and expenses incurred by the User in conducting its business activities.
[0536] 4. "Tax-related information" refers to all data, such as income, expenses, and deductions, required for preparing tax returns and processing taxes.
[0537] 5. "Interface" refers to the input and operation screens through which users enter income, expense, and tax-related information.
[0538] 6. "Server" means a computer system that receives, stores, and analyzes data sent by users.
[0539] 7. "Automatic classification" refers to the process of classifying data submitted by users into categories such as income and expenses using machine learning algorithms.
[0540] 8. "Tax Savings" refers to methods and advice that help users legally reduce their tax burden.
[0541] 9. "Tax Return" means a document detailing income and expenses that a User submits to the tax office.
[0542] 10. "Electronic filing system" means a system for submitting tax returns online.
[0543] 11. "Electronic Payment Data" refers to the transaction history generated through electronic payment services (e.g., mobile payments and online payments) used by a User.
[0544] 12. "Machine learning algorithms" refers to artificial intelligence techniques used to analyze data and discover patterns and rules.
[0545] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The invention utilizes the user's electronic payment data and automatically classifies it as income and expense data, simplifying the tax return filing process. Specific embodiments for implementing the invention will now be described.
[0546] Hardware
[0547] A system for implementing the present invention includes the following hardware:
[0548] Smartphone: A device through which users can input data and manage the tax return process through an interface.
[0549] Server: A high-performance computer system for storing received data and for analyzing, classifying, generating advice, and generating returns.
[0550] software
[0551] In the present invention, the following software is used to implement the system:
[0552] Web application: Provides an interface for users to enter and review income, expenses, and other tax-related information
[0553] database system: a system for managing collected and stored data
[0554] Machine learning algorithms (such as TensorFlow): Artificial intelligence techniques for classifying income and expense data
[0555] API integration function: A function for importing data from electronic payment services
[0556] TaxAPI: API for automatically generating and submitting tax returns
[0557] Data processing and calculation
[0558] The server processes the data entered by the user and the electronic payment data in the following steps:
[0559] 1. User authentication: The user's ID and password are received through the smartphone application and authenticated by the server.
[0560] 2. Data import: Import electronic payment data of authenticated users using API and store it in the database.
[0561] 3. Data Analysis: Machine learning algorithms are used to analyze the imported data and automatically classify it as income and expense data.
[0562] 4. Advice generation: Based on the classified data, advice on tax saving measures and tax returns appropriate for the user is generated and notified via a smartphone app.
[0563] 5. Tax Return Generation: Automatically generate tax returns from the parsed data and output them in PDF or other submission formats for user review.
[0564] 6. Electronic filing: The user submits the tax return that they have checked and corrected to the electronic filing system using TaxAPI.
[0565] Specific examples
[0566] For example, in the case of a self-employed professional designer, the user first logs into the application using a smartphone and enters data on last year's income and expenses. Furthermore, electronic payment service history can be automatically imported. The server analyzes this data and automatically classifies it as income and expense data. Based on the classified data, the server then provides the user with tax-saving advice tailored to their needs and generates a tax return. Finally, the tax return is submitted to the electronic filing system, completing the process.
[0567] Example prompt sentence:
[0568] "Based on the user's electronic payment data, we will automatically classify income and expenses and provide appropriate tax-saving advice. After that, we will automatically generate tax returns and submit them to the electronic filing system. Through this process, you will develop a smartphone application that will streamline the user's tax return filing."
[0569] The flow of the specific processing in the application example 1 will be described with reference to FIG.
[0570] Step 1:
[0571] User authentication
[0572] The user enters their ID and password into the smartphone application and attempts to log in. The device sends the entered ID and password to the server. The server authenticates the received ID and password and returns the result to the device. If authentication is successful, the user's past data is loaded. The input is the user's ID and password, and the output is the authentication result and user data. In concrete terms, the device sends a login request to the server, and the server checks it against a database.
[0573] Step 2:
[0574] Data Import
[0575] After successful authentication, the user instructs the device to import transaction data from the electronic payment service they are using (e.g., mobile payment service, online payment service). Upon receiving the user's instruction, the device imports the transaction data via the API of each electronic payment service and sends that data to the server. The input is the transaction data from the API response, and the output is the transaction data sent to the server. Specifically, the device executes the API call and transfers the retrieved data to the server.
[0576] Step 3:
[0577] Data analysis and automatic classification
[0578] The server analyzes the received transaction data using a machine learning algorithm and automatically classifies it as income and expense data. The analysis uses artificial intelligence technology (e.g., TensorFlow). The input is the imported transaction data, and the output is income and expense data classified by category. Specifically, the server feeds the transaction data into the machine learning model and stores the results in a database.
[0579] Step 4:
[0580] Generating personalized advice
[0581] The server generates tax-saving strategies and tax return advice tailored to the user based on the classified data. This advice is generated by referencing the latest tax regulations and past tax return data. The input is income and expense data by category, and the output is the advice content. Specifically, the server references the data in the database and generates advice by applying existing rules and algorithms.
[0582] Step 5:
[0583] Automatic generation of tax returns
[0584] The server automatically generates tax returns based on the parsed and categorized data. The returns are output as PDFs or other submission formats. The input is the parsed income and expense data, and the output is the generated tax return (e.g., a PDF file). Specifically, the server embeds the data in a template and uses a PDF generation library to generate the tax return.
[0585] Step 6:
[0586] Checking and correcting tax returns
[0587] Users can check the generated tax return through the smartphone application and make corrections as necessary. The terminal displays the tax return, accepts user input, and sends the corrections to the server. The input is the generated tax return and the user's correction instructions, and the output is the corrected tax return. Specifically, the terminal displays the tax return, obtains the corrections, and sends the correction data to the server.
[0588] Step 7:
[0589] Electronic filing
[0590] Once the user confirms the amendments to the tax return, the server submits the amended tax return to the electronic filing system. The input is the amended tax return, and the output is a notification that the electronic filing has been completed. Specifically, the server sends the tax return data to the electronic filing API and notifies the user of the submission results.
[0591] Furthermore, an emotion engine that estimates the user's emotion may be further combined. That is, the identification processing unit 290 may estimate the user's emotion using the emotion identification model 59, and perform identification processing using the user's emotion.
[0592] This invention combines a system that allows users to easily input income, expenses, and other tax-related information, and automatically generates and submits tax returns, with an emotion engine that recognizes users' emotions, reducing user stress and providing more personalized advice and support.
[0593] User Data Collection
[0594] The user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the ID and password and loads the user's past data from the database. If authentication is successful, the user enters their income, expenses, and other tax-related information into the application's input form.
[0595] The device is equipped with an emotion engine that uses a camera and microphone to recognize emotions from the user's facial expressions and voice. The recognized emotion data is sent to the server along with income and expense data.
[0596] Data analysis and automatic classification
[0597] The server analyzes the received user data and categorizes income and expense data into categories, using machine learning algorithms to automatically categorize data into salary, business income, asset income, etc.
[0598] The server generates tax-saving strategies and tax return advice tailored to each individual user based on the classified data. It also takes into account the user's emotional data, and if it detects high levels of stress, it provides particularly detailed explanations and adds supplementary information to help alleviate stress.
[0599] Generating personalized advice
[0600] Based on the analyzed data and emotional data, the server generates optimal tax-saving strategies and advice for users, taking into account the latest tax regulations, past tax return data, and the user's emotional state.
[0601] The generated advice is sent to the user's device, where the user can confirm it through the application. Even during the confirmation screen, the emotion engine continues to monitor the user's emotions and displays additional support information as needed.
[0602] Automatic generation of tax returns
[0603] The server automatically generates tax returns from the analyzed and classified data. These returns are output in PDF or other submission formats and sent to the user's device. The user can review the returned return and make any necessary corrections. The corrected information is then sent back to the server.
[0604] Tax return filing and support
[0605] Once the user has finalized the tax return and instructed it to be submitted, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device. Feedback based on the user's emotional state and additional support information are also provided.
[0606] Specific examples
[0607] For example, let's say freelance writer B uses this system. B logs into the application and enters data on his income and expenses from the previous year. The device analyzes B's facial expressions and voice and recognizes that his stress level is high. The data sent to the server is analyzed and categorized, and tax-saving measures and advice tailored to B are generated. This advice also includes special tips for reducing stress.
[0608] Next, the server automatically generates a tax return and sends it to Person B's device. Person B checks and corrects the tax return and issues instructions for final submission. The server submits the tax return to the electronic filing system and sends a message notifying Person B that submission is complete, along with a message providing reassurance that takes Person B's feelings into consideration.
[0609] This series of processes allows Mr. B to complete his tax return efficiently and without stress. This system will also be very useful for other self-employed individuals and freelancers.
[0610] The processing flow will be explained below.
[0611] Step 1:
[0612] The user enters their ID and password to log in to the application. The device receives this and sends it to the server.
[0613] Step 2:
[0614] The server authenticates the ID and password, reads the user's past data from the database, and if authentication is successful, the user can proceed to the next step.
[0615] Step 3:
[0616] Users enter income, expenses, and other tax-related information into the application's input form, while the device's built-in emotion engine uses the camera and microphone to analyze the user's facial expressions and voice to recognize their current emotional state.
[0617] Step 4:
[0618] The device temporarily stores the input data and the recognized emotion data, checks for input errors and invalid data, and sends data that is determined to be correct to the server.
[0619] Step 5:
[0620] The server stores the transmitted data in a database, where it analyzes the data and automatically classifies it into income, expenses, and deductions using machine learning algorithms.
[0621] Step 6:
[0622] The server then analyzes the data and organizes it into categories of income, expenses, and deductions. These categorized data are then used in the next process.
[0623] Step 7:
[0624] The server generates tax-saving and tax-filing advice tailored to each individual user based on the classified and analyzed data and the user's emotional data. The advice includes detailed explanations and additional information if the user is feeling stressed.
[0625] Step 8:
[0626] The generated advice is sent to the user's device, where it can be viewed through the application, which continuously monitors the user's emotions and provides additional support information as needed.
[0627] Step 9:
[0628] The server automatically generates tax returns based on the analyzed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[0629] Step 10:
[0630] The user can check the tax return sent to their device and make any necessary corrections. The corrected information is then sent back to the server. At this time, the emotion engine checks the user's stress level and displays messages to provide reassurance as needed.
[0631] Step 11:
[0632] Once the user has finalized the tax return and instructed it to be sent, the server automatically submits the return to the electronic tax return system. Once submission is complete, the server sends a notification to the user's device.
[0633] Step 12:
[0634] When the server notifies the user that the tax return has been submitted, it takes into account the results of the emotion engine's analysis and sends messages and feedback that increase the user's sense of security.
[0635] Example 2
[0636] Next, a description will be given of Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the smart glasses 214 will be referred to as a "terminal."
[0637] Filing tax returns is a time-consuming and stressful task for many users. Accurately entering information such as income and expenses and taking appropriate tax-saving measures are particularly difficult and require specialized knowledge. Furthermore, conventional tax return systems do not take into account the user's emotional state and are unable to alleviate the stress and difficulties experienced by users. Therefore, there is a need for a system that makes tax returns easier and reduces user stress.
[0638] The specific processing by the specific processing unit 290 of the data processing device 12 in the second embodiment is realized by the following means.
[0639] In this invention, the server includes means for providing an interface for users to input income, expenses, and other tax-related information, means for transmitting and storing the input data to the server, means for analyzing the stored data and automatically classifying it by income, expenses, and deductions, means for generating and providing tax-saving strategies and tax-filing advice tailored to each individual user based on the classified and analyzed data, means for automatically generating a tax return from the analyzed data, means for providing an interface for users to check and correct the generated tax return, means for submitting the corrected tax return to the electronic filing system, means for recognizing emotional information from the user's facial expressions and voice, and means for providing personalized advice and support to the user based on the emotional information. This allows users to file tax returns efficiently and accurately while reducing stress.
[0640] "Revenue" means any monetary benefit or income earned by a User.
[0641] "Expenses" means expenses incurred in connection with business or operational activities.
[0642] "Tax-related information" means all data necessary for filing and calculating taxes, including income, expenses, deductions, etc.
[0643] An "interface" refers to the screens and input forms that users use to operate a system.
[0644] A "server" is a computer system that stores, analyzes, classifies, and generates advice on data.
[0645] "Automatic classification" is the process of categorizing data such as income and expenses based on an algorithm.
[0646] "Tax saving measures" are measures or methods for legally reducing tax burdens.
[0647] "Advice" means specific guidance or suggestions provided to you regarding your tax return.
[0648] A "tax return" is an official document that summarizes a user's tax calculations.
[0649] "Emotional information" refers to data about the user's emotional state obtained from facial expressions and voice.
[0650] "Personalized" means something that is customized specifically for each individual user.
[0651] An "electronic filing system" is an online system for filing tax returns via the Internet.
[0652] "Storage" refers to the process of recording and storing data in a system.
[0653] "Analysis" is the process of examining data in detail and understanding its meaning and structure.
[0654] "Modification" refers to the process of correcting or changing information entered by the user or generated documents.
[0655] MODE FOR CARRYING OUT THE INVENTION
[0656] This invention is a system that allows users to easily input income, expenses, and other tax-related information, and automatically generates and submits tax returns, combined with an emotion engine that recognizes users' emotions. This system reduces user stress and can provide more personalized advice and support.
[0657] Hardware and software used
[0658] This system mainly uses the following hardware and software:
[0659] Device: A user-operated computer, smartphone, or tablet that is equipped with a camera and microphone.
[0660] Server: A high-performance computer that stores, analyzes, classifies, and generates advice on data.
[0661] Database: Data storage (e.g., PostgreSQL, MySQL) for storing users' historical tax data and current tax input data.
[0662] Emotion engine: Software that recognizes emotional information from a user's facial expressions and voice (e.g., Microsoft Azure Cognitive Services, Amazon Rekognition).
[0663] Machine learning algorithms: used for automatic classification and analysis of data (e.g., TensorFlow, Scikit-learn).
[0664] Natural language processing tools: Analyze input text data (e.g., NLTK, SpaCy).
[0665] Electronic filing system: A government-provided platform for filing tax returns online (e.g., the e-government e-Tax system).
[0666] System Operation Overview
[0667] 1. User data collection: The user logs in to the device and enters income, expenses, and other tax-related information. The device uses an emotion engine to collect the user's facial expressions and voice from the camera and microphone, and transmits the collected data to the server as emotion data.
[0668] 2. Data analysis and automatic classification: The server analyzes the received user data and automatically classifies income and expenses into categories. It also analyzes emotional data and provides a more detailed explanation if it determines that the user is under high stress.
[0669] 3. Generating personalized advice: The server generates tax-saving and tax-filing advice tailored to the user's specific circumstances based on the analyzed and classified data and sentiment data.
[0670] 4. Automatic generation and confirmation of tax return: The server sends the automatically generated tax return to the user's terminal, where the user can confirm and correct it. Any corrections are sent back to the server.
[0671] 5. Tax return submission and support: Once the user has finalized the tax return and instructed it to be submitted, the server will automatically submit the return to the electronic filing system. After the process is complete, the server will provide feedback according to the user's emotional state.
[0672] Specific examples
[0673] For example, consider the case where freelance writer B uses this system. B logs into the application and enters his or her income and expense data from the previous year. The device analyzes B's facial expressions and voice and recognizes his or her stress level in real time. Based on this, the server generates appropriate tax-saving measures and advice based on the analysis results and provides them to B.
[0674] The generated tax return is sent to B's device, where B can check and correct it. Finally, the server submits the tax return to the electronic tax return system, and once the submission is complete, feedback is displayed, providing a sense of security.
[0675] Prompt Sentence Examples
[0676] "Explain the appropriate way to respond if a freelance writer is stressed out over entering last year's income and expenses."
[0677] "Please show us the process of automatically classifying income and expenses after the user enters them and providing appropriate tax-saving measures."
[0678] The flow of the identification process in the second embodiment will be described with reference to FIG.
[0679] Program processing flow
[0680] Step 1: Collect user data
[0681] 1.1 Login
[0682] Input: The user enters their ID and password on the device's login screen.
[0683] Operation: The terminal encrypts the entered authentication information using SSL / TLS and sends it to the server.
[0684] Output: The server receives the authentication information and attempts to authenticate through the authentication server, resulting in a response indicating success or failure.
[0685] 1.2 Obtaining historical data
[0686] Input: If authentication is successful, the server retrieves past tax data from the database based on the user ID.
[0687] How it works: The server performs database queries to retrieve information such as income data, expense data, and past tax returns.
[0688] Output: The acquired data is temporarily stored on the server and passed on to subsequent processing.
[0689] 1.3 Data Input
[0690] Input: The user enters income, expenses, and other tax-related information into an input form on the device.
[0691] How it works: The device analyzes input data in real time through an emotion engine, collecting facial and voice data, and then sends the collected emotion data to the server.
[0692] Output: The collected tax information and sentiment data is sent to a server and stored for analysis and classification.
[0693] Step 2: Data analysis and automatic classification
[0694] 2.1 Data analysis
[0695] Input: The server receives income and expense data and emotion data sent by the user.
[0696] How it works: The server uses natural language processing tools (e.g., NLTK, SpaCy) to perform text analysis and understand the meaning of the data.
[0697] Output: The analysis results in each data item being identified into the appropriate category.
[0698] 2.2 Automatic classification
[0699] Input: Parsed data items.
[0700] How it works: Using machine learning algorithms (e.g., TensorFlow, Scikit-learn), data such as income and expenses is classified into categories such as salary, business income, and asset income. During this process, sentiment data is also evaluated and corrected as necessary.
[0701] Output: Categorised data is generated, which serves as the basis for providing tax saving strategies and advice tailored to each user.
[0702] Step 3: Generating personalized advice
[0703] 3.1 Generating Advice
[0704] Input: Classified and analyzed data, sentiment data.
[0705] How it works: The server refers to the latest tax regulations (e.g., the National Tax Agency's API) and generates tax-saving strategies and tax-filing advice appropriate for the user. Based on emotional data, it adds particularly detailed explanations and supplementary information when stress levels are high.
[0706] Output: The generated advice is sent to the user terminal.
[0707] 3.2 Displaying Advice
[0708] Input: The generated advice.
[0709] Operation: The device displays advice on the application screen and asks the user for confirmation. The emotion engine continues to monitor the user's emotions and displays additional support information as needed.
[0710] Output: User confirms the advice and proceeds to the next processing step.
[0711] Step 4: Automatic generation and confirmation of tax return
[0712] 4.1 Declaration Generation
[0713] Input: Parsed and classified data.
[0714] What it does: The server automatically generates tax returns in PDF or other submission formats.
[0715] Output: The generated declaration is sent to the user's terminal.
[0716] 4.2 Checking and correcting tax returns
[0717] Input: Generated tax return.
[0718] Operation: The user checks the tax return on the terminal and makes any necessary corrections. The corrected data is then sent back to the server.
[0719] Output: The corrected tax return data is saved to the server and goes to the next processing step.
[0720] Step 5: Tax return filing and support
[0721] 5.1 Final Review and Submission
[0722] Enter: Amended return.
[0723] Operation: The user performs a final check and issues a submission instruction. The server automatically submits the tax return to the electronic filing system (e.g., the e-Tax system).
[0724] Output: A notification of completion of submission is sent to the user's terminal.
[0725] 5.2 Submission completion notification and feedback
[0726] Input: Submission completion notification.
[0727] How it works: The server takes into account the user's emotional state, generates reassuring feedback and additional support information, and sends it to the device.
[0728] Output: Feedback is displayed on the user's terminal and the process is complete.
[0729] (Application example 2)
[0730] Next, a description will be given of Application Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the smart glasses 214 will be referred to as a "terminal."
[0731] Traditional tax return systems require users to input their income, expenses, and other tax-related information, resulting in a high level of time and stress, and a high likelihood of input errors and inaccurate data. Furthermore, they lacked personalized advice and support, which prevented users from fully improving the efficiency and accuracy of the tax return process. Furthermore, the lack of support that takes into account users' emotional state often led to frustration.
[0732] The specific processing by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means. In this invention, the server includes means for recognizing the user's emotions, means for providing personalized advice and stress-reducing information taking into account the emotion data, and means for analyzing the stored data and automatically classifying it by income, expenses, and deductions. This improves the accuracy of the tax-related information entered by the user, reduces stress, and enables efficient and accurate tax return filing procedures.
[0733] An "interface" is any screen or form through which a user enters income, expenses, or other tax-related information.
[0734] "Server" means a central management system that receives, stores, analyzes, and classifies data entered by users.
[0735] "Automatic classification" is a process that analyzes saved data and automatically categorizes it by income, expenses, and deductions.
[0736] "Advice" refers to the provision of information on tax-saving strategies and tax returns that are appropriate for individual users, based on classified and analyzed data.
[0737] A "tax return" is a tax return document that is automatically generated from the analyzed data.
[0738] "Emotion recognition" is a technology that detects a user's emotional state from their facial expressions and voice and collects that as data.
[0739] "Stress reduction information" refers to providing special advice and support information to reduce stress, taking into account the user's emotional data.
[0740] An "electronic filing system" is a system for submitting generated tax returns online to the tax office.
[0741] "Data analytics" is the process of breaking down and analyzing user-submitted data to extract useful information and patterns.
[0742] "Personalized" means providing responses and information that are individually optimized based on the user's unique characteristics and emotional state.
[0743] System Overview
[0744] This invention combines a system that automatically generates and submits tax returns after users input their income, expenses, and other tax-related information with an emotion engine that recognizes the user's emotions. To realize this system, a server and user terminals are primarily required, with corresponding hardware and software.
[0745] Hardware and software used
[0746] 1. Hardware
[0747] User device: camera, microphone, input interface (e.g. smartphone)
[0748] Servers: Database server, analysis server
[0749] 2. Software
[0750] Emotion Engine: Software that identifies emotions from the user's facial expressions and voice.
[0751] Authentication system: A system that authenticates user IDs and passwords.
[0752] Data analysis system: Machine learning algorithms that analyze and classify data submitted by users
[0753] Electronic filing system: A system for submitting generated tax returns online to the tax office.
[0754] User Data Collection
[0755] The user enters their ID and password on the application's login screen. The authentication system installed on the device receives this and sends it to the server. The server reads the user's past data from the database and displays a tax-related input form for the user.
[0756] Data entry and emotion recognition
[0757] Users input income and expense data, while the emotion engine uses the camera and microphone to analyze the user's facial expressions and voice to detect their emotional state, and both data are sent to the server.
[0758] Data analysis and automatic classification
[0759] The server analyzes the data it receives and automatically categorizes income and expenses using machine learning algorithms to optimize classification based on the user's unique data. It also takes into account the user's emotional state to generate personalized tax-saving strategies and advice.
[0760] Generate and submit returns
[0761] The server automatically generates tax returns based on the analyzed data. The generated returns are sent to the user's device in formats such as PDF. The user can then review the returns, make any necessary corrections, and finally submit them to the electronic filing system.
[0762] Specific examples
[0763] For example, when a freelancer uses this system, they log in to the application and enter their income and expenses. If the system analyzes the user's emotions and determines that they are feeling stressed, it will provide them with special advice and information to reduce stress. The user can then amend their tax return based on this information and submit it to the electronic filing system. As a result, the user can file their tax return efficiently.
[0764] Prompt Sentence Examples
[0765] "Freelancers use this application to input their income and expenses and use an emotion engine to analyze their stress levels. The user can then review the tax return generated based on the input data, make corrections, and submit the return to the electronic filing system."
[0766] In this way, by using the present invention, the user's stress can be reduced and tax return work can be carried out efficiently.
[0767] The flow of the specific processing in the application example 2 will be described with reference to FIG.
[0768] Step 1:
[0769] (user authentication)
[0770] The user enters an ID and password to log in to an application. The terminal sends this input data to the authentication system, which receives it. The server reads the corresponding user data from the database and performs authentication. Input: User ID and password. Output: Authentication result and user data.
[0771] Step 2:
[0772] (Providing a data input interface)
[0773] If the authentication is successful, the server displays an interface on the user's device for entering tax-related information such as income and expenses. Input: Authentication result. Output: Tax-related input form.
[0774] Step 3:
[0775] (Data entry and emotion recognition)
[0776] The user inputs income and expense data. The device's built-in emotion engine uses the camera and microphone to analyze the user's facial expressions and voice in real time to detect their emotional state. Input: User's tax data and emotion data. Output: Collected tax data and emotion data.
[0777] Step 4:
[0778] (Data transmission)
[0779] The collected income, expense, and emotion data is sent to the server, which stores this data in a database. Input: User's tax data and emotion data. Output: Database update.
[0780] Step 5:
[0781] (Data analysis and automatic classification)
[0782] The server analyzes the stored data using machine learning algorithms and automatically classifies income and expenses. Input: Stored tax data. Output: Classified data.
[0783] Step 6:
[0784] (generating advice)
[0785] Based on the classified data and emotional data, the server generates advice on tax saving strategies and filing that is optimal for each individual user. Taking emotional data into consideration, it also provides special advice to reduce stress. Input: Classified data and emotional data. Output: Personalized advice.
[0786] Step 7:
[0787] (Automatic generation of tax return)
[0788] The server automatically generates tax returns from the parsed and classified data. Input: Classified data. Output: Generated tax returns (e.g., PDF format).
[0789] Step 8:
[0790] (Verification and correction of tax return)
[0791] The generated tax return is sent to the user's terminal, where the user can check and make any necessary corrections. The corrections are then sent back to the server. Input: Generated tax return. Output: Corrected tax return.
[0792] Step 9:
[0793] (Submission of tax return)
[0794] After the user has made the final confirmation, he / she issues an instruction to submit the tax return to the electronic filing system. The server sends the tax return to the electronic filing system and notifies the user that the submission is complete. Input: Amended tax return. Output: Notification of tax return submission and confirmation.
[0795] This series of steps allows users to file their tax returns efficiently and accurately, while leveraging emotional data can reduce user stress and provide more personalized support.
[0796] The specific processing unit 290 transmits the result of the specific processing to the smart glasses 214. In the smart glasses 214, the control unit 46A causes the speaker 240 to output the result of the specific processing. The microphone 238 acquires audio indicating a user input regarding the result of the specific processing. The control unit 46A transmits audio data indicating the user input acquired by the microphone 238 to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the audio data.
[0797] The data generation model 58 is a so-called generative AI (Artificial Intelligence). An example of the data generation model 58 is ChatGPT (Internet Search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search <url: https: gemini.google.com ?hl="ja">) and other generation AIs. The data generation model 58 is obtained by performing deep learning on a neural network. A prompt including an instruction is input to the data generation model 58, and inference data such as voice data indicating voice, text data indicating text, and image data indicating an image is also input. The data generation model 58 performs inference on the input inference data in accordance with the instruction indicated by the prompt, and outputs the inference result in a data format such as voice data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.
[0798] In the above embodiment, an example in which the specific processing is performed by the data processing device 12 has been given, but the technology of the present disclosure is not limited to this, and the specific processing may be performed by the smart glasses 214.
[0799] [Third embodiment]
[0800] FIG. 5 shows an example of the configuration of a data processing system 310 according to the third embodiment.
[0801] 5, the data processing system 310 includes the data processing device 12 and a headset terminal 314. An example of the data processing device 12 is a server.
[0802] The data processing device 12 includes a computer 22, a database 24, and a communication I / F 26. The computer 22 is an example of a "computer" according to the technology of the present disclosure. The computer 22 includes a processor 28, a RAM 30, and a storage 32. The processor 28, the RAM 30, and the storage 32 are connected to a bus 34. The database 24 and the communication I / F 26 are also connected to the bus 34. The communication I / F 26 is connected to a network 54. Examples of the network 54 include a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[0803] The headset type terminal 314 includes a computer 36, a microphone 238, a speaker 240, a camera 42, a communication I / F 44, and a display 343. The computer 36 includes a processor 46, a RAM 48, and a storage 50. The processor 46, the RAM 48, and the storage 50 are connected to a bus 52. The microphone 238, the speaker 240, the camera 42, and the display 343 are also connected to the bus 52.
[0804] The microphone 238 receives instructions and the like from the user 20 by receiving voice uttered by the user 20. The microphone 238 captures the voice uttered by the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio in accordance with instructions from the processor 46.
[0805] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an imaging element such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the surroundings of user 20 (for example, an imaging range defined by an angle of view equivalent to the field of vision of a typical healthy person).
[0806] The communication I / F 44 is connected to a network 54. The communication I / Fs 44 and 26 are responsible for the exchange of various information between the processor 46 and the processor 28 via the network 54. The exchange of various information between the processor 46 and the processor 28 using the communication I / Fs 44 and 26 is carried out in a secure state.
[0807] Fig. 6 shows an example of the main functions of the data processing device 12 and the headset type terminal 314. As shown in Fig. 6, in the data processing device 12, a specific process is performed by the processor 28. A specific process program 56 is stored in the storage 32.
[0808] The specific processing program 56 is an example of a "program" according to the technology of the present disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.
[0809] The storage 32 stores a data generation model 58 and an emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[0810] In the headset type terminal 314, a reception output process is performed by the processor 46. A reception output program 60 is stored in the storage 50. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output process is realized by the processor 46 operating as the control unit 46A in accordance with the reception output program 60 executed on the RAM 48.
[0811] Next, a description will be given of the identification process performed by the identification processing unit 290 of the data processing device 12. In the following description, the data processing device 12 will be referred to as the "server" and the headset type terminal 314 will be referred to as the "terminal."
[0812] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The system allows users to input income, expenses, and other tax-related information, and based on that information, provides tax-saving strategies and advice, and automatically generates and submits tax returns.
[0813] The embodiment for implementing this system is as follows.
[0814] User Data Collection
[0815] First, the user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the entered ID and password and reads the user's past data.
[0816] Next, users enter their income, expenses, and other tax-related information into the application's input form. The device temporarily stores the data and checks it for typos and invalid data. If the data is deemed correct, it is sent to the server and stored.
[0817] Data analysis and automatic classification
[0818] The server analyzes the received user data and categorizes income and expense data into categories, automatically categorizing salary, business income, asset income, etc.
[0819] The server uses machine learning algorithms to analyze the data, classifying it into income, expenses, and deductions, and organizing it into a database.
[0820] Generating personalized advice
[0821] Based on the classified and analyzed data, the server generates tax-saving and tax-filing advice tailored to each individual user, taking into account the latest tax regulations and past tax return data.
[0822] The generated advice is sent to the user's device, where the user can view it through the application.
[0823] Automatic generation of tax returns
[0824] The server automatically generates tax returns based on the parsed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[0825] The user can check the tax return sent to the terminal and make any necessary corrections. The corrected data is then sent back to the server.
[0826] Tax return filing and support
[0827] Once the user has finalized the tax return and confirmed its submission, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device, prompting the user to confirm.
[0828] Specific examples
[0829] Consider the case where Mr. A, a self-employed professional designer, uses this system.
[0830] First, Mr. A logs into the application and enters his income and expenses from the previous year. The device checks the entered data and sends it to the server. The server receives the data, analyzes it, and automatically classifies it. Based on the classified data, personalized advice on tax saving strategies and filing is generated and sent to Mr. A's device.
[0831] Next, the server automatically generates a tax return from the analyzed data and sends it to Mr. A's device. Mr. A checks the return, makes any necessary corrections, and confirms submission. The server submits the corrected return to the electronic filing system and sends Mr. A a notification of completion.
[0832] This series of processes allows Mr. A to complete his tax return efficiently and accurately. It is expected that this system will be of great help to other self-employed individuals and freelancers.
[0833] The processing flow will be explained below.
[0834] Step 1:
[0835] The user enters their ID and password to log in to the application. The device receives this and sends it to the server.
[0836] Step 2:
[0837] The server authenticates the ID and password, reads the user's past data from the database, and if authentication is successful, the user can proceed to the next step.
[0838] Step 3:
[0839] Users enter income, expenses, and other tax-related information into the application's input form, which the device temporarily stores and checks for typos and invalid data.
[0840] Step 4:
[0841] If the input is determined to be correct, the data is sent from the terminal to the server, which stores it in a database.
[0842] Step 5:
[0843] The server analyzes the stored data and uses machine learning algorithms to automatically categorize it by income, expenses, and deductions.
[0844] Step 6:
[0845] The server classifies the data based on the analysis results and organizes it into a database.
[0846] Step 7:
[0847] Based on the classified and analyzed data, the server generates tax saving and filing advice tailored to each individual user.
[0848] Step 8:
[0849] The generated advice is sent to the user's terminal, and the user can check the advice through the application.
[0850] Step 9:
[0851] The server automatically generates tax returns based on the analyzed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[0852] Step 10:
[0853] The user checks the tax return sent to the terminal and makes any necessary corrections. The corrected content is then sent back to the server.
[0854] Step 11:
[0855] When the user gives a final check on the return and instructs it to be sent, the server automatically submits the return to the electronic filing system.
[0856] Step 12:
[0857] The server confirms that the submission is complete and sends a notification to the user's device, who then confirms the completion.
[0858] Example 1
[0859] Next, a description will be given of Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the headset type terminal 314 will be referred to as a "terminal."
[0860] The traditional tax return process involves a lot of manual work and cumbersome procedures, making it difficult for sole proprietors and freelancers to file their tax returns efficiently and accurately. There's also a high risk of errors in tax returns due to input errors or inaccurate data. This often leads to inappropriate tax-saving strategies and time-consuming corrections. Furthermore, there was a need for technology that could efficiently perform the entire process across the entire system, from analyzing and classifying data, providing appropriate advice, and automatically generating and submitting tax returns.
[0861] The specific processing by the specific processing unit 290 of the data processing device 12 in the first embodiment is realized by the following means.
[0862] In this invention, the server includes: means for providing an interface for users to input income, expenses, and other tax-related information; means for the terminal to temporarily store the input data and check for fraudulent or erroneous data; means for transmitting and storing data that passes the check to the server; means for analyzing the stored data and automatically classifying it by income, expenses, and deductions using a machine learning algorithm; means for generating and providing tax-saving strategies and filing advice tailored to individual users based on the classified and analyzed data; means for automatically generating a tax return from the analyzed data; means for providing an interface for the user to review and correct the generated tax return; means for submitting the corrected tax return to the electronic filing system; and means for notifying the user terminal that filing has been completed. This enables users to efficiently and accurately enter tax information, receive tax-saving strategies, and automatically generate and submit tax returns.
[0863] An "interface" is any means that provides a screen or form for a user to enter income, expenses, or other tax-related information.
[0864] "Terminal" means a device or software that temporarily stores data entered by a user and checks for fraudulent or erroneous data.
[0865] A "server" is a computer system that receives, stores, and analyzes data sent from a terminal.
[0866] A "machine learning algorithm" is an algorithm that analyzes data and automatically classifies it into income, expenses, and deductions.
[0867] A "database" is a collection of information that a server uses to store and manage data such as users' income and expenses.
[0868] "Tax saving strategies" are specific methods and advice that help users reduce their taxes in an appropriate way.
[0869] "Tax Return" means an automatically generated tax return based on User's income and expense data.
[0870] An "electronic filing system" is a system for submitting generated tax returns to tax authorities via the Internet.
[0871] A "notification" is a message sent by the server to inform the user terminal of the completion or results of processing.
[0872] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The system allows users to input income, expenses, and other tax-related information, and based on that information, provides tax-saving strategies and advice, and automatically generates and submits tax returns.
[0873] User Data Collection
[0874] First, the user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the entered ID and password and loads the user's past data. Next, the user enters income, expenses, and other tax-related information into the application's input form. The device temporarily stores the entered data and checks for input errors and invalid data. After that, data that is determined to be correct is sent to the server and saved.
[0875] Data analysis and automatic classification
[0876] The server analyzes the received user data and categorizes the income and expense data into categories, automatically categorizing salary, business income, asset income, etc. The server uses machine learning algorithms to categorize the analyzed data into income, expenses, and deductions, and organizes them in a database.
[0877] Generating personalized advice
[0878] Based on the classified and analyzed data, the server generates tax-saving and tax-filing advice tailored to each individual user. This advice is generated based on the latest tax regulations and past tax return data. The generated advice is sent to the user's device, where the user can view it through the application.
[0879] Automatic generation of tax returns
[0880] The server automatically generates tax returns based on the analyzed and classified data. The returns are output in PDF or other submission formats and sent to the user's device. The user can review the returned return and make corrections as necessary. The corrected data is then sent back to the server.
[0881] Tax return filing and support
[0882] Once the user has finalized the tax return and confirmed its submission, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device, prompting the user to confirm.
[0883] Specific examples
[0884] Consider the case where a professional designer and self-employed person, Person A, uses this system. First, Person A logs in to the application and enters data on last year's income and expenses. The device checks the entered data and sends it to the server. The server receives the data, analyzes it, and automatically classifies it. Based on the classified data, personalized advice on tax saving strategies and filing is generated and sent to Person A's device. Next, the server automatically generates a tax return from the analyzed data and sends it to Person A's device. Person A checks the tax return, makes any necessary corrections, and confirms submission. The server submits the corrected return to the electronic filing system and sends Person A a notification of completion. This series of processes enables Person A to complete their tax return efficiently and accurately. We expect this system to be of great use to other self-employed individuals and freelancers.
[0885] Prompt Sentence Examples
[0886] "Please explain the process of the system that provides optimal tax-saving advice based on the income and expenses of sole proprietors and automatically generates and submits tax returns. Please include specific operating procedures and processing details."
[0887] "Please tell me the system procedure for sole proprietor A to enter data on last year's income and expenses. Please explain in detail how he logs into the application and enters the data, as well as how the data is analyzed to generate advice and tax returns."
[0888] The system is designed to support efficient and accurate tax return filing, helping self-employed individuals and freelancers save on taxes.
[0889] The flow of the identification process in the first embodiment will be described with reference to FIG.
[0890] Step 1:
[0891] User authentication
[0892] The user first launches the application and enters their ID and password on the login screen. The device receives this authentication information and sends it to the server. The server compares the user data in the database to verify that the entered authentication information is correct. If authentication is successful, session information is generated and sent back to the device. At this time, the server inputs the user's ID and password, and outputs the session information. The user confirms that login was successful and proceeds to the next screen.
[0893] Step 2:
[0894] Data entry and checking
[0895] A user enters income, expenses, and other tax-related information into an application's input form. Specifically, they enter sales data and various expenses (such as travel and office supplies). The terminal temporarily stores this data and checks it for fraud and errors. For example, it checks whether the amounts are positive. The terminal's input is the user's income and expense data, and its output is the checked data.
[0896] Step 3:
[0897] Data transmission and storage
[0898] The terminal sends the checked data to the server. The server saves the received data in a database. When saving is complete, the server sends a "data saving completion notification" to the terminal. The server's input is the checked income and expense data, and its output is a notification that data saving is complete.
[0899] Step 4:
[0900] Data analysis and classification
[0901] The server analyzes the stored data using machine learning algorithms. Specifically, it categorizes income data into categories such as salary income, business income, and asset income, and expense data into categories such as office expenses, transportation expenses, and advertising expenses. The server's input is the income and expense data in the database, and its output is the categorized data.
[0902] Step 5:
[0903] Generating personalized advice
[0904] The server generates optimal tax-saving and tax-filing advice for each individual user based on the analyzed data. The generated advice is sent to the terminal for the user to review. The server's input is the classified data, and its output is advice information.
[0905] Step 6:
[0906] Automatic generation of tax returns
[0907] The server automatically generates tax returns based on the analyzed and classified data. The generated tax returns are output in PDF format or other formats and sent to the terminal. The server's input is the classified data, and the output is a tax return in PDF format.
[0908] Step 7:
[0909] Checking and correcting tax returns
[0910] The user checks the submitted tax return and makes any necessary corrections. The terminal resubmits the corrected tax return to the server. The server saves the corrected data and checks it again. The user's input is the corrected tax return, and the server's output is a notification that the corrected data has been saved.
[0911] Step 8:
[0912] Electronic filing and completion notification
[0913] The server submits the finalized tax return to the electronic tax return system, and sends a completion notification to the terminal when the submission is complete. The server's input is the final tax return, and its output is a notification that the tax return has been submitted. The user receives the completion notification and confirms that the tax return has been successfully completed.
[0914] (Application example 1)
[0915] Next, a description will be given of Application Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the headset type terminal 314 will be referred to as a "terminal."
[0916] Conventional tax return systems required users to manually input income and expenses, which was cumbersome and time-consuming. There was also the risk of input errors or invalid data being included, increasing the risk of incorrect information being reflected when preparing tax returns. Furthermore, in an age where electronic payments are increasingly being used, electronic payment data could not be efficiently utilized as income and expense data. This situation made it difficult for sole proprietors and freelancers to effectively implement tax-saving strategies and file accurate tax returns.
[0917] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 1 is realized by the following means.
[0918] In this invention, the server includes means for automatically importing a user's electronic payment data and classifying it as income and expense data, means for automatically classifying and analyzing income and expenses based on the imported electronic payment data, means for automatically generating a tax return from the analyzed data and providing an interface for the user to check and correct, and means for submitting the corrected tax return to the electronic filing system. This allows the user to efficiently use their electronic payment history, automate the input of income and expense data, and quickly file accurate tax returns.
[0919] 1. "User" refers to individuals such as sole proprietors and freelancers who use the System to input income and expense data and file tax returns.
[0920] 2. "Income" refers to all income earned by the User, such as salary, business income, asset income, etc.
[0921] 3. "Expenses" refers to the costs and expenses incurred by the User in conducting its business activities.
[0922] 4. "Tax-related information" refers to all data, such as income, expenses, and deductions, required for preparing tax returns and processing taxes.
[0923] 5. "Interface" refers to the input and operation screens through which users enter income, expense, and tax-related information.
[0924] 6. "Server" means a computer system that receives, stores, and analyzes data sent by users.
[0925] 7. "Automatic classification" refers to the process of classifying data submitted by users into categories such as income and expenses using machine learning algorithms.
[0926] 8. "Tax Savings" refers to methods and advice that help users legally reduce their tax burden.
[0927] 9. "Tax Return" means a document detailing income and expenses that a User submits to the tax office.
[0928] 10. "Electronic filing system" means a system for submitting tax returns online.
[0929] 11. "Electronic Payment Data" refers to the transaction history generated through electronic payment services (e.g., mobile payments and online payments) used by a User.
[0930] 12. "Machine learning algorithms" refers to artificial intelligence techniques used to analyze data and discover patterns and rules.
[0931] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The invention utilizes the user's electronic payment data and automatically classifies it as income and expense data, simplifying the tax return filing process. Specific embodiments for implementing the invention will now be described.
[0932] Hardware
[0933] A system for implementing the present invention includes the following hardware:
[0934] Smartphone: A device through which users can input data and manage the tax return process through an interface.
[0935] Server: A high-performance computer system for storing received data and for analyzing, classifying, generating advice, and generating returns.
[0936] software
[0937] In the present invention, the following software is used to implement the system:
[0938] Web application: Provides an interface for users to enter and review income, expenses, and other tax-related information
[0939] database system: a system for managing collected and stored data
[0940] Machine learning algorithms (such as TensorFlow): Artificial intelligence techniques for classifying income and expense data
[0941] API integration function: A function for importing data from electronic payment services
[0942] TaxAPI: API for automatically generating and submitting tax returns
[0943] Data processing and calculation
[0944] The server processes the data entered by the user and the electronic payment data in the following steps:
[0945] 1. User authentication: The user's ID and password are received through the smartphone application and authenticated by the server.
[0946] 2. Data import: Import electronic payment data of authenticated users using API and store it in the database.
[0947] 3. Data Analysis: Machine learning algorithms are used to analyze the imported data and automatically classify it as income and expense data.
[0948] 4. Advice generation: Based on the classified data, advice on tax saving measures and tax returns appropriate for the user is generated and notified via a smartphone app.
[0949] 5. Tax Return Generation: Automatically generate tax returns from the parsed data and output them in PDF or other submission formats for user review.
[0950] 6. Electronic filing: The user submits the tax return that they have checked and corrected to the electronic filing system using TaxAPI.
[0951] Specific examples
[0952] For example, in the case of a self-employed professional designer, the user first logs into the application using a smartphone and enters data on last year's income and expenses. Furthermore, electronic payment service history can be automatically imported. The server analyzes this data and automatically classifies it as income and expense data. Based on the classified data, the server then provides the user with tax-saving advice tailored to their needs and generates a tax return. Finally, the tax return is submitted to the electronic filing system, completing the process.
[0953] Example prompt sentence:
[0954] "Based on the user's electronic payment data, we will automatically classify income and expenses and provide appropriate tax-saving advice. After that, we will automatically generate tax returns and submit them to the electronic filing system. Through this process, you will develop a smartphone application that will streamline the user's tax return filing."
[0955] The flow of the specific processing in the application example 1 will be described with reference to FIG.
[0956] Step 1:
[0957] User authentication
[0958] The user enters their ID and password into the smartphone application and attempts to log in. The device sends the entered ID and password to the server. The server authenticates the received ID and password and returns the result to the device. If authentication is successful, the user's past data is loaded. The input is the user's ID and password, and the output is the authentication result and user data. In concrete terms, the device sends a login request to the server, and the server checks it against a database.
[0959] Step 2:
[0960] Data Import
[0961] After successful authentication, the user instructs the device to import transaction data from the electronic payment service they are using (e.g., mobile payment service, online payment service). Upon receiving the user's instruction, the device imports the transaction data via the API of each electronic payment service and sends that data to the server. The input is the transaction data from the API response, and the output is the transaction data sent to the server. Specifically, the device executes the API call and transfers the retrieved data to the server.
[0962] Step 3:
[0963] Data analysis and automatic classification
[0964] The server analyzes the received transaction data using a machine learning algorithm and automatically classifies it as income and expense data. The analysis uses artificial intelligence technology (e.g., TensorFlow). The input is the imported transaction data, and the output is income and expense data classified by category. Specifically, the server feeds the transaction data into the machine learning model and stores the results in a database.
[0965] Step 4:
[0966] Generating personalized advice
[0967] The server generates tax-saving strategies and tax return advice tailored to the user based on the classified data. This advice is generated by referencing the latest tax regulations and past tax return data. The input is income and expense data by category, and the output is the advice content. Specifically, the server references the data in the database and generates advice by applying existing rules and algorithms.
[0968] Step 5:
[0969] Automatic generation of tax returns
[0970] The server automatically generates tax returns based on the parsed and categorized data. The returns are output as PDFs or other submission formats. The input is the parsed income and expense data, and the output is the generated tax return (e.g., a PDF file). Specifically, the server embeds the data in a template and uses a PDF generation library to generate the tax return.
[0971] Step 6:
[0972] Checking and correcting tax returns
[0973] Users can check the generated tax return through the smartphone application and make corrections as necessary. The terminal displays the tax return, accepts user input, and sends the corrections to the server. The input is the generated tax return and the user's correction instructions, and the output is the corrected tax return. Specifically, the terminal displays the tax return, obtains the corrections, and sends the correction data to the server.
[0974] Step 7:
[0975] Electronic filing
[0976] Once the user confirms the amendments to the tax return, the server submits the amended tax return to the electronic filing system. The input is the amended tax return, and the output is a notification that the electronic filing has been completed. Specifically, the server sends the tax return data to the electronic filing API and notifies the user of the submission results.
[0977] Furthermore, an emotion engine that estimates the user's emotion may be further combined. That is, the identification processing unit 290 may estimate the user's emotion using the emotion identification model 59, and perform identification processing using the user's emotion.
[0978] This invention combines a system that allows users to easily input income, expenses, and other tax-related information, and automatically generates and submits tax returns, with an emotion engine that recognizes users' emotions, reducing user stress and providing more personalized advice and support.
[0979] User Data Collection
[0980] The user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the ID and password and loads the user's past data from the database. If authentication is successful, the user enters their income, expenses, and other tax-related information into the application's input form.
[0981] The device is equipped with an emotion engine that uses a camera and microphone to recognize emotions from the user's facial expressions and voice. The recognized emotion data is sent to the server along with income and expense data.
[0982] Data analysis and automatic classification
[0983] The server analyzes the received user data and categorizes income and expense data into categories, using machine learning algorithms to automatically categorize data into salary, business income, asset income, etc.
[0984] The server generates tax-saving strategies and tax return advice tailored to each individual user based on the classified data. It also takes into account the user's emotional data, and if it detects high levels of stress, it provides particularly detailed explanations and adds supplementary information to help alleviate stress.
[0985] Generating personalized advice
[0986] Based on the analyzed data and emotional data, the server generates optimal tax-saving strategies and advice for users, taking into account the latest tax regulations, past tax return data, and the user's emotional state.
[0987] The generated advice is sent to the user's device, where the user can confirm it through the application. Even during the confirmation screen, the emotion engine continues to monitor the user's emotions and displays additional support information as needed.
[0988] Automatic generation of tax returns
[0989] The server automatically generates tax returns from the analyzed and classified data. These returns are output in PDF or other submission formats and sent to the user's device. The user can review the returned return and make any necessary corrections. The corrected information is then sent back to the server.
[0990] Tax return filing and support
[0991] Once the user has finalized the tax return and instructed it to be submitted, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device. Feedback based on the user's emotional state and additional support information are also provided.
[0992] Specific examples
[0993] For example, let's say freelance writer B uses this system. B logs into the application and enters data on his income and expenses from the previous year. The device analyzes B's facial expressions and voice and recognizes that his stress level is high. The data sent to the server is analyzed and categorized, and tax-saving measures and advice tailored to B are generated. This advice also includes special tips for reducing stress.
[0994] Next, the server automatically generates a tax return and sends it to Person B's device. Person B checks and corrects the tax return and issues instructions for final submission. The server submits the tax return to the electronic filing system and sends a message notifying Person B that submission is complete, along with a message providing reassurance that takes Person B's feelings into consideration.
[0995] This series of processes allows Mr. B to complete his tax return efficiently and without stress. This system will also be very useful for other self-employed individuals and freelancers.
[0996] The processing flow will be explained below.
[0997] Step 1:
[0998] The user enters their ID and password to log in to the application. The device receives this and sends it to the server.
[0999] Step 2:
[1000] The server authenticates the ID and password, reads the user's past data from the database, and if authentication is successful, the user can proceed to the next step.
[1001] Step 3:
[1002] Users enter income, expenses, and other tax-related information into the application's input form, while the device's built-in emotion engine uses the camera and microphone to analyze the user's facial expressions and voice to recognize their current emotional state.
[1003] Step 4:
[1004] The device temporarily stores the input data and the recognized emotion data, checks for input errors and invalid data, and sends data that is determined to be correct to the server.
[1005] Step 5:
[1006] The server stores the transmitted data in a database, where it analyzes the data and automatically classifies it into income, expenses, and deductions using machine learning algorithms.
[1007] Step 6:
[1008] The server then analyzes the data and organizes it into categories of income, expenses, and deductions. These categorized data are then used in the next process.
[1009] Step 7:
[1010] The server generates tax-saving and tax-filing advice tailored to each individual user based on the classified and analyzed data and the user's emotional data. The advice includes detailed explanations and additional information if the user is feeling stressed.
[1011] Step 8:
[1012] The generated advice is sent to the user's device, where it can be viewed through the application, which continuously monitors the user's emotions and provides additional support information as needed.
[1013] Step 9:
[1014] The server automatically generates tax returns based on the analyzed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[1015] Step 10:
[1016] The user can check the tax return sent to their device and make any necessary corrections. The corrected information is then sent back to the server. At this time, the emotion engine checks the user's stress level and displays messages to provide reassurance as needed.
[1017] Step 11:
[1018] Once the user has finalized the tax return and instructed it to be sent, the server automatically submits the return to the electronic tax return system. Once submission is complete, the server sends a notification to the user's device.
[1019] Step 12:
[1020] When the server notifies the user that the tax return has been submitted, it takes into account the results of the emotion engine's analysis and sends messages and feedback that increase the user's sense of security.
[1021] Example 2
[1022] Next, a description will be given of Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the headset type terminal 314 will be referred to as a "terminal."
[1023] Filing tax returns is a time-consuming and stressful task for many users. Accurately entering information such as income and expenses and taking appropriate tax-saving measures are particularly difficult and require specialized knowledge. Furthermore, conventional tax return systems do not take into account the user's emotional state and are unable to alleviate the stress and difficulties experienced by users. Therefore, there is a need for a system that makes tax returns easier and reduces user stress.
[1024] The specific processing by the specific processing unit 290 of the data processing device 12 in the second embodiment is realized by the following means.
[1025] In this invention, the server includes means for providing an interface for users to input income, expenses, and other tax-related information, means for transmitting and storing the input data to the server, means for analyzing the stored data and automatically classifying it by income, expenses, and deductions, means for generating and providing tax-saving strategies and tax-filing advice tailored to each individual user based on the classified and analyzed data, means for automatically generating a tax return from the analyzed data, means for providing an interface for users to check and correct the generated tax return, means for submitting the corrected tax return to the electronic filing system, means for recognizing emotional information from the user's facial expressions and voice, and means for providing personalized advice and support to the user based on the emotional information. This allows users to file tax returns efficiently and accurately while reducing stress.
[1026] "Revenue" means any monetary benefit or income earned by a User.
[1027] "Expenses" means expenses incurred in connection with business or operational activities.
[1028] "Tax-related information" means all data necessary for filing and calculating taxes, including income, expenses, deductions, etc.
[1029] An "interface" refers to the screens and input forms that users use to operate a system.
[1030] A "server" is a computer system that stores, analyzes, classifies, and generates advice on data.
[1031] "Automatic classification" is the process of categorizing data such as income and expenses based on an algorithm.
[1032] "Tax saving measures" are measures or methods for legally reducing tax burdens.
[1033] "Advice" means specific guidance or suggestions provided to you regarding your tax return.
[1034] A "tax return" is an official document that summarizes a user's tax calculations.
[1035] "Emotional information" refers to data about the user's emotional state obtained from facial expressions and voice.
[1036] "Personalized" means something that is customized specifically for each individual user.
[1037] An "electronic filing system" is an online system for filing tax returns via the Internet.
[1038] "Storage" refers to the process of recording and storing data in a system.
[1039] "Analysis" is the process of examining data in detail and understanding its meaning and structure.
[1040] "Modification" refers to the process of correcting or changing information entered by the user or generated documents.
[1041] MODE FOR CARRYING OUT THE INVENTION
[1042] This invention is a system that allows users to easily input income, expenses, and other tax-related information, and automatically generates and submits tax returns, combined with an emotion engine that recognizes users' emotions. This system reduces user stress and can provide more personalized advice and support.
[1043] Hardware and software used
[1044] This system mainly uses the following hardware and software:
[1045] Device: A user-operated computer, smartphone, or tablet that is equipped with a camera and microphone.
[1046] Server: A high-performance computer that stores, analyzes, classifies, and generates advice on data.
[1047] Database: Data storage (e.g., PostgreSQL, MySQL) for storing users' historical tax data and current tax input data.
[1048] Emotion engine: Software that recognizes emotional information from a user's facial expressions and voice (e.g., Microsoft Azure Cognitive Services, Amazon Rekognition).
[1049] Machine learning algorithms: used for automatic classification and analysis of data (e.g., TensorFlow, Scikit-learn).
[1050] Natural language processing tools: Analyze input text data (e.g., NLTK, SpaCy).
[1051] Electronic filing system: A government-provided platform for filing tax returns online (e.g., the e-government e-Tax system).
[1052] System Operation Overview
[1053] 1. User data collection: The user logs in to the device and enters income, expenses, and other tax-related information. The device uses an emotion engine to collect the user's facial expressions and voice from the camera and microphone, and transmits the collected data to the server as emotion data.
[1054] 2. Data analysis and automatic classification: The server analyzes the received user data and automatically classifies income and expenses into categories. It also analyzes emotional data and provides a more detailed explanation if it determines that the user is under high stress.
[1055] 3. Generating personalized advice: The server generates tax-saving and tax-filing advice tailored to the user's specific circumstances based on the analyzed and classified data and sentiment data.
[1056] 4. Automatic generation and confirmation of tax return: The server sends the automatically generated tax return to the user's terminal, where the user can confirm and correct it. Any corrections are sent back to the server.
[1057] 5. Tax return submission and support: Once the user has finalized the tax return and instructed it to be submitted, the server will automatically submit the return to the electronic filing system. After the process is complete, the server will provide feedback according to the user's emotional state.
[1058] Specific examples
[1059] For example, consider the case where freelance writer B uses this system. B logs into the application and enters his or her income and expense data from the previous year. The device analyzes B's facial expressions and voice and recognizes his or her stress level in real time. Based on this, the server generates appropriate tax-saving measures and advice based on the analysis results and provides them to B.
[1060] The generated tax return is sent to B's device, where B can check and correct it. Finally, the server submits the tax return to the electronic tax return system, and once the submission is complete, feedback is displayed, providing a sense of security.
[1061] Prompt Sentence Examples
[1062] "Explain the appropriate way to respond if a freelance writer is stressed out over entering last year's income and expenses."
[1063] "Please show us the process of automatically classifying income and expenses after the user enters them and providing appropriate tax-saving measures."
[1064] The flow of the identification process in the second embodiment will be described with reference to FIG.
[1065] Program processing flow
[1066] Step 1: Collect user data
[1067] 1.1 Login
[1068] Input: The user enters their ID and password on the device's login screen.
[1069] Operation: The terminal encrypts the entered authentication information using SSL / TLS and sends it to the server.
[1070] Output: The server receives the authentication information and attempts to authenticate through the authentication server, resulting in a response indicating success or failure.
[1071] 1.2 Obtaining historical data
[1072] Input: If authentication is successful, the server retrieves past tax data from the database based on the user ID.
[1073] How it works: The server performs database queries to retrieve information such as income data, expense data, and past tax returns.
[1074] Output: The acquired data is temporarily stored on the server and passed on to subsequent processing.
[1075] 1.3 Data Input
[1076] Input: The user enters income, expenses, and other tax-related information into an input form on the device.
[1077] How it works: The device analyzes input data in real time through an emotion engine, collecting facial and voice data, and then sends the collected emotion data to the server.
[1078] Output: The collected tax information and sentiment data is sent to a server and stored for analysis and classification.
[1079] Step 2: Data analysis and automatic classification
[1080] 2.1 Data analysis
[1081] Input: The server receives income and expense data and emotion data sent by the user.
[1082] How it works: The server uses natural language processing tools (e.g., NLTK, SpaCy) to perform text analysis and understand the meaning of the data.
[1083] Output: The analysis results in each data item being identified into the appropriate category.
[1084] 2.2 Automatic classification
[1085] Input: Parsed data items.
[1086] How it works: Using machine learning algorithms (e.g., TensorFlow, Scikit-learn), data such as income and expenses is classified into categories such as salary, business income, and asset income. During this process, sentiment data is also evaluated and corrected as necessary.
[1087] Output: Categorised data is generated, which serves as the basis for providing tax saving strategies and advice tailored to each user.
[1088] Step 3: Generating personalized advice
[1089] 3.1 Generating Advice
[1090] Input: Classified and analyzed data, sentiment data.
[1091] How it works: The server refers to the latest tax regulations (e.g., the National Tax Agency's API) and generates tax-saving strategies and tax-filing advice appropriate for the user. Based on emotional data, it adds particularly detailed explanations and supplementary information when stress levels are high.
[1092] Output: The generated advice is sent to the user terminal.
[1093] 3.2 Displaying Advice
[1094] Input: The generated advice.
[1095] Operation: The device displays advice on the application screen and asks the user for confirmation. The emotion engine continues to monitor the user's emotions and displays additional support information as needed.
[1096] Output: User confirms the advice and proceeds to the next processing step.
[1097] Step 4: Automatic generation and confirmation of tax return
[1098] 4.1 Declaration Generation
[1099] Input: Parsed and classified data.
[1100] What it does: The server automatically generates tax returns in PDF or other submission formats.
[1101] Output: The generated declaration is sent to the user's terminal.
[1102] 4.2 Checking and correcting tax returns
[1103] Input: Generated tax return.
[1104] Operation: The user checks the tax return on the terminal and makes any necessary corrections. The corrected data is then sent back to the server.
[1105] Output: The corrected tax return data is saved to the server and goes to the next processing step.
[1106] Step 5: Tax return filing and support
[1107] 5.1 Final Review and Submission
[1108] Enter: Amended return.
[1109] Operation: The user performs a final check and issues a submission instruction. The server automatically submits the tax return to the electronic filing system (e.g., the e-Tax system).
[1110] Output: A notification of completion of submission is sent to the user's terminal.
[1111] 5.2 Submission completion notification and feedback
[1112] Input: Submission completion notification.
[1113] How it works: The server takes into account the user's emotional state, generates reassuring feedback and additional support information, and sends it to the device.
[1114] Output: Feedback is displayed on the user's terminal and the process is complete.
[1115] (Application example 2)
[1116] Next, a description will be given of Application Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the headset type terminal 314 will be referred to as a "terminal."
[1117] Traditional tax return systems require users to input their income, expenses, and other tax-related information, resulting in a high level of time and stress, and a high likelihood of input errors and inaccurate data. Furthermore, they lacked personalized advice and support, which prevented users from fully improving the efficiency and accuracy of the tax return process. Furthermore, the lack of support that takes into account users' emotional state often led to frustration.
[1118] The specific processing by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means. In this invention, the server includes means for recognizing the user's emotions, means for providing personalized advice and stress-reducing information taking into account the emotion data, and means for analyzing the stored data and automatically classifying it by income, expenses, and deductions. This improves the accuracy of the tax-related information entered by the user, reduces stress, and enables efficient and accurate tax return filing procedures.
[1119] An "interface" is any screen or form through which a user enters income, expenses, or other tax-related information.
[1120] "Server" means a central management system that receives, stores, analyzes, and classifies data entered by users.
[1121] "Automatic classification" is a process that analyzes saved data and automatically categorizes it by income, expenses, and deductions.
[1122] "Advice" refers to the provision of information on tax-saving strategies and tax returns that are appropriate for individual users, based on classified and analyzed data.
[1123] A "tax return" is a tax return document that is automatically generated from the analyzed data.
[1124] "Emotion recognition" is a technology that detects a user's emotional state from their facial expressions and voice and collects that as data.
[1125] "Stress reduction information" refers to providing special advice and support information to reduce stress, taking into account the user's emotional data.
[1126] An "electronic filing system" is a system for submitting generated tax returns online to the tax office.
[1127] "Data analytics" is the process of breaking down and analyzing user-submitted data to extract useful information and patterns.
[1128] "Personalized" means providing responses and information that are individually optimized based on the user's unique characteristics and emotional state.
[1129] System Overview
[1130] This invention combines a system that automatically generates and submits tax returns after users input their income, expenses, and other tax-related information with an emotion engine that recognizes the user's emotions. To realize this system, a server and user terminals are primarily required, with corresponding hardware and software.
[1131] Hardware and software used
[1132] 1. Hardware
[1133] User device: camera, microphone, input interface (e.g. smartphone)
[1134] Servers: Database server, analysis server
[1135] 2. Software
[1136] Emotion Engine: Software that identifies emotions from the user's facial expressions and voice.
[1137] Authentication system: A system that authenticates user IDs and passwords.
[1138] Data analysis system: Machine learning algorithms that analyze and classify data submitted by users
[1139] Electronic filing system: A system for submitting generated tax returns online to the tax office.
[1140] User Data Collection
[1141] The user enters their ID and password on the application's login screen. The authentication system installed on the device receives this and sends it to the server. The server reads the user's past data from the database and displays a tax-related input form for the user.
[1142] Data entry and emotion recognition
[1143] Users input income and expense data, while the emotion engine uses the camera and microphone to analyze the user's facial expressions and voice to detect their emotional state, and both data are sent to the server.
[1144] Data analysis and automatic classification
[1145] The server analyzes the data it receives and automatically categorizes income and expenses using machine learning algorithms to optimize classification based on the user's unique data. It also takes into account the user's emotional state to generate personalized tax-saving strategies and advice.
[1146] Generate and submit returns
[1147] The server automatically generates tax returns based on the analyzed data. The generated returns are sent to the user's device in formats such as PDF. The user can then review the returns, make any necessary corrections, and finally submit them to the electronic filing system.
[1148] Specific examples
[1149] For example, when a freelancer uses this system, they log in to the application and enter their income and expenses. If the system analyzes the user's emotions and determines that they are feeling stressed, it will provide them with special advice and information to reduce stress. The user can then amend their tax return based on this information and submit it to the electronic filing system. As a result, the user can file their tax return efficiently.
[1150] Prompt Sentence Examples
[1151] "Freelancers use this application to input their income and expenses and use an emotion engine to analyze their stress levels. The user can then review the tax return generated based on the input data, make corrections, and submit the return to the electronic filing system."
[1152] In this way, by using the present invention, the user's stress can be reduced and tax return work can be carried out efficiently.
[1153] The flow of the specific processing in the application example 2 will be described with reference to FIG.
[1154] Step 1:
[1155] (user authentication)
[1156] The user enters an ID and password to log in to an application. The terminal sends this input data to the authentication system, which receives it. The server reads the corresponding user data from the database and performs authentication. Input: User ID and password. Output: Authentication result and user data.
[1157] Step 2:
[1158] (Providing a data input interface)
[1159] If the authentication is successful, the server displays an interface on the user's device for entering tax-related information such as income and expenses. Input: Authentication result. Output: Tax-related input form.
[1160] Step 3:
[1161] (Data entry and emotion recognition)
[1162] The user inputs income and expense data. The device's built-in emotion engine uses the camera and microphone to analyze the user's facial expressions and voice in real time to detect their emotional state. Input: User's tax data and emotion data. Output: Collected tax data and emotion data.
[1163] Step 4:
[1164] (Data transmission)
[1165] The collected income, expense, and emotion data is sent to the server, which stores this data in a database. Input: User's tax data and emotion data. Output: Database update.
[1166] Step 5:
[1167] (Data analysis and automatic classification)
[1168] The server analyzes the stored data using machine learning algorithms and automatically classifies income and expenses. Input: Stored tax data. Output: Classified data.
[1169] Step 6:
[1170] (generating advice)
[1171] Based on the classified data and emotional data, the server generates advice on tax saving strategies and filing that is optimal for each individual user. Taking emotional data into consideration, it also provides special advice to reduce stress. Input: Classified data and emotional data. Output: Personalized advice.
[1172] Step 7:
[1173] (Automatic generation of tax return)
[1174] The server automatically generates tax returns from the parsed and classified data. Input: Classified data. Output: Generated tax returns (e.g., PDF format).
[1175] Step 8:
[1176] (Verification and correction of tax return)
[1177] The generated tax return is sent to the user's terminal, where the user can check and make any necessary corrections. The corrections are then sent back to the server. Input: Generated tax return. Output: Corrected tax return.
[1178] Step 9:
[1179] (Submission of tax return)
[1180] After the user has made the final confirmation, he / she issues an instruction to submit the tax return to the electronic filing system. The server sends the tax return to the electronic filing system and notifies the user that the submission is complete. Input: Amended tax return. Output: Notification of tax return submission and confirmation.
[1181] This series of steps allows users to file their tax returns efficiently and accurately, while leveraging emotional data can reduce user stress and provide more personalized support.
[1182] The specific processing unit 290 transmits the result of the specific processing to the headset type terminal 314. In the headset type terminal 314, the control unit 46A causes the speaker 240 and the display 343 to output the result of the specific processing. The microphone 238 acquires audio indicating a user input regarding the result of the specific processing. The control unit 46A transmits audio data indicating the user input acquired by the microphone 238 to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the audio data.
[1183] The data generation model 58 is a so-called generative AI (Artificial Intelligence). An example of the data generation model 58 is ChatGPT (Internet Search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search <url: https: gemini.google.com ?hl="ja">) and other generation AIs. The data generation model 58 is obtained by performing deep learning on a neural network. A prompt including an instruction is input to the data generation model 58, and inference data such as voice data indicating voice, text data indicating text, and image data indicating an image is also input. The data generation model 58 performs inference on the input inference data in accordance with the instruction indicated by the prompt, and outputs the inference result in a data format such as voice data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.
[1184] In the above embodiment, an example was given in which the specific processing is performed by the data processing device 12, but the technology of the present disclosure is not limited to this, and the specific processing may be performed by the headset type terminal 314.
[1185] [Fourth embodiment]
[1186] FIG. 7 shows an example of the configuration of a data processing system 410 according to the fourth embodiment.
[1187] 7, a data processing system 410 includes a data processing device 12 and a robot 414. An example of the data processing device 12 is a server.
[1188] The data processing device 12 includes a computer 22, a database 24, and a communication I / F 26. The computer 22 is an example of a "computer" according to the technology of the present disclosure. The computer 22 includes a processor 28, a RAM 30, and a storage 32. The processor 28, the RAM 30, and the storage 32 are connected to a bus 34. The database 24 and the communication I / F 26 are also connected to the bus 34. The communication I / F 26 is connected to a network 54. Examples of the network 54 include a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[1189] The robot 414 includes a computer 36, a microphone 238, a speaker 240, a camera 42, a communication I / F 44, and a control target 443. The computer 36 includes a processor 46, a RAM 48, and a storage 50. The processor 46, the RAM 48, and the storage 50 are connected to a bus 52. The microphone 238, the speaker 240, the camera 42, and the control target 443 are also connected to the bus 52.
[1190] The microphone 238 receives instructions and the like from the user 20 by receiving voice uttered by the user 20. The microphone 238 captures the voice uttered by the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio in accordance with instructions from the processor 46.
[1191] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an imaging element such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the surroundings of user 20 (for example, an imaging range defined by an angle of view equivalent to the field of vision of a typical healthy person).
[1192] The communication I / F 44 is connected to a network 54. The communication I / Fs 44 and 26 are responsible for the exchange of various information between the processor 46 and the processor 28 via the network 54. The exchange of various information between the processor 46 and the processor 28 using the communication I / Fs 44 and 26 is carried out in a secure state.
[1193] The control object 443 includes a display device, LEDs in the eyes, and motors for driving the arms, hands, and feet. The posture and gestures of the robot 414 are controlled by controlling the motors of the arms, hands, and feet. Some of the emotions of the robot 414 can be expressed by controlling these motors. In addition, the facial expressions of the robot 414 can also be expressed by controlling the light emission state of the LEDs in the eyes of the robot 414.
[1194] Fig. 8 shows an example of the main functions of the data processing device 12 and the robot 414. As shown in Fig. 8, in the data processing device 12, a specific process is performed by the processor 28. A specific process program 56 is stored in the storage 32.
[1195] The specific processing program 56 is an example of a "program" according to the technology of the present disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.
[1196] The storage 32 stores a data generation model 58 and an emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[1197] In the robot 414, the processor 46 performs the reception output process. A reception output program 60 is stored in the storage 50. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output process is realized by the processor 46 operating as the control unit 46A in accordance with the reception output program 60 executed on the RAM 48.
[1198] Next, a description will be given of the specific processing performed by the specific processing unit 290 of the data processing device 12. In the following description, the data processing device 12 will be referred to as a "server" and the robot 414 will be referred to as a "terminal."
[1199] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The system allows users to input income, expenses, and other tax-related information, and based on that information, provides tax-saving strategies and advice, and automatically generates and submits tax returns.
[1200] The embodiment for implementing this system is as follows.
[1201] User Data Collection
[1202] First, the user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the entered ID and password and reads the user's past data.
[1203] Next, users enter their income, expenses, and other tax-related information into the application's input form. The device temporarily stores the data and checks it for typos and invalid data. If the data is deemed correct, it is sent to the server and stored.
[1204] Data analysis and automatic classification
[1205] The server analyzes the received user data and categorizes income and expense data into categories, automatically categorizing salary, business income, asset income, etc.
[1206] The server uses machine learning algorithms to analyze the data, classifying it into income, expenses, and deductions, and organizing it into a database.
[1207] Generating personalized advice
[1208] Based on the classified and analyzed data, the server generates tax-saving and tax-filing advice tailored to each individual user, taking into account the latest tax regulations and past tax return data.
[1209] The generated advice is sent to the user's device, where the user can view it through the application.
[1210] Automatic generation of tax returns
[1211] The server automatically generates tax returns based on the parsed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[1212] The user can check the tax return sent to the terminal and make any necessary corrections. The corrected data is then sent back to the server.
[1213] Tax return filing and support
[1214] Once the user has finalized the tax return and confirmed its submission, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device, prompting the user to confirm.
[1215] Specific examples
[1216] Consider the case where Mr. A, a self-employed professional designer, uses this system.
[1217] First, Mr. A logs into the application and enters his income and expenses from the previous year. The device checks the entered data and sends it to the server. The server receives the data, analyzes it, and automatically classifies it. Based on the classified data, personalized advice on tax saving strategies and filing is generated and sent to Mr. A's device.
[1218] Next, the server automatically generates a tax return from the analyzed data and sends it to Mr. A's device. Mr. A checks the return, makes any necessary corrections, and confirms submission. The server submits the corrected return to the electronic filing system and sends Mr. A a notification of completion.
[1219] This series of processes allows Mr. A to complete his tax return efficiently and accurately. It is expected that this system will be of great help to other self-employed individuals and freelancers.
[1220] The processing flow will be explained below.
[1221] Step 1:
[1222] The user enters their ID and password to log in to the application. The device receives this and sends it to the server.
[1223] Step 2:
[1224] The server authenticates the ID and password, reads the user's past data from the database, and if authentication is successful, the user can proceed to the next step.
[1225] Step 3:
[1226] Users enter income, expenses, and other tax-related information into the application's input form, which the device temporarily stores and checks for typos and invalid data.
[1227] Step 4:
[1228] If the input is determined to be correct, the data is sent from the terminal to the server, which stores it in a database.
[1229] Step 5:
[1230] The server analyzes the stored data and uses machine learning algorithms to automatically categorize it by income, expenses, and deductions.
[1231] Step 6:
[1232] The server classifies the data based on the analysis results and organizes it into a database.
[1233] Step 7:
[1234] Based on the classified and analyzed data, the server generates tax saving and filing advice tailored to each individual user.
[1235] Step 8:
[1236] The generated advice is sent to the user's terminal, and the user can check the advice through the application.
[1237] Step 9:
[1238] The server automatically generates tax returns based on the analyzed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[1239] Step 10:
[1240] The user checks the tax return sent to the terminal and makes any necessary corrections. The corrected content is then sent back to the server.
[1241] Step 11:
[1242] When the user gives a final check on the return and instructs it to be sent, the server automatically submits the return to the electronic filing system.
[1243] Step 12:
[1244] The server confirms that the submission is complete and sends a notification to the user's device, who then confirms the completion.
[1245] Example 1
[1246] Next, a description will be given of Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the robot 414 will be referred to as a "terminal."
[1247] The traditional tax return process involves a lot of manual work and cumbersome procedures, making it difficult for sole proprietors and freelancers to file their tax returns efficiently and accurately. There's also a high risk of errors in tax returns due to input errors or inaccurate data. This often leads to inappropriate tax-saving strategies and time-consuming corrections. Furthermore, there was a need for technology that could efficiently perform the entire process across the entire system, from analyzing and classifying data, providing appropriate advice, and automatically generating and submitting tax returns.
[1248] The specific processing by the specific processing unit 290 of the data processing device 12 in the first embodiment is realized by the following means.
[1249] In this invention, the server includes: means for providing an interface for users to input income, expenses, and other tax-related information; means for the terminal to temporarily store the input data and check for fraudulent or erroneous data; means for transmitting and storing data that passes the check to the server; means for analyzing the stored data and automatically classifying it by income, expenses, and deductions using a machine learning algorithm; means for generating and providing tax-saving strategies and filing advice tailored to individual users based on the classified and analyzed data; means for automatically generating a tax return from the analyzed data; means for providing an interface for the user to review and correct the generated tax return; means for submitting the corrected tax return to the electronic filing system; and means for notifying the user terminal that filing has been completed. This enables users to efficiently and accurately enter tax information, receive tax-saving strategies, and automatically generate and submit tax returns.
[1250] An "interface" is any means that provides a screen or form for a user to enter income, expenses, or other tax-related information.
[1251] "Terminal" means a device or software that temporarily stores data entered by a user and checks for fraudulent or erroneous data.
[1252] A "server" is a computer system that receives, stores, and analyzes data sent from a terminal.
[1253] A "machine learning algorithm" is an algorithm that analyzes data and automatically classifies it into income, expenses, and deductions.
[1254] A "database" is a collection of information that a server uses to store and manage data such as users' income and expenses.
[1255] "Tax saving strategies" are specific methods and advice that help users reduce their taxes in an appropriate way.
[1256] "Tax Return" means an automatically generated tax return based on User's income and expense data.
[1257] An "electronic filing system" is a system for submitting generated tax returns to tax authorities via the Internet.
[1258] A "notification" is a message sent by the server to inform the user terminal of the completion or results of processing.
[1259] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The system allows users to input income, expenses, and other tax-related information, and based on that information, provides tax-saving strategies and advice, and automatically generates and submits tax returns.
[1260] User Data Collection
[1261] First, the user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the entered ID and password and loads the user's past data. Next, the user enters income, expenses, and other tax-related information into the application's input form. The device temporarily stores the entered data and checks for input errors and invalid data. After that, data that is determined to be correct is sent to the server and saved.
[1262] Data analysis and automatic classification
[1263] The server analyzes the received user data and categorizes the income and expense data into categories, automatically categorizing salary, business income, asset income, etc. The server uses machine learning algorithms to categorize the analyzed data into income, expenses, and deductions, and organizes them in a database.
[1264] Generating personalized advice
[1265] Based on the classified and analyzed data, the server generates tax-saving and tax-filing advice tailored to each individual user. This advice is generated based on the latest tax regulations and past tax return data. The generated advice is sent to the user's device, where the user can view it through the application.
[1266] Automatic generation of tax returns
[1267] The server automatically generates tax returns based on the analyzed and classified data. The returns are output in PDF or other submission formats and sent to the user's device. The user can review the returned return and make corrections as necessary. The corrected data is then sent back to the server.
[1268] Tax return filing and support
[1269] Once the user has finalized the tax return and confirmed its submission, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device, prompting the user to confirm.
[1270] Specific examples
[1271] Consider the case where a professional designer and self-employed person, Person A, uses this system. First, Person A logs in to the application and enters data on last year's income and expenses. The device checks the entered data and sends it to the server. The server receives the data, analyzes it, and automatically classifies it. Based on the classified data, personalized advice on tax saving strategies and filing is generated and sent to Person A's device. Next, the server automatically generates a tax return from the analyzed data and sends it to Person A's device. Person A checks the tax return, makes any necessary corrections, and confirms submission. The server submits the corrected return to the electronic filing system and sends Person A a notification of completion. This series of processes enables Person A to complete their tax return efficiently and accurately. We expect this system to be of great use to other self-employed individuals and freelancers.
[1272] Prompt Sentence Examples
[1273] "Please explain the process of the system that provides optimal tax-saving advice based on the income and expenses of sole proprietors and automatically generates and submits tax returns. Please include specific operating procedures and processing details."
[1274] "Please tell me the system procedure for sole proprietor A to enter data on last year's income and expenses. Please explain in detail how he logs into the application and enters the data, as well as how the data is analyzed to generate advice and tax returns."
[1275] The system is designed to support efficient and accurate tax return filing, helping self-employed individuals and freelancers save on taxes.
[1276] The flow of the identification process in the first embodiment will be described with reference to FIG.
[1277] Step 1:
[1278] User authentication
[1279] The user first launches the application and enters their ID and password on the login screen. The device receives this authentication information and sends it to the server. The server compares the user data in the database to verify that the entered authentication information is correct. If authentication is successful, session information is generated and sent back to the device. At this time, the server inputs the user's ID and password, and outputs the session information. The user confirms that login was successful and proceeds to the next screen.
[1280] Step 2:
[1281] Data entry and checking
[1282] A user enters income, expenses, and other tax-related information into an application's input form. Specifically, they enter sales data and various expenses (such as travel and office supplies). The terminal temporarily stores this data and checks it for fraud and errors. For example, it checks whether the amounts are positive. The terminal's input is the user's income and expense data, and its output is the checked data.
[1283] Step 3:
[1284] Data transmission and storage
[1285] The terminal sends the checked data to the server. The server saves the received data in a database. When saving is complete, the server sends a "data saving completion notification" to the terminal. The server's input is the checked income and expense data, and its output is a notification that data saving is complete.
[1286] Step 4:
[1287] Data analysis and classification
[1288] The server analyzes the stored data using machine learning algorithms. Specifically, it categorizes income data into categories such as salary income, business income, and asset income, and expense data into categories such as office expenses, transportation expenses, and advertising expenses. The server's input is the income and expense data in the database, and its output is the categorized data.
[1289] Step 5:
[1290] Generating personalized advice
[1291] The server generates optimal tax-saving and tax-filing advice for each individual user based on the analyzed data. The generated advice is sent to the terminal for the user to review. The server's input is the classified data, and its output is advice information.
[1292] Step 6:
[1293] Automatic generation of tax returns
[1294] The server automatically generates tax returns based on the analyzed and classified data. The generated tax returns are output in PDF format or other formats and sent to the terminal. The server's input is the classified data, and the output is a tax return in PDF format.
[1295] Step 7:
[1296] Checking and correcting tax returns
[1297] The user checks the submitted tax return and makes any necessary corrections. The terminal resubmits the corrected tax return to the server. The server saves the corrected data and checks it again. The user's input is the corrected tax return, and the server's output is a notification that the corrected data has been saved.
[1298] Step 8:
[1299] Electronic filing and completion notification
[1300] The server submits the finalized tax return to the electronic tax return system, and sends a completion notification to the terminal when the submission is complete. The server's input is the final tax return, and its output is a notification that the tax return has been submitted. The user receives the completion notification and confirms that the tax return has been successfully completed.
[1301] (Application example 1)
[1302] Next, a description will be given of Application Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the robot 414 will be referred to as a "terminal."
[1303] Conventional tax return systems required users to manually input income and expenses, which was cumbersome and time-consuming. There was also the risk of input errors or invalid data being included, increasing the risk of incorrect information being reflected when preparing tax returns. Furthermore, in an age where electronic payments are increasingly being used, electronic payment data could not be efficiently utilized as income and expense data. This situation made it difficult for sole proprietors and freelancers to effectively implement tax-saving strategies and file accurate tax returns.
[1304] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 1 is realized by the following means.
[1305] In this invention, the server includes means for automatically importing a user's electronic payment data and classifying it as income and expense data, means for automatically classifying and analyzing income and expenses based on the imported electronic payment data, means for automatically generating a tax return from the analyzed data and providing an interface for the user to check and correct, and means for submitting the corrected tax return to the electronic filing system. This allows the user to efficiently use their electronic payment history, automate the input of income and expense data, and quickly file accurate tax returns.
[1306] 1. "User" refers to individuals such as sole proprietors and freelancers who use the System to input income and expense data and file tax returns.
[1307] 2. "Income" refers to all income earned by the User, such as salary, business income, asset income, etc.
[1308] 3. "Expenses" refers to the costs and expenses incurred by the User in conducting its business activities.
[1309] 4. "Tax-related information" refers to all data, such as income, expenses, and deductions, required for preparing tax returns and processing taxes.
[1310] 5. "Interface" refers to the input and operation screens through which users enter income, expense, and tax-related information.
[1311] 6. "Server" means a computer system that receives, stores, and analyzes data sent by users.
[1312] 7. "Automatic classification" refers to the process of classifying data submitted by users into categories such as income and expenses using machine learning algorithms.
[1313] 8. "Tax Savings" refers to methods and advice that help users legally reduce their tax burden.
[1314] 9. "Tax Return" means a document detailing income and expenses that a User submits to the tax office.
[1315] 10. "Electronic filing system" means a system for submitting tax returns online.
[1316] 11. "Electronic Payment Data" refers to the transaction history generated through electronic payment services (e.g., mobile payments and online payments) used by a User.
[1317] 12. "Machine learning algorithms" refers to artificial intelligence techniques used to analyze data and discover patterns and rules.
[1318] This invention is a system that enables sole proprietors and freelancers to file tax returns efficiently and accurately. The invention utilizes the user's electronic payment data and automatically classifies it as income and expense data, simplifying the tax return filing process. Specific embodiments for implementing the invention will now be described.
[1319] Hardware
[1320] A system for implementing the present invention includes the following hardware:
[1321] Smartphone: A device through which users can input data and manage the tax return process through an interface.
[1322] Server: A high-performance computer system for storing received data and for analyzing, classifying, generating advice, and generating returns.
[1323] software
[1324] In the present invention, the following software is used to implement the system:
[1325] Web application: Provides an interface for users to enter and review income, expenses, and other tax-related information
[1326] database system: a system for managing collected and stored data
[1327] Machine learning algorithms (such as TensorFlow): Artificial intelligence techniques for classifying income and expense data
[1328] API integration function: A function for importing data from electronic payment services
[1329] TaxAPI: API for automatically generating and submitting tax returns
[1330] Data processing and calculation
[1331] The server processes the data entered by the user and the electronic payment data in the following steps:
[1332] 1. User authentication: The user's ID and password are received through the smartphone application and authenticated by the server.
[1333] 2. Data import: Import electronic payment data of authenticated users using API and store it in the database.
[1334] 3. Data Analysis: Machine learning algorithms are used to analyze the imported data and automatically classify it as income and expense data.
[1335] 4. Advice generation: Based on the classified data, advice on tax saving measures and tax returns appropriate for the user is generated and notified via a smartphone app.
[1336] 5. Tax Return Generation: Automatically generate tax returns from the parsed data and output them in PDF or other submission formats for user review.
[1337] 6. Electronic filing: The user submits the tax return that they have checked and corrected to the electronic filing system using TaxAPI.
[1338] Specific examples
[1339] For example, in the case of a self-employed professional designer, the user first logs into the application using a smartphone and enters data on last year's income and expenses. Furthermore, electronic payment service history can be automatically imported. The server analyzes this data and automatically classifies it as income and expense data. Based on the classified data, the server then provides the user with tax-saving advice tailored to their needs and generates a tax return. Finally, the tax return is submitted to the electronic filing system, completing the process.
[1340] Example prompt sentence:
[1341] "Based on the user's electronic payment data, we will automatically classify income and expenses and provide appropriate tax-saving advice. After that, we will automatically generate tax returns and submit them to the electronic filing system. Through this process, you will develop a smartphone application that will streamline the user's tax return filing."
[1342] The flow of the specific processing in the application example 1 will be described with reference to FIG.
[1343] Step 1:
[1344] User authentication
[1345] The user enters their ID and password into the smartphone application and attempts to log in. The device sends the entered ID and password to the server. The server authenticates the received ID and password and returns the result to the device. If authentication is successful, the user's past data is loaded. The input is the user's ID and password, and the output is the authentication result and user data. In concrete terms, the device sends a login request to the server, and the server checks it against a database.
[1346] Step 2:
[1347] Data Import
[1348] After successful authentication, the user instructs the device to import transaction data from the electronic payment service they are using (e.g., mobile payment service, online payment service). Upon receiving the user's instruction, the device imports the transaction data via the API of each electronic payment service and sends that data to the server. The input is the transaction data from the API response, and the output is the transaction data sent to the server. Specifically, the device executes the API call and transfers the retrieved data to the server.
[1349] Step 3:
[1350] Data analysis and automatic classification
[1351] The server analyzes the received transaction data using a machine learning algorithm and automatically classifies it as income and expense data. The analysis uses artificial intelligence technology (e.g., TensorFlow). The input is the imported transaction data, and the output is income and expense data classified by category. Specifically, the server feeds the transaction data into the machine learning model and stores the results in a database.
[1352] Step 4:
[1353] Generating personalized advice
[1354] The server generates tax-saving strategies and tax return advice tailored to the user based on the classified data. This advice is generated by referencing the latest tax regulations and past tax return data. The input is income and expense data by category, and the output is the advice content. Specifically, the server references the data in the database and generates advice by applying existing rules and algorithms.
[1355] Step 5:
[1356] Automatic generation of tax returns
[1357] The server automatically generates tax returns based on the parsed and categorized data. The returns are output as PDFs or other submission formats. The input is the parsed income and expense data, and the output is the generated tax return (e.g., a PDF file). Specifically, the server embeds the data in a template and uses a PDF generation library to generate the tax return.
[1358] Step 6:
[1359] Checking and correcting tax returns
[1360] Users can check the generated tax return through the smartphone application and make corrections as necessary. The terminal displays the tax return, accepts user input, and sends the corrections to the server. The input is the generated tax return and the user's correction instructions, and the output is the corrected tax return. Specifically, the terminal displays the tax return, obtains the corrections, and sends the correction data to the server.
[1361] Step 7:
[1362] Electronic filing
[1363] Once the user confirms the amendments to the tax return, the server submits the amended tax return to the electronic filing system. The input is the amended tax return, and the output is a notification that the electronic filing has been completed. Specifically, the server sends the tax return data to the electronic filing API and notifies the user of the submission results.
[1364] Furthermore, an emotion engine that estimates the user's emotion may be further combined. That is, the identification processing unit 290 may estimate the user's emotion using the emotion identification model 59, and perform identification processing using the user's emotion.
[1365] This invention combines a system that allows users to easily input income, expenses, and other tax-related information, and automatically generates and submits tax returns, with an emotion engine that recognizes users' emotions, reducing user stress and providing more personalized advice and support.
[1366] User Data Collection
[1367] The user enters their ID and password to log in to the application. The device receives this and sends it to the server. The server authenticates the ID and password and loads the user's past data from the database. If authentication is successful, the user enters their income, expenses, and other tax-related information into the application's input form.
[1368] The device is equipped with an emotion engine that uses a camera and microphone to recognize emotions from the user's facial expressions and voice. The recognized emotion data is sent to the server along with income and expense data.
[1369] Data analysis and automatic classification
[1370] The server analyzes the received user data and categorizes income and expense data into categories, using machine learning algorithms to automatically categorize data into salary, business income, asset income, etc.
[1371] The server generates tax-saving strategies and tax return advice tailored to each individual user based on the classified data. It also takes into account the user's emotional data, and if it detects high levels of stress, it provides particularly detailed explanations and adds supplementary information to help alleviate stress.
[1372] Generating personalized advice
[1373] Based on the analyzed data and emotional data, the server generates optimal tax-saving strategies and advice for users, taking into account the latest tax regulations, past tax return data, and the user's emotional state.
[1374] The generated advice is sent to the user's device, where the user can confirm it through the application. Even during the confirmation screen, the emotion engine continues to monitor the user's emotions and displays additional support information as needed.
[1375] Automatic generation of tax returns
[1376] The server automatically generates tax returns from the analyzed and classified data. These returns are output in PDF or other submission formats and sent to the user's device. The user can review the returned return and make any necessary corrections. The corrected information is then sent back to the server.
[1377] Tax return filing and support
[1378] Once the user has finalized the tax return and instructed it to be submitted, the server automatically submits the return to the electronic filing system. Once submission is complete, the server sends a notification to the user's device. Feedback based on the user's emotional state and additional support information are also provided.
[1379] Specific examples
[1380] For example, let's say freelance writer B uses this system. B logs into the application and enters data on his income and expenses from the previous year. The device analyzes B's facial expressions and voice and recognizes that his stress level is high. The data sent to the server is analyzed and categorized, and tax-saving measures and advice tailored to B are generated. This advice also includes special tips for reducing stress.
[1381] Next, the server automatically generates a tax return and sends it to Person B's device. Person B checks and corrects the tax return and issues instructions for final submission. The server submits the tax return to the electronic filing system and sends a message notifying Person B that submission is complete, along with a message providing reassurance that takes Person B's feelings into consideration.
[1382] This series of processes allows Mr. B to complete his tax return efficiently and without stress. This system will also be very useful for other self-employed individuals and freelancers.
[1383] The processing flow will be explained below.
[1384] Step 1:
[1385] The user enters their ID and password to log in to the application. The device receives this and sends it to the server.
[1386] Step 2:
[1387] The server authenticates the ID and password, reads the user's past data from the database, and if authentication is successful, the user can proceed to the next step.
[1388] Step 3:
[1389] Users enter income, expenses, and other tax-related information into the application's input form, while the device's built-in emotion engine uses the camera and microphone to analyze the user's facial expressions and voice to recognize their current emotional state.
[1390] Step 4:
[1391] The device temporarily stores the input data and the recognized emotion data, checks for input errors and invalid data, and sends data that is determined to be correct to the server.
[1392] Step 5:
[1393] The server stores the transmitted data in a database, where it analyzes the data and automatically classifies it into income, expenses, and deductions using machine learning algorithms.
[1394] Step 6:
[1395] The server then analyzes the data and organizes it into categories of income, expenses, and deductions. These categorized data are then used in the next process.
[1396] Step 7:
[1397] The server generates tax-saving and tax-filing advice tailored to each individual user based on the classified and analyzed data and the user's emotional data. The advice includes detailed explanations and additional information if the user is feeling stressed.
[1398] Step 8:
[1399] The generated advice is sent to the user's device, where it can be viewed through the application, which continuously monitors the user's emotions and provides additional support information as needed.
[1400] Step 9:
[1401] The server automatically generates tax returns based on the analyzed and categorized data, which are then output as PDFs or other submission formats and sent to the user's device.
[1402] Step 10:
[1403] The user can check the tax return sent to their device and make any necessary corrections. The corrected information is then sent back to the server. At this time, the emotion engine checks the user's stress level and displays messages to provide reassurance as needed.
[1404] Step 11:
[1405] Once the user has finalized the tax return and instructed it to be sent, the server automatically submits the return to the electronic tax return system. Once submission is complete, the server sends a notification to the user's device.
[1406] Step 12:
[1407] When the server notifies the user that the tax return has been submitted, it takes into account the results of the emotion engine's analysis and sends messages and feedback that increase the user's sense of security.
[1408] Example 2
[1409] Next, a description will be given of Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the robot 414 will be referred to as a "terminal."
[1410] Filing tax returns is a time-consuming and stressful task for many users. Accurately entering information such as income and expenses and taking appropriate tax-saving measures are particularly difficult and require specialized knowledge. Furthermore, conventional tax return systems do not take into account the user's emotional state and are unable to alleviate the stress and difficulties experienced by users. Therefore, there is a need for a system that makes tax returns easier and reduces user stress.
[1411] The specific processing by the specific processing unit 290 of the data processing device 12 in the second embodiment is realized by the following means.
[1412] In this invention, the server includes means for providing an interface for users to input income, expenses, and other tax-related information, means for transmitting and storing the input data to the server, means for analyzing the stored data and automatically classifying it by income, expenses, and deductions, means for generating and providing tax-saving strategies and tax-filing advice tailored to each individual user based on the classified and analyzed data, means for automatically generating a tax return from the analyzed data, means for providing an interface for users to check and correct the generated tax return, means for submitting the corrected tax return to the electronic filing system, means for recognizing emotional information from the user's facial expressions and voice, and means for providing personalized advice and support to the user based on the emotional information. This allows users to file tax returns efficiently and accurately while reducing stress.
[1413] "Revenue" means any monetary benefit or income earned by a User.
[1414] "Expenses" means expenses incurred in connection with business or operational activities.
[1415] "Tax-related information" means all data necessary for filing and calculating taxes, including income, expenses, deductions, etc.
[1416] An "interface" refers to the screens and input forms that users use to operate a system.
[1417] A "server" is a computer system that stores, analyzes, classifies, and generates advice on data.
[1418] "Automatic classification" is the process of categorizing data such as income and expenses based on an algorithm.
[1419] "Tax saving measures" are measures or methods for legally reducing tax burdens.
[1420] "Advice" means specific guidance or suggestions provided to you regarding your tax return.
[1421] A "tax return" is an official document that summarizes a user's tax calculations.
[1422] "Emotional information" refers to data about the user's emotional state obtained from facial expressions and voice.
[1423] "Personalized" means something that is customized specifically for each individual user.
[1424] An "electronic filing system" is an online system for filing tax returns via the Internet.
[1425] "Storage" refers to the process of recording and storing data in a system.
[1426] "Analysis" is the process of examining data in detail and understanding its meaning and structure.
[1427] "Modification" refers to the process of correcting or changing information entered by the user or generated documents.
[1428] MODE FOR CARRYING OUT THE INVENTION
[1429] This invention is a system that allows users to easily input income, expenses, and other tax-related information, and automatically generates and submits tax returns, combined with an emotion engine that recognizes users' emotions. This system reduces user stress and can provide more personalized advice and support.
[1430] Hardware and software used
[1431] This system mainly uses the following hardware and software:
[1432] Device: A user-operated computer, smartphone, or tablet that is equipped with a camera and microphone.
[1433] Server: A high-performance computer that stores, analyzes, classifies, and generates advice on data.
[1434] Database: Data storage (e.g., PostgreSQL, MySQL) for storing users' historical tax data and current tax input data.
[1435] Emotion engine: Software that recognizes emotional information from a user's facial expressions and voice (e.g., Microsoft Azure Cognitive Services, Amazon Rekognition).
[1436] Machine learning algorithms: used for automatic classification and analysis of data (e.g., TensorFlow, Scikit-learn).
[1437] Natural language processing tools: Analyze input text data (e.g., NLTK, SpaCy).
[1438] Electronic filing system: A government-provided platform for filing tax returns online (e.g., the e-government e-Tax system).
[1439] System Operation Overview
[1440] 1. User data collection: The user logs in to the device and enters income, expenses, and other tax-related information. The device uses an emotion engine to collect the user's facial expressions and voice from the camera and microphone, and transmits the collected data to the server as emotion data.
[1441] 2. Data analysis and automatic classification: The server analyzes the received user data and automatically classifies income and expenses into categories. It also analyzes emotional data and provides a more detailed explanation if it determines that the user is under high stress.
[1442] 3. Generating personalized advice: The server generates tax-saving and tax-filing advice tailored to the user's specific circumstances based on the analyzed and classified data and sentiment data.
[1443] 4. Automatic generation and confirmation of tax return: The server sends the automatically generated tax return to the user's terminal, where the user can confirm and correct it. Any corrections are sent back to the server.
[1444] 5. Tax return submission and support: Once the user has finalized the tax return and instructed it to be submitted, the server will automatically submit the return to the electronic filing system. After the process is complete, the server will provide feedback according to the user's emotional state.
[1445] Specific examples
[1446] For example, consider the case where freelance writer B uses this system. B logs into the application and enters his or her income and expense data from the previous year. The device analyzes B's facial expressions and voice and recognizes his or her stress level in real time. Based on this, the server generates appropriate tax-saving measures and advice based on the analysis results and provides them to B.
[1447] The generated tax return is sent to B's device, where B can check and correct it. Finally, the server submits the tax return to the electronic tax return system, and once the submission is complete, feedback is displayed, providing a sense of security.
[1448] Prompt Sentence Examples
[1449] "Explain the appropriate way to respond if a freelance writer is stressed out over entering last year's income and expenses."
[1450] "Please show us the process of automatically classifying income and expenses after the user enters them and providing appropriate tax-saving measures."
[1451] The flow of the identification process in the second embodiment will be described with reference to FIG.
[1452] Program processing flow
[1453] Step 1: Collect user data
[1454] 1.1 Login
[1455] Input: The user enters their ID and password on the device's login screen.
[1456] Operation: The terminal encrypts the entered authentication information using SSL / TLS and sends it to the server.
[1457] Output: The server receives the authentication information and attempts to authenticate through the authentication server, resulting in a response indicating success or failure.
[1458] 1.2 Obtaining historical data
[1459] Input: If authentication is successful, the server retrieves past tax data from the database based on the user ID.
[1460] How it works: The server performs database queries to retrieve information such as income data, expense data, and past tax returns.
[1461] Output: The acquired data is temporarily stored on the server and passed on to subsequent processing.
[1462] 1.3 Data Input
[1463] Input: The user enters income, expenses, and other tax-related information into an input form on the device.
[1464] How it works: The device analyzes input data in real time through an emotion engine, collecting facial and voice data, and then sends the collected emotion data to the server.
[1465] Output: The collected tax information and sentiment data is sent to a server and stored for analysis and classification.
[1466] Step 2: Data analysis and automatic classification
[1467] 2.1 Data analysis
[1468] Input: The server receives income and expense data and emotion data sent by the user.
[1469] How it works: The server uses natural language processing tools (e.g., NLTK, SpaCy) to perform text analysis and understand the meaning of the data.
[1470] Output: The analysis results in each data item being identified into the appropriate category.
[1471] 2.2 Automatic classification
[1472] Input: Parsed data items.
[1473] How it works: Using machine learning algorithms (e.g., TensorFlow, Scikit-learn), data such as income and expenses is classified into categories such as salary, business income, and asset income. During this process, sentiment data is also evaluated and corrected as necessary.
[1474] Output: Categorised data is generated, which serves as the basis for providing tax saving strategies and advice tailored to each user.
[1475] Step 3: Generating personalized advice
[1476] 3.1 Generating Advice
[1477] Input: Classified and analyzed data, sentiment data.
[1478] How it works: The server refers to the latest tax regulations (e.g., the National Tax Agency's API) and generates tax-saving strategies and tax-filing advice appropriate for the user. Based on emotional data, it adds particularly detailed explanations and supplementary information when stress levels are high.
[1479] Output: The generated advice is sent to the user terminal.
[1480] 3.2 Displaying Advice
[1481] Input: The generated advice.
[1482] Operation: The device displays advice on the application screen and asks the user for confirmation. The emotion engine continues to monitor the user's emotions and displays additional support information as needed.
[1483] Output: User confirms the advice and proceeds to the next processing step.
[1484] Step 4: Automatic generation and confirmation of tax return
[1485] 4.1 Declaration Generation
[1486] Input: Parsed and classified data.
[1487] What it does: The server automatically generates tax returns in PDF or other submission formats.
[1488] Output: The generated declaration is sent to the user's terminal.
[1489] 4.2 Checking and correcting tax returns
[1490] Input: Generated tax return.
[1491] Operation: The user checks the tax return on the terminal and makes any necessary corrections. The corrected data is then sent back to the server.
[1492] Output: The corrected tax return data is saved to the server and goes to the next processing step.
[1493] Step 5: Tax return filing and support
[1494] 5.1 Final Review and Submission
[1495] Enter: Amended return.
[1496] Operation: The user performs a final check and issues a submission instruction. The server automatically submits the tax return to the electronic filing system (e.g., the e-Tax system).
[1497] Output: A notification of completion of submission is sent to the user's terminal.
[1498] 5.2 Submission completion notification and feedback
[1499] Input: Submission completion notification.
[1500] How it works: The server takes into account the user's emotional state, generates reassuring feedback and additional support information, and sends it to the device.
[1501] Output: Feedback is displayed on the user's terminal and the process is complete.
[1502] (Application example 2)
[1503] Next, a description will be given of Application Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the robot 414 will be referred to as a "terminal."
[1504] Traditional tax return systems require users to input their income, expenses, and other tax-related information, resulting in a high level of time and stress, and a high likelihood of input errors and inaccurate data. Furthermore, they lacked personalized advice and support, which prevented users from fully improving the efficiency and accuracy of the tax return process. Furthermore, the lack of support that takes into account users' emotional state often led to frustration.
[1505] The specific processing by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means. In this invention, the server includes means for recognizing the user's emotions, means for providing personalized advice and stress-reducing information taking into account the emotion data, and means for analyzing the stored data and automatically classifying it by income, expenses, and deductions. This improves the accuracy of the tax-related information entered by the user, reduces stress, and enables efficient and accurate tax return filing procedures.
[1506] An "interface" is any screen or form through which a user enters income, expenses, or other tax-related information.
[1507] "Server" means a central management system that receives, stores, analyzes, and classifies data entered by users.
[1508] "Automatic classification" is a process that analyzes saved data and automatically categorizes it by income, expenses, and deductions.
[1509] "Advice" refers to the provision of information on tax-saving strategies and tax returns that are appropriate for individual users, based on classified and analyzed data.
[1510] A "tax return" is a tax return document that is automatically generated from the analyzed data.
[1511] "Emotion recognition" is a technology that detects a user's emotional state from their facial expressions and voice and collects that as data.
[1512] "Stress reduction information" refers to providing special advice and support information to reduce stress, taking into account the user's emotional data.
[1513] An "electronic filing system" is a system for submitting generated tax returns online to the tax office.
[1514] "Data analytics" is the process of breaking down and analyzing user-submitted data to extract useful information and patterns.
[1515] "Personalized" means providing responses and information that are individually optimized based on the user's unique characteristics and emotional state.
[1516] System Overview
[1517] This invention combines a system that automatically generates and submits tax returns after users input their income, expenses, and other tax-related information with an emotion engine that recognizes the user's emotions. To realize this system, a server and user terminals are primarily required, with corresponding hardware and software.
[1518] Hardware and software used
[1519] 1. Hardware
[1520] User device: camera, microphone, input interface (e.g. smartphone)
[1521] Servers: Database server, analysis server
[1522] 2. Software
[1523] Emotion Engine: Software that identifies emotions from the user's facial expressions and voice.
[1524] Authentication system: A system that authenticates user IDs and passwords.
[1525] Data analysis system: Machine learning algorithms that analyze and classify data submitted by users
[1526] Electronic filing system: A system for submitting generated tax returns online to the tax office.
[1527] User Data Collection
[1528] The user enters their ID and password on the application's login screen. The authentication system installed on the device receives this and sends it to the server. The server reads the user's past data from the database and displays a tax-related input form for the user.
[1529] Data entry and emotion recognition
[1530] Users input income and expense data, while the emotion engine uses the camera and microphone to analyze the user's facial expressions and voice to detect their emotional state, and both data are sent to the server.
[1531] Data analysis and automatic classification
[1532] The server analyzes the data it receives and automatically categorizes income and expenses using machine learning algorithms to optimize classification based on the user's unique data. It also takes into account the user's emotional state to generate personalized tax-saving strategies and advice.
[1533] Generate and submit returns
[1534] The server automatically generates tax returns based on the analyzed data. The generated returns are sent to the user's device in formats such as PDF. The user can then review the returns, make any necessary corrections, and finally submit them to the electronic filing system.
[1535] Specific examples
[1536] For example, when a freelancer uses this system, they log in to the application and enter their income and expenses. If the system analyzes the user's emotions and determines that they are feeling stressed, it will provide them with special advice and information to reduce stress. The user can then amend their tax return based on this information and submit it to the electronic filing system. As a result, the user can file their tax return efficiently.
[1537] Prompt Sentence Examples
[1538] "Freelancers use this application to input their income and expenses and use an emotion engine to analyze their stress levels. The user can then review the tax return generated based on the input data, make corrections, and submit the return to the electronic filing system."
[1539] In this way, by using the present invention, the user's stress can be reduced and tax return work can be carried out efficiently.
[1540] The flow of the specific processing in the application example 2 will be described with reference to FIG.
[1541] Step 1:
[1542] (user authentication)
[1543] The user enters an ID and password to log in to an application. The terminal sends this input data to the authentication system, which receives it. The server reads the corresponding user data from the database and performs authentication. Input: User ID and password. Output: Authentication result and user data.
[1544] Step 2:
[1545] (Providing a data input interface)
[1546] If the authentication is successful, the server displays an interface on the user's device for entering tax-related information such as income and expenses. Input: Authentication result. Output: Tax-related input form.
[1547] Step 3:
[1548] (Data entry and emotion recognition)
[1549] The user inputs income and expense data. The device's built-in emotion engine uses the camera and microphone to analyze the user's facial expressions and voice in real time to detect their emotional state. Input: User's tax data and emotion data. Output: Collected tax data and emotion data.
[1550] Step 4:
[1551] (Data transmission)
[1552] The collected income, expense, and emotion data is sent to the server, which stores this data in a database. Input: User's tax data and emotion data. Output: Database update.
[1553] Step 5:
[1554] (Data analysis and automatic classification)
[1555] The server analyzes the stored data using machine learning algorithms and automatically classifies income and expenses. Input: Stored tax data. Output: Classified data.
[1556] Step 6:
[1557] (generating advice)
[1558] Based on the classified data and emotional data, the server generates advice on tax saving strategies and filing that is optimal for each individual user. Taking emotional data into consideration, it also provides special advice to reduce stress. Input: Classified data and emotional data. Output: Personalized advice.
[1559] Step 7:
[1560] (Automatic generation of tax return)
[1561] The server automatically generates tax returns from the parsed and classified data. Input: Classified data. Output: Generated tax returns (e.g., PDF format).
[1562] Step 8:
[1563] (Verification and correction of tax return)
[1564] The generated tax return is sent to the user's terminal, where the user can check and make any necessary corrections. The corrections are then sent back to the server. Input: Generated tax return. Output: Corrected tax return.
[1565] Step 9:
[1566] (Submission of tax return)
[1567] After the user has made the final confirmation, he / she issues an instruction to submit the tax return to the electronic filing system. The server sends the tax return to the electronic filing system and notifies the user that the submission is complete. Input: Amended tax return. Output: Notification of tax return submission and confirmation.
[1568] This series of steps allows users to file their tax returns efficiently and accurately, while leveraging emotional data can reduce user stress and provide more personalized support.
[1569] The specific processing unit 290 transmits the result of the specific processing to the robot 414. In the robot 414, the control unit 46A causes the speaker 240 and the control target 443 to output the result of the specific processing. The microphone 238 acquires voice indicating a user input regarding the result of the specific processing. The control unit 46A transmits voice data indicating the user input acquired by the microphone 238 to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the voice data.
[1570] The data generation model 58 is a so-called generative AI (Artificial Intelligence). An example of the data generation model 58 is ChatGPT (Internet Search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search <url: https: gemini.google.com ?hl="ja">) and other generation AIs. The data generation model 58 is obtained by performing deep learning on a neural network. A prompt including an instruction is input to the data generation model 58, and inference data such as voice data indicating voice, text data indicating text, and image data indicating an image is also input. The data generation model 58 performs inference on the input inference data in accordance with the instruction indicated by the prompt, and outputs the inference result in a data format such as voice data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.
[1571] In the above embodiment, an example was given in which the specific processing is performed by the data processing device 12, but the technology of the present disclosure is not limited to this, and the specific processing may be performed by the robot 414.
[1572] The emotion identification model 59 as an emotion engine may determine the user's emotion according to a specific mapping. Specifically, the emotion identification model 59 may determine the user's emotion according to an emotion map (see FIG. 9), which is a specific mapping. Similarly, the emotion identification model 59 may determine the robot's emotion, and the identification processing unit 290 may perform identification processing using the robot's emotion.
[1573] FIG. 9 is a diagram illustrating an emotion map 400 on which multiple emotions are mapped. In the emotion map 400, emotions are arranged in concentric circles radiating from the center. Emotions closer to the center of the concentric circles are more primitive. Emotions representing states and actions arising from a state of mind are arranged on the outer edges of the concentric circles. The concept of emotion includes both affect and mental states. Emotions generally generated from reactions occurring in the brain are arranged on the left side of the concentric circles. Emotions generally induced by situational judgment are arranged on the right side of the concentric circles. Emotions generally generated from reactions occurring in the brain and induced by situational judgment are arranged on the upper and lower sides of the concentric circles. Furthermore, the emotion of "pleasure" is arranged on the upper side of the concentric circles, and the emotion of "discomfort" is arranged on the lower side. In this way, in the emotion map 400, multiple emotions are mapped based on the structure by which emotions are generated, and emotions that tend to occur simultaneously are mapped close to each other.
[1574] These emotions are distributed in the 3 o'clock direction on emotion map 400, and typically fluctuate between relief and anxiety. In the right half of emotion map 400, situational awareness dominates over internal sensations, resulting in a sense of calm.
[1575] The inside of emotion map 400 represents what is going on in the mind, and the outside of emotion map 400 represents behavior, so the further you go outside emotion map 400, the more visible the emotions become (the more they are expressed in behavior).
[1576] Human emotions are based on various balances, such as posture and blood sugar levels. When these balances deviate from the ideal, a state of discomfort is indicated, and when they approach the ideal, a state of pleasure is indicated. Emotions can also be created for robots, automobiles, and motorcycles, based on various balances, such as posture and remaining battery life. When these balances deviate from the ideal, a state of discomfort is indicated, and when they approach the ideal, a state of pleasure is indicated. An emotion map can be generated, for example, based on Dr. Mitsuyoshi's emotion map (Research on Voice Emotion Recognition and Emotional Brain Physiological Signal Analysis Systems, Tokushima University, Doctoral Dissertation: https: / / ci.nii.ac.jp / naid / 500000375379). The left half of the emotion map lists emotions belonging to the "reaction" domain, where sensation is dominant. The right half of the emotion map lists emotions belonging to the "situation" domain, where situational awareness is dominant.
[1577] The emotion map defines two emotions that promote learning. One is a negative emotion on the situation side, around the middle of "repentance" or "reflection." In other words, this occurs when the robot experiences negative emotions such as "I never want to feel this way again" or "I don't want to be scolded again." The other is a positive emotion on the response side, around "desire." In other words, this occurs when the robot experiences positive feelings such as "I want more" or "I want to know more."
[1578] The emotion identification model 59 inputs user input into a pre-trained neural network, obtains emotion values indicating each emotion shown in the emotion map 400, and determines the user's emotion. This neural network is pre-trained based on multiple pieces of training data that are combinations of user input and emotion values indicating each emotion shown in the emotion map 400. Furthermore, this neural network is trained so that emotions that are located close to each other have similar values, as in the emotion map 900 shown in FIG. 10. FIG. 10 shows an example in which multiple emotions, "relieved," "calm," and "reassuring," have similar emotion values.
[1579] The system according to the present disclosure has been described above mainly with respect to the functions of the data processing device 12, but the system according to the present disclosure is not necessarily implemented on a server. The system according to the present disclosure may be implemented as a general information processing system. The present disclosure may be implemented, for example, as a software program running on a personal computer or an application running on a smartphone, etc. The method according to the present disclosure may be provided to users in the form of SaaS (Software as a Service).
[1580] In the above embodiment, an example was given in which the specific processing is performed by one computer 22, but the technology of the present disclosure is not limited to this, and the specific processing may be distributed and performed by a plurality of computers including the computer 22. For example, the data generation model 58 may be provided in an external device of the data processing device 12, and data may be generated in the external device in accordance with input data.
[1581] In the above embodiment, an example in which the specific processing program 56 is stored in the storage 32 has been described, but the technology of the present disclosure is not limited to this. For example, the specific processing program 56 may be stored in a portable, computer-readable, non-transitory storage medium such as a USB (Universal Serial Bus) memory. The specific processing program 56 stored in the non-transitory storage medium is installed in the computer 22 of the data processing device 12. The processor 28 executes the specific processing in accordance with the specific processing program 56.
[1582] Alternatively, the specific processing program 56 may be stored in a storage device such as a server connected to the data processing device 12 via the network 54, and the specific processing program 56 may be downloaded and installed on the computer 22 in response to a request from the data processing device 12.
[1583] It is not necessary to store all of the specific processing program 56 in a storage device such as a server connected to the data processing device 12 via the network 54, or to store all of the specific processing program 56 in the storage 32; only a portion of the specific processing program 56 may be stored.
[1584] The hardware resource for executing a specific process can be any of the following processors: An example of a processor is a CPU, which is a general-purpose processor that functions as a hardware resource for executing a specific process by executing software, i.e., a program. Another example of a processor is a dedicated electrical circuit, such as an FPGA (Field-Programmable Gate Array), a PLD (Programmable Logic Device), or an ASIC (Application Specific Integrated Circuit), which is a processor with a circuit configuration designed specifically for executing a specific process. Each processor has built-in or connected memory, and each processor uses the memory to execute the specific process.
[1585] The hardware resource that executes the specific processing may be configured with one of these various processors, or may be configured with a combination of two or more processors of the same or different types (for example, a combination of multiple FPGAs, or a combination of a CPU and an FPGA). Also, the hardware resource that executes the specific processing may be a single processor.
[1586] As an example of a system configured with a single processor, first, one processor is configured by combining one or more CPUs and software, and this processor functions as a hardware resource that executes a specific process. Second, there is a system that uses a processor that realizes the functions of an entire system including multiple hardware resources that execute a specific process on a single IC chip, as typified by SoC (System-on-a-chip). In this way, a specific process is realized using one or more of the above-mentioned various processors as hardware resources.
[1587] Furthermore, the hardware structure of these various processors can be, more specifically, an electric circuit that combines circuit elements such as semiconductor devices. The specific processing described above is merely an example. Therefore, it goes without saying that unnecessary steps may be deleted, new steps may be added, or the processing order may be rearranged, without departing from the spirit of the invention.
[1588] The above-described description and illustrations are a detailed explanation of the parts related to the technology of the present disclosure and are merely an example of the technology of the present disclosure. For example, the above description of the configuration, functions, actions, and effects is an explanation of an example of the configuration, functions, actions, and effects of the parts related to the technology of the present disclosure. Therefore, it goes without saying that unnecessary parts may be deleted, new elements may be added, or replacements may be made to the above-described description and illustrations within the scope of the gist of the technology of the present disclosure. Furthermore, to avoid confusion and facilitate understanding of the parts related to the technology of the present disclosure, the above-described description and illustrations omit explanations of common technical knowledge that do not require particular explanation to enable the implementation of the technology of the present disclosure.
[1589] All publications, patent applications, and technical standards mentioned in this specification are herein incorporated by reference to the same extent as if each individual publication, patent application, or technical standard was specifically and individually indicated to be incorporated by reference.
[1590] The following is further disclosed regarding the above embodiment.
[1591] (Claim 1)
[1592] means for providing an interface for users to input income, expenses, and other tax-related information;
[1593] A means for transmitting and storing input data on a server;
[1594] A means to analyze the saved data and automatically classify it into income, expenses, and deduction items,
[1595] A means for generating and providing advice on tax saving measures and tax returns that are suited to individual users based on the classified and analyzed data;
[1596] A means for automatically generating tax returns from the analyzed data;
[1597] means for providing an interface for a user to review and modify the generated tax return;
[1598] means for submitting the amended return to the electronic filing system;
[1599] A system including:
[1600] (Claim 2)
[1601] 10. The system of claim 1, further comprising means for checking data entered by a user for input errors or incorrect data.
[1602] (Claim 3)
[1603] 10. The system of claim 1, further comprising means for outputting the generated tax return in PDF or other submission format and transmitting it to a user terminal.
[1604] "Example 1"
[1605] (Claim 1)
[1606] means for providing an interface for users to input income, expenses, and other tax-related information;
[1607] A means for the terminal to temporarily store the entered data and check for fraudulent or incorrect data;
[1608] means for transmitting and storing data that has passed the check to a server;
[1609] A means to analyze the stored data and automatically classify it into income, expenses, and deductions using machine learning algorithms;
[1610] A means for generating and providing advice on tax saving measures and tax returns that are suited to individual users based on the classified and analyzed data;
[1611] A means for automatically generating tax returns from the analyzed data;
[1612] means for providing an interface for a user to review and modify the generated tax return;
[1613] means for submitting the amended return to the electronic filing system;
[1614] a means for notifying the user terminal that the submission has been completed;
[1615] A system including:
[1616] (Claim 2)
[1617] 10. The system of claim 1, further comprising means for checking data entered by a user for input errors or incorrect data.
[1618] (Claim 3)
[1619] 10. The system of claim 1, further comprising means for outputting the generated tax return in PDF or other submission format and transmitting it to a user terminal.
[1620] "Application Example 1"
[1621] (Claim 1)
[1622] means for providing an interface for users to input income, expenses, and other tax-related information;
[1623] A means for transmitting and storing input data on a server;
[1624] A means to analyze the saved data and automatically classify it into income, expenses, and deduction items,
[1625] A means for generating and providing advice on tax saving measures and tax returns that are suited to individual users based on the classified and analyzed data;
[1626] A means for automatically generating tax returns from the analyzed data;
[1627] means for providing an interface for a user to review and modify the generated tax return;
[1628] means for submitting the amended return to the electronic filing system;
[1629] a means for automatically importing and classifying users' electronic payment data as income and expense data;
[1630] means for automatically classifying and analyzing income and expenses based on imported electronic payment data;
[1631] A system including:
[1632] (Claim 2)
[1633] 10. The system of claim 1, further comprising means for checking data entered by a user for input errors or incorrect data.
[1634] (Claim 3)
[1635] 10. The system of claim 1, further comprising means for outputting the generated tax return in PDF or other submission format and transmitting it to a user terminal.
[1636] "Example 2: Combining Emotion Engines"
[1637] (Claim 1)
[1638] means for providing an interface for users to input income, expenses, and other tax-related information;
[1639] A means for transmitting and storing input data on a server;
[1640] A means to analyze the saved data and automatically classify it into income, expenses, and deduction items,
[1641] A means for generating and providing advice on tax saving measures and tax returns that are suited to individual users based on the classified and analyzed data;
[1642] A means for automatically generating tax returns from the analyzed data;
[1643] means for providing an interface for a user to review and modify the generated tax return;
[1644] means for submitting the amended return to the electronic filing system;
[1645] A means of recognizing emotional information from the user's facial expressions and voice;
[1646] A means to provide users with personalized advice and support based on emotional information,
[1647] A system including:
[1648] (Claim 2)
[1649] 10. The system of claim 1, further comprising means for checking data entered by a user for input errors or incorrect data.
[1650] (Claim 3)
[1651] 10. The system of claim 1, further comprising means for outputting the generated tax return in PDF or other submission format and transmitting it to a user terminal.
[1652] "Application example 2 when combining emotion engines"
[1653] (Claim 1)
[1654] means for providing an interface for users to input income, expenses, and other tax-related information;
[1655] A means for transmitting and storing input data on a server;
[1656] A means to analyze the saved data and automatically classify it into income, expenses, and deduction items,
[1657] A means for generating and providing advice on tax saving measures and tax returns that are suited to individual users based on the classified and analyzed data;
[1658] A means for automatically generating tax returns from the analyzed data;
[1659] means for providing an interface for a user to review and modify the generated tax return;
[1660] means for submitting the amended return to the electronic filing system;
[1661] a means of recognizing a user's emotions;
[1662] A means of providing personalized advice and stress reduction information that takes into account emotional data;
[1663] A system including:
[1664] (Claim 2)
[1665] 10. The system of claim 1, further comprising means for checking data entered by a user for input errors or incorrect data.
[1666] (Claim 3)
[1667] 10. The system of claim 1, further comprising means for outputting the generated tax return in PDF or other submission format and transmitting it to a user terminal. [Explanation of symbols]
[1668] 10, 210, 310, 410 Data Processing Systems 12 Data Processing Device 14 Smart Devices 214 Smart Glasses 314 Headset-type terminal 414 Robot< / url:> < / url:> < / url:> < / url:>
Claims
1. means for providing an interface for users to input income, expenses, and other tax-related information; A means for transmitting and storing input data on a server; A means to analyze the saved data and automatically classify it into income, expenses, and deduction items, A means for generating and providing advice on tax saving measures and tax returns that are suited to individual users based on the classified and analyzed data; A means for automatically generating tax returns from the analyzed data; means for providing an interface for a user to review and modify the generated tax return; means for submitting the amended return to the electronic filing system; A system including:
2. 2. The system of claim 1, further comprising means for checking data entered by a user for input errors or incorrect data.
3. 10. The system of claim 1, further comprising means for outputting the generated tax return in PDF or other submission format and transmitting it to a user terminal.
Citation Information
Patent Citations
Persona chatbot control method and system
JP2022180282A