JPH11328151A - Taxation/accounting job supporting system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To prevent confirmation work repeated every month from being complicated and to eliminate the need of complicated adjustment for work for year-end adjustment repeated every year as well by managing customer information by using a computer and reporting work confirmation based on the customer information. SOLUTION: For the output (retrieval) 1 of the customer information of a client chart system constituted of a main system and a sub system, the customer information is retrieved from all angles and printed. For the input (registration) 2 of the customer information, any information relating to customers can be inputted and inputted data are linked with the doctor consumption tax 1 and a NOTOKUUN 2 which means that a payment note is sent to a client by FAX or mail of the sub system. An address label is printed for each customer for a tack seal 3 and an alarm 2 is automatically operated at the time of activating a main menu. The sub system is operated on a tabulation program and the NOTOKUUN 2 makes a client surely perform entry and make a payment by FAXing or mailing a payment note.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

The present invention relates to a business support system in a tax and accounting office.

[0002]

2. Description of the Related Art The work of accounting firms has been focused on routine tasks such as tasks performed at a fixed time every year and tasks with a fixed term. Each customer has different job content, and they have dealt with them individually.

[0003]

[Problems to be solved by the invention]
As the number of customers increases, the work becomes complicated and the work becomes difficult. For example, as the number of advisors increases, it is not easy for the director to grasp everything such as the scope of work for each advisor, the appropriateness of advisory fees, and the performance of the annual settlement company. Therefore, at the beginning of every month, the confirmation work that is repeated every month, such as confirmation of the reporting corporation this month and creation of a list of corporations that require reporting of the consumption tax in the settlement corporation, becomes complicated. In addition, since the work on the year-end adjustment that is repeated every year varies from company to company, complicated adjustment is required.

[0004]

A system according to the present invention comprises a means for managing customer information using a computer, and an alarm means for notifying a work confirmation based on the customer information. In addition, a system in which a consumption tax simulation method is added to this system. For example, by performing a search process by the customer management means such as by advisor fee, visit frequency, and accounting process, it is possible to clarify the ambiguous advisory range and use it for reviewing the advisory fee. Furthermore, when the alarm function is set up and the system is started, a list of the corporations settled in the current month and the corporations declared in the current month can be displayed on the screen.

[0005]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS The system of the present invention will be described with reference to an example. This example is composed of a main system and subsystems as shown in FIG. The client chart system provides “output (search)” of customer information,
It consists of "input (registration) of customer information", "tack seal", and "alarm".

“Output of customer information” searches for customer information from all angles and prints it. The search condition can be a simple search or a detailed search, and the search results can be printed in various forms. "Input (registration) of customer information" has various various items so that information about a customer can be input. The data entered here is linked to the “doctor consumption tax” and “pay-out” of the subsystems.

[0007] In the "tack seal", an address label is printed for each customer. The address can be selected from “head office / representative house”. In this example, it is possible to set items such as "notice of payment at source", "notice of final tax return", "summer visit", "Nakamoto", "year-end gift", "news of year-end adjustment", and "new year's card". In the accounting office information, enter the “office list” and “banks” of the accounting firm.

The "alarm" is automatically activated when the main menu is activated. In this example, the "alarm" operates on the list of corporations reporting tax and consumption tax for this month and the list of corporations closing this month. In addition, search for tax offices nationwide by "prefecture" or "national tax bureau" and print them on a sticker.

[0009] The subsystem operates on a spreadsheet program. When a subsystem is selected, a spreadsheet program starts up, and then each system starts up.
The “doctor consumption tax” includes “report judgment”, “tax simulation”, and “report system”. "Notification Judgment" is based on the date of establishment, the taxation period, the status of the progress report, the status of the next
Or, a timetable showing the list of notifications that can be applied at present, and the application time of various systems when the notifications are submitted. For example, it is possible to determine, at a glance, the case where the company corresponds to a newly established corporation from the second term or the application time of the five new types of the simplified tax system.

[0010] The "tax payment simulation" is based on a trial balance that is currently fixed, and automatically inputs annual sales (by business segment), sales and administrative expenses, etc., and automatically converts the annual value into a tax collection. In addition, the amount of the tax paid for the simple taxation can be displayed to determine the advantage or disadvantage. There are two types of input methods, detailed input and simple input.

The “declaration system” is basically based on accounting including tax, but can also be calculated in the case of accounting before tax and Article 22 (1) (stacking calculation). Input items are address, name,
In addition to the basic items such as taxation period, if you include tax (in principle, taxation), you need to enter the tax balance based on the trial balance and enter the old tax rate applicable for each sales item and purchase item. Can be created. In the case of simple taxation, sales items are classified for each business, and complicated special calculation is automatically calculated simply by classifying the old tax rate and the new tax rate.

[0012] "Payout" means that the client has to fill in the payment form, which has been filled out one by one in the accounting office until now, by faxing or e-mailing a "sample with payment notice". It is a system that can do. Significantly reduce the labor and cost of having to send a "Notice of Payment" enclosed and mailed at the time of payment.

[0013] "Remuneration specialty" supports the issuance of a payment record relating to remuneration fees and the management of payment of monthly withholding income tax. After entering the in-house master, remuneration category master, and payee master, you can create a payment record by simply entering the monthly amount. The contents of the unpaid money are also automatically counted.
In addition, “monthly payment-list”, “payee-specific payment-list”, and “total table basic data” can be printed.

[0014] In the "cash accounting system" and "savings accounting system", the time spent for bookkeeping, inputting, and checking is thoroughly omitted. In addition, it provides complete support from sorting by date, tallying by subject, and creating slips. The "depreciation and depreciation system" is a simple depreciation system that omits department management and is equipped with only the functions required for fixed asset management of small businesses. -It has an input screen of list format, it is easy to add and delete assets, and you can specify whether to specify the amortization amount or set the retirement value at the beginning of the book value or after amortization in the case of retirement.

Hereinafter, each of the above items will be described in more detail. FIG. 2 shows the main menu screen. When the output of the customer information is selected, the screen shown in FIG. 3 is displayed. The search items (15 items) in the figure are items of “simple search”. In the “simple search”, a screen shown in FIG. 4 is displayed.

In the "detailed search", the screen shown in FIG. 5 is displayed, and a client that meets a plurality of search conditions can be searched. When each item is selected, the "output item" on the right can be printed. Any number of search conditions can be set. Only the customers who satisfy all the conditions are searched and displayed on the print image on the right.

FIG. 6 shows an input screen for customer information. Register a new customer, or code, segment,
Change the person in charge and delete customer data. The registered customer names are displayed in a list, and the customers can be searched by "person in charge" and "customer classification".

In this example, customer information is composed of ten screens. FIG. 7 shows a screen of basic information, tax accounting information, and management information. The basic information includes “location of company”, “company personnel”, “company profile”, “advisory contract profile”, the tax accounting information includes information on tax and accounting business, the “history of submission of notification form”, and the management information Enter management information for each period.

FIG. 8 shows a screen for risk management, officer relative information, and contract information. Enter information on "life insurance contracts" and "non-life insurance contracts" in risk management, enter information on officers and relatives in officers and kins information, and enter information on contracts in contract information, and create a contract based on this .

FIG. 9 shows a screen for notes on investigation and progress of monthly settlement. At the time of the survey, the items pointed out in the past survey and the items that should be noted when a future survey is performed are entered. For the progress of monthly settlement, check the preparation status of the trial balance and enter the points to be considered when closing.
FIG. 10 shows a complaint screen for inputting complaints generated so far and a memo screen.

FIG. 11 shows a tack seal setting screen. Create an address label for the customer and set the customer to send for each type of document that is sent regularly. Select the destination of the mailing label. As the address printed by the selection, "representative", "person in charge 1", "person in charge 2", "address to representative house", or the like can be selected.

FIG. 12 shows a screen for inputting accounting office information. It is composed of two screens: a staff list and a bank list.

FIG. 13 shows an alarm screen. The system of the present invention has an alarm function for displaying a list of "reporting corporations" and "financial corporations" for the current month. Used for "Confirmation of one-month business" and "Scheduling" performed at the beginning of each month.
The alarm function is automatically activated when the "client chart" is activated, and the list of corporations to be filed in the current month and the list of companies to be closed in the current month are displayed.

FIG. 14 shows a screen of a list of national tax offices. Search tax offices nationwide and create address labels. There are two search methods, "by prefecture" and "by National Taxation Bureau".

In the consumption tax, the concept of the base period and the application (non-application) of the four main notification forms must be submitted before the start of the tax period.
Two factors complicate judgment and response and cause errors. This system determines the deemed purchase rate to be applied to the tax filing / exemption, principle / simple, and simple filing in the next term, the next term, as well as the next term, by inputting the minimum data required. , And graphically displays the determination result.

[0026] Further, the notification forms that can be submitted by the end of the current term are displayed, and how the submission of these notification forms affects the taxation period from the current term to the next two years.

Factors that determine taxation or tax exemption are past taxable sales, establishment time, and the status of submission of the taxable business operator's selection report / non-applicable notification. -The factors that determine the principle / simplification are past taxable sales, the simplified taxation system selection notification, and the status of submission of the non-applicable notification. These data will be centrally managed, and a list (checklist) will be made of submission forms and judgment results at Point 1 for all clients belonging to a certain settlement month. With this list, it is possible to completely prevent a report mistake and a report forgetting for all clients, and also to create a submission history list of four notification forms.

Creation of special tax exemption point system for new corporations, revision of simplified taxation system (reduction of applicable upper limit, 5th
With the establishment of a new business category), the task of determining consumption tax has become more complex than before. This system supports increasingly sophisticated consumption tax judgment business.

According to the system of the present invention, simple taxation (7
The 5% rule is also supported) and in principle, it is possible to determine in one shot whether taxation is more advantageous. Until now, only the tax return was sufficient for the consumption tax, but multiple appendices have been required depending on the content of the declaration. The present invention also supports the creation of these appendixes.

FIG. 15 shows the “doctor consumption tax” of the subsystem. The subsystem "doctor consumption tax" is composed of a "judgment and tax payment simulation system" and a "report preparation system".

The notification determination and tax payment simulation system is the only one of the four screens—the screen that requires input. Company name, business category of simple merger, establishment date, capital amount or investment amount, start date and end date of judgment period
Enter the date, the taxable sales for the past three periods including the judgment period, and the submission history of the four main notification forms.

The consumption tax timetable (judgment result display screen) is displayed by pressing a "timetable display" button on the input screen. The taxation status of the judgment period, the next period, and the next two periods (principal, simplified, tax exemption. For the tax period determined as simple, the business category that is the basis of the deemed purchase rate to be applied to the tax return) is displayed in a timetable.

Further, the notification form that can be submitted during the judgment period is
To display. If there is a notification form of ○, it is possible to simulate the taxation status in the judgment period, the next period, and the next two years period when the notification form of ○ is submitted.

The consumption tax checklist is based on the data entered on the input screen, the company name of the client belonging to the same settlement month, the judgment period, a notification form that can be submitted during the judgment period, and (taxation) after the judgment period. List the status. A list display of all clients is also possible.

"Notification history-list creation" on the input screen shows a list of notification form submission histories based on the data input to the input screen. The tax payment simulation is displayed when the “tax payment simulation” button of the basic information input 1 or the “creation of tax payment simulation” button of the consumption tax timetable is clicked. The result of the simulation can be printed as an advantage / disadvantage determination calculation table.

The tax return preparing system registers, as basic information, data necessary for the consumption tax return, such as the name of the corporation, the place of tax payment, the type of tax return, and the presence or absence of transitional measures. In addition, in principle, in the case of taxation, it is designed to be able to handle both tax-excluded and tax-included accounting processes. In addition, since you can refer to past taxable sales and consumption tax timetables registered in the notification judgment, if the tax return form sent from the tax office changes due to a change in the fiscal year, relocation of tax payment place, etc. Helps prevent mistakes.

According to the registered contents of the basic information, the process automatically shifts to input data necessary for the declaration. <Input pattern><Inputformat> (1) Taxation in principle, tax inclusive Sales data input (1/2), purchase data input (1/3, 2/3, 3/3) (2) Taxation in principle, excluding tax Input Taxable sales, taxable purchases (3) Simple taxation, tax-included input Basic data input

In the case of the above (1), when the collective proportional distribution method is selected (the selection may be controlled depending on the past declaration method), the input of the purchase data is 1/2, 2/2. There are only two screens. Once the data has been entered,
After displaying the calculation pattern, appendix, and declaration form on the screen, it can be printed.

When this system is started, a screen for basic information input 1 shown in FIG. 16 is displayed. This is a screen for inputting customer information, in which information necessary for the judgment and a notification form submission history are input. The basic information input 1 is a place for input and also serves as a main menu of the "report determination and tax payment simulation system". Menu functions are grouped in the lower right corner of the screen. In "determination", a consumption tax timetable of the customer currently displayed in "basic information input 1" is created. “Tax payment simulation” reviews customers who have already simulated.
In the "checklist creation", a consumption tax checklist is created by specifying the settlement month.

FIG. 17 shows a consumption tax time table screen. Based on the data of “Basic information input 1”, the taxation status in the judgment period, the next period, and the next two periods is displayed in a time table. It is possible to perform a simulation in the case where a submission form that can be submitted during the judgment period is displayed as XX.

FIG. 18 shows a screen for basic information input 2 in the tax payment simulation. FIG. 19 shows a detailed and simple data input screen. After inputting the data in accordance with the screens of "Detailed input" and "Simple input", the consumption tax amount of the taxation in principle and the simple taxation is displayed by clicking the [To tax comparison] button after the input.

FIG. 20 is a screen for inputting basic information of a customer who creates a report. The preparation of the consumption tax report includes a sales data input screen and a purchase data input screen. From the taxable sales and the status of the notification form, it is determined whether the report to be prepared is “tax in principle” or “simple taxation”. Thus, the type of the tax return sent from the tax office can be confirmed, and errors can be prevented.

The preparation of a report is divided into the flow as shown in FIG. 21 by selecting the "type of report" field on the basic information screen. FIG. 22 shows a menu screen of the subprogram “Delivery”. This is a software for surely filling out and paying the payment form, which has been filled out one by one in the office. Significantly reduce the time and effort required to enclose a “payment notice” with the payment slip every time.

FIG. 23 shows a menu screen of the subprogram "Reward Specialist", and FIG. 24 shows a data input screen. Simply register the payee name and enter the monthly payment amount, as well as create payment records that were troublesome, create payment lists by month and payee, and summarize by compensation source and subcontract source. Can be easily done.

After the payer (own company) master and the payee master are created, a payment record can be created simply by inputting the amount. You can enter the amount as if you were filling out a monthly payment list. Even if you pay multiple categories to the same payee, the payment amount and withholding tax amount are automatically calculated for each category. If monthly input is troublesome, you can enter the total data in any month during the year and immediately issue a payment record. It is also possible to enter details and descriptions. The unpaid amount is automatically displayed in the inscription.

The input of monthly payment data of each month is not limited to the base date of the payment record, but also displays and prints data necessary for writing an income tax payment slip on the 10th of the following month. Also,
How much and how much you paid in what year and month,
You can report the history of how much of the total amount of withholding has been withheld for each payee in the form of a list. It can be used as management material of the company and as confirmation material for the payee.

FIG. 25 is a view showing a screen of the subsystem cash accounting system. The cashbook fully supports everything from sorting by date, tallying by subject, and creating slips. FIG. 26 shows a screen of the subsystem depreciation system.

[0048]

According to the support system of the present invention, tax
In the accounting business, detailed correspondence can be efficiently performed for each customer. Further, by using the simulation system together, there is an effect that accurate information can be provided to the customer.

[Brief description of the drawings]

FIG. 1 is an explanatory diagram of a system configuration according to an embodiment of the present invention.

FIG. 2 is a main menu screen according to the embodiment of the present invention.

FIG. 3 is an output screen of customer information in the embodiment of the present invention.

FIG. 4 is a screen of a simple search according to the embodiment of the present invention.

FIG. 5 is a detailed search screen according to the embodiment of the present invention.

FIG. 6 is an input screen of customer information in the embodiment of the present invention.

FIG. 7 is a screen of basic information, tax accounting information, and management information in the embodiment of the present invention.

FIG. 8 illustrates risk management according to an embodiment of the present invention;
It is a screen of officer relative information and contract information.

FIG. 9 is a screen showing a note at the time of a survey and a progress of monthly settlement in the embodiment of the present invention.

FIG. 10 shows a claim screen and a memo screen according to the embodiment of the present invention.

FIG. 11 is a tack seal setting screen according to the embodiment of the present invention.

FIG. 12 is an input screen of accounting office information in the embodiment of the present invention.

FIG. 13 is an alarm screen according to the embodiment of the present invention.

FIG. 14 is a screen showing a list of national tax offices according to the embodiment of the present invention.

FIG. 15 is an explanatory diagram of a system of “doctor consumption tax” of a subsystem in an embodiment of the present invention.

FIG. 16 is a screen of basic information input 1 in the embodiment of the present invention.

FIG. 17 is a screen of a consumption tax timetable in the embodiment of the present invention.

FIG. 18 is a screen of basic information input 2 in a tax payment simulation according to the embodiment of the present invention.

FIG. 19 is a detailed and simple data input screen according to the embodiment of the present invention.

FIG. 20 is a screen for inputting basic information of a customer who creates a report in the embodiment of the present invention.

FIG. 21 is an explanatory diagram of a flow of report creation in the embodiment of the present invention.

FIG. 22 is a menu screen of a subprogram “Delivery” in the embodiment of the present invention.

FIG. 23 is a menu screen of a subprogram “Reward Specialist” in the embodiment of the present invention.

FIG. 24 is a data input screen of “reward specialized course” in the embodiment of the present invention.

FIG. 25 is a screen of a cash accounting system in a subsystem according to the embodiment of the present invention.

FIG. 26 is a screen of a subsystem depreciation system in an embodiment of the present invention.

 ──────────────────────────────────────────────────続 き Continuing on the front page (72) Inventor Yukihiro Nomura 2-11-8 Ginza, Chuo-ku, Tokyo 5th floor of 22nd Central Building 5th floor of Japan Grand Get Co., Ltd. (72) Inventor Atsushi Yamanaka 2 Ginza, Chuo-ku, Tokyo Chome 11-8 No.22 Chuo Building 5F Inside Japan Grand Get Co., Ltd.

Claims (2)

[Claims] 1. A tax / accounting business support system comprising: means for managing customer information using a computer; and alarm means for notifying a work confirmation based on the customer information. 2. The tax / accounting business support system according to claim 1, further comprising a consumption tax tax payment simulation means.