Tax processing support device

Abstract

To provide a tax processing support device that enables easy and highly reliable tax processing for electronic tax filing. [Solution] The tax processing support device 1 of the present invention includes a tax-related document creation unit 512 that creates tax-related document information, which is electronic data of tax-related documents in accordance with tax laws and regulations, based on document character information, which is text information of tax-related document evidence transmitted by the user 41, and user information about the user 41; a tax-related document information storage unit 122 in which the tax-related document information is stored in association with the user information; and a tax electronic filing document creation unit 513 that creates tax electronic filing documents based on the tax-related document information and allows a tax professional 42 to confirm them.

Description

Technical Field

[0001] The present invention relates to a tax processing support device.

Background Art

[0002] Regarding the technology for supporting tax processing, Patent Document 1 discloses a reading means for reading voucher information of voucher documents and symbol information generated based on the legal requirement items in the voucher information, an analysis means for analyzing the legal requirement items included in the symbol information, a judgment means for judging the coincidence between the analysis result and the read voucher information, and a writing means for writing the voucher information into a database including the judgment result by the judgment means.

[0003] According to the technology of Patent Document 1, the voucher information of voucher documents of various sizes can be made into a database, and the legal requirement items can be collated based on the symbol information, and only the authentic voucher information can be registered in the database.

Prior Art Documents

Patent Documents

[0004]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0005] By the way, the technology of Patent Document 1 can make the authentic voucher information of voucher documents required for electronic tax declaration into an electronic database, but it does not disclose the technology for supporting tax processing using the database voucher information. Therefore, there is room for improvement in that the technology of Patent Document 1 cannot easily perform tax processing for electronic tax declaration with high reliability.

[0006] This invention has been made in view of the above circumstances, and its purpose is to provide a tax processing support device that enables the processing of tax returns electronically with high reliability and ease. [Means for solving the problem]

[0007] The inventors of this invention, after diligently studying to solve the above problems, have found that the above objective can be achieved by automatically creating tax-related documents when a user transmits tax-related supporting documents as text information. The inventors have now completed the present invention. Specifically, the present invention provides the following:

[0008] The present invention relates to a tax-related document creation unit that creates tax-related document information, which is electronic data of tax-related documents in accordance with tax laws and regulations, based on document text information, which is text information of tax-related document evidence transmitted by a user, and user information relating to the said user. The aforementioned tax-related document information is stored in a tax-related document information storage unit in association with the aforementioned user information, It includes a tax electronic filing document creation unit that creates tax electronic filing documents based on the aforementioned tax-related document information and has them reviewed by a tax professional. It is a tax processing support device.

[0009] According to the present invention, when a user transmits tax-related supporting documents as text information, tax electronic filing documents are automatically created, and their reliability is ensured through verification by a tax professional, making it possible to easily file tax electronically. This enables highly reliable and easy tax processing for tax electronic filing. [Effects of the Invention]

[0010] According to the present invention, tax processing for electronic tax filing can be performed easily and with high reliability. [Brief explanation of the drawing]

[0011] [Figure 1]Figure 1 is an explanatory diagram showing the information flow of the tax processing support device of this embodiment. [Figure 2] Figure 2 is an explanatory diagram of the table data stored in the evidence image storage unit of this embodiment. [Figure 3] Figure 3 illustrates the table data stored in the tax-related document information storage unit of this embodiment. [Figure 4] Figure 4 is an explanatory diagram showing the information flow of the tax processing support device of this embodiment. [Figure 5] Figure 5 is a block diagram showing an example of the hardware configuration of the tax processing support device according to this embodiment. [Figure 6] Figure 6 is an explanatory diagram showing the information flow of the tax processing support device of this embodiment. [Figure 7] Figure 7 is an explanatory diagram showing the information flow of the tax processing support device of this embodiment. [Figure 8] Figure 8 is a flowchart of the tax processing in the tax processing support program of this embodiment. [Modes for carrying out the invention]

[0012] The following describes in detail an example of an embodiment of the present invention with reference to the drawings. (Tax Processing Support Device 1) As shown in Figure 1, the tax processing support device 1 includes a document image storage unit 121 and a tax-related document information storage unit 122, which are composed of memory and a storage server, and a tax processing unit 51 that is connected to the document image storage unit 121 and the tax-related document information storage unit 122 so as to be able to access them. The tax processing unit 51 has a character recognition unit 511, a tax-related document creation unit 512 and a tax electronic filing document creation unit 513, and has functions to support the creation and filing of tax-related documents.

[0013] Specifically, in the certificate image storage unit 121, certificate image information, which is the image information of the tax-related certificate documents 6 transmitted by the user 41, is stored in association with the user information regarding the user 41. Further, in the tax-related document information storage unit 122, tax-related document information is stored in association with the user information. The certificate image storage unit 121 and the tax-related document information storage unit 122 may be composed of a hard disk, or may be composed of a combination of a hard disk and a memory. In the case of a configuration combining a hard disk and a memory, part of the data, indexes, etc. are cached in the memory as needed, enabling faster access. Note that the certificate image storage unit 121 and the tax-related document information storage unit 122 may also be data servers connected to an information communication network such as the Internet 5. Details of the certificate image storage unit 121 and the tax-related document information storage unit 122 will be described later.

[0014] Here, the "user 41" is a person who needs to create and file tax-related documents. Specifically, examples include corporations that need to file corporate tax, corporate business tax, corporate inhabitant tax, etc., individuals that need to file income tax, inhabitant tax, etc., and sole proprietors that need to calculate income tax based on business income, etc.

[0015] The "tax-related certificate documents 6" are documents that support tax-related transactions and facts. Specifically, examples include receipts that are evidence of transactions paid in cash or by credit card, invoices that are evidence of transactions receiving goods or services, sales invoices that are evidence of transactions selling goods or services, contracts that are evidence of the fact of concluding a contract, withholding tax certificates that are evidence of the fact of receiving salary or remuneration, and final tax returns that are evidence of the fact of declaring income or tax amount. For example, when a sole proprietor files an income tax return, documents such as receipts, invoices, sales invoices, contracts, etc. are used as the certificate documents 6.

[0016] "Image information of supporting document 6" is obtained by user 41 scanning supporting document 6 using a printer or scanner at home or in the office, or by taking a picture of supporting document 6 with a smartphone or tablet. "User information concerning user 41" includes examples such as user ID, name, address, telephone number, email address, and tax domicile to identify user 41. "Laws and regulations concerning taxation" is a general term for laws, cabinet orders, ministerial ordinances, and regulations concerning national and local taxes. "Tax-related documents" include documents that are required to be preserved under the provisions of the "Law Concerning Special Provisions for the Method of Preservation of National Tax-Related Books and Documents Created Using Electronic Computers (Electronic Bookkeeping Law)." There are two types of tax-related documents: tax-related books and tax-related documents. Tax-related ledgers are records of transactions with the tax office, such as taxation, collection, exemption, and refund, as well as records of transactions with customers. Examples include journals, general ledgers, cash books, fixed asset ledgers, accounts receivable ledgers, and accounts payable ledgers. Tax-related documents are tax-related documents other than tax-related ledgers. Examples include receipts, invoices, delivery notes, quotations, contracts, and purchase orders.

[0017] The tax processing unit 51 includes a character recognition unit 511, a tax-related document creation unit 512, and a tax electronic filing document creation unit 513. The character recognition unit 511 has a character recognition function that reads document image information from the document image storage unit 121, recognizes character data from the document image information, and converts it into document character information. The character recognition unit 511 may perform character recognition using machine learning techniques such as deep learning. In addition, the character recognition unit 511 may be connected to an external cloud computing service via data communication and perform character recognition using the high-performance computing resources of the cloud computing service.

[0018] The tax-related document creation unit 512 creates tax-related document information, which is electronic data of tax-related documents compliant with tax laws, based on the voucher character information from the character recognition unit 511, the voucher image information from the voucher image storage unit 121, and the user information. It also has a storage function of storing the tax-related document information in the tax-related document information storage unit 122. The tax e-filing document creation unit 513 has a function of creating tax e-filing documents based on the tax-related document information stored in the tax-related document information storage unit 122 and having them confirmed by the tax professional 42.

[0019] Here, the "tax e-filing documents" refer to the declaration forms and attached documents in an electronic data format that can be transmitted through the tax e-filing system. The tax e-filing system is an electronic filing system using the Internet provided by the tax agency, enabling the transmission of declaration forms and attached documents in electronic data. Examples of the "tax e-filing documents" include the final income tax return, the corporate tax return, the consumption tax return, and the gift tax return.

[0020] The "tax professional 42" is a person with specialized knowledge and experience in taxation. Specifically, a tax accountant is an example. The tax professional 42 checks whether the tax e-filing documents created by the tax processing support device 1 comply with tax laws and accounting standards, and requests the user 41 to make corrections or supplements as necessary. As a result, the tax processing support device 1 can prevent tax-related troubles by promptly discovering and correcting errors and deficiencies in the tax e-filing documents.

[0021] The verification of tax electronic filing documents by the tax professional 42 may be performed automatically before or during the creation of the tax electronic filing documents, or it may be performed upon instruction from the user 41. Alternatively, verification may be performed by the tax professional 42 at the stage when the tax-related documents are created. To illustrate a specific verification method, when tax electronic filing documents are created, the tax electronic filing documents are sent to the tax professional terminal 22 of the tax professional 42. The tax professional 42 checks the tax electronic filing documents for any errors or deficiencies, and if any errors or deficiencies are found, confirmation information regarding corrections or supplements is sent to the user terminal 21 of the user 41 via email, telephone, or other means of communication. After this, the tax electronic filing documents, corrected or supplemented based on the confirmation information from the tax professional 42, are sent to the tax professional terminal 22, where the tax professional 42 re-checks for errors or deficiencies. If it is determined that there are no errors or deficiencies in the tax electronic filing documents, the verification of the tax electronic filing documents is considered complete. The procedure for submitting tax electronic filing documents after verification is complete may be carried out by direct instructions from user 41 via user terminal 21, or by instructions from tax professional 42 via tax professional terminal 22.

[0022] The tax processing support device 1 configured as described above includes: a document image storage unit 121 that stores document image information, which is image information of tax-related supporting documents 6 transmitted by the user 41, in association with user information relating to the user 41; a character recognition unit 511 that recognizes character data from the document image information and converts it into document character information; a tax-related document creation unit 512 that creates tax-related document information, which is electronic data of tax-related documents in accordance with tax laws and regulations, based on the document character information, document image information, and user information; a tax-related document information storage unit 122 that stores the tax-related document information in association with user information; and a tax electronic filing document creation unit 513 that creates tax electronic filing documents based on the tax-related document information and allows a tax professional 42 to confirm them.

[0023] As a result, when the user 41 transmits tax-related supporting documents 6 as image information, the tax processing support device 1 automatically performs character recognition and creates tax-related documents, saving the user 41 time and enabling accurate digitization. Furthermore, tax electronic filing documents are automatically created, and their reliability is ensured by verification by a tax professional 42, making it possible to easily file tax electronically. This enables highly reliable and easy tax processing for tax electronic filing. For example, if the supporting document 6 is a receipt, the character recognition unit 511 recognizes information such as the amount and date written on the receipt, and the tax-related document creation unit 512 reflects the results of the tax calculation in the tax electronic filing documents. The tax electronic filing documents, including the results of the tax calculation, can then be verified by a tax professional 42.

[0024] In the above description, we have described a tax processing support device 1 in which, when user 41 transmits tax-related supporting documents 6 as image information, text information is read from the image information and tax-related documents are automatically created. However, the device is not limited to this. That is, if user 41 transmits supporting documents 6 as text information, the tax processing support device 1 may use this text information to automatically create tax-related documents.

[0025] Specifically, the tax processing support device 1 may include a tax-related document creation unit 512 that creates tax-related document information, which is electronic data of tax-related documents in accordance with tax laws and regulations, based on the document text information, which is the text information of tax-related supporting documents 6 transmitted by the user 41, and user information concerning the user 41; a tax-related document information storage unit 122 that stores the tax-related document information in association with the user information; and a tax electronic filing document creation unit 513 that creates tax electronic filing documents based on the tax-related document information and allows a tax professional 42 to confirm them. In this case, when the user 41 transmits the tax-related supporting documents 6 as text information, the tax electronic filing documents are automatically created, and their reliability is further ensured by confirmation by the tax professional 42, making it possible to easily file tax electronically. This makes it possible to easily process tax electronic filings with high reliability.

[0026] Furthermore, it is preferable that the tax processing support device 1 has an information determination unit that determines whether the information transmitted from the user terminal 21 is image information or text information. Specifically, the information determination unit has the function of, when image information is transmitted from the user terminal 21, causing the document image storage unit 121 to store the image information and perform character recognition to create tax-related documents, while when text information is transmitted from the user terminal 21, inputting the text information as document text information into the tax-related document creation unit 512 and causing the tax-related document creation unit 512 to create tax-related document information, which is electronic data of tax-related documents in accordance with tax laws and regulations. In this case, two different systems of processing, one for graphic information and one for text information, can be performed by a single tax processing support device 1.

[0027] Furthermore, the tax-related document creation unit 512 has a timestamp application function that provides tamper-proof measures by applying timestamps obtained from a time authentication authority 3 certified by the Minister of Internal Affairs and Communications to tax-related documents. Specifically, the tax-related document creation unit 512 has a timestamp acquisition program that utilizes the API (Application Programming Interface) of the time authentication authority 3 certified by the Minister of Internal Affairs and Communications, and this program enables the automatic acquisition of timestamps. The tax-related documents, which are electronic documents, are then recorded in association with the timestamps. For example, the file name of an electronic document such as a PDF, the creation date and time of the electronic document, the hash value of the timestamp, and the date and time the timestamp was applied are stored in the tax-related document information storage unit 122. The timestamp may also be applied to the evidence image information of the tax processing support device 1.

[0028] Here, "Time Certification Authority 3 certified by the Minister of Internal Affairs and Communications" refers to an organization that provides a service for adding timestamps to electronic documents such as receipts. A "timestamp" is data that records the time an electronic document was created. By adding timestamps to electronic documents such as tax returns, the creation time of the electronic document is proven, making it possible to prevent tampering with the electronic document.

[0029] According to the above configuration, by attaching a timestamp to tax-related documents as a measure to prevent tampering, the tax-related document information stored in the tax-related document information storage unit 122 can be stored as information that includes the requirements for tamper-proof measures as stipulated in the Electronic Bookkeeping Law. In addition to timestamps, the information may also include the requirement of authenticity by methods such as attaching an electronic signature to the electronic data.

[0030] (Document image storage unit 121, Tax-related document information storage unit 122) As shown in Figure 2, the document image storage unit 121 stores data in the form of a data table that associates document name items, document number items, authenticity image items, user information items, and timestamp items. The document name item stores the type and content of the document 6, and examples include receipts, invoices, delivery notes, invoices from suppliers, and invoices to customers. The document number item stores the identification number of the document 6, and examples include receipt numbers for receipts and invoice numbers for invoices. The authenticity image item stores the image information of the document 6 taken by the user 41. The user information item stores information about the user 41 who created the document 6, and examples include name, address, and company name. The timestamp item stores the date and time the document was created, as it represents the date and time the document was created.

[0031] For example, in the document image storage unit 121, the document name item "Receipt", the document number item "20230720-0001", the authenticity image item "Image A1", the user information item "User name: Taro Yamada, User identification number: 1234", and the timestamp item "2023 / 7 / 20 12:00" are stored in association with each other.

[0032] As shown in Figure 3, the tax-related document information storage unit 122 stores data in the form of a data table that associates tax-related document name items, document number items, authenticity image items, user information items, timestamp items, product name items, quantity items, unit price items, amount items, and customer name items. The product name items, quantity items, unit price items, amount items, and customer name items are data obtained by extracting character data from the image information of the document 6 stored in the authenticity image item in the document image storage unit 121.

[0033] (Tax processing support device 1 equipped with AI for generating tax processing data) Next, we will describe a configuration in which the tax processing support device 1 is equipped with tax processing generation AI (Artificial Intelligence).

[0034] As shown in Figures 4 and 5, the tax processing support device 1 has a tax processing generation AI unit 110 that assists in the creation of tax-related documents using a tax processing generation AI (Artificial Intelligence) that utilizes a language model for natural language processing specialized for the creation of tax-related documents, and also assists in the verification of tax electronic filing documents as a tax professional 42. As a result, the tax processing support device 1 can improve the accuracy of tax electronic filing documents using a tax processing generation AI that utilizes a language model for natural language processing specialized for the creation of tax-related documents, and can also verify the legal compliance and absence of typographical errors in the tax electronic filing documents. Furthermore, the tax processing generation AI can assist the tax professional 42 or provide tax-related support information to the user 41 through conversation on behalf of the tax professional 42. The tax processing generation AI unit 110 may also have a function that combines natural language processing and image processing. In this case, for example, image processing technology can be used to extract information such as the name of the trading partner, the product name, and the quantity from the document image, and based on the similarity of this information, natural language processing can be used to perform highly accurate grouping.

[0035] More specifically, the tax processing generation AI unit 110 has a tax processing information storage unit 124 in which tax processing information is stored in a unified data format structured so that it can be adapted for learning a language model for natural language processing. Here, "tax processing information" refers to information necessary for creating and verifying tax-related documents. Specifically, this includes tax laws and regulations, procedures and documents related to tax processing, and tax-related cases and precedents. In addition, the tax processing information includes information on practical tax procedures such as tax returns and tax audits, as well as tax data such as past tax returns and tax audits.

[0036] Furthermore, the tax processing generation AI unit 110 has a support information generation unit 115 that generates support information to assist in the creation of tax-related documents by combining one or more types of natural language processing based on the tax processing information stored in the tax processing information storage unit 124, thereby training and adjusting a language model specialized for the creation of tax-related documents, and utilizing the language model according to the content of the prompt. The support information generation unit 115 is connected to the tax processing unit 51 and outputs support information to the tax processing unit 51. As a result, the tax processing unit 51, upon receiving support information from the tax processing generation AI unit 110, can create documents of the same quality as those created by tax processing professionals in a short time, and because the language model trained and adjusted based on the tax processing information reflects specialized knowledge and experience regarding taxation, it is possible to prevent errors and omissions regarding taxation. In this embodiment, the tax processing generation AI unit 110 is configured to support the tax processing unit 51, but it is not limited to this configuration, and the tax processing generation AI unit 110 may also have the functions of the tax processing unit 51.

[0037] Furthermore, the tax processing generation AI unit 110 transmits support information to the user terminal 21 and the tax professional terminal 22, and creates and sends back support information in response to prompts from the user terminal 21 and the tax professional terminal 22. This allows the tax processing generation AI unit 110 to provide support information to the user 41 and the tax professional 42 in response to their questions and instructions. For example, if there are questions regarding the contents of tax-related documents or legal revisions, the AI ​​unit 110 can provide support information to the user 41 and the tax professional 42 that corresponds to the contents of tax-related documents and legal revisions.

[0038] Here, "natural language processing" refers to enabling computers to understand text and audio data written in natural language and perform processing according to their purpose. Specifically, examples include morphological analysis, which adds information such as parts of speech by breaking down natural language into "morphemes," the smallest units that make up natural language; syntactic analysis, which clarifies the structure and meaning of sentences by analyzing the grammatical structure of natural language; semantic analysis, which understands the meaning of words and sentences by analyzing the meaning of natural language and performs logical judgments and inferences; contextual analysis, which understands natural language while considering the context before and after a sentence; and intent analysis, which extracts the intentions of the speaker or writer from dialogues and texts using natural language. As a result, "natural language processing" processes natural language by combining processes such as morphological analysis, syntactic analysis, semantic analysis, contextual analysis, and intent analysis, enabling the generation of support information to assist in the creation of tax-related documents in this embodiment, as well as machine translation, automatic summarization, question answering systems, and speech recognition.

[0039] A "language model" is a type of probabilistic model used in natural language processing. It is a model that probabilistically predicts how likely a given word or sentence is to occur in natural language. Specifically, language models calculate the probability of occurrence of a given word or sentence, or compare the probability of occurrence of multiple word or sentence sequences, enabling them to automatically generate the most likely word or sentence based on the context when predicting the next word or sentence.

[0040] "A state structured in a unified data format" means converting and organizing vast amounts of data, such as that in the tax processing information storage unit 124, into a common format. When using machine learning on tax-related documents, using structured tax processing information as input makes it possible to improve the efficiency and accuracy of the processing. Furthermore, "structuring" is a processing method that organizes and structures unstructured data, such as text, according to certain rules, thereby eliminating data redundancy and making the meaning and understanding of the data easier.

[0041] In the field of natural language processing, a "language model" refers to a mathematical model that learns language patterns and grammatical rules to generate and understand natural language. For example, a language model used in the creation of tax documents is specifically trained for creating tax documents and is used to generate support information for creating tax documents in response to prompts.

[0042] "Prompts" are information that displays what users 41 and tax professionals 42 should input and how to operate them, allowing users 41 to give instructions. "Support information for creating tax-related documents" is information that streamlines the creation of tax-related documents and enables the creation of more effective tax-related documents.

[0043] Furthermore, in addition to the support information generation unit 115, the tax processing support device 1 includes an activation unit 111, a data collection unit 112, a model learning unit 113, an input processing unit 114, a terminal control unit 116, and a communication unit 13. The support information generation unit 115, the activation unit 111, the data collection unit 112, the model learning unit 113, the input processing unit 114, and the terminal control unit 116 are included in the control unit 11, which is a computer. Some or all of the parts included in the control unit 11 may be composed of either hardware or software.

[0044] The communication unit 13 is connected to the user terminal 21 operated by the user 41, the tax professional terminal 22 operated by the tax professional 42, the administrator terminal 24 of the administrator who maintains the tax processing support device 1, the terminal of the time authentication authority 3, and the tax terminal 23, enabling data communication via the Internet 5. The tax terminal 23 is the terminal for the National Tax Electronic Filing System (e-Tax), to which the National Tax Electronic Filing Documents (XTX) are submitted. Data communication between the communication unit 13 and each terminal is not limited to the Internet 5; information communication networks such as dedicated lines or LANs (Local Area Networks) may be used, or Bluetooth®, a wireless communication standard for short-range communication, may be used. Furthermore, data communication between the communication unit 13 and each terminal may be via a dedicated line to prevent information leakage. In addition, it is preferable that the communication unit 13 and each terminal have VPN (Virtual Private Network) functionality when communicating data via the Internet 5. If VPN functionality is incorporated into the communication unit 13 and each terminal, for example, data communication from the user terminal 21 will go through the VPN connection, thus protecting it from unauthorized external access and ensuring secure communication. The user terminal 21, the tax professional terminal 22, and the administrator terminal 24 are information processing devices such as general personal computers, laptop computers, smartphones, and tablet devices.

[0045] The activation unit 111 has the function of enabling data communication only with authenticated user terminals 21, tax professional terminals 22, and administrator terminals 24. Specifically, the activation unit 111 has the function of verifying whether the activation signal transmitted from a specific user terminal 21 or tax professional terminal 22 matches the pre-configured authentication information. Examples of authentication methods include authentication modes that combine one or more authentication elements, such as password authentication, biometric authentication, one-time password authentication, and smart card authentication using a card with an embedded IC chip. As a result, the tax processing support device 1 can only communicate with authenticated user terminals 21, tax professional terminals 22, and administrator terminals 24, making it difficult for information to be leaked.

[0046] The data collection unit 112 has the function of collecting information from laws and regulations related to tax processing and various websites. The information collected by the data collection unit 112 is structured into a unified data format and stored as update information for tax processing information in the tax processing information storage unit 124. In this way, the data collection unit 112 collects and organizes the data necessary for learning and adjusting the language model, stores it in the tax processing information storage unit 124, and updates it, enabling the support information generation unit 115 to support the creation of tax-related documents in accordance with the latest information. Note that information collection may also be performed by the administrator of the tax processing support device 1 accessing various websites by operating the administrator terminal 24.

[0047] The model learning unit 113 has the function of learning and adjusting a language model for natural language processing based on the tax processing information stored in the tax processing information storage unit 124. As a result, the model learning unit 113 learns and adjusts to become a language model specialized for the creation of tax-related documents, enabling more advanced natural language processing and allowing the support information generation unit 115 to generate high-quality support information, including tax-related documents, to assist in the creation of tax-related documents.

[0048] The input processing unit 114 has the function of converting prompt information, which indicates the content of prompts sent from user terminals 21 and the like, into information that is easy for a natural language processing language model to handle. The terminal control unit 116 has the function of setting the display screens of user terminals 21, tax professional terminals 22, and administrator terminals 24 to screens suitable for creating tax-related documents, based on data from a user interface database (not shown).

[0049] Furthermore, the tax processing support device 1 includes an input device 15 connected to the input reception unit 1192 and a display device 14 connected to the display control unit 1191. Examples of the input device 15 include a keyboard, mouse, touch panel, and voice input device. Examples of the display device 14 include a liquid crystal display. This makes it possible to configure the tax processing support device 1 using information processing devices such as general personal computers, laptop computers, smartphones, and tablet terminals. Note that the tax processing support device 1 may be missing at least one of the input device 15 and the display device 14. In this case, since the input device 15 and the display device 14 are provided on an external terminal (not shown), the tax processing support device 1 can be used as a tax processing support server. Furthermore, the tax processing support device 1 may be used as a user terminal 21, and the user 41 may create tax-related documents in the tax processing support device 1 with the support of the tax processing generation AI unit 110.

[0050] In this embodiment, the case in which the functions of the tax processing support device 1 are installed in an information processing device is described, but the invention is not limited to this, and the functions of the tax processing support device 1 may also be installed in cloud computing. In this case, cloud computing allows for the processing of large amounts of information by adding computer resources as needed, enabling faster and more efficient processing, and also allows for easy expansion of processing capacity to accommodate a significant increase in the number of users 41.

[0051] (Tax processing support device 1 equipped with hometown tax donation integration function) The tax processing support device 1 configured as described above may also include a function for linking with hometown tax donations. Specifically, as shown in Figure 6, the document image storage unit 121 stores the user's current income as user information and stores the donation receipt after the hometown tax donation as document image information. The tax processing support device 1 also has a deduction limit calculation unit 52 that calculates the estimated annual income from the current income and calculates the deduction limit for the tax credit of donations (hometown tax donations) according to the estimated annual income, and a deduction limit notification unit 53 that notifies the user 41 of the deduction limit. The notification of the deduction limit is performed by transmitting the deduction limit information to the user terminal 21.

[0052] According to the tax processing support device 1 described above, a user 41 can simply operate a user terminal 21, such as a smartphone, and input their current income and the status of their hometown tax donations to calculate their estimated annual income. The device then calculates their actual annual income by subtracting the amount of various tax deductions, such as the hometown tax donation amount, from the estimated annual tax amount. This allows the user 41 to easily understand the limit of their hometown tax donation. Since hometown tax donations are made based on the deduction limit transmitted from the deduction limit notification unit 53 to the user terminal 21, donations exceeding the deduction limit for hometown tax donations are prevented. Furthermore, after the donation receipt, which is the supporting document 6, is photographed by the user terminal 21 and stored in the supporting document image storage unit 121, and an instruction is given to declare the hometown tax donation, the tax processing support device 1 creates a declaration form based on the supporting document image information of the donation receipt and transmits it to the tax terminal 23. The tax processing support device 1 may also have functions for automatically calculating the deduction amount for hometown tax donations, automatically selecting the recipient of hometown tax donations, and providing the user 41 with the latest information regarding hometown tax donations. Furthermore, the tax processing support device 1 may further include a donation amount acquisition unit (not shown) that acquires donation amounts related to hometown tax donations from external servers, services, devices, terminals, etc. This allows the tax processing support device 1 to automatically import donation amounts by cooperating (connecting) with external services related to hometown tax donations, such as Rakuten Furusato Nozei by Rakuten Group, Inc. Then, the tax processing support device 1 can perform various processes related to hometown tax donations, similar to when the donation receipt after the hometown tax donation is executed is stored as document image information.

[0053] (Tax processing support device with payroll calculation function 1) The tax processing support device 1 may also be equipped with a payroll calculation function. Specifically, the document image storage unit 121 stores user information such as name, gender, date of birth, date of employment, employment type, job title, position, salary type, salary payment method, salary income deduction amount, and social insurance contribution status. The tax processing support device 1 then has a payroll calculation unit 54 that calculates basic salary, allowances, deductions, and salary payment amount based on the user information. In addition to calculation processing, the payroll calculation unit 54 also has a function to output the results of the payroll calculation to documents such as payslips, withholding tax slips, and social insurance contribution declarations. Furthermore, the payroll calculation unit 54 has a function to link with an attendance management system and an automatic salary transfer function. As a result, the tax processing support device 1 can achieve increased efficiency and accuracy in payroll calculation operations and simplification of payroll-related operations.

[0054] (Tax processing support device 1 equipped with a resident tax payment function) The tax processing support device 1 may also have a resident tax payment function. Specifically, the document image storage unit 121 stores user information such as name, address, telephone number, account information, tax amount, and payment method. The tax processing support device 1 then has a resident tax payment unit 55 that calculates the payment amount, selects the payment method, and creates a payment slip based on the user information.

[0055] According to the tax processing support device 1 described above, when user 41 operates the user terminal 21 and inputs user information (name, address, telephone number, account information, tax amount, payment method), this user information is stored in the document image storage unit 121. Then, the resident tax payment unit 55 performs a series of processes consisting of calculating the payment amount, selecting the payment method, creating a payment slip, and making the payment to the financial institution. If user 41 requests a payment slip, the financial institution creates a payment slip and sends it to user 41. On the other hand, if user 41 chooses electronic payment, the resident tax payment unit 55 cooperates with the financial institution to make an electronic payment instead of a payment slip. After this, the financial institution processes the deposit based on the payment slip. As a result, the tax processing support device 1 can automatically pay resident taxes simply by having user 41 input the payment amount and payment method as user information.

[0056] (Tax processing support device 1 with tax accountant alliance function) The tax processing support device 1 may also have a tax accountant alliance function. Specifically, as shown in Figure 7, the tax processing support device 1 has a partnership relationship building unit 58 that introduces a tax professional 42 capable of performing tax agency services suitable for the user 41 based on user information, and builds a partnership relationship between the user 41 and the tax professional 42. The tax processing support device 1 may also introduce a tax professional 42 from among the tax professionals 42 registered in the tax professional database 123.

[0057] Here, user information includes user 41's name, address, telephone number, email address, industry, company size, and tax-related needs. Based on this user information, the partnership building department 58 can understand user 41's tax situation and needs, and search for and introduce tax professionals 42 who can provide tax services suitable for that situation and needs. The tax professional database 123 also stores tax professional information such as the name, address, telephone number, email address, area of ​​expertise, scope of services, fees, and track record of tax professionals 42. By using the tax professional database 123, the partnership building department 58 can determine whether a tax professional can handle user 41's company size and business content based on their scope of services, whether it fits user 41's budget based on their fees, and whether the tax professional 42's skills and experience are suitable based on their track record, thereby introducing a suitable tax professional 42 to user 41.

[0058] According to the tax processing support device 1 having the above configuration, a tax professional 42 capable of performing tax agency services suitable for the user 41 is introduced by the partnership relationship building unit 58. Therefore, the user can efficiently utilize tax agency services without having to spend time and effort searching for a tax professional 42.

[0059] (Tax processing support device 1 equipped with a proxy payment (deposit) function) The tax processing support device 1 may also have a payment agency (deposit) function. Specifically, the document image storage unit 121 stores the user 41's tax amount for the previous year as user information. The tax processing support device 1 has a tax payment allocation amount calculation unit 56 that calculates the monthly tax payment allocation amount based on the previous year's tax amount, and a tax payment agency unit 57 that acts as an agent for tax payments, including estimated tax payments in the tax payment allocation amount.

[0060] With the tax processing support device 1 having the above configuration, if the user 41 deposits a tax reserve corresponding to the amount of estimated tax payments included in the monthly tax reserve amount calculated based on the user's tax amount for the previous year into, for example, an account at a financial institution designated by the tax processing support device 1, the tax payment agency unit 57 will then handle the tax payment including estimated tax payments on behalf of the user 41. As a result, the user 41 can easily pay taxes without having to manage monthly tax payments or deadlines.

[0061] (Tax Processing Support Program) As shown in Figure 5, the character recognition unit 511, the tax-related document creation unit 512, and the tax electronic filing document creation unit 513 in the tax processing unit 51, and the activation unit 111, data collection unit 112, model learning unit 113, input processing unit 114, support information generation unit 115, and terminal control unit 116 in the tax processing generation AI unit 110 may be composed of either hardware or software. The tax processing unit 51 and the tax processing generation AI unit 110 constitute at least a part of the control unit 11. If the tax processing unit 51 and the tax processing generation AI unit 110 are composed of software, the computer, which is the control unit 11, is made to execute a tax processing support program that performs the following processes with the support of the tax processing generation AI: recognizing character data from the document image information to obtain document character information; creating tax-related document information, which is electronic data of tax-related documents in accordance with tax laws and regulations, based on the document character information, document image information, and user information; creating tax electronic filing documents based on the tax-related document information; and having a tax professional 42 confirm them.

[0062] To give a specific example, the tax processing support program is executed by the control unit 11, which executes the learning process and the tax processing in apparent parallelism through multitasking control. The learning process periodically or at predetermined intervals accesses tax-related websites to collect various information such as laws and regulations related to tax processing. If the collected information has been updated, it structures the information into a unified data format and accesses the tax processing information storage unit 124 to update the information.

[0063] Next, the control unit 11 performs model learning. Specifically, it learns and adjusts a language model for natural language processing based on the information in the tax processing information storage unit 124, which has been updated with the latest information. As a result, the control unit 11 learns and adjusts the language model so that it becomes a language model specialized for creating tax-related documents, enabling it to perform more advanced natural language processing and generate support information that assists in the creation of tax-related documents.

[0064] As shown in Figure 8, the tax processing determines whether there is access from any terminal, including the user terminal 21 operated by user 41 (S11). If there is no access (S11:NO), this routine terminates. On the other hand, if there is access, an activation signal is requested from the terminal, and the activation signal sent from the terminal is verified to match the pre-configured authentication information (S12). For example, authentication is performed by combining one or more authentication factors such as password authentication, biometric authentication, or one-time password authentication. Then, based on the result of authentication, it is determined whether the activation was successful (S13), and if it is unsuccessful (S13:NO), this routine terminates.

[0065] On the other hand, if activation is successful (S13:YES), data communication is established with the user terminal 21, and the display screen of the user terminal 21 is set to a screen suitable for creating tax-related documents (S14). For example, a list of terms for tax-related documents is displayed on a list screen, and clicking on a term displayed on this list screen displays a list of templates for various instructions and questions corresponding to that term. Then, a prompt support screen is displayed that allows the user to enrich the content of the prompts using these templates.

[0066] Next, with the support of the prompt support screen, user 41 creates instruction information or question information that will serve as prompts and sends it from the user terminal 21. The control unit 11 then converts the received instruction information or question information into prompt information that is easy for the language model of natural language processing to handle (S15). Then, it executes the processing corresponding to the prompt information (S16). For example, if the prompt information is the text conversion of tax-related documents, it supports the processing of the character recognition unit 511 and the tax-related document creation unit 512, enabling the creation of high-quality tax-related document information. Also, if the prompt information is the creation of documents for electronic tax filing, it supports the processing of the tax electronic tax filing document creation unit 513, enabling the creation of high-quality tax electronic tax filing documents. If the prompt information is a question from user 41, it returns an answer to the question to user 41. After this, it is determined whether the prompt information indicates termination (S17). If it is not the end of processing (S17: NO), it restarts from S15 and accepts prompt information input. On the other hand, if the prompt information indicates the end of processing (S17: YES), this routine terminates.

[0067] According to the above configuration, a language model for natural language processing specialized for creating tax-related documents is used, support information is generated according to the content of the prompt, and various support information that matches the intentions of the user 41 who entered the content of the prompt is provided, so that high-quality tax-related documents can be easily created through interaction with the tax processing support device 1.

[0068] As described above, the tax processing support program can accurately assist users 41 in creating tax-related documents in various ways, enabling the rapid and high-quality creation of tax-related documents. Furthermore, simply by installing the program into an information processing device such as a personal computer or tablet terminal, the information processing device can function as a tax processing support device 1. The program may be distributed on a computer-readable recording medium such as a CD-ROM or USB memory, or it may be distributed via two-way communication networks or communication lines such as the internet or one-way communication networks such as television broadcasting.

[0069] Within the scope of the concept of this invention, those skilled in the art can conceive of various modifications and alterations. Therefore, such modifications and alterations are understood to fall within the scope of this invention. For example, any addition, deletion, or design change of components, or addition, omission, or modification of processes, made by a person skilled in the art to the above-described embodiments, is also included within the scope of this invention, as long as it retains the essence of this invention. [Explanation of symbols]

[0070] 1. Tax Processing Support Device 3. Time Certification Authority 5. Internet 6. Supporting documents 11 Control Unit 13 Communications Department 21 User terminals 22 Tax Professional Terminal 23 Tax Terminal 24 Administrator terminal 51 Tax Processing Section 52 Deduction Limit Calculation Section 53. Deduction Limit Notification Department 54 Payroll Department 55. Resident Tax Payment Department 56. Tax Payment Amount Calculation Section 57 Tax Payment Agency Department 58 Partnership Building Department 511 Character recognition section 512 Tax-related document preparation department 513 Department for Creating Documents for Electronic Tax Filing

Claims

1. A tax-related document creation unit creates tax-related document information, which is electronic data of tax-related documents in accordance with tax laws and regulations, based on the textual information of tax-related documents transmitted by the user and user information concerning the said user. The aforementioned tax-related document information is stored in a tax-related document information storage unit in association with the aforementioned user information, It includes a tax electronic filing document creation unit that creates tax electronic filing documents based on the aforementioned tax-related document information and has them reviewed by a tax professional. Tax processing support device.

2. A document image storage unit stores document image information, which is image information of tax-related supporting documents transmitted by the user, in association with the user information. It includes a character recognition unit that recognizes character data from the aforementioned document image information and converts it into document character information, The aforementioned tax-related document preparation department is: Based on the aforementioned document text information, document image information, and user information, the tax-related document information is created. The tax processing support device according to claim 1.

3. The aforementioned tax-related document preparation department is: Tamper-proof measures are in place to attach timestamps obtained from a time authentication authority certified by the Minister of Internal Affairs and Communications to the aforementioned tax-related documents. The tax processing support device according to claim 1.

4. The aforementioned document image storage unit stores the user's current income as user information and also stores the donation receipt after the hometown tax donation as document image information. A deduction limit calculation unit calculates the estimated annual income from the current income and calculates the deduction limit for hometown tax donations according to the estimated annual income, It includes a deduction limit notification unit that notifies the user of the aforementioned deduction limit. The tax processing support device according to claim 2.

5. The system includes a partnership building unit that introduces tax professionals capable of providing tax services suitable for the user based on the user information, and establishes partnership relationships between the user and the tax professionals. The tax processing support device according to claim 1.

6. The aforementioned document image storage unit stores the user's tax amount for the previous year as user information. Based on the aforementioned tax amount for the previous year, the tax allocation amount calculation unit calculates the monthly tax allocation amount, The system includes a tax payment agency that handles tax payments, including estimated tax payments, for the aforementioned tax payment allocation amount. The tax processing support device according to claim 2.

7. The system includes a tax processing generation AI unit that uses a language model for natural language processing specialized for creating the aforementioned tax-related documents to support the creation of the aforementioned tax-related documents, and also supports the verification of the aforementioned tax electronic filing documents as a tax professional. The tax processing support device according to claim 1.

8. The donation amount acquisition unit acquires the donation amount related to the hometown tax donation, A deduction limit calculation unit calculates the estimated annual income from the current income and calculates the deduction limit for hometown tax donations according to the estimated annual income, It includes a deduction limit notification unit that notifies the user of the aforementioned deduction limit. The tax processing support device according to claim 4.

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