Program, system and method

Abstract

To provide a program, a system, and a method which more efficiently perform tax return declaration, in a system for the tax return declaration.SOLUTION: In a tax return declaration system, a server 20 executes steps of: receiving identification data required in order to identify a user who performs tax return declaration over online, from a terminal device operated by the user; receiving read data of the user's my-number card from the terminal device, and associating it with the identification data; creating submission document data related to the tax return declaration on the basis of the user's accounting data, and transmitting and presenting it to the user's terminal device; receiving submission indication of the submission document data by the user from the terminal device; and transmitting the submission document data to a predetermined submission destination for performing the tax return declaration, by using the user's identification data and the user's read data, on the basis of the received indication.SELECTED DRAWING: Figure 5

Description

[Technical field]

[0001] The present disclosure relates to a program, a system, and a method. [Background technology]

[0002] 2. Description of the Related Art Systems that assist users in filing tax returns are known.

[0003] Patent Document 1 discloses a technology relating to an electronic application support system that efficiently provides documents sent from public institutions in response to electronic applications to each application target in a highly secure environment. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] JP 2018-013941 A Summary of the Invention [Problem to be solved by the invention]

[0005] The technology in Patent Document 1 describes a technology in which identification information of the person to whom the application is made is added to the application data, and an application form that fits the electronic application system of the public institution is created based on the application data to which the identification information is added, and a tax application is submitted to the public institution's server. However, when filing a tax return using the technology in Patent Document 1, it is necessary to calculate and input the amounts of items required for the tax return, which is time-consuming.

[0006] Therefore, this disclosure describes a technology that enables tax returns to be filed more efficiently in a tax return system. [Means for solving the problem]

[0007] According to one embodiment of the present disclosure, a program is provided to be executed by a computer having a processor and a memory, the computer having in advance accounting data related to a user's transactions stored in the memory, and the program causes the processor to execute the following steps: accepting identification data necessary to identify a user filing a tax return online from a terminal device operated by the user; accepting read data of the user's My Number card from the terminal device and linking it to the identification data; creating document data related to the tax return based on the user's accounting data and sending it to the user's terminal device for presentation; accepting an instruction from the user to submit the document data from the terminal device; and based on the received instruction, using the user's identification data and the user's read data, sending the document data to a specified submission destination for filing the tax return.

[0008] According to one embodiment of the present disclosure, a system is provided that includes: means for storing accounting data related to a user's transactions in a computer's memory; means for accepting identification data necessary to identify a user filing a tax return online from a terminal device operated by the user; means for accepting read data of the user's My Number card from the terminal device and linking it to the identification data; means for creating document submission data related to the tax return based on the user's accounting data and sending it to the user's terminal device for presentation; means for accepting an instruction from the user to submit the document submission data from the terminal device; and means for sending the document submission data to a specified submission destination for filing the tax return using the user's identification data and the user's read data based on the accepted instruction.

[0009] Moreover, according to one embodiment of the present disclosure, there is provided a method to be executed by a computer having a processor and a memory, the computer having in advance stored in the memory accounting data related to a user's transactions, and the method includes the steps of the processor receiving, from a terminal device operated by the user, identification data required to identify a user filing a tax return online, receiving from the terminal device read data of the user's My Number card and linking it to the identification data, creating document submission data related to the tax return based on the user's accounting data, sending the document submission data to the user's terminal device for presentation, receiving from the terminal device an instruction from the user to submit the document submission data, and based on the received instruction, using the user's identification data and the user's read data, sending the document submission data to a specified submission destination for filing the tax return. Effect of the Invention

[0010] According to the present disclosure, tax returns can be filed efficiently. For example, by storing accounting transaction data required for tax returns in advance in a storage unit, it becomes unnecessary to refer to transaction information each time application documents are prepared. In addition, by linking and managing the read data of the My Number card with various identification data, multiple data can be managed in a centralized manner, which reduces the effort required for tax returns. This also makes it possible to easily file tax returns from mobile terminals. [Brief description of the drawings]

[0011] [Figure 1] 1 is a diagram showing the overall configuration of a tax return system 1. FIG. [Diagram 2] 1 is a block diagram showing a functional configuration of a terminal device 10 constituting the tax reporting system 1 of the first embodiment. [Diagram 3] FIG. 2 is a diagram showing a functional configuration of a server 20 constituting the tax reporting system 1 of the first embodiment. [Figure 4]2 is a diagram showing an example of the data structure of a user information database 2021 and a transaction information database 2022 stored in the server 20. FIG. [Diagram 5] 10 is a flowchart showing an example of a flow of processing for claiming travel expenses by the tax reporting system 1 of the first embodiment. [Figure 6] FIG. 13 is a diagram showing an example of a screen when basic information for tax return is entered into the terminal device 10. [Figure 7] 11 is a diagram showing an example of a screen displayed on the terminal device 10 when confirming tax return documents. FIG. [Figure 8] 13 is a diagram showing an example of a screen displayed on the terminal device 10 when a My Number card for tax return is read. FIG. [Figure 9] FIG. 13 is a diagram showing an example of a screen displayed on the terminal device 10 when submitting documents for tax reporting. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0012] Hereinafter, an embodiment of the present disclosure will be described with reference to the drawings. In the following description, the same components are denoted by the same reference numerals. Their names and functions are also the same. Therefore, detailed description thereof will not be repeated.

[0013] <Summary> A tax return system according to the present disclosure will be described below. This tax return system is a system for providing a service for filing tax returns online to users. Recently, filing tax returns online has become widespread, and is changing from the traditional paper tax return system. Tax return services available on PC (Personal Computer) browsers require the purchase of a dedicated card reader to read My Number cards, making it difficult to use this function. Although there are already smartphone models that can read My Number cards, there are no tax return services that allow tax returns to be filed on smartphones, and so tax return filing has had to be done on a PC browser. The objective of the present disclosure is to enable reading of My Number cards from an app on a mobile device and filing tax returns from the mobile device.

[0014] Therefore, in the tax filing system 1 of the present disclosure, a program is provided to be executed by a computer having a processor and a memory, the computer having in advance stored in the memory accounting data related to the user's transactions, and the program causes the processor to execute the following steps: accepting identification data necessary to identify a user filing a tax return online from a terminal device operated by the user; accepting read data of the user's My Number card from the terminal device and linking it to the identification data; creating document submission data related to the tax return based on the user's accounting data and sending it to the user's terminal device for presentation; accepting an instruction from the user to submit the document submission data from the terminal device; and based on the received instruction, using the user's identification data and the user's read data, sending the document submission data to a specified submission destination for filing the tax return.

[0015] <First embodiment> The following describes the tax return system 1. In the following description, for example, when the terminal device 10 accesses the server 20, the server 20 responds with information for generating a screen on the terminal device 10. The terminal device 10 generates and displays a screen based on the information received from the server 20.

[0016] <1 Overall configuration of tax return system 1> Fig. 1 is a diagram showing the overall configuration of a tax filing system 1. As shown in Fig. 1, the tax filing system 1 includes a plurality of terminal devices (terminal device 10A and terminal device 10B are shown in Fig. 1. Hereinafter, they may be collectively referred to as "terminal device 10") and a server 20. The terminal devices 10 and the server 20 are connected to each other via a network 80 so that they can communicate with each other. The network 80 is configured as a wired or wireless network.

[0017] The terminal device 10 is a device operated by each user. Here, the user is a person who uses the terminal device 10 to file a tax return, such as a tax return, which is a function of the tax return system 1, and is, for example, a user who is a sole proprietor, or a person engaged in accounting or other work in a general company. The terminal device 10 is realized by a stationary PC (Personal Computer), a laptop PC, or the like. In addition, the terminal device 10 may be, for example, a tablet compatible with a mobile communication system, a mobile terminal such as a smartphone, or the like.

[0018] The terminal device 10 is communicatively connected to the server 20 via a network 80. The terminal device 10 is connected to the network 80 by communicating with communication devices such as a wireless base station 81 compatible with communication standards such as 4G, 5G, and LTE (Long Term Evolution), and a wireless LAN router 82 compatible with wireless LAN (Local Area Network) standards such as IEEE (Institute of Electrical and Electronics Engineers) 802.11. As shown as the terminal device 10B in FIG. 1, the terminal device 10 includes a communication IF (Interface) 12, an input device 13, an output device 14, a memory 15, a storage unit 16, and a processor 19.

[0019] The communication IF 12 is an interface for inputting and outputting signals so that the terminal device 10 can communicate with an external device. The input device 13 is an input device (e.g., a keyboard, a touch panel, a touch pad, a pointing device such as a mouse, etc.) for receiving an input operation from a user. The output device 14 is an output device (a display, a speaker, etc.) for presenting information to a user. The memory 15 is for temporarily storing a program and data processed by the program, etc., and is a volatile memory such as a DRAM (Dynamic Random Access Memory). The storage unit 16 is a storage device for saving data, and is, for example, a flash memory or a HDD (Hard Disc Drive). The processor 19 is hardware for executing an instruction set described in a program, and is composed of an arithmetic unit, a register, a peripheral circuit, etc.

[0020] The server 20 is a device that manages a series of processes related to tax filing. The server 20 accepts various data for filing tax returns from users and performs processing for creating submission document data required for tax returns. In response to instructions from users, the server 20 transmits the submission document data related to tax returns to a specified submission destination and files tax returns.

[0021] The server 20 is a computer connected to a network 80. The server 20 includes a communication IF 22, an input / output IF 23, a memory 25, a storage 26, and a processor 29.

[0022] The communication IF 22 is an interface for inputting and outputting signals so that the server 20 can communicate with an external device. The input / output IF 23 functions as an interface with an input device for receiving an input operation from a user and an output device for presenting information to a user. The memory 25 is for temporarily storing programs and data processed by the programs, etc., and is a volatile memory such as a DRAM (Dynamic Random Access Memory). The storage 26 is a storage device for saving data, such as a flash memory or a HDD (Hard Disc Drive). The processor 29 is hardware for executing an instruction set described in a program, and is composed of an arithmetic unit, a register, a peripheral circuit, etc.

[0023] <1.1 Configuration of the terminal device 10> FIG. 2 is a block diagram showing a functional configuration of the terminal device 10 constituting the tax return system 1 of the first embodiment. As shown in FIG. 2, the terminal device 10 includes a plurality of antennas (antenna 111, antenna 112), wireless communication units (first wireless communication unit 121, second wireless communication unit 122) corresponding to the respective antennas, an operation reception unit 130 (including a touch-sensitive device 1301 and a display 1302), a voice processing unit 140, a microphone 141, a speaker 142, a card reading unit 150 (including an IC card reader / writer), a storage unit 170, and a control unit 180. The terminal device 10 also has functions and configurations (for example, a battery for holding power, a power supply circuit for controlling the supply of power from the battery to each circuit, etc.) that are not particularly shown in FIG. 2. As shown in FIG. 2, each block included in the terminal device 10 is electrically connected by a bus or the like.

[0024] The antenna 111 emits a signal generated by the terminal device 10 as a radio wave. The antenna 111 also receives a radio wave from space and provides the received signal to the first wireless communication unit 121.

[0025] The antenna 112 radiates a signal generated by the terminal device 10 as a radio wave. The antenna 112 also receives the radio wave from space and provides the received signal to the second radio communication unit 122.

[0026] The first wireless communication unit 121 performs modulation / demodulation processing and the like for transmitting and receiving signals via the antenna 111 so that the terminal device 10 can communicate with other wireless devices. The second wireless communication unit 122 performs modulation / demodulation processing and the like for transmitting and receiving signals via the antenna 112 so that the terminal device 10 can communicate with other wireless devices. The first wireless communication unit 121 and the second wireless communication unit 122 are communication modules including a tuner, a Received Signal Strength Indicator (RSSI) calculation circuit, a Cyclic Redundancy Check (CRC) calculation circuit, a high-frequency circuit, and the like. The first wireless communication unit 121 and the second wireless communication unit 122 perform modulation / demodulation and frequency conversion of wireless signals transmitted and received by the terminal device 10, and provide the received signals to the control unit 180.

[0027] The operation reception unit 130 has a mechanism for receiving an input operation by a user. Specifically, the operation reception unit 130 is configured as a touch screen, and includes a touch-sensitive device 1301 and a display 1302. The touch-sensitive device 131 receives an input operation by a user of the terminal device 10. The touch-sensitive device 131 detects a touch position of the user on the touch panel by using, for example, a capacitive touch panel. The touch-sensitive device 1301 outputs a signal indicating the touch position of the user detected by the touch panel to the control unit 180 as an input operation.

[0028] Display 1302 displays data such as images, videos, and text in response to control by control unit 180. Display 1302 is realized by, for example, an LCD (Liquid Crystal Display) or an organic EL (Electro-Luminescence) display.

[0029] The audio processing unit 140 modulates and demodulates an audio signal. The audio processing unit 140 modulates a signal provided from the microphone 141 and provides the modulated signal to the control unit 180. The audio processing unit 140 also provides the audio signal to the speaker 142. The audio processing unit 140 is realized by, for example, a processor for audio processing. The microphone 141 accepts audio input and provides an audio signal corresponding to the audio input to the audio processing unit 140. The speaker 142 converts the audio signal provided from the audio processing unit 140 into audio and outputs the audio to the outside of the terminal device 10.

[0030] The card reading unit 150 reads data from a My Number card or the like owned by a user. The method by which the card reading unit 150 reads data is not limited, and for example, the card may be read in the same manner as a general card reader / writer, such as near field communication (NFC), or an image of an IC card or the like may be read by a camera (not shown) provided in the terminal device 10. The terminal device 10 processes the read data from the My Number card or the like by a data processing unit 1803 described later.

[0031] Storage unit 170 is configured with, for example, a flash memory, and stores data and programs used by terminal device 10. In one aspect, storage unit 170 stores user information 1701.

[0032] The user information 1701 is information about a user who uses the terminal device 10 to file a tax return, such as a tax return, which is a function of the tax return system 1. The user information includes information for identifying the user (user ID), the user's name, the user's business type, the user's industry, organizational information such as the company to which the user belongs, and pre-registered user identification information.

[0033] The control unit 180 reads a program stored in the storage unit 170 and executes instructions included in the program to control the operation of the terminal device 10. The control unit 180 is, for example, an application that is pre-installed in the terminal device 10. The control unit 180 operates according to the program to fulfill the functions of an input operation reception unit 1801, a transmission / reception unit 1802, a data processing unit 1803, and a notification control unit 1804.

[0034] The input operation reception unit 1801 performs processing for receiving a user's input operation on an input device such as the touch-sensitive device 131. The input operation reception unit 1801 determines the type of operation, such as whether the user's operation is a flick operation, a tap operation, or a drag (swipe) operation, based on information on the coordinates where the user touches the touch-sensitive device 131 with a finger or the like.

[0035] The transmitting / receiving unit 1802 performs processing for the terminal device 10 to transmit and receive data to and from an external device such as the server 20 in accordance with a communication protocol.

[0036] The data processing unit 1803 performs calculations on the data input by the terminal device 10 according to a program, and outputs the calculation results to a memory or the like.

[0037] The notification control unit 1804 performs processing to present information to the user. The notification control unit 1804 performs processing to display a display image on the display 1302, processing to output sound to the speaker 142, and the like.

[0038] <1.2 Functional configuration of server 20> 3 is a diagram showing a functional configuration of the server 20 constituting the tax reporting system 1 of the embodiment 1. As shown in FIG. 3, the server 20 exerts the functions of a communication unit 201, a storage unit 202, and a control unit 203.

[0039] The communication unit 201 performs processing for the server 20 to communicate with external devices.

[0040] The storage unit 202 stores data and programs used by the server 20. The storage unit 202 stores a user information database 2021, a transaction information database 2022, and the like.

[0041] The user information database 2021 is a database for holding various information related to users who file tax returns in the tax return system 1. Details will be described later.

[0042] The transaction information database 2022 is a database for holding various information relating to financial transactions registered in advance in the storage unit 202 for each user in the tax return system 1. Details will be described later.

[0043] The control unit 203 performs functions indicated in various modules, such as a receiving control module 2031, a transmitting control module 2032, a user information acquisition module 2033, a transaction information acquisition module 2034, a My Number information acquisition module 2035, a document submission creation module 2036, a document submission presentation module 2037, and a document submission transmission module 2038, by the processor of the server 20 performing processing according to a program.

[0044] The reception control module 2031 controls the process in which the server 20 receives a signal from an external device in accordance with a communication protocol.

[0045] The transmission control module 2032 controls the process in which the server 20 transmits signals to external devices in accordance with a communication protocol.

[0046] The user information acquisition module 2033 controls the process of acquiring various information about the user from the user who uses the tax return system 1. The various information about the user includes information such as the user's name, age, sex, business type, industry, department, and identification information. Here, the identification information is information necessary to identify the user who files the tax return, and specifically, is a user identification number assigned to the user by the competent government agency (e.g., the National Tax Agency). The user information acquisition module 2033 stores the acquired information about the user in the user information database 2021.

[0047] The transaction information acquisition module 2034 controls the process of acquiring information about financial transactions performed by users of the tax filing system 1. Specifically, the transaction information acquisition module 2034 acquires information such as the date when the financial transaction by the user occurred, the type of debit or credit, transaction details, and amount. The transaction information acquisition module 2034 stores the acquired information about the user's financial transactions in the transaction information database 2022.

[0048] The My Number information acquisition module 2035 controls the process of acquiring information related to My Number from a user who uses the tax return system 1. The My Number information acquisition module 2035 may acquire information such as user identification information as well as information related to the user's My Number, and links information related to the My Number of the same user with information such as user identification information. At this time, the server 20 may acquire the information from any device or apparatus used by the user. For example, the device or apparatus used by the user includes a reading device, an IC (integrated circuit) card reader, etc., provided on a terminal device owned by the user. The My Number information acquisition module 2035 stores the acquired information related to My Number, etc. in the user information database 2021.

[0049] The document submission creation module 2036 controls a process in which a user who uses the tax filing system 1 creates document submission data necessary for filing a tax return. Specifically, the document submission creation module 2036 creates documents for filing a specified tax return based on information received from the user. If the information received from the user is insufficient, the document submission creation module 2036 may create document submission data by processing such as leaving items to be created based on the information blank. In this case, the document submission presentation module 2037 described later may notify the user that the received information is insufficient and prompt the user to enter information.

[0050] The document submission presentation module 2037 controls the process of presenting document submission data created by the document submission creation module 2036 to a user who uses the tax filing system 1. Specifically, the document submission presentation module 2037 displays the document submission data created by the document submission creation module 2036 on the display 1302 of the terminal device 10 owned by the user. At this time, if the information required for tax filing received from the user is insufficient, the document submission presentation module 2037 may simultaneously present to the user a display indicating that the information is insufficient.

[0051] The submitted document transmission module 2038 controls the process of transmitting the submitted document data created by the submitted document creation module 2036 to a predetermined submission destination. Specifically, the submitted document transmission module 2038 accepts an input operation for transmission from the user regarding the information on the submitted document data presented to the user by the submitted document presentation module 2037. The server 20 transmits the submitted document data to a predetermined submission destination based on the operation.

[0052] <2 Data Structure> FIG. 4 is a diagram showing an example of the data structure of the user information database 2021 and the transaction information database 2022 stored in the server 20. As shown in FIG.

[0053] As shown in FIG. 4, each record in the user information database 2021 includes an item "user ID", an item "name", an item "age", an item "gender", an item "business type", an item "occupation", an item "affiliation", an item "identification information", an item "remarks", etc.

[0054] The item “user ID” is information for identifying each user who inputs information related to tax filing managed by the tax filing system 1 .

[0055] The item “Name” is information indicating the name of the user who inputs information related to tax reporting managed by the tax reporting system 1 .

[0056] The item “age” is information indicating the age of the user who inputs information related to tax reporting managed by the tax reporting system 1.

[0057] The item “gender” is information indicating the gender of the user who inputs information related to tax reporting managed by the tax reporting system 1.

[0058] The item "business type" is information indicating the business type of a user who inputs information related to tax returns managed by the tax return system 1. Specifically, this item includes the following as the user's business type. · Self-employed Corporations (general corporations, etc.)

[0059] The item "occupation" is information indicating the occupation of a user who inputs information related to tax returns managed by the tax return system 1. The user's occupation includes, for example, the following: Designers, artists, etc. · Privately owned professionals, etc. ·General corporate accounting, etc.

[0060] The item "affiliation" is information indicating the company to which the user who inputs information related to tax returns managed by the tax return system 1 belongs. Specifically, this item includes the following as information on the company to which the user belongs. Privately owned offices and businesses ·Co., Ltd ·Limited company

[0061] The item "identification information" is information indicating identification data, etc. of a user who inputs information related to tax filing managed by the tax filing system 1. Specifically, this item includes the following as user identification data. User identification number · My Number card read data Other data to identify users for use in tax returns and tax returns

[0062] The item “Notes” is information that is held when there are any special notes regarding the user who inputs information related to the tax return managed by the tax return system 1.

[0063] As shown in FIG. 4, each record in the transaction information database 2022 includes an item "User ID", an item "Transaction ID", an item "Transaction Date", an item "Debit / Credit", an item "Transaction Details", an item "Amount", an item "Notes", etc.

[0064] The item “user ID” is information for identifying each user who inputs information related to tax filing managed by the tax filing system 1 .

[0065] The item “transaction ID” is information for identifying each transaction performed by a user who inputs information related to tax filing managed by the tax filing system 1 .

[0066] The item “transaction date” is information indicating the date on which a user who inputs information related to tax reporting managed by the tax reporting system 1 performed a transaction.

[0067] The item "Debit / Credit" is information for identifying whether a transaction made by a user who inputs information related to a tax return managed by the tax return system 1 is a debit or a credit. Specifically, when accepting information related to a transaction from a user, the server 20 may accept an input operation of information regarding whether the transaction is a debit or a credit. The server 20 may also determine whether the transaction is a debit or a credit based on information on the transaction details, which will be described later.

[0068] The item “transaction details” is information indicating details of a transaction performed by a user who inputs information related to tax reporting managed by the tax reporting system 1 .

[0069] The item “amount” is information indicating the transaction amount in a transaction made by a user who inputs information related to tax reporting managed by the tax reporting system 1.

[0070] The item “Notes” is information that is stored when there are any special notes or the like regarding a transaction performed by a user who inputs information related to tax returns managed by the tax return system 1.

[0071] <3 operations> A series of processes performed by the tax reporting system 1 in the first embodiment will be described below with reference to FIG.

[0072] FIG. 5 is a flowchart showing an example of a flow of filing a tax return using the tax return system 1 of the first embodiment.

[0073] In step S501, the control unit 180 of the terminal device 10 accepts, from the user, identification data required to identify a user filing a tax return online. Specifically, the control unit 180 accepts an input operation of a user identification number for filing a tax return from the user. At this time, the control unit 180 may present a predetermined screen for inputting the data to the user, or may acquire the identification data from an external application or the like by linking with the application. The control unit 180 transmits the accepted identification data to the server 20. The My Number information acquisition module 2035 constituting the control unit 203 of the server 20 stores the received identification data in the user information database 2021.

[0074] In step S502, the control unit 180 of the terminal device 10 accepts read data of the user's My Number card from the user. Specifically, the control unit 180 accepts the read data of the My Number card from the user using a reading device, an IC card reader, or other device provided in the terminal device 10. The control unit 180 transmits the accepted read data of the My Number card to the server 20.

[0075] In step S551, the control unit 203 of the server 20 links the received identification data with the read data of the My Number card. Specifically, the My Number information acquisition module 2035 constituting the control unit 203 of the server 20 links the received identification data with the read data of the My Number card and stores the data in the user information database 2021. This allows the user to hold the identification data for filing a tax return in association with the read data of the My Number card, thereby centralizing the management of various data.

[0076] In a certain aspect, the control unit 180 of the terminal device 10 may check whether the terminal device 10 supports reading of the My Number card. At this time, when the terminal device 10 does not support reading of the My Number card, the control unit 180 may present to the user a notification that the terminal device 10 does not support reading of the My Number card. In addition, when the terminal device 10 does not support reading of the My Number card, the control unit 180 may present to the user information on a device capable of reading the My Number card. In addition, when presenting to the user a notification that the terminal device 10 does not support reading of the My Number card, the control unit 180 may simultaneously present a notification to confirm whether the user has performed a predetermined operation to accept identification data required for tax reporting. This allows the user to check whether the identification data required for tax reporting has been input, and prevents input omissions.

[0077] In one aspect, the control unit 203 of the server 20 may, after receiving read data of the My Number card from the terminal device 10, check whether or not the electronic certificate linked to the read data is valid. At this time, the control unit 203 may access an external authentication service and check whether or not the electronic certificate is valid. Then, if the electronic certificate is invalid, the control unit 203 may present to the terminal device 10 a notification that the electronic certificate is invalid.

[0078] As pre-processing for step S551, in step S550, the control unit 203 of the server 20 causes the storage unit 202 to execute processing to acquire accounting data related to the user's transactions and store it in advance. Specifically, the transaction information acquisition module 2034 constituting the control unit 203 accepts various information related to a given transaction from the user each time the user executes the transaction. The server 20 stores the accepted information in the transaction information database 2022. This allows the server 20 to refer to information on transactions performed by the user during a given period and create document data to be submitted for tax returns. Therefore, the user does not need to input past transaction information when filing a tax return, and can file a tax return efficiently.

[0079] In one aspect, the control unit 203 of the server 20 may register the tax amount determined by creating the submission document data related to the tax return in the storage unit 202 as second accounting data, and update the accounting data stored in the storage unit 202 based on the second accounting data. This allows the user to use accounting data managed using an external service for tax return filing without having to input accounting data by himself, thereby enabling efficient tax return filing.

[0080] In step S552, the control unit 203 of the server 20 creates document data for tax return based on the accounting data stored in the storage unit 202, and transmits the data to the user's terminal device 10 for presentation. Specifically, the document data for tax return creation module 2036 constituting the control unit 203 refers to the transaction information database 2022 stored in the storage unit 202, and acquires information on transactions made by the user during a predetermined period. The document data for tax return creation module 2036 creates document data for tax return based on the acquired transaction information. Thereafter, the document data for tax return presentation module 2037 constituting the control unit 203 transmits the created document data for tax return to the user's terminal device 10. The control unit 180 of the user's terminal device 10 presents the received document data for tax return to the user by displaying the data on the display 1032, for example. This allows the user to create document data for tax return simply by transmitting identification data, etc., necessary for tax return to the server 20, and to easily file a tax return.

[0081] In one aspect, the control unit 203 of the server 20 may check whether the accounting data stored in the storage unit 202 is in a state that allows tax reporting, and may present the check result to the terminal device 10. This allows the user to check for any deficiencies in the accounting data before creating the document data to be submitted.

[0082] In step S503, the control unit 180 of the terminal device 10 accepts an instruction to submit the document data from the user. The control unit 180 transmits information on the accepted instruction to submit to the server 20.

[0083] In step S553, the submitted document transmission module 2038 constituting the control unit 203 of the server 20 uses the user's identification data and the user's read data to transmit the submitted document data to a predetermined submission destination for filing a tax return based on the instruction received from the user. In one aspect, when the control unit 203 of the server 20 has not received at least one of the identification data required for tax return or the read data of the My Number card from the terminal device 10, the control unit 203 of the server 20 may transmit a notification to the terminal device 10 that the identification data or the read data has not been received.

[0084] <4 Screen example> Hereinafter, examples of screens for a user's tax return processing by the tax return system 1 will be described with reference to FIGS.

[0085] FIG. 6 is a diagram showing an example of a screen displayed on the terminal device 10 for accepting input of basic items related to tax reporting from the user.

[0086] 6, a progress display section 601, a question section 602, a question and answer section 603, and screen transition buttons 604 are displayed on the display 1302 of the terminal device 10. In the progress display section 601, the control unit 180 of the terminal device 10 displays the user's progress in the tax reporting system. Specifically, the control unit 180 indicates in the progress display section 601 that the user's progress is the steps exemplified below. Step to accept basic user information Accepting information regarding the user's income and expenditure Steps to confirm the data of documents submitted for tax returns A step of instructing the submission of document data related to tax returns to a designated destination Other steps to check for special notes At this time, the control unit 180 may display each step as an icon. The control unit 180 may also display the icon of the step currently being displayed to the user in a color different from the icons of steps that are not being displayed. The control unit 180 may also display the input status of each step below the icon that displays each step. For example, in a step that accepts basic information of the user, if the input status is 10% of the total, "10%" may be displayed below the icon. Also, a "check mark" may be displayed for steps for which input has been completed.

[0087] In the questioning unit 602, the control unit 180 of the terminal device 10 presents the user with a predetermined question for accepting basic information of the user required for tax return filing. Specifically, the control unit 180 presents questions in a question and answer format or the like to the user in order to accept the basic information of the user, and accepts input of the user's basic information. This allows the user to input information required for tax return by answering the questions, even if the user does not know the details, and allows the user to easily input information for tax return filing.

[0088] In the question answering section 603, the control unit 180 of the terminal device 10 receives from the user an answer to the question presented in the questioning section 602. Specifically, the control unit 180 receives from the user a selection of "o" or "x" for the question presented in the questioning section 602. The control unit 180 determines the user's basic information related to tax reporting based on the selection received from the user. This allows the user to simply select "o" or "x" as an answer to the question, and to easily input basic information. In a certain aspect, the control unit 180 may receive input of necessary information from the user in the question answering section 603, rather than receiving a selection of "o" or "x" from the user.

[0089] The screen transition button 604 is a button for moving to the next step for creating the submission document data related to the tax return. When the control unit 180 of the terminal device 10 accepts an operation of pressing the button from the user, it displays the screen of the next step to the user. In a certain aspect, the control unit 180 may cause a screen transition by accepting an operation of pressing each step displayed in the progress display unit 601. At this time, in response to the step transition, the control unit 180 may display the icon of the corresponding step in a different color in the progress display unit 601. In a certain aspect, when the same step includes multiple input screens, the control unit 180 may change and display only the screen presented to the user without changing the color mode of the progress display unit 601 when it accepts an operation of pressing the screen transition button 604 from the user.

[0090] This allows employees to intuitively perform input operations for filing tax returns, enabling them to file tax returns efficiently.

[0091] FIG. 7 is a diagram showing an example of a screen displayed on the terminal device 10, which presents the submitted document data relating to tax reporting to the user and receives confirmation from the user.

[0092] As shown in Fig. 7, a progress display section 701, submitted document data 702, and the screen transition buttons 604 shown in Fig. 6 are displayed on the display 1302 of the terminal device 10. In the progress display section 701, the control unit 180 of the terminal device 10 displays the user's progress in the tax filing system, similar to the progress display section 601 in Fig. 6. For example, in Fig. 7, the control unit 180 displays a "Confirm" icon in a different color from other icons to indicate that the current step is to confirm submitted document data related to the tax return.

[0093] In the submitted document data 702, the control unit 180 displays to the user submitted document data related to tax returns created based on various information etc. received from the user. After the user confirms the submitted document data, the control unit 180 receives an operation of pressing the screen transition button 604 described above, and transitions the display screen to the next step or to an input screen for the next information in the same step.

[0094] FIG. 8 is a diagram showing an example of a screen displayed on the terminal device 10 for accepting read data of the My Number card from the user.

[0095] As shown in FIG. 8, the display 1302 of the terminal device 10 displays the progress display section 701 illustrated in FIG. 7, the My Number card display screen 801, and the screen transition button 604 illustrated in FIG. 6. When the control unit 180 of the terminal device 10 accepts the read data of the My Number card from the user, it displays the accepted data on the screen. At this time, the accepted data may be presented to the user on the My Number card display screen 801 in a form that imitates the My Number card, or may be displayed in the form of a character string, a table, or the like. This allows the user to visually confirm the information of the read data of his / her own My Number card. In a certain aspect, when the control unit 180 has not accepted the read data of the My Number card or when the terminal device 10 does not support reading the My Number card, the control unit 180 may present the user with a notification that the terminal device 10 does not support reading the My Number card. After the user has confirmed the submitted document data, the control unit 180 accepts the operation of pressing the screen transition button 604 described above, and transitions the display screen to the next step or to the next information input screen in the same step.

[0096] FIG. 9 is a diagram showing an example of a screen displayed on the terminal device 10 for accepting an operation from a user to submit document data relating to a tax return to a predetermined destination.

[0097] 9, a progress display section 901, document submission data 902, and a submission instruction button 903 are displayed on the display 1302 of the terminal device 10. In the progress display section 901, the control unit 180 of the terminal device 10 displays the user's progress in the tax filing system, similar to the progress display section 701 in FIG.

[0098] In the submitted document data 902, the control unit 180 accepts confirmation and, if necessary, corrections from the user in FIG. 7, and displays the confirmed submitted document data to the user.

[0099] When a submission instruction button 903 receives an operation from a user pressing the button, it executes a process of transmitting the submitted document data to a predetermined submission destination.

[0100] This allows employees to carry out a series of tasks related to tax filing within a single application or software, making tax filing more efficient.

[0101] <Summary> As described above, according to this embodiment, the terminal device 10 accepts the user's identification data and the read data of the My Number card from the user. The terminal device 10 transmits the various accepted data to the server 20, and the server 20 creates the submitted document data for filing a tax return based on the data related to the user's accounting transactions previously stored in the storage unit and the various accepted data. The server 20 transmits the submitted document data to the terminal device 10, and the terminal device 10 presents the data to the user. When the terminal device 10 receives an instruction from the user to submit the data to a specified submission destination, it transmits the instruction to the server 20. The server 20 transmits the submitted document data to the specified submission destination in accordance with the received instruction. This enables the user to efficiently file a tax return.

[0102] Although the disclosed embodiments have been described above, they can be implemented in various other forms and can be implemented with various omissions, substitutions, and modifications. These embodiments and modifications, as well as omissions, substitutions, and modifications, are included in the technical scope of the claims and their equivalents.

[0103] <Additional Notes> The matters described in the above embodiments will be supplemented below.

[0104] (Appendix 1) A program to be executed by a computer 20 having a processor 29 and a memory 25, the computer 20 having in advance stored in the memory 25 accounting data relating to a user's transactions (S550), the program causing the processor 29 to execute the following steps: receiving, from a terminal device 10 operated by the user, identification data required to identify a user filing a tax return online (S501); receiving, from the terminal device 10, read data of the user's My Number card (S502) and linking the data with the identification data (S551); creating document data for filing a tax return based on the user's accounting data and sending the document data to the user's terminal device for presentation (S552); receiving, from the terminal device 10, an instruction for submission of the document data by the user (S503); and, based on the received instruction, sending the document data for filing a tax return to a specified submission destination using the user's identification data and the user's read data (S553).

[0105] (Appendix 2) The program described in Appendix 1 further causes the processor 29 to execute the steps of: checking whether the terminal device 10 operated by the user is capable of reading My Number cards; and, if the terminal device 10 operated by the user is not capable of reading My Number cards, sending a notification to the terminal device 10 operated by the user that the terminal device 10 is not capable of reading My Number cards.

[0106] (Appendix 3) The program described in Appendix 1 or 2 further causes the processor 29 to execute a step of sending a notification to the terminal device 10 operated by the user that the identification data or the read data of the My Number card required for tax reporting has not been accepted from the terminal device 10 operated by the user, when the identification data or the read data has not been accepted.

[0107] (Appendix 4) A program as described in Appendix 3, which executes a step of confirming whether a user has performed a specified operation to accept identification data required for tax reporting if identification data or read data is not accepted.

[0108] (Appendix 5) The program according to any one of appendices 1 to 4, further causing the processor 29 to execute a step of confirming whether or not an electronic certificate associated with the user's read data is valid.

[0109] (Appendix 6) The program described in Appendix 5 further causes the processor 29 to execute a step of, in the step of checking whether the electronic certificate linked to the user's read data is valid, if the electronic certificate is not valid, presenting a notification to the terminal device 10 operated by the user that the electronic certificate is invalid.

[0110] (Appendix 7) The program according to claim 5 or 6, further causing the processor 29 to execute a step of accessing an external authentication service and checking whether the electronic certificate is valid.

[0111] (Appendix 8) The program described in any of Appendices 1 to 7, further causing the processor 29 to execute the steps of confirming whether the accounting data held in the memory 25 is in a state suitable for tax filing, and presenting the confirmation result on the terminal device 10 operated by the user.

[0112] (Appendix 9) The program described in Appendix 1 further causes processor 29 to execute the steps of registering the amount of tax payment determined by creating the submission document data related to the tax return in memory 25 as second accounting data, and updating the accounting data held in memory 25 based on the second accounting data.

[0113] (Appendix 10) The system comprises, in a memory unit 202 of a computer 20, a means for storing accounting data related to a user's transactions, a means for accepting, from a terminal device 10 operated by the user, identification data required to identify a user filing an online tax return, a means for accepting read data of the user's My Number card from the terminal device 10 and linking it to the identification data, a means for creating document submission data related to the tax return based on the user's accounting data and sending it to the user's terminal device 10 for presentation, a means for accepting, from the terminal device 10, an instruction from the user to submit the document submission data, and a means for sending the document submission data to a specified submission destination for filing the tax return using the user's identification data and the user's read data based on the received instruction.

[0114] (Appendix 11) A method to be executed by a computer 20 having a processor 29 and a memory 25, the computer 20 having in advance stored in the memory 25 accounting data relating to a user's transactions (S550), the method comprising the steps of: receiving, from a terminal device 10 operated by the user, identification data required to identify a user filing a tax return online (S501); receiving, from the terminal device 10, read data of the user's My Number card (S502) and linking the data with the identification data (S551); creating document submission data relating to the tax return based on the user's accounting data, transmitting the data to the user's terminal device 10 for presentation (S552); receiving, from the terminal device 10, an instruction from the user to submit the document submission data (S503); and transmitting, based on the received instruction, the document submission data to a specified submission destination for filing the tax return using the user's identification data and the user's read data (S553). [Explanation of symbols]

[0115] 10 terminal device, 20 server, 80 network, 130 operation reception unit, 170 memory unit, 1701 user information, 180 control unit, 1801 input operation reception unit, 1802 transmission / reception unit, 1803 data processing unit, 1804 notification control unit, 22 communication IF, 23 input / output IF, 25 memory, 26 storage, 29 processor, 201 communication unit, 202 memory unit, 2021 user information database, 2022 transaction information database, 203 control unit, 2031 reception control module, 2032 transmission control module, 2033 user information acquisition module, 2034 transaction information acquisition module, 2035 My Number information acquisition module, 2036 submitted document creation module, 2037 submitted document presentation module, 2038 submitted document transmission module.

Claims

1. A program to be executed by a computer having a processor and a memory, The computer stores in advance in the memory accounting data related to user transactions, The program causes the processor to: receiving, from a terminal device operated by the user, user identification information that is assigned to the user by the National Tax Agency and is necessary to identify the user who files a tax return online; A step of accepting read data of the user's My Number card from the terminal device and linking the data with the user identification information; creating document data relating to the tax return based on the accounting data of the user, and transmitting the data to a terminal device of the user for presentation; receiving an instruction to submit the document data from the user through the terminal device; a step of transmitting the submitted document data to a predetermined submission destination for filing the tax return, using the user identification information of the user and the read data of the user based on the received instruction; and registering the amount of tax payable determined by creating the tax return-related document data in the memory as second accounting data.

2. The program further causes the processor to A step of confirming whether the terminal device operated by the user is capable of reading a My Number card; The program of claim 1, further comprising: a step of, when the terminal device operated by the user is not capable of reading My Number cards, sending a notification to the terminal device operated by the user that the terminal device is not capable of reading My Number cards.

3. The program further causes the processor to The program described in claim 1 or claim 2, which executes a step of sending a notification to the terminal device operated by the user that the user identification information or the read data of the My Number card required for the tax return has not been accepted from the terminal device operated by the user, when the user identification information or the read data has not been accepted.

4. The program according to claim 3, further comprising a step of confirming whether the user has performed a predetermined operation for accepting the user identification information required for the tax return if the user identification information has not been accepted.

5. The program further causes the processor to 5. The program according to claim 1, further comprising a step of confirming whether or not an electronic certificate of the user associated with the read data is valid.

6. The program further causes the processor to The program according to claim 5, further comprising: a step of, in a step of checking whether an electronic certificate linked to the read data of the user is valid, if the electronic certificate is not valid, displaying a notification to the effect that the electronic certificate is invalid to the terminal device operated by the user.

7. The program further causes the processor to 7. The program according to claim 5, further comprising a step of accessing an external authentication service and checking whether the electronic certificate is valid.

8. The program further causes the processor to A step of confirming whether the accounting data stored in the memory is in a state that allows for tax reporting; The program according to claim 1 , further comprising: a step of presenting the confirmed result on a terminal device operated by the user.

9. A means for storing accounting data relating to user transactions in a computer storage unit; a means for receiving user identification information, which is necessary to identify the user filing an online tax return and is given to the user by the National Tax Agency, from a terminal device operated by the user; A means for receiving read data of the user's My Number card from the terminal device and associating the data with the user identification information; a means for creating document data relating to the tax return based on the accounting data of the user, and transmitting the data to a terminal device of the user for presentation; means for receiving an instruction to submit the document data from the user via the terminal device; a means for transmitting the submitted document data to a predetermined submission destination for filing the tax return, using the user identification information of the user and the read data of the user based on the received instruction; and means for registering the amount of tax payable determined by creating the tax return-related document data in the memory unit as second accounting data.

10. A method for executing on a computer having a processor and a memory, comprising: The computer stores in advance in the memory accounting data related to user transactions, The method further comprises the processor: receiving, from a terminal device operated by the user, user identification information that is assigned to the user by the National Tax Agency and is necessary to identify the user who files a tax return online; A step of accepting read data of the user's My Number card from the terminal device and linking the data with the user identification information; creating document data relating to the tax return based on the accounting data of the user, and transmitting the data to a terminal device of the user for presentation; receiving an instruction to submit the document data from the user through the terminal device; a step of transmitting the submitted document data to a predetermined submission destination for filing the tax return, using the user identification information of the user and the read data of the user based on the received instruction; and registering the amount of tax payable determined by preparing the tax return-related document data in the memory as second accounting data.

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