JP7621904B2 - PROGRAM, INFORMATION PROCESSING APPARATUS AND METHOD - Google Patents

Description

Application of Article 30, Paragraph 2 of the Patent Act Website announcement https://www.free.co.jp/advisor/tax-return/ (June 22, 2021) https://support.free.co.jp/ jp/hc/ja/articles/115001608543-%E3%82%B3%E3%83%A1%E3%83%B3%E3%83%88%E6%A9%9F%E8 %83%BD%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B (June 22, 2021) https://support. free. co. jp/hc/ja/articles/115001582066-%E6%B3%95%E4%BA%BA%E7%A8%8E%E7%94%B3%E5% 91%8A%E6%A9%9F%E8%83%BD%E3%81%AB%E3%81%A4%E3%81%84%E3%81%A6 (June 22, 2021)

This disclosure relates to a program, an information processing device, and a method.

Tax accountant offices and other tax accountant services that provide tax return services to business clients are now offering web services that allow employees to carry out their work outside of the office, which is known as remote work.

As a system for performing accounting processing at an accounting firm upon receiving requests from clients, Patent Document 1 discloses technology for an accounting processing system that can provide guidance to clients, for example, on matters such as important points to note regarding accounting standards and tax law handling when entering transactions.

JP 2017-033176 A

In a tax accounting firm, tax returns prepared by a tax accountant for the firm's clients are reviewed by another person in the firm (e.g., in a leadership position). The reviewer, for example, writes comments on the tax return, and the tax preparer responds to those comments and modifies the return.

In light of the recent infectious disease epidemic, remote work is being encouraged in tax accountant's offices and other similar establishments. As a result, when conducting reviews as has been done traditionally, online services that provide tax return services also require a function that allows users to enter comments on the return data, respond to those comments, and amend the return. In this case, in order to ensure that customer data can be handled appropriately, it is necessary to limit the number of people who can view and edit the data.

Therefore, this disclosure describes technology that enables smooth remote work in tax accountant's offices and other facilities.

According to one embodiment of the present disclosure, a program is provided for supporting tax return services when executed by a computer having a processor and a memory. Accounting data related to a user's customers is registered in the memory. The program causes the processor to execute the steps of: creating tax return data required for the customer's tax return based on the accounting data; presenting the tax return data to a range of sharers set by the user so that the data can be viewed and edited; accepting additional input of comment data for the tax return data from the user or the sharer; accepting correction input for the tax return data from the user or the sharer; and submitting the tax return data to a specified competent authority as tax return document data for the customer.

According to one embodiment of the present disclosure, an information processing device is provided that includes a control unit and a storage unit and that supports a tax return service. Accounting data related to a user's customer is registered in the storage unit. The control unit executes the steps of creating tax return data necessary for the customer's tax return based on the accounting data, presenting the tax return data to a range of sharers set by the user so that the data can be viewed and edited, accepting additional input of comment data for the tax return data from the user or the sharer, accepting correction input for the tax return data from the user or the sharer, and submitting the tax return data to a specified competent authority as tax return document data for the customer.

According to one embodiment of the present disclosure, a method for supporting tax return services is provided, the method being executed by a computer having a processor and a memory. Accounting data related to a user's customer is registered in the memory. The method includes the steps of: creating tax return data required for the customer's tax return based on the accounting data; presenting the tax return data to a range of sharers set by the user so that the data can be viewed and edited; accepting additional input of comment data for the tax return data from the user or the sharer; accepting correction input for the tax return data from the user or the sharer; and submitting the tax return data to a specified competent authority as tax return document data for the customer.

According to the present disclosure, tax return data required for a client's tax return is presented to a range of sharees set by the user so that they can be viewed and edited, and additional comment data can be added and corrections can be made. This tax return data is submitted to the designated competent authority as the client's tax return document data. This makes it possible to smoothly carry out remote work at tax accountant's offices, etc.

1 is a diagram showing the overall configuration of a tax reporting service providing system 1 according to a first embodiment. 1 is a block diagram showing a functional configuration of a terminal device 10 constituting the tax reporting service providing system 1 of embodiment 1. A diagram showing the functional configuration of a server 20 that constitutes the tax reporting service providing system 1 of embodiment 1. 2A to 2C are diagrams showing examples of the data structures of an office staff database 2021 and a tax return database 2022 stored in the server 20. 2A to 2C are diagrams showing examples of the data structures of a tax return workflow database 2023 and an accounting database 2024 stored in the server 20. 1 is a flowchart showing an example of a flow of a tax return preparation process performed by the tax return service providing system 1 of the first embodiment. 4 is a flowchart showing an example of a flow of tax reporting processing by the tax reporting service providing system 1 of the first embodiment. FIG. 13 is a diagram showing an example of a comment input screen displayed on the terminal device 10. FIG. 13 is a diagram showing an example of a screen displaying comment details displayed on the terminal device 10.

Below, an embodiment of the present disclosure will be described with reference to the drawings. In the following description, identical parts are given the same reference numerals. Their names and functions are also the same. Therefore, detailed descriptions thereof will not be repeated.

＜Overview＞
The tax return service providing system according to the present disclosure will be described below. This tax return service providing system is a system provided to tax accountant offices and the like that provide tax return services to business operators such as companies as customers, and is a system for supporting the tax return services at tax accountant offices and the like. The tax return services provided by tax accountant offices and the like are specifically services that correspond to electronic filing of corporate tax, consumption tax, income tax, and employee year-end adjustments at companies.

The tax return service providing system according to the present disclosure is not limited to a system that provides only the function of managing applications for the tax return service as described above, but may be a system that provides a service for general accounting processing related to one or more businesses. For example, it may be provided as a system that provides accounting services that generate information on expenses and deposits and withdrawals related to transactions of businesses such as companies as journal entries, performs accounting processing, and also provides a tax return service function that prepares final tax returns, etc. In addition, the tax return service providing system according to the present disclosure is a system that is provided as a Web service by a cloud server or the like, so-called SaaS (Software as a Service), and is configured to be accessible by users who are employees of a tax accountant's office through predetermined authentication.

As mentioned above, in a tax accountant's office, tax returns prepared by a certain person for the firm's clients are reviewed by another person in the same office (e.g., in a leadership position). For example, the reviewer writes comments on the tax return, and the person who prepared the return responds to those comments and modifies the return. Such reviews are not only conducted for the purpose of educating staff within the office, but also to improve the quality of deliverables to clients by double-checking. If such work at a tax accountant's office is to be performed remotely, the tax return service providing system will also need a function that allows comments to be written on tax return data, and that allows responses to those comments and modifications to be made to the return.

Therefore, the tax return service providing system according to the present disclosure shares tax return data created by a user with a range of co-owners set by the user, such as a reviewer who requests a review, by granting viewing and editing permissions, enabling viewing and editing. This permission is also granted to the company personnel of the client receiving the service, and the system is configured to be able to share the data with company personnel. In addition, the tax return service providing system according to the present disclosure manages the status of the tax return data created by the user, indicating the creation status, correction status, approval status, submission status, etc. of the tax return data, and is configured to be able to be viewed by the user and co-owners.

Furthermore, the tax return service providing system according to the present disclosure notifies a reviewer when it receives a review request from a user, accepts comments on the tax return data from (but not limited to) the reviewer, and accepts corrections to the tax return data and responses to the comments. It accepts an approval request for the tax return data from the user or a sharer, and accepts approval of the tax return data from an approver (included in the sharer) specified in the approval request. In other words, it is configured to be able to review the tax return data. It is also configured to be able to submit the tax return data to a specified competent authority (e.g., the National Tax Agency) as the customer's tax return document data.

The above configuration enables tax accountant's offices and other tax reporting offices to smoothly carry out remote work.

First Embodiment
The following describes the tax return service providing 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.

<1 Overall configuration of tax return service providing system 1>
Fig. 1 is a diagram showing the overall configuration of a tax reporting service providing system 1 according to a first embodiment. As shown in Fig. 1, the tax reporting service providing system 1 includes a plurality of terminal devices (terminal device 10A and terminal device 10B are shown in Fig. 1. Hereinafter, these may be collectively referred to as "terminal devices 10"), a server 20, and an external server 30. The terminal devices 10, the server 20, and the external server 30 are connected to each other via a network 80 so as to be able to communicate with each other. The network 80 is configured as a wired or wireless network.

The terminal device 10 is a device operated by each user. Here, a user refers to an employee of a tax accountant's office or the like who uses the terminal device 10 to access the tax return service, which is a function of the tax return service providing system 1, or a corporate employee who is a client of the tax accountant's office. The terminal device 10 is realized by a stationary PC (Personal Computer), a laptop PC, or the like. Alternatively, the terminal device 10 may be, for example, a tablet compatible with a mobile communication system, or a mobile terminal such as a smartphone.

The terminal device 10 is connected to the server 20 via a network 80 so as to be able to communicate with the server 20. The terminal device 10 is connected to the network 80 by communicating with communication devices such as a wireless base station 81 that supports communication standards such as 4G, 5G, and LTE (Long Term Evolution), and a wireless LAN router 82 that supports 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.

The communication IF 12 is an interface for inputting and outputting signals so that the terminal device 10 can communicate with external devices. 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 input operations 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 programs and data processed by the programs, 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, such as 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, peripheral circuits, etc.

The server 20 is a device that manages information related to tax return data for providing tax return services and accounting data of client companies and the like. When a user who is an employee of a tax accountant's office or the like creates tax return data, the server 20 registers the data as tax return data for the user's company. The server 20 accepts comments on the tax return data from the user or a sharer designated by the user, accepts corrections to the tax return data and responses to the comments, and accepts approval. The server 20 also submits the tax return data to an external server 30 of a specified competent authority (e.g., the National Tax Agency) as the client's tax return document data.

The server 20 is a computer connected to the 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.

The communication IF 22 is an interface for inputting and outputting signals so that the server 20 can communicate with external devices. The input/output IF 23 functions as an interface with an input device for accepting input operations from the user and an output device for presenting information to the 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 a set of instructions written in a program, and is composed of an arithmetic unit, registers, peripheral circuits, etc.

The external server 30 is a server device provided and managed by a specific competent authority that accepts tax return data, for example, the National Tax Agency, and is a device that accepts tax return data and performs various tax-related processes. The external server 30 performs a specific authentication for the user (such as a tax accountant's office) or a client company, and accepts the tax return data as the client's tax return document data. The external server 30 is a computer connected to the network 80.

<1.1 Configuration of terminal device 10>
FIG. 2 is a block diagram showing the functional configuration of the terminal device 10 constituting the tax return service providing 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 each antenna, an operation reception unit 130 (including a keyboard 131 and a mouse 132), a voice processing unit 140, a microphone 141, a speaker 142, a display 150, a storage unit 160, and a control unit 170. The terminal device 10 also has functions and configurations (e.g., a battery for storing 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.

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

The antenna 112 emits the signal emitted 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 wireless communication unit 122.

The first wireless communication unit 121 performs modulation and 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 and 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, an RSSI (Received Signal Strength Indicator) calculation circuit, a CRC (Cyclic Redundancy Check) calculation circuit, a high-frequency circuit, and the like. The first wireless communication unit 121 and the second wireless communication unit 122 perform modulation and demodulation and frequency conversion of wireless signals transmitted and received by the terminal device 10, and provide the received signals to the control unit 170.

The operation reception unit 130 has a mechanism for receiving input operations from the user. Specifically, the operation reception unit 130 includes a keyboard 131 and a mouse 132. Note that the operation reception unit 130 may be configured as a touch screen that detects the user's contact position on the touch panel, for example, by using a capacitive touch panel.

The keyboard 131 accepts input operations by the user of the terminal device 10. The keyboard 131 is a device for inputting characters, and outputs the input character information to the control unit 170 as an input signal.

The mouse 132 accepts input operations by the user of the terminal device 10. The mouse 132 is a pointing device for selecting an object displayed on the display 150, and outputs position information of the object selected on the screen and information indicating that a button has been pressed as input signals to the control unit 170.

The audio processing unit 140 modulates and demodulates audio signals. The audio processing unit 140 modulates a signal provided by the microphone 141 and provides the modulated signal to the control unit 170. The audio processing unit 140 also provides the audio signal to the speaker 142. The audio processing unit 140 is realized, for example, by 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 by the audio processing unit 140 into audio and outputs the audio to the outside of the terminal device 10.

The display 150 displays data such as images, videos, and text in response to the control of the control unit 170. The display 150 is realized, for example, by an LCD (Liquid Crystal Display) or an organic EL (Electro-Luminescence) display.

The storage unit 160 is configured, for example, with a flash memory, and stores data and programs used by the terminal device 10. In one aspect, the storage unit 160 stores user information 161.

The user information 161 is information about a user who is an employee of a tax accountant's office or the like and who uses the terminal device 10 to access the tax return service, which is a function of the tax return service providing system 1. The user information includes information that identifies the user (user ID), the user's name, organizational information about the tax accountant's office or the like to which the user belongs, etc.

The control unit 170 controls the operation of the terminal device 10 by reading a program stored in the storage unit 160 and executing instructions contained in the program. The control unit 170 is, for example, an application that is pre-installed in the terminal device 10. The control unit 170 operates according to the program to fulfill the functions of an input operation reception unit 171, a transmission/reception unit 172, a data processing unit 173, and a notification control unit 174.

The input operation reception unit 171 performs processing to receive user input operations on an input device such as the keyboard 131.

The transmission/reception unit 172 performs processing for the terminal device 10 to transmit and receive data to and from external devices such as the server 20 in accordance with a communication protocol.

The data processing unit 173 performs calculations on the data received by the terminal device 10 according to a program, and outputs the calculation results to a memory or the like.

The notification control unit 174 performs processing to present information to the user. The notification control unit 174 performs processing to display a display image on the display 150, output audio to the speaker 142, etc.

<1.2 Functional configuration of server 20>
3 is a diagram showing a functional configuration of the server 20 constituting the tax reporting service providing 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.

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

The memory unit 202 stores data and programs used by the server 20. The memory unit 202 stores an office staff database 2021, a tax return database 2022, a tax return workflow database 2023, an accounting database 2024, etc.

The office staff database 2021 is a database for holding information about staff of tax accountant's offices etc. in the tax return service providing system 1, specifically, personal information such as names, information about the tax accountant's offices etc. to which they belong, and information about the client companies they are in charge of. Details will be described later.

The tax return database 2022 is a database for storing format data for tax returns used in the tax return service providing system 1. Details will be described later.

The tax return workflow database 2023 is a database for storing information on the status of tax return data created by users, which is managed by the tax return service providing system 1 and indicates the creation status, correction status, approval status, submission status, etc. Details will be described later.

The accounting database 2024 is a database for holding accounting information related to various transactions of business operators that are clients of tax accountant offices and the like that use the tax return service providing system 1, specifically, information on journal entries related to companies and the like. Details will be described later.

The control unit 203 performs the functions shown in various modules, such as a receiving control module 2031, a sending control module 2032, a tax return preparation module 2033, a workflow sharing module 2034, a tax return sharing module 2035, a tax return comment acceptance module 2036, a tax return amendment acceptance module 2037, an approval acceptance module 2038, and a tax return module 2039, by the processor 29 of the server 20 performing processing according to a program.

The reception control module 2031 controls the process in which the server 20 receives signals from external devices according to a communication protocol.

The transmission control module 2032 controls the process in which the server 20 transmits signals to external devices according to a communication protocol.

The tax return preparation module 2033 controls the process of creating tax return data required for tax returns for clients such as companies under its control, in response to instructions from a staff member of the tax accountant's office, who is a user of the tax return service providing system 1. The tax return preparation module 2033, for example, obtains information (journalization) on expenses and deposits and withdrawals related to transactions of the business operator such as the company from the accounting database 2024, and creates tax return data required for electronic filing of statutory reports such as final tax returns and tax return notifications for the company's corporate tax, consumption tax, income tax, and employee year-end adjustments, based on the accounting data. The tax return preparation module 2033 may create tax return data manually by the user, or may create tax return data automatically.

The tax return preparation module 2033 creates tax return data by inputting various data acquired and compiled from accounting data, and various information about the client company, for each item of the tax return format data, for example in XML or PDF format, stored in the tax return database 2022. The tax return preparation module 2033 registers and stores the tax return data (which may be actual data or link information indicating the storage location of the tax return data) in, for example, the tax return workflow database 2023.

The workflow sharing module 2034 controls the process of registering and managing status information indicating the status of the work process required for tax returns of client companies and the like, which is related to the tax return data created by the tax return creation module 2033 through user operations. The status information managed by the workflow sharing module 2034 is, for example, status information indicating one or more of the creation status, correction status, approval status, and submission status of the tax return data, and is managed for each type of tax return data or for each client company. For example, when the tax return creation module 2033 creates tax return data, the workflow sharing module 2034 registers status information indicating that the tax return data has been created as the creation status of the tax return data. After that, when each of the following processes is performed: comments are accepted by the tax return comment acceptance module 2036, corrections to the tax return data are accepted by the tax return amendment acceptance module 2037, approval of the tax return data is accepted by the approval acceptance module 2038, and tax returns are submitted by the tax return module 2039, the workflow sharing module 2034 registers the respective status information.

The workflow sharing module 2034 also transmits status information to the terminal device 10 for presentation at the instruction of the user, such as a staff member of the tax accountant's office or a person in charge of the client company. The workflow sharing module 2034 presents, for example, a list of the steps required for the creation status, correction status, approval status, and submission status of the tax return data, and presents the status of each step. At this time, the user in charge of that step and the users related to that step may be presented, and the same applies to the above-mentioned acceptance of comments, acceptance of corrections to the tax return data, and approval of the tax return data. The users related to that step are the sharers of the tax return data described below, and may include the person in charge of the client company. The workflow sharing module 2034 registers and stores the status information, for example, in the tax return workflow database 2023.

The tax return sharing module 2035 registers and manages tax return data created by the tax return creation module 2033 through user operations, and controls the process of sharing the tax return data to a range of sharers set by the user who created the data so that the data can be viewed, edited, and presented. The range of the tax return data that can be shared so that it can be viewed and edited is, for example, the superior of the employee in question, the reviewer described above, and the like. The tax return sharing module 2035 may accept a setting for the range of the tax return data that can be shared so that it can be viewed and edited from the user who created the tax return data, or may be set in advance for each user and automatically applied each time tax return data is created, or may be managed for each client company by the workflow sharing module 2034. In addition, the range of the tax return data that can be shared so that it can be viewed and edited is not limited to within the tax accountant's office, and may include the person in charge of the client company.

The tax return comment acceptance module 2036 controls the process of accepting additional input of comment data for the tax return data created by the tax return creation module 2033 through user operation. The comment data for the tax return data is, for example, a comment written by the reviewer as a result of reviewing the tax return data, and is text data that is linked to the items of the tax return data and is written so as to be referable (for example, by a speech bubble, etc.). The tax return comment acceptance module 2036 accepts a review request for the reviewer from the user who created the tax return data, and notifies the reviewer. At this time, it may be configured to automatically notify a preset reviewer. After that, the tax return comment acceptance module 2036 accepts comment data for the tax return data from the reviewer (which may be a comment for the entire tax return data, or may be a comment for a specific item of the tax return data), and notifies the user who sent the review request. In addition, the tax return comment acceptance module 2036 presents the accepted comment data together with the tax return data so that it can be referred to by those within the scope of the tax return data shared so that it can be viewed and edited.

The tax return comment acceptance module 2036 also accepts additional comment data for the comment data accepted by the tax return sharing module 2035. This comment data may be comment data in response to comment data already added, or may be additional comment data. Such comment data may be accepted from anyone within the scope of the tax return data shared so that it can be viewed and edited (which may include personnel at the client company). Furthermore, the tax return comment acceptance module 2036 may present the additional comment data for the accepted comment data as a hierarchy so that it is clear which comment it is a response to. The tax return comment acceptance module 2036 links the comment data added to the tax return data to the tax return data, and registers and stores it in, for example, the tax return workflow database 2023.

The tax return correction acceptance module 2037 controls the process of accepting correction inputs for tax return data created by the tax return creation module 2033 through user operation. The correction inputs for the tax return data may be, for example, corrections based on comment data accepted by the tax return comment acceptance module 2036, or may be corrections made by the user himself later. The tax return correction acceptance module 2037 may accept correction inputs from the user who created the tax return data, or from the reviewer or other users with whom the data is shared. When the tax return correction acceptance module 2037 accepts correction inputs, it notifies the reviewer or other users with whom the tax return data is shared (which may include the user who created the tax return data) that the correction inputs have been accepted. At this time, the tax return comment acceptance module 2036 may accept comment data indicating that the tax return data has been corrected from the user who accepted the correction inputs. The tax return correction acceptance module 2037 presents the tax return data in which the accepted correction inputs are reflected so that it can be referenced by those within the range of the data that is shared so that it can be viewed and edited.

The tax return correction reception module 2037 also registers and stores the tax return data reflecting the received correction input, for example, in the tax return workflow database 2023.

The approval reception module 2038 controls the process of accepting an approval request (approval) for the tax return data created by the tax return creation module 2033 through user operation. The approval reception module 2038 performs a process of requesting approval from the person ultimately responsible (e.g., the tax accountant in charge) or an approver who is a person in charge at the client company, for the tax return processing of the created tax return data by the tax return module 2039 described later. Specifically, when the approval reception module 2038 accepts an approval request for the tax return data from the user who created the tax return data, the person in charge of reviewing the tax return data, or other users with whom the data is shared, it notifies the approver that approval is being requested. The tax return data at this time may accept an approval request regardless of whether or not corrections have been input by the tax return correction reception module 2037 and whether or not comments have been input by the tax return comment reception module 2036.

Next, when the approval receiving module 2038 receives approval for the tax return data from the approver, it notifies the person who requested the approval that approval has been granted. The approval receiving module 2038 also presents information that an approval request has been granted for the tax return data, and that the data has been approved, so that it can be viewed by those who are allowed to view and edit the data and share it with others.

The approval reception module 2038 also registers and stores information on the approval request for the tax return data and information on approval, for example, in the tax return workflow database 2023.

The tax return module 2039 controls the process of submitting the tax return data, for which the approval reception module 2038 has accepted approval through the operation of the approver, to a prescribed competent authority (e.g., the National Tax Agency) as the tax return document data of the client. The tax return module 2039 submits the created tax return data to the external server 30 by electronic filing. The tax return module 2039 also registers and stores information that the tax return data has been submitted to the prescribed competent authority, for example, in the tax return workflow database 2023.

<2 Data Structure>
Fig. 4 is a diagram showing an example of the data structure of the office staff database 2021 and the tax return database 2022 stored in the server 20. Fig. 5 is a diagram showing an example of the data structure of the tax return workflow database 2023 and the accounting database 2024 stored in the server 20.

As shown in FIG. 4, each record in the office staff database 2021 includes the items "Office ID", "Office name", and "Staff details information", etc.

The item "Office ID" is information that identifies each tax accountant's office, etc. that receives tax return services from the tax return service providing system 1.

The item "Office Name" is information that indicates the name of the tax accountant's office or other entity that receives tax return services from the tax return service providing system 1.

The item "Staff details information" is information about staff who belong to (work at) the tax accountant's office that receives tax return services from the tax return service providing system 1, and specifically includes the items "Staff ID," "Staff name," "Regular/non-regular employee," and "Job responsibilities," etc.

The item "Staff ID" is information that identifies each staff member who belongs (works) at a tax accountant's office.

The item "Staff Name" is information that indicates the name of the staff who belong to (work at) the tax accountant's office.

The item "Regular/Non-regular" is information indicating the employment status of staff belonging to (working at) a tax accountant's office, and stores information indicating, for example, regular employment, non-regular employment, etc.

The item "Duties" is information indicating the duties of employees belonging to (working at) a tax accountant's office, and stores, for example, information on client companies etc. that the employee is responsible for. In the tax return service providing system 1, the scope of sharing of tax return data etc. of client companies etc. that can be viewed and edited is defined, so the client information that can be viewed and edited is set for each employee.

The server 20 adds/deletes records in the "Staff details" field of the office staff database 2021 in response to an increase or decrease in the number of staff at a tax accountant's office or other such office.

Each record in the tax return database 2022 includes an item "tax return ID," an item "tax return name," an item "tax return data," etc.

The item "tax return ID" is information that identifies each tax return data item that can be created by the tax return service providing system 1.

The item "Return name" is information indicating the name of a tax return that can be created by the tax return service providing system 1, and for example, the name of a tax return such as "Final tax return B" is stored.

The item "tax return data" is format data for a tax return that can be created by the tax return service providing system 1. Specifically, it is tax return format data in XML or PDF format, and the format data may be stored, or link information indicating the storage location of the format data may be stored.

When the format of tax returns is changed due to legal amendments, etc., the server 20 adds or changes records in the tax return database 2022.

As shown in FIG. 5, each record in the tax return workflow database 2023 includes an item "Office ID", an item "Customer ID", an item "Customer name", an item "Status details information", etc.

The item "Office ID" is information that identifies each tax accountant's office, etc. that receives tax return services from the tax return service providing system 1, and corresponds to the item "Office ID" in the office staff database 2021.

The item "Customer ID" is information that identifies each company or other entity that is a client of a tax accountant's office that receives tax return services through the tax return service providing system 1.

The item "Client Name" is information indicating the name of a company or other entity that is a client of a tax accountant's office that receives tax return services from the tax return service providing system 1, and corresponds to the name of a company or other entity stored in the item "Duties" in the office staff database 2021.

The "status details" item is information about status information indicating the status of the work processes required for tax returns for each client at the tax accountant's office that receives tax return services from the tax return service providing system 1, and specifically includes the items "staff ID", "date", and "content". This "status details" item is updated information registered regarding the creation status, correction status, approval status, and submission status of tax return data for client companies, etc., and is configured so that the latest information is added as a record in chronological order, for example, in the order of the "date" item.

The item "Staff ID" is information that identifies each staff member who belongs to (works at) the tax accountant's office, and corresponds to the item "Staff ID" in the office staff database 2021.

The "Date" item is information that indicates the date on which the status of the work process was updated at the tax accountant's office that receives the tax return service.

The "Content" item is information that indicates the status of the work process required for tax returns at the tax accountant's office that receives the tax return service. Specifically, the status information that indicates whether comment data has been added to the entire tax return data or specific items, whether corrections have been made to the tax return data, whether the tax return data has been approved, whether the tax return has been filed, etc. is stored.

The workflow sharing module 2034 of the server 20 adds records to the "status details" field in the tax return workflow database 2023 as the user creates tax return data, adds comment data, modifies tax return data, approves tax return data, and accepts tax return information.

Each record in the accounting database 2024 includes an item "business ID," an item "business name," an item "journal entry data details," etc.

The item "Business ID" is information that identifies each company or other entity that is a client of a tax accountant's office that receives tax return services from the tax return service providing system 1, and corresponds to the item "Customer ID" in the tax return workflow database 2023.

The item "Business Name" is information indicating the name of a company or other entity that is a client of a tax accountant's office that receives tax return services from the tax return service providing system 1, and corresponds to the item "Customer Name" in the tax return workflow database 2023.

The item "Journal entry data details" is journal entry data that records the transactions of income and expenditures such as sales, accounts receivable, and accounts payable for companies and other entities that are clients of tax accountant's offices that receive tax return services from the tax return service providing system 1, and specifically includes the items "Date," "Debit/Credit," "Summary," and "Amount." This item "Journal entry data details" is information that is journalized and registered as accounting information based on information registered by companies and other entities about their daily transactions, and is configured so that the latest information is added as a record in chronological order, for example, by the item "Date."

The "Date" item is information about the date on which a transaction occurred, such as sales, accounts receivable, accounts payable, etc., managed by the tax return service providing system 1.

The "Debit/Credit" item is information that indicates whether the journal entry data is a debit or credit for a deposit/withdrawal transaction; for example, if it is a debit, "debit" information is stored, and if it is a credit, "credit" information is stored. Debits and credits are items that are commonly used in double-entry bookkeeping today when recording in ledgers.

The "Summary" item is information that indicates the account heading of the journal entry data. The account heading is information that indicates the content of the expense item used to enter a transaction, and for example, as shown in Figure 5, the content such as "Credit accounts receivable," "Sales," and "Cash" is stored.

The "Amount" item is information that indicates the amount of the journal entry data that was journalized. The "Amount" item stores the amounts of "Credit accounts receivable," "Sales," "Cash," and other examples of account items indicated by the "Description" item.

<3 Operation>
Hereinafter, the tax return preparation process and the tax return process performed by the tax return service providing system 1 in the first embodiment will be described with reference to FIGS.

Figure 6 is a flowchart showing an example of the flow of tax return preparation processing by the tax return service providing system 1 of embodiment 1. In Figure 6, the terminal device 10 of the user who prepared the tax return data is shown as terminal device 10A, and the terminal device 10 of the other user (reviewer or approver) is shown as terminal device 10B.

As a pre-processing for step S111, the input operation reception unit 171 of the terminal device 10A receives an operation to input a user ID and password for authentication required to use the services of the tax return service providing system 1 from a user who is an employee of a tax accountant's office or the like who uses the tax return service. The transmission/reception unit 172 transmits the received user ID, password, and user information to the server 20. The server 20 receives the user ID and password via the communication unit 201, confirms that the user ID and password of the user are valid, and performs a predetermined authentication. If they are valid, the server 20 transmits information indicating that the authentication has been completed to the terminal device 10A via the communication unit 201. The transmission/reception unit 172 of the terminal device 10A receives the information indicating that the authentication has been completed transmitted from the server 20. The notification control unit 174 displays the received information indicating that the authentication has been completed on the display 150, and step S111 is started.

In step S111, the input operation reception unit 171 of the terminal device 10A receives a display instruction from the user to display a processing screen for the responsible customer company referenced by the user. The transmission/reception unit 172 transmits the received display instruction to the server 20. The transmission/reception unit 172 of the terminal device 10A receives display data for the processing screen for the responsible customer company transmitted from the server 20. The notification control unit 174 causes the display 150 to display the received display data for the processing screen for the responsible customer company.

In step S121, the server 20 accepts an instruction to display a processing screen for the responsible customer company sent from the terminal device 10A via the communication unit 201. The server 20 transmits display data for the processing screen for the responsible customer company to the terminal device 10A via the communication unit 201.

In step S112, the input operation reception unit 171 of the terminal device 10A receives, through operation by the user, an instruction input for creating tax return data required for tax returns for the companies or other clients for which the user is responsible. The transmission/reception unit 172 transmits the received instruction information for creating the tax return data to the server 20.

In step S122, the tax return preparation module 2033 of the server 20 receives instruction information for creating tax return data sent from the terminal device 10A via the communication unit 201. The tax return preparation module 2033 creates tax return data necessary for tax returns of client companies and the like, based on the received instruction information for creating tax return data. In addition, the workflow sharing module 2034 registers status information indicating the status of the work process necessary for tax returns of companies and the like related to the created tax return data (tax return data creation status).

In step S123, the tax return sharing module 2035 of the server 20 shares the tax return data created in step S122 with the sharees set by the user who created the data, so that the data can be viewed, edited, and presented to them. For example, the tax return data can be shared with the employee's superior, the reviewers, and the like, so that the data can be viewed and edited, based on the operation of the user who created the data or on information set in advance.

In step S114, the input operation reception unit 171 of the terminal device 10A receives a transmission instruction to send a review request from the user who created the tax return data to the reviewer, via operation from the user. The transmission/reception unit 172 transmits the received transmission instruction information for the review request to the server 20. The transmission/reception unit 172 of the terminal device 10A receives an additional input notification of comment data sent from the server 20. The notification control unit 174 causes the display 150 to display the received additional input notification of comment data and the contents of the comment data. The user then makes corrections to the tax return data as necessary.

In step S124, the declaration comment acceptance module 2036 of the server 20 accepts, via the communication unit 201, transmission instruction information for sending a review request to the reviewer sent from the terminal device 10A. The declaration comment acceptance module 2036 transmits the review request to the reviewer to the terminal device 10B of the reviewer via the communication unit 201 based on the accepted transmission instruction information for sending a review request to the reviewer. In addition, the declaration comment acceptance module 2036 accepts additional input of comment data to the declaration data via the communication unit 201 based on the additional input notification of comment data sent from the terminal device 10B. The declaration comment acceptance module 2036 transmits the accepted additional input notification of comment data to the terminal device 10A of the user who created the declaration data via the communication unit 201.

In addition, at a certain stage in step S124, the tax return correction reception module 2037 of the server 20 receives notification information, via the communication unit 201, that corrections have been made to the tax return data transmitted from the terminal device 10A. The tax return correction reception module 2037 receives corrections to the tax return data based on the notification information that corrections have been made to the received tax return data.

In step S134, the transmission/reception unit 172 of the terminal device 10B accepts the review request sent from the server 20. The notification control unit 174 causes the display 150 to display the accepted review request and the target tax return data. The input operation acceptance unit 171 of the terminal device 10B accepts additional input of comment data to the tax return data through operation by the user of the reviewer. The transmission/reception unit 172 transmits to the server 20 an additional comment data input notification indicating that the comment data has been added to the tax return data.

In step S115, the input operation reception unit 171 of the terminal device 10A receives a transmission instruction from the user who created the tax return data to transmit an approval request for the tax return data. The transmission/reception unit 172 transmits the received approval request for the tax return data to the server 20. The transmission/reception unit 172 of the terminal device 10A receives an approval notification for the tax return data transmitted from the server 20. The notification control unit 174 causes the display 150 to display the approval notification for the received tax return data.

In step S125, the approval reception module 2038 of the server 20 accepts the approval request for the tax return data sent from the terminal device 10A via the communication unit 201. The approval reception module 2038 transmits an approval request to the approver via the communication unit 201 to the terminal device 10B of the approver based on the accepted approval request for the tax return data. The approval reception module 2038 also accepts approval for the tax return data via the communication unit 201 based on the approval notification sent from the terminal device 10B. The approval reception module 2038 transmits the approval notification for the accepted tax return data via the communication unit 201 to the terminal device 10A of the user who created the tax return data.

In step S135, the transmission/reception unit 172 of the terminal device 10B accepts the approval request for the tax return data sent from the server 20. The notification control unit 174 displays the accepted approval request for the tax return data and the target tax return data on the display 150. The input operation acceptance unit 171 of the terminal device 10B accepts approval for the tax return data through operation by the approver user. The transmission/reception unit 172 transmits an approval notification for the tax return data to the server 20, indicating that the tax return data has been approved.

In step S126, the workflow sharing module 2034 of the server 20 adds records to the "status details" field in the tax return workflow database 2023 in response to the creation of tax return data, the addition of comment data, corrections to tax return data, approval of tax return data, and tax return information received from the user.

As described above, in the tax return service providing system 1, when tax return data is created at the user's instruction, it is shared with the sharers set by the user so that it can be viewed and edited. When a review request for a reviewer is received from the user who created the tax return data, additional input of comment data is received from the reviewer or other sharers, corrections to the tax return data are received, and approval of the tax return data is received. This information is presented and shared with the sharers set by the user. This makes it possible to share and grasp the status of the work process for the created tax return data.

Figure 7 is a flowchart showing an example of the flow of tax return processing by the tax return service providing system 1 of embodiment 1.

In step S211, the input operation reception unit 171 of the terminal device 10 receives a display instruction from the user to display a processing screen for the responsible customer company referenced by the user. The transmission/reception unit 172 transmits the received display instruction to the server 20. The transmission/reception unit 172 of the terminal device 10 receives display data for the processing screen for the responsible customer company transmitted from the server 20. The notification control unit 174 causes the display 150 to display the received display data for the processing screen for the responsible customer company.

In step S221, the server 20 accepts an instruction to display a processing screen for the responsible customer company sent from the terminal device 10 via the communication unit 201. The server 20 transmits display data for the processing screen for the responsible customer company to the terminal device 10 via the communication unit 201.

In step S212, the input operation reception unit 171 of the terminal device 10 receives, through user operation, an instruction input to submit the tax return data approved in step S125 to a predetermined competent authority (e.g., the National Tax Agency) as the tax return document data of the customer. The transmission/reception unit 172 transmits the instruction information to submit the received tax return data to the server 20.

In step S222, the tax return module 2039 of the server 20 accepts the instruction information for submitting the tax return data sent from the terminal device 10 via the communication unit 201. The tax return module 2039 transmits the tax return data approved in step S125 to the external server 30 via the communication unit 201 as the tax return document data of the customer in question, for submission by electronic filing to a prescribed competent authority (e.g., the National Tax Agency).

In step S232, the external server 30 accepts the tax return document data (tax return data) of the customer sent from the server 20 and registers it as the tax return document data of the company, etc.

As described above, in the tax return service providing system 1, tax return data that has been approved within the tax accountant's office or by the client company is submitted to a prescribed competent authority (e.g., the National Tax Agency) as the client's tax return document data. This makes it easier to ensure that tax return procedures are carried out reliably.

<4 Screen example>
Hereinafter, with reference to FIG. 8 and FIG. 9, a description will be given of examples of screens for inputting comments and displaying comment details in the tax return preparation process by the tax return service providing system 1. FIG.

Figure 8 is a diagram showing an example of a comment input screen displayed on the terminal device 10. The example screen in Figure 8 shows an example of a screen displaying the operation status for accepting comment input by the tax return comment acceptance module 2036. This corresponds to step S114 in Figure 6.

As shown in FIG. 8, the display 150 of the terminal device 10 displays a tax return data display field 1031a as a screen for displaying the created tax return data. When comment data is to be entered for the entire tax return data display field 1031a or for some items, for example, for input item 1031b, a predetermined operation (e.g., right-clicking with the mouse 132) is performed, and a comment input field 1031c is displayed, enabling comment data to be entered.

In the screen shown in FIG. 8, when a user who is a reviewer (or another sharer) wants to enter comment data about the contents of the input item 1031b, the user enters the comment in the comment input field 1031c. This causes the entered comment data to be registered and shared with other users.

Figure 9 is a diagram showing an example of a screen displaying comment details displayed on the terminal device 10. The example screen of Figure 9 shows an example of a screen in which the contents of the comment data are presented (displayed) after the comment data is input in the example screen of Figure 8. This corresponds to step S114 in Figure 6.

As shown in FIG. 9, the display 150 of the terminal device 10 displays a tax return data display field 1032a as a screen for displaying the created tax return data. Outside the margin of the tax return data display field 1032a, for example in the upper right corner, a comment list display button 1032b is provided. In addition, a comment list display field 1032c is displayed, which is displayed by pressing the comment list display button 1032b.

In the screen shown in FIG. 9, the comment list display field 1032c displays the name of the staff member who entered the comment data, and displays further comment data in a hierarchical manner so that it is clear which comment the comment data is a response to. This makes it possible to understand who entered the comment data, how the discussion progressed based on the comment data, and to take appropriate follow-up action such as making corrections.

<Summary>
As described above, according to this embodiment, when tax return data is created by an instruction from a user, the data is shared with a range of co-owners set by the user so that the data can be viewed and edited. When a review request for a reviewer is received from a user who created the tax return data, additional input of comment data is received from the reviewer or other co-owners, correction input for the tax return data is received, and approval for the tax return data is received. This information is presented to and shared with a range of co-owners set by the user. After that, the tax return data for which approval has been received is submitted to a specified competent authority (e.g., the National Tax Agency) as the tax return document data of the client. Therefore, it is easy to share and grasp the status of the work process of the created tax return data, and to reliably carry out the tax return procedure. This makes it possible to smoothly carry out remote work in tax accountant's offices, etc.

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

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

(Note 1) A program for supporting tax return services when executed by a computer having a processor 29 and memory 25, in which accounting data relating to a user's customers is registered in the memory 25, and the program causes the processor 29 to execute the steps of: creating tax return data required for the customer's tax return based on the accounting data (S122); presenting the tax return data to a range of sharers set by the user so that the data can be viewed and edited (S123); accepting additional comment data input from the user or sharer for the tax return data (S124); accepting correction input from the user or sharer for the tax return data (S124); and submitting the tax return data to a specified competent authority as the customer's tax return document data (S222).

(Appendix 2) The program described in (Appendix 1) further executes a step of managing the status indicating one or more of the creation status, correction status, approval status, and submission status of the tax return data, and presenting the status to the user, sharer, or approver.

(Appendix 3) A program described in (Appendix 2) that manages the status of each customer.

(Appendix 4) A program described in any one of (Appendix 1) to (Appendix 3), in which, in the step of presenting the tax return data, either comment data for the tax return data or the contents of corrections entered into the tax return data, or both, are presented to the user or the sharer.

(Appendix 5) A program described in (Appendix 4) that presents to a user or sharer, respectively, the user or sharer who added the comment data to the tax return data and the user or sharer who made the corrections to the tax return data, along with the comment data for the tax return data and the contents of the corrections made to the tax return data.

(Appendix 6) A program described in any one of (Appendix 1) to (Appendix 5), in which, in the step of accepting additional input of comment data for the tax return data, when comment data for the tax return data is accepted, a user involved in creating the tax return data is notified that the comment data has been added.

(Appendix 7) A program described in any one of (Appendix 1) to (Appendix 6), further comprising a step of accepting input of a response to the comment data, or input of a further response to the response to the comment data.

(Appendix 8) A program described in (Appendix 7) that, in the step of presenting the tax return data, presents the contents of the response input to the comment data and the contents of the further response input to the response to the comment data as a hierarchy.

(Appendix 9) The program described in any one of (Appendix 1) to (Appendix 8) further includes a step of accepting an approval request for the tax return data from a user or sharer, and notifying a designated approver of the approval request, and a step of accepting approval for the amended tax return data from the approver, and in the step of submitting the tax return data to a specified competent authority, submits the tax return data approved by the approver.

(Appendix 10) A program as described in (Appendix 9), in which, in the step of accepting an approval request for the tax return data, the request is accepted from a user or sharer who has added comment data to the tax return data, or from a user or sharer who has entered a response to the comment data, and, in the step of accepting approval for the tax return data, approval is accepted for each comment data or each correction input.

(Appendix 11) The program further executes a step of accepting input for granting authority to the sharer or approver to view or edit the tax return data, based on user settings, and in the step of presenting the tax return data, presents the data to the sharer or approver in a manner that allows viewing and editing, depending on the authority, as described in (Appendix 9) or (Appendix 10).

(Appendix 12) An information processing device that supports tax return services and includes a control unit 203 and a storage unit 202, in which accounting data related to a user's customers is registered in the storage unit 202, and the control unit 203 performs the steps of: creating tax return data required for the customer's tax return based on the accounting data (S122); presenting the tax return data to a range of sharers set by the user so that the data can be viewed and edited (S123); accepting additional input of comment data for the tax return data from the user or sharers; accepting correction input for the tax return data from the user or sharers (S124); and submitting the tax return data to a specified competent authority as tax return document data for the customer (S222).

(Appendix 13) A method for supporting tax return services, executed by a computer having a processor 29 and a memory 25, in which accounting data relating to a user's customers is registered in the memory 25, and the method executes the steps of: creating tax return data required for the customer's tax return based on the accounting data (S122); presenting the tax return data to a range of sharers set by the user so that the data can be viewed and edited (S123); accepting additional comment data input from the user or sharers to the tax return data (S124); accepting correction input from the user or sharers to the tax return data (S124); and submitting the tax return data to a specified competent authority as tax return document data for the customer (S222).

10 Terminal device, 20 Server, 80 Network, 130 Operation reception unit, 161 User information, 22 Communication IF, 23 Input/output IF, 25 Memory, 26 Storage, 29 Processor, 201 Communication unit, 202 Memory unit, 2021 Office staff database, 2022 Tax return database, 2023 Tax return workflow database, 2024 Accounting database, 203 Control unit

Claims (9)

A program for supporting a tax return service when executed by a computer having a processor and a memory, comprising:
The memory stores accounting data relating to the user's customers,
The program causes the processor to:
creating tax return data necessary for filing a tax return for the customer based on the accounting data;
A step of presenting the tax return data to a sharer within a range set by the user so that the sharer can view and edit the data;
A step of receiving additional input of comment data for a specific item of the tax return data from the user or the sharer;
A step of accepting correction input for the tax return data from the user or the sharer;
accepting an approval request for the declaration data from the user or the sharer, and notifying a designated approver of the approval request;
receiving approval for the corrected and input tax return data from the approver;
submitting the tax return data to a competent authority as tax return data for the customer;
In the step of receiving additional input of comment data for the tax return data, additional input of comment data for amending the tax return data is received;
In the step of presenting the tax return data, either or both of the comment data for the tax return data and the contents of the correction input for the tax return data are presented to the user or the sharer, and together with the comment data for the tax return data and the contents of the correction input for the tax return data, the user or the sharer who added the comment data to the tax return data and the user or the sharer who made the correction input for the tax return data are presented to the user or the sharer , respectively;
In a step of accepting an approval request for the report data, an approval request is accepted from the user or the sharer who has added comment data to the report data, or from the user or the sharer who has input a response to the comment data;
In the step of receiving approval for the tax return data, approval is received for each of the comment data or each of the correction inputs;
In a step of submitting the declaration data to a predetermined competent authority, the program submits the declaration data that has been approved by the approver . The program further comprises:
2. The program according to claim 1, further comprising a step of managing a status indicating one or more of a creation status, a correction status, and a submission status of the tax return data, and presenting the status to the user or the sharer. The program according to claim 2, which manages the status status for each customer. The program according to any one of claims 1 to 3, wherein in the step of accepting additional comment data for the tax return data, when comment data for the tax return data is accepted, the program notifies the user involved in creating the tax return data that the comment data has been added. The program further comprises:
The program according to claim 1 , further comprising: receiving an input of a reply to the comment data or a further reply to the reply to the comment data. The program according to claim 5, wherein in the step of presenting the tax return data, the content of the response input to the comment data and the content of the further response input to the response to the comment data are presented as a hierarchy. The program further comprises:
Executing a step of accepting an input for granting authority to permit the sharer or approver to view or edit the tax return data according to the user's setting;
2. The program according to claim 1 , wherein in the step of presenting the tax return data, the tax return data is presented to the sharer or the approver in a viewable and editable manner according to the authority. An information processing device that supports a tax return service, comprising: a control unit; and a storage unit,
The storage unit stores accounting data relating to the user's customers,
The control unit is
creating tax return data necessary for filing a tax return for the customer based on the accounting data;
A step of presenting the tax return data to a sharer within a range set by the user so that the sharer can view and edit the data;
A step of receiving additional input of comment data for a specific item of the tax return data from the user or the sharer;
A step of accepting correction input for the tax return data from the user or the sharer;
accepting an approval request for the declaration data from the user or the sharer, and notifying a designated approver of the approval request;
receiving approval for the corrected and input tax return data from the approver;
submitting the tax return data to a competent authority as tax return data for the customer;
In the step of receiving additional input of comment data for the tax return data, additional input of comment data for amending the tax return data is received;
In the step of presenting the tax return data, either or both of the comment data for the tax return data and the contents of the correction input for the tax return data are presented to the user or the sharer, and together with the comment data for the tax return data and the contents of the correction input for the tax return data, the user or the sharer who added the comment data to the tax return data and the user or the sharer who made the correction input for the tax return data are presented to the user or the sharer , respectively;
In a step of accepting an approval request for the report data, an approval request is accepted from the user or the sharer who has added comment data to the report data, or from the user or the sharer who has input a response to the comment data;
In the step of receiving approval for the tax return data, approval is received for each of the comment data or each of the correction inputs;
an information processing device that, in a step of submitting the declaration data to a predetermined competent authority, submits the declaration data for which approval has been received from the approver . 1. A method for facilitating tax reporting services, the method being executed by a computer having a processor and a memory, the method comprising:
The memory stores accounting data relating to the user's customers,
The method further comprises the processor:
creating tax return data necessary for filing a tax return for the customer based on the accounting data;
A step of presenting the tax return data to a sharer within a range set by the user so that the sharer can view and edit the data;
A step of receiving additional input of comment data for a specific item of the tax return data from the user or the sharer;
A step of accepting correction input for the tax return data from the user or the sharer;
accepting an approval request for the declaration data from the user or the sharer, and notifying a designated approver of the approval request;
receiving approval for the corrected and input tax return data from the approver;
submitting the tax return data to a competent authority as tax return data for the customer;
In the step of receiving additional input of comment data for the tax return data, additional input of comment data for amending the tax return data is received;
In the step of presenting the tax return data, either or both of the comment data for the tax return data and the contents of the correction input for the tax return data are presented to the user or the sharer, and together with the comment data for the tax return data and the contents of the correction input for the tax return data, the user or the sharer who added the comment data to the tax return data and the user or the sharer who made the correction input for the tax return data are presented to the user or the sharer , respectively;
In a step of accepting an approval request for the report data, an approval request is accepted from the user or the sharer who has added comment data to the report data, or from the user or the sharer who has input a response to the comment data;
In the step of receiving approval for the tax return data, approval is received for each of the comment data or each of the correction inputs;
In the step of submitting the declaration data to a predetermined competent authority, the declaration data that has been approved by the approver is submitted .