Withholding tax slip management device, withholding tax slip management method, and withholding tax slip management program

Abstract

To provide a withholding certificate management apparatus, a withholding certificate management method, and a withholding certificate management program capable of preventing forgetting to issue a withholding certificate to a retiree.SOLUTION: The withholding certificate management apparatus according to the present embodiment outputs a warning that a withholding certificate has not been issued to an employee corresponding to an employee CD whose leave retirement category has changed from enrollment to retirement, when it is determined that there is no mid-year-end adjustment in a processing category of a target year and month corresponding to the current target year and month after January of the salary target year master and before the current target year and month.SELECTED DRAWING: Figure 1

Description

Technical Field

[0001] The present invention relates to a withholding slip management device, a withholding slip management method, and a withholding slip management program.

Background Art

[0002] Patent Document 1 discloses a technology that supports final tax return while being a user-friendly system for users and taking into account the accuracy of input values by users. In this technology, when a user who is a taxpayer creates a final tax return form by themselves, if the number of dependents input by the user is different from the content of the withholding slip, it is determined that the number of dependents has been changed since the issuance of the withholding slip, and while continuing the process considering the input number of dependents as the correct input value, a warning message indicating that it is different from the withholding slip is displayed.

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] By the way, when an employee retires, the person in charge of salary operations such as personnel issues issues and delivers a withholding slip after a predetermined period has elapsed since the employee's retirement. The work such as the issuance of the withholding slip that occurs when such a retiree occurs is personalized to the person in charge of salary operations. For this reason, there was a risk that the person in charge of salary operations would forget to issue a withholding slip to the retiree.

[0005] The present invention has been made in view of the above, and an object thereof is to provide a withholding slip management device, a withholding slip management method, and a withholding slip management program that can prevent forgetting to issue a withholding slip to a retiree.

Means for Solving the Problems

[0006] In order to solve the above-mentioned problems and achieve the object, a withholding slip management device equipped with a control unit is provided, which is capable of accessing a salary target year and month master that stores salary target years and months, salary payment month data that associates the target years and months with employee codes, bonus categories that indicate salary or bonus, and leave / retirement categories that indicate employment or retirement, and year-end adjustment data that associates the target years and months with processing categories that associate year-end adjustment processing details, tax table categories, and employee codes, and performs calculation processing for calculating the salary and bonus of a target person for the current target year and month by referring to the salary target year and month master, the salary payment month data, and the year-end adjustment data. and a determination unit that determines whether or not there is a mid-year adjustment indicating a year-end adjustment in the middle of the fiscal year in the processing category for the target month in the salary target month master that corresponds to the later result, for the employee code whose employee leave retirement category changed from employment to retirement in the target month corresponding to the current target month after January of the current year and before the current target month in the salary target month master, and if it is determined that there is no mid-year adjustment, it outputs a warning that a withholding tax certificate has not been issued to the employee code whose employee leave retirement category changed from employment to retirement.

[0007] Furthermore, a withholding tax slip management method according to the present invention is a withholding tax slip management method executed by a withholding tax slip management device having a control unit, wherein the withholding tax slip management device has access to a salary target year / month master that stores salary target years / months, salary payment month data that associates target years / months with employee codes, bonus categories that indicate salary or bonuses, and leave / retirement categories that indicate employment or retirement, and year-end adjustment data that associates target years / months with processing categories that associate year-end adjustment processing details, tax table categories, and employee codes, and the withholding tax slip management method executed by the control unit refers to the salary target year / month master, the salary payment month data, and the year-end adjustment data, and executes the withholding tax slip management method for the current target year / month. and an output control step for outputting a warning that a withholding slip has not been issued to the employee code whose retirement category for leave of absence has changed from employment to retirement in the target month corresponding to the current target month after January of the current year in the salary target month master, which corresponds to the result of the calculation process of the salary and bonus calculation for the employee.

[0008] The withholding tax slip management program according to the present invention is a withholding tax slip management program to be executed by a withholding tax slip management device having a control unit, wherein the withholding tax slip management device has access to a salary target year and month master that stores salary target years and months, salary payment month data that associates the target years and months with employee codes, bonus categories that indicate salary or bonuses, and leave of absence / retirement categories that indicate employment or retirement, and year-end adjustment data that associates the target years and months with processing categories that associate year-end adjustment processing contents, tax table categories, and employee codes, and references the salary target year and month master, the salary payment month data, and the year-end adjustment data to cause the control unit to execute the program, and The system is characterized by including a determination step of determining whether or not there is a mid-year adjustment indicating a year-end adjustment in the middle of the fiscal year in the processing category for the target month corresponding to the target year and month from January of the current year onwards and before the current target month in the salary target year and month master corresponding to the result of calculation processing of the target person's salary and bonus in the target year and month, where the employee code whose leave of absence retirement category changed from employment to retirement in the target year and month corresponding to the current target month exists; and an output control step of outputting a warning that a withholding tax certificate has not been issued to the employee code whose leave of absence retirement category changed from employment to retirement when it is determined that there is no mid-year adjustment. [Effects of the Invention]

[0009] According to the present invention, it is possible to prevent forgetting to issue withholding slips to retirees. [Brief explanation of the drawings]

[0010]

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[0011] Hereinafter, embodiments of a withholding tax slip management device, a withholding tax slip management method, and a withholding tax slip management program according to the present invention will be described in detail with reference to the accompanying drawings. Note that the present invention is not limited to these embodiments.

[0012] [1. Configuration] An example of the configuration of a withholding tax slip management device according to this embodiment will be described with reference to Fig. 1 etc. Fig. 1 is a schematic diagram showing an overview in a block diagram of an example of the configuration of a withholding tax slip management device.

[0013] 1 is a commercially available desktop personal computer. Note that the withholding tax slip management device 100 is not limited to a stationary information processing device such as a desktop personal computer, but may also be a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistant), smartphone, or tablet personal computer.

[0014] The withholding tax slip management device 100 includes a control unit 102, a communication interface unit 104, a memory unit 106, and an input / output interface unit 108. Each unit included in the withholding tax slip management device 100 is connected to each other so as to be able to communicate with each other via any communication path.

[0015] The communication interface unit 104 communicatively connects the withholding tax slip management device 100 to the network 300 via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with other devices via the communication line. Here, the network 300 has a function of connecting the withholding tax slip management device 100 and the server 200 so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network). The data stored in the memory unit 106 may also be stored in the server 200, for example.

[0016] An input device 112 and an output device 114 are connected to the input / output interface unit 108. The output device 114 may be a monitor (including a home television), a speaker, or a printer. The input device 112 may be a keyboard, a mouse, a microphone, or a monitor that functions as a pointing device in cooperation with a mouse. In the following, the output device 114 may be referred to as the monitor 114, and the input device 112 may be referred to as the keyboard 112 or the mouse 112.

[0017] The memory unit 106 stores various databases, tables, files, and the like. The memory unit 106 stores computer programs that cooperate with the OS (Operating System) to issue commands to the CPU (Central Processing Unit) to perform various processes. The memory unit 106 may be, for example, a memory device such as RAM (Random Access Memory) or ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, or an optical disk. The memory unit 106 stores a salary year and month master 106a, a bonus year and month master 106b, salary payment month data 106c, and year-end adjustment data 106d. Details of the salary payment month data 106c and year-end adjustment data 106d will be described later.

[0018] The payroll target month master 106a stores the payroll target months. Figure 2 is a diagram showing an example of the payroll target month master table stored in the payroll target month master 106a. In the payroll target month master table T1 shown in Figure 2, the current payroll target month is stored. For example, in the payroll target month master table T1, for each of the target months "2023 / 02" and "2023 / 03", the current target "FALSE" is stored in association, and for the target month "2023 / 04", the current target "TRUE" is stored in association.

[0019] The bonus target month master 106b stores the bonus target months. Figure 3 is a diagram showing an example of the bonus target month master table stored in the bonus target month master 106b. In the bonus target month master table T2 shown in Figure 3, the bonus target months are stored. For example, in the bonus target month master table T2, for each of the target months "2022 / 06", "2022 / 12", and "2023 / 03", the current target "FALSE" is stored in association, and for the target month "2023 / 06", the current target "TRUE" is stored in association. Note that the bonus includes lump-sum payments etc. in addition to the bonus for each predetermined month.

[0020] Returning to Figure 1, the description of the configuration of the withholding ticket management device 100 will be continued. The control unit 102 is a CPU etc. that comprehensively controls the withholding ticket management device 100. The control unit 102 has an internal memory for storing control programs such as the OS, programs defining various processing procedures, and required data, and executes various information processes based on these stored programs. The control unit 102 includes a determination unit 102a, a selection unit 102b, an acquisition unit 102c, an output control unit 102d, and an update unit 102e.

[0021] The determination unit 102a performs a salary / bonus determination process to determine whether the current operation of the withholding tax slip management device 100 is a salary or a bonus. Specifically, the determination unit 102a determines whether the current operation of withholding tax slip management set by the payroll operator H1 in the withholding tax slip management device 100 via the input device 112 is a salary standard or a bonus standard. The determination unit 102a also performs a calculation process for the salary / bonus calculation for the subject selected by the selection unit 102b for the current target year / month, and determines whether an interim year-end adjustment indicating a year-end adjustment midway through the fiscal year exists in the processing category for the target year / month master 106a for the target year / month from January of the current year to the current target year / month corresponding to the result of the calculation process, for the employee CD (code) whose leave of absence / retirement category changed from employment to retirement in the target year / month corresponding to the current target year / month after January of the current year to the current target year / month. In addition, the determination unit 102a refers to the bonus target year and month master 106b, salary payment month data 106c, and year-end adjustment data 106d, and performs a calculation process to calculate the salary and bonus for the current target year and month of the selected person selected by the selection unit 102b, and after the calculation process, determines whether a new payment has been made to a retired employee CD who has a mid-year adjustment in the processing category of the year-end adjustment data 106d for January or later of the current year in the bonus target year and month master 106b corresponding to the result.

[0022] The selection unit 102b performs a target month determination process to select the current target month by referring to the payroll target month master 106a or the bonus target month master 106b. The selection unit 102b also selects a target employee according to the employee CD input via the input device 112 by the payroll manager.

[0023] The acquisition unit 102c acquires the salary payment month data 106c and the year-end tax adjustment data 106d from the storage unit 106.

[0024] When the judgment unit 102a judges that a withholding tax certificate needs to be reissued for the former employee CD, the output control unit 102d outputs a warning to the monitor 114 to the former employee CD that a withholding tax certificate needs to be reissued.

[0025] The update unit 102e performs an update process of updating the data on the withholding tax forms issued for the employee CD in the year-end adjustment data table T20 according to the operation content input by the salary operation staff via the input device 112.

[0026] [2. Overview of Business Background] FIG. 4 is a diagram showing an example of the business background for a retiree by the salary operation staff. FIG. 5 is a diagram showing an example of the business background for the tax office and the salary operation staff of the new employer by the retiree. FIG. 6 is a diagram showing another example of the business background for a retiree by the salary operation staff. FIG. 7 is a diagram showing another example of the business background for the tax office by the retiree.

[0027] As shown in FIGS. 4 and 6, first, when an employee H2 retires, the salary operation staff H1 issues and hands over a withholding tax form (section A) or a withholding tax form (section B) stating the total amount paid up to the time of retirement. Then, as shown in FIGS. 5 and 7, the retiree H2 submits the withholding tax form (section A) or the withholding tax form (section B) to the tax office H3 or the salary operation staff H4 of the new employer for use in year-end adjustment and final tax return at the new employer.

[0028] However, conventionally, if the salary operation staff H1 forgets to issue a withholding tax form to the retiree H2, there is no mechanism to notice. For this reason, the salary operation staff H1 tends to forget the withholding tax form issuance work because they issue the withholding tax form after a certain period has passed since the retiree H2 retired, and there is no mechanism to notice.

[0029] Furthermore, after resigning, when filing his / her year-end tax adjustment or tax return, former employee H2 notices that he / she has not received a withholding slip from his / her previous company (payroll personnel H1) and contacts them to request the issuance of a withholding slip. As a result, payroll personnel H1 becomes aware of the non-issuance of the withholding slip through the contact from the former employee. Furthermore, in addition to issuing withholding slips, payroll personnel H1 is also responsible for preparing notifications of loss of eligibility for social insurance and notifications of loss of eligibility for employment insurance, and a large amount of work is highly dependent on individual tasks. As such, payroll personnel H1 has a desire for technology that can prevent him / her from forgetting to issue withholding slips because of the large amount of work that is highly dependent on individual tasks.

[0030] [3. Processing of the withholding slip management device] Next, we will explain the processing executed by the withholding tax slip management device 100. Fig. 8 is a flowchart showing an outline of the processing executed by the withholding tax slip management device 100. In the following, it is assumed that in order to issue a withholding tax slip, the withholding tax slip management device 100 has tallied the total amount of payment in Column A, the total amount of payment in Column B, etc. from January of the current year to the processing execution month.

[0031] 8, first, the determination unit 102a performs a salary / bonus determination process (step S1) to determine whether the current operation of the withholding tax slip management device 100 is a salary or a bonus. Specifically, the determination unit 102a determines whether the current withholding tax slip management operation set in the withholding tax slip management device 100 by the payroll operator H1 via the input device 112 is a salary standard or a bonus standard.

[0032] Next, if the determination unit 102a determines that the current operation of the withholding tax slip management device 100 is salary (step S2: Yes), the withholding tax slip management device 100 proceeds to step S3. On the other hand, if the determination unit 102a determines that the current operation of the withholding tax slip management device 100 is not salary, that is, a bonus (step S2: No), the withholding tax slip management device 100 proceeds to step S10.

[0033] In step S3, the selection unit 102b refers to the salary target month master 106a and performs a target month determination process for selecting the current target month. Specifically, the selection unit 102b selects the current target "2023 / 04" from the salary target month master table T1 (see FIG. 2).

[0034] Subsequently, the selection unit 102b performs a target person selection process for selecting the person subject to salary calculation according to the employee CD (code) input by the salary operation staff H1 via the input device 112 (step S4).

[0035] Thereafter, the acquisition unit 102c acquires the salary payment month data 106c and the year-end adjustment data 106d from the storage unit 106 (step S5).

[0036] FIG. 9 is a diagram showing an example of the salary payment month data table in the salary payment month data 106c.

[0037] In the salary payment month data table T10 shown in FIG. 9, the target month is associated with the employee CD, the bonus category indicating salary or bonus, and the leave / retirement category indicating in-service, retired, on leave, etc. and stored. Specifically, in the first row of the salary payment month data table T10, the target month "2023 / 03" is associated with the employee CD "10001", the bonus category "0: salary", and the leave / retirement category "0: in-service" and stored.

[0038] Note that the employee CD "10003" in the salary payment month data table T10 in FIG. 9 has a leave / retirement category of "0: in-service" for the target month "2023 / 03", but has migrated to a leave / retirement category of "0: retired" for the target month "2023 / 04". Therefore, originally, the salary operation staff H1 should issue a withholding certificate and hand it over to the retiree H2, but this schematically represents the situation of the problem in this embodiment. That is, hereinafter, the explanation will be given in the situation where the withholding certificate has not been issued for the employee CD "10003".

[0039] FIG. 10 is a diagram showing an example of the year-end adjustment data table in the year-end adjustment data 106d.

[0040] In the year-end adjustment data table T20 shown in FIG. 10, for the target month, the processing classification indicating the type of year-end adjustment, the tax amount table classification, and the employee CD (code) are stored in association with each other. Specifically, in the first row of the year-end adjustment data table T20, the target month "2022 / 12", the processing classification "1: December year-end adjustment", the tax amount table classification "1: Column A", and the employee CD "10001" are stored in association with each other. Here, the mid-year adjustment is the year-end adjustment during the year for retirees.

[0041] Returning to FIG. 8, the description after step S6 will be continued. The determination unit 102a refers to the salary target month master 106a, the salary payment month data 106c, and the year-end adjustment data 106d, and performs the calculation process of salary and bonus calculation for the selected person in the current target month by the selection unit 102b (step S6).

[0042] Subsequently, the determination unit 102a determines whether there is an interim year-end adjustment (mid-year adjustment) indicating an interim year-end adjustment in the processing classification of the target month corresponding to the current target month, for the employee CD whose employment status has changed from in-service to retired in the target month corresponding to the current target month, after January of the current year and before the current target month, in the salary target month master 106a corresponding to the result after the calculation process in step S6 (step S7). If the determination unit 102a determines that there is an interim year-end adjustment indicating an interim year-end adjustment in the processing classification of the target month corresponding to the current target month, for the employee CD whose employment status has changed from in-service to retired in the target month corresponding to the current target month, after January of the current year and before the current target month, in the salary target month master 106a (step S7: Yes), the withholding ticket management device 100 ends this process. On the other hand, if the determination unit 102a determines that there is no interim year-end adjustment indicating an interim year-end adjustment in the processing classification of the target month corresponding to the current target month, for the employee CD whose employment status has changed from in-service to retired in the target month corresponding to the current target month, after January of the current year and before the current target month, in the salary target month master 106a (step S7: No), the withholding ticket management device 100 proceeds to step S8.

[0043] FIG. 11 is a diagram schematically showing an overview of the salary calculation process by the determination unit 102a. As shown in FIG. 11, in the case of the processing execution month "2023 / 04" and the employee CD "10003", the determination unit 102a checks whether there is a mid-year adjustment (mid-year adjustment indicating year-end adjustment during the year) in the processing classification of the target month corresponding to the months after January of the current year and before the current target month in the salary payment month master 106a for the employee CD "10003" whose employment status in the salary payment month data table T10 in the salary payment month data 106c has changed from "employed" to "retired". In the case shown in FIG. 11, there is no mid-year adjustment indicating year-end adjustment during the year for the employee CD "10003" in the year-end adjustment data table T21. Therefore, the determination unit 102a determines that there is no mid-year adjustment indicating year-end adjustment during the year in the processing classification of the target month corresponding to the months after January of the current year and before the current target month in the salary payment month master 106a for the employee CD "10003". In this case, the retiree H2 will definitely not be subject to salary calculation. Therefore, the determination unit 102a performs the determination process for confirming the non-issuance of the withholding tax form only for the retiree H2 (the person not subject to calculation execution). That is, there is no omission in the confirmation target due to the selection status of the salary calculation execution target. Therefore, in FIG. 11, after the salary calculation is executed for the employee CD "10001", the withholding tax form management device 100 performs the determination process for confirming the non-issuance of the withholding tax form for the employee CD "10003" whose employment status has changed from "employed" to "retired" before the target month corresponding to the result.

[0044] Return to FIG. 8 and continue the description after step S8. The output control unit 102d outputs a warning to the monitor 114 that the withholding tax form for the employee CD whose employment status has changed from employed to retired has not been issued (step S8).

[0045] FIG. 12 is a diagram showing an example of the warning screen that the output control unit 102d causes to be displayed on the monitor 114.

[0046] On the warning screen P1 shown in FIG. 12, there are a message M1 indicating that no withholding tax ticket has been issued for the employee CD whose leave / retirement status has changed from in-service to retired, information M2 regarding the employee CD for which no withholding tax ticket has been issued, a detail button B1 for displaying detailed information of the employee CD for which no withholding tax ticket has been issued, and an OK button B2 for accepting the input of having confirmed the message M1. The information M2 regarding the employee CD for which no withholding tax ticket has been issued includes at least the employee CD, the employee's name, and the retirement date. Note that after confirming the content of the message M1, the salary operation person H1 may transition to a screen where a withholding tax ticket can be issued on the withholding tax ticket management device 100 via the input device 112 and issue a withholding tax ticket.

[0047] Return to FIG. 8 and continue the description from step S9 onwards. The update unit 102e performs an update process of updating the data corresponding to the withholding tax ticket issued for the employee CD "10003" in the year-end adjustment data table T20 according to the operation content input by the salary operation person H1 via the input device 112 (step S9).

[0048] FIG. 13 is a diagram showing an example of the situation after update by the update unit 102e and an overview of subsequent determination.

[0049] As shown in FIG. 13, the update unit 102e updates by associating "2023 / 04" with the target year and month corresponding to the employee CD "10003" in the salary payment month data table T10, "3: mid-year adjustment" with the processing classification, and "1: column A" with the tax amount table classification. Thereby, it is possible to prevent non-issuance of withholding tax tickets to retirees. After step S9, the withholding tax ticket management device 100 ends this process.

[0050] Return to FIG. 8 and continue the description from step S10 onwards. The selection unit 102b refers to the bonus target year and month master 106b and performs a target year and month determination process of selecting the current target year and month (step S10). Specifically, the selection unit 102b selects the current target "2023 / 06" from the bonus target year and month master table T2 (see FIG. 3).

[0051] Subsequently, the selection unit 102b performs a target selection process for selecting a target person for bonus calculation according to the employee CD (code) input by the salary operation staff H1 via the input device 112 (step S11).

[0052] Thereafter, the determination unit 102a refers to the bonus target month / year master 106b, the salary payment month data 106c, and the year-end adjustment data 106d, and performs a calculation process for salary and bonus calculation for the selected person in the current target month / year selected by the selection unit 102b (step S12).

[0053] Subsequently, after the calculation process in step S12, the determination unit 102a determines whether a new payment has occurred for the retired employee CD with an interim year-end adjustment in the processing classification of the year-end adjustment data 106d after January of the current year in the bonus target month / year master 106b corresponding to the result (step S13). If it is determined by the determination unit 102a that a new payment has occurred for the retired employee CD with an interim year-end adjustment in the processing classification of the year-end adjustment data 106d after January of the current year in the bonus target month / year master 106b (step S13: Yes), the withholding ticket management device 100 proceeds to step S14. On the contrary, if it is determined by the determination unit 102a that no new payment has occurred for the retired employee CD with an interim year-end adjustment in the processing classification of the year-end adjustment data 106d after January of the current year in the bonus target month / year master 106b (step S13: No), the withholding ticket management device 100 ends this process.

[0054] Here, the bonus determination method by the determination unit 102a will be described. FIG. 14 is a diagram showing another example of the salary payment month data table in the salary payment month data 106c. FIG. 15 is a diagram showing another example of the year-end adjustment data table in the year-end adjustment data 106d. In the following, the determination unit 102a determines whether it is necessary to reissue a withholding ticket for an employee (retiree) whose tax total amount has occurred in the target month / year after the "interim year-end adjustment after January of the current year" and whose leave / retirement classification is "retirement" during bonus calculation.

[0055] The salary payment month data table T30 shown in Figure 14 stores the employee CD (code), bonus classification, leave of absence retirement classification, and total tax amount in association with the target year and month. Specifically, the second row of the salary payment month data table T30 stores the target year and month "2023 / 05" in association with the employee CD "10005", bonus classification "0: salary", leave of absence retirement classification "3: retirement", and total tax amount "0".

[0056] 15, the year-end adjustment data table T40 stores the target year and month in association with the processing category, tax table category, employee CD (code), and total annual tax amount. Specifically, the fourth row of the year-end adjustment data table T40 stores the target year and month "2023 / 05," the processing category "3: Mid-year adjustment," the tax table category "1: Column A," the employee CD "10005," and the total annual tax amount "1,200,000." Note that in May 2023, the payroll administrator H1 registered the mid-year adjustment via the input device 112, and a withholding slip was issued to the retiree H2 for employee CD "10005."

[0057] Fig. 16 is a diagram showing a schematic overview of the salary calculation process by the determination unit 102a. As shown in Fig. 11, the withholding slip management device 100 calculates the bonus for retired employee CD "10005" according to the salary payment month "2023 / 05" of the current target year and month, and issues a withholding slip for the middle of the fiscal year. Thereafter, the determination unit 102a determines, based on the salary payment month data table T31 and the year-end adjustment data table T40, whether a reissue of the withholding slip is necessary for retired employee CD "10005" because a total taxable amount (payment) has occurred since the withholding slip was issued.

[0058] In the case of the target month "2023 / 05" shown in FIG. 16, for the employee CD "10005" of the retiree, the leave / retirement classification in the salary payment month data table T31 in the salary payment month data 106c is "retirement", and "3: mid-year adjustment", which indicates that a withholding tax invoice has been issued in the processing classification, is stored in an associated manner. However, when the current target month is the salary payment month "2023 / 06", for the employee CD "10005" of the retiree, the total taxable amount of "400,000" has occurred in the bonus classification "1: bonus". Therefore, in the case shown in FIG. 16, the determination unit 102a determines that a new payment has occurred after the issuance of the withholding tax invoice for the employee CD of the retiree, and thus determines that a reissue of the withholding tax invoice is required.

[0059] Return to FIG. 8 and continue the explanation after step S14. When the determination unit 102a determines that a reissue of the withholding tax invoice is required for the employee CD of the retiree, the output control unit 102d outputs a warning to the monitor 114 indicating that a reissue of the withholding tax invoice is required for the employee CD of the retiree (step S14).

[0060] FIG. 17 is a diagram showing an example of a warning screen that the output control unit 102d causes to be displayed on the monitor 114.

[0061] On the warning screen P2 shown in FIG. 17, there are a message M3 indicating that the withholding tax invoice has not been reissued for the employee CD of the retiree, information M4 regarding the employee CD of the retiree for which a reissue of the withholding tax invoice is required, a detail button B1 for displaying detailed information of the employee CD of the retiree for which a reissue of the withholding tax invoice is required, and an OK button B2 for accepting the input that the message M3 has been confirmed. Note that after confirming the content of the message M3, the salary operation staff H1 may transition to a screen where the withholding tax invoice can be reissued in the withholding tax invoice management device 100 via the input device 112 and reissue the withholding tax invoice.

[0062] Return to FIG. 8 and continue the explanation after step S15. The update unit 102e deletes the data registered for the mid-year adjustment, reviews the annual payment status, and re-registers and updates the mid-year adjustment (step S15).

[0063] FIG. 18 is a diagram showing an example of the situation after update by the update unit 102e and an outline of subsequent determination.

[0064] As shown in FIG. 18, the update unit 102e deletes the row of the processing classification "3: mid-year adjustment", tax table classification "1: A column", and total annual taxable amount "1,200,000" for the target month "2023 / 05" corresponding to the employee CD "10005" already registered in the year-end adjustment data table T41. Then, the update unit 102e updates the year-end adjustment data table T41 by associating the processing classification "3: mid-year adjustment", tax table classification "1: A column", employee CD "10005", and total annual taxable amount "1,200,000" for the salary from January to May in the new target month "2023 / 06", and also updates the year-end adjustment data table T41 by associating the processing classification "3: mid-year adjustment", tax table classification "1: B column", employee CD "10005", and total annual taxable amount "400,000" for the bonus in June in the new target month "2023 / 06". Thereby, even if salary such as a bonus (lump sum payment) is generated for the retiree H2 after issuing the withholding tax ticket, it is possible to prevent forgetting to reissue the withholding tax ticket to the retiree H2. After that, if no new payment occurs after July, it is excluded from the determination target by the determination unit 102a.

[0065] According to the embodiment described above, the determination unit 102a performs the calculation process of salary and bonus calculation. After the calculation process, for the employee CD whose leave / retirement classification has changed from in-service to retired in the target month corresponding to the current target month and after January of the current year in the salary target month master 106a corresponding to the result of the calculation process, if it is determined that there is no "mid-year adjustment" indicating year-end adjustment during the year in the processing classification of the target month corresponding to January of the current year and before the current target month in the salary target month master 106a, the output control unit 102d outputs a warning indicating that the withholding tax ticket has not been issued for the employee CD whose leave / retirement classification has changed from in-service to retired. Therefore, it is possible to prevent forgetting to issue the withholding tax ticket to the retiree H2.

[0066] Further, according to the embodiment, when it is determined by the determination unit 102a that new payments have occurred for the retired employee CD with an interim year adjustment in the processing classification of the year-end adjustment data 106d after January of the current year in the award target year month master 106b, in order to output a warning by the output control unit 102d that it is necessary to reissue the withholding tax form for the retired employee CD with an interim year adjustment, even if salary such as an award (lump sum payment) has occurred for the retiree H2 after the withholding tax form is issued, it is possible to prevent the omission of issuing the withholding tax form to the retiree H2.

[0067] Further, according to the embodiment, in order for the payroll staff H1 to output information regarding employees for whom the withholding tax form has not been issued or retired employees for whom reissuance of the withholding tax form is necessary by the output control unit 102d, the payroll staff H1 can intuitively grasp the employee information from the content displayed on the monitor 114.

[0068] Further, according to the embodiment, when the update unit 102e reissues the withholding tax form for the retired employee CD with an interim year adjustment, the immediately preceding interim year adjustment corresponding to the retired employee CD with an interim year adjustment in the year-end adjustment data 106d is deleted, and interim year adjustments in different tax amount table classifications are re-registered to update the year-end adjustment data. Therefore, even if salary such as an award (lump sum payment) has occurred for the retiree H2 after the withholding tax form is issued, it is possible to register that the withholding tax form has been issued to the retiree H2.

[0069] [4. Contribution to the Sustainable Development Goals (SDGs) Led by the United Nations] With this embodiment, it is possible to contribute to improving business efficiency and promoting appropriate business judgment of the enterprise, so it is possible to contribute to Goals 8 and 9 of the SDGs.

[0070] Also, with this embodiment, it is possible to contribute to reducing waste loss and promoting paperless and digitization, so it is possible to contribute to Goals 12, 13, and 15 of the SDGs.

[0071] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0072] 5. Other Embodiments The present invention may be implemented in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

[0073] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically using known methods.

[0074] Furthermore, the processing procedures, control procedures, specific names, information including parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and drawings can be changed as desired unless otherwise specified.

[0075] Furthermore, with regard to the withholding slip management device 100, the components shown in the figures are functional concepts, and do not necessarily have to be physically configured as shown in the figures.

[0076] For example, all or any part of the processing functions of the withholding tax slip management device 100, particularly the processing functions performed by the control unit, may be implemented by a CPU and a program interpreted and executed by the CPU, or may be implemented as hardware using wired logic. The program is recorded on a non-transitory, computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the withholding tax slip management device 100 as needed. That is, a computer program for providing instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or HDD (Hard Disk Drive). This computer program is executed by being loaded into RAM, and cooperates with the CPU to form the control unit.

[0077] In addition, this computer program may be stored in an application program server connected to the withholding tax slip management device 100 via any network, and all or part of it may be downloaded as needed.

[0078] Also, a program for executing the processes described in this embodiment may be stored in a non-transitory computer-readable recording medium, or may be configured as a program product. Here, this "recording medium" includes any "portable physical medium" such as a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), an EEPROM (registered trademark) (Electrically Erasable and Programmable Read Only Memory), a CD-ROM (Compact Disk Read Only Memory), an MO (Magneto-Optical disk), a DVD (Digital Versatile Disk), and a Blu-ray (registered trademark) Disc.

[0079] Also, the "program" is a data processing method described in any language or description method, and is not limited to a form such as source code or binary code. Note that the "program" is not necessarily limited to being configured singly, and also includes those that are distributed as a plurality of modules or libraries, or those that achieve their functions in cooperation with other separate programs typified by an OS. Regarding the specific configuration, reading procedure, and installation procedure after reading for reading the recording medium in each device shown in the embodiment, well-known configurations and procedures can be used.

[0080] The various databases and the like stored in the storage unit are storage means such as a memory device such as a RAM or a ROM, a fixed disk device such as a hard disk, a flexible disk, and an optical disk, and store various programs, tables, databases, and web page files used for various processes and website provision.

[0081] Further, the withholding ticket management device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which an arbitrary peripheral device is connected. Further, the withholding ticket management device 100 may be realized by installing software (including a program or data, etc.) for realizing the processing described in the present embodiment in the device.

[0082] Furthermore, the specific form of the distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be functionally or physically distributed and integrated in arbitrary units according to various additions or according to the functional load. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

Industrial Applicability

[0083] The present invention is useful in industries and business types where there are many employees joining and leaving the company, such as the retail industry and the dispatch industry.

Explanation of Signs

[0084] 100 Withholding ticket management device 102 Control unit 102a Determination unit 102b Selection unit 102c Acquisition unit 102d Output control unit 102e Update unit 104 Communication interface unit 106 Storage unit 106a Salary target year and month master 106b Bonus target year and month master 106c Salary payment month data 106d Year-end adjustment data 108 Input / output interface unit 112 Input device 114 Output device 200 Server 300 Network

Claims

1. A withholding ticket management device comprising a control unit, a salary target year / month master for storing the salary target year / month, salary payment month data in which an employee code, a bonus category indicating salary or bonus, and a leave / retirement category indicating in-service or retired are associated with the target year / month, year-end adjustment data in which a processing category, a tax amount table category, and an employee code associated with the processing content of the year-end adjustment are associated with the target year / month, and is accessible to, the control unit, refers to the salary target year / month master, the salary payment month data, and the year-end adjustment data, and for the employee code whose leave / retirement category has changed from in-service to retired after January of the current year of the salary target year / month master corresponding to the result after the calculation process of calculating the salary / bonus of the target person in the current target year, and before the current target year, and for the processing category of the target year / month corresponding to the current target year, determines whether there is a mid-year adjustment indicating a year-end adjustment during the year; a determination unit, when it is determined that there is no such mid-year adjustment, an output control unit that outputs a warning indicating that the withholding ticket has not been issued for the employee code whose leave / retirement category has changed from in-service to retired, characterized by comprising, a withholding ticket management device.

2. The withholding ticket management device according to claim 1, further accessible to a bonus target year / month master for storing the bonus target year / month, the determination unit, refers to the bonus target year / month master, the salary payment month data, and the year-end adjustment data, and further determines whether a new payment has occurred for the employee code who has left the company and for whom there is such a mid-year adjustment in the processing category after January of the current year, the output control unit, when it is determined that a new payment has occurred for the employee code who has left the company and for whom there is such a mid-year adjustment in the processing category, outputs a warning indicating that it is necessary to reissue the withholding ticket for the employee code who has left the company and for whom there is such a mid-year adjustment, characterized by a withholding ticket management device.

3. The withholding ticket management device according to claim 2, the output control unit, further outputs information regarding an employee for whom the withholding ticket has not been issued or a retired employee for whom it is necessary to reissue the withholding ticket, characterized by a withholding ticket management device.

4. The withholding ticket management device according to claim 3, the control unit, When a withholding slip is reissued for the employee code of a retired employee with the mid-year adjustment, the immediately preceding mid-year adjustment corresponding to the retired employee code with the mid-year adjustment in the year-end adjustment data is deleted, and the mid-year adjustments with different tax rate table classifications are re-registered to update the year-end adjustment data, and further includes an update unit. A withholding slip management device characterized by the above.

5. A withholding slip management method executed by a withholding slip management device including a control unit, The withholding slip management device, A salary target month master that stores the salary target month, Salary payment month data that associates an employee code, a bonus classification indicating salary or bonus, and a leave / retirement classification indicating in-service or retired for the target month, Year-end adjustment data that associates a processing classification, a tax rate table classification, and an employee code with the processing content of the year-end adjustment for the target month, is accessible to, executed by the control unit, Referring to the salary target month master, the salary payment month data, and the year-end adjustment data, for the employee code whose leave / retirement classification has changed from in-service to retired in the target month corresponding to the current target month, after the calculation process of the salary and bonus calculation for the target person in the current target month, from January of the current year of the salary target month master to before the current target month, whether there is a mid-year adjustment indicating a mid-year year-end adjustment in the processing classification of the target month corresponding to the current target month is determined. A determination step; When it is determined that there is no such mid-year adjustment, an output control step of outputting a warning that the withholding slip has not been issued for the employee code whose leave / retirement classification has changed from in-service to retired. Including the above, A withholding slip management method characterized by the above.

6. A withholding slip management program for execution by a withholding slip management device including a control unit, The withholding slip management device, A salary target month master that stores the salary target month, Salary payment month data that associates an employee code, a bonus classification indicating salary or bonus, and a leave / retirement classification indicating in-service or retired for the target month, Year-end adjustment data that associates a processing classification, a tax rate table classification, and an employee code with the processing content of the year-end adjustment for the target month, is accessible to, For execution by the control unit, Referring to the salary target month master, the salary payment month data, and the year-end adjustment data, for the employee code whose employment separation status has changed from in-service to retired in the target month corresponding to the current target month, after the calculation process of calculating the salary and bonus of the target person in the current target month, and for the target months after January of the current year and before the current target month in the salary target month master, determine whether there is a mid-year adjustment (mid-year adjustment) indicating a year-end adjustment during the year in the processing classification of the target months corresponding to the current target month. A determination step; When it is determined that there is no mid-year adjustment, an output control step of outputting a warning indicating that the withholding ticket has not been issued for the employee code whose employment separation status has changed from in-service to retired; including this; A withholding ticket management program characterized by this.

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