Individual Citizen's Tax Taxation Data Data Entry and Taxation Data Processing Commissioned Work Bid Explanation Document Part 4 (PDF: 1,734KB)

Individual Citizen's Tax Taxation Data Data Entry and Taxation Data Processing Commissioned Work Bid Explanation Document Part 4 (PDF: 1,734KB)
Reiwa 8 (2026) Individual Citizen's Tax Taxation Data Data Punching Manual Reiwa 8 (2026) January 26 Sendai City Finance Bureau Tax Department Citizen's Tax Planning Division Individual Citizen's Tax Taxation Data Data Punching Manual Table of Contents - i - Table of Contents Section 1 Common Specifications for All Forms 1-1 1.1 Outline of Manual 1-1 (1) Transfer Diagram.. 1-1 (2) Output Layout.. 1-1 (3) Individual Citizen's Tax Taxation Data Entry Data Submission Form and Data Number Management Table.. 1-1 (4) Input Restriction Characters.. 1-1 (5) Code Definition Document.. 1-1 (6) Layout of Various Lists.. 1-1 (7) Data for Confirmation of Designated Numbers.. 1-1 1.2 Legend 1-1 (1) 【】... Filled Brackets.. 1-1 (2) 《》... Double Angle Brackets.. 1-1 1.3 Common Matters 1-2 (1) Input Target Year.. 1-2 (2) Character Code.. 1-2 (3) Handling of Small Vowels and Double Consonants.. 1-2 (4) Doubtful Queries.. 1-2 (5) Digit Overflow.. 1-2 (6) Handling of Two-Line Writing.. 1-2 (7) Handling of Input When Not Following Procedures in This Manual.. 1-2 (8) Input of Notated Sections.. 1-3 1.4 Furigana Input Specifications 1-4 (1) Input Specifications.. 1-4 (2) Storage Specifications.. 1-4 1.5 Personal Number Input Specifications 1-5 (1) Input Specifications.. 1-5 (2) Storage Specifications.. 1-5 1.6 Amount Input Specifications 1-5 (1) Input Specifications.. 1-5 (2) Storage Specifications.. 1-5 1.7 Declaration Amount Item Input Specifications 1-6 (1) Amount Items.. 1-6 Individual Citizen's Tax Taxation Data Data Punching Manual Table of Contents - ii - (2) Amount Codes.. 1-6 (3) Sorting of Amount Items.. 1-6 (4) Handling of Exceeding Number of Amount Items.. 1-6 (5) Items Not Recorded on Original Document.. 1-6 (6) Prohibition of Duplicate Amount Items.. 1-6 (7) Supplementation of Amount Codes.. 1-6 (8) Input of Amounts and Signs.. 1-6 (9) Input Example.. 1-6 1.8 Editing Specifications for Date Input 1-7 (1) Era Code Conversion Specifications.. 1-7 (2) Gregorian Calendar to Japanese Calendar Conversion Specifications.. 1-7 (3) Input Specifications for "Gannen" Notation.. 1-7 (4) Year, Month, Day Input Specifications.. 1-7 (5) Japanese Calendar Input Specifications.. 1-7 1.9 Various Judgment Specifications Based on Date 1-8 (1) Minor Judgment Specifications.. 1-8 (2) Dependent Relative Classification Judgment Specifications.. 1-8 1.10 Assessment Code Editing Specifications 1-8 1.11 Output of Results 1-9 (1) Storage in Output Layout.. 1-9 (2) Attributes and Allowable Values of Output Layout.. 1-9 (3) Handling of Values Outside Input Allowable Range.. 1-9 (4) Handling of Items Outside Input Target Range / Unentered Items.. 1-9 Section 2 Salary Payment Report 2-1 2.1 Data Overview 2-1 (1) Order of Arrangement When Providing Image Files.. 2-1 (2) Batch Unit.. 2-1 (3) Items to be Described in the Remarks Column of the Management Table.. 2-2 2.2 Summary Table 2-2 (1) Input Target Form.. 2-2 (2) Input Items.. 2-2 (3) Output Layout.. 2-3 (4) Special Input/Editing Specifications.. 2-3 Individual Citizen's Tax Taxation Data Data Punching Manual Table of Contents - iii - 2.3 Individual Statement 2-4 (1) Input Target Form.. 2-4 (2) Input Items.. 2-4 (3) Output Layout.. 2-8 (4) Precautions.. 2-8 (5) Special Input/Editing Specifications.. 2-8 (6) Input/Editing Specifications for Old Format Statements.. 2-12 Section 3 Pension Payment Report 3-1 3.1 Data Overview 3-1 (1) Order of Arrangement When Providing Image Data.. 3-1 (2) Batch Unit.. 3-1 (3) Items to be Described in the Remarks Column of the Individual Citizen's Tax Taxation Data Entry Data Submission Form and Data Number Management Table.. 3-1 3.2 Summary Table 3-2 (1) Input Target Form.. 3-2 (2) Input Items.. 3-2 (3) Output Layout.. 3-3 (4) Precautions.. 3-3 3.3 Individual Statement 3-4 (1) Input Target Form.. 3-4 (2) Input Items.. 3-4 (3) Output Layout.. 3-5 (4) Precautions.. 3-5 (5) Special Input/Editing Specifications.. 3-6 (6) Input/Editing Specifications for Old Format Statements.. 3-6 Section 4 Income Tax Final Return Form (KSK Form 2) 4-1 4.1 Data Overview 4-1 (1) Input Target Form.. 4-1 (2) Specifications When Providing Images.. 4-1 (3) Input Items.. 4-1 (4) Amount Items.. 4-5 (5) Output Layout.. 4-5 4.2 Special Input/Editing Specifications 4-6 (1) Input Specifications for Circled Items.. 4-6 Individual Citizen's Tax Taxation Data Data Punching Manual Table of Contents - iv - (2) Input Specifications for "Life Insurance Premium Deduction".. 4-6 (3) Input Specifications for "Matters Concerning Capital Gains and Retirement Income" in the Transfer Diagram *2.. 4-6 (4) Input Specifications for "Provisional Application Clauses" in the Transfer Diagram *3.. 4-7 (5) Input Specifications for "Matters Concerning Spouse and Relatives" in the Transfer Diagram *4.. 4-9 (6) Input Specifications for "Matters Concerning Business Employees".. 4-12 (7) Input Specifications for Collection Method Classification.. 4-12 (8) Output Specifications for "Employees with Income Tax Deductible Spouse, etc." List.. 4-12 (9) Input Specifications for "Spouse/Relatives with Retirement Income, etc.".. 4-12 Section 5 Citizen's Tax Declaration Form 5-1 5.1 Data Overview 5-1 (1) Input Target Form.. 5-1 (2) Input Items.. 5-1 (3) Amount Items.. 5-4 (4) Output Layout.. 5-5 5.2 Special Input/Editing Specifications 5-6 (1) Medical Expense Deduction Amount Code Judgment Specifications.. 5-6 (2) Dependent Relative Editing Specifications.. 5-6 (3) Remarks Column Editing Specifications.. 5-6 (4) Collection Method Classification Editing Specifications.. 5-6 (5) Life Insurance Premium Deduction Input Specifications.. 5-6 (6) Earthquake Insurance Premium Deduction Calculation Specifications.. 5-7 (7) Widow/Single Parent Classification and Deduction Input Specifications.. 5-8 (8) Earned Income Earner/Disabled Person Deduction Input Specifications.. 5-8 (9) Spouse (Special) Deduction Input Specifications.. 5-9 (10) Dependent Deduction Input Specifications.. 5-9 (11) Special Deduction for Specific Relatives.. 5-10 (12) Total Income Deduction Input Specifications.. 5-10 (13) Declaration Type_Blue Input Specifications.. 5-10 (14) Minor Editing Specifications.. 5-10 (15) Basic Deduction Input Specifications.. 5-11 Section 6 Donation Special Notification Form 6-1 6.1 Data Overview 6-1 (1) Input Target Form.. 6-1 Individual Citizen's Tax Taxation Data Data Punching Manual Table of Contents - v - (2) Input Items.. 6-1 (3) Amount Items.. 6-1 (4) Output Layout.. 6-1 Individual Citizen's Tax Taxation Data Data Punching Manual Section 1 Common Specifications for All Forms - 1-1 - Section 1 Common Specifications for All Forms 1. Outline of Manual This manual, along with the following attached documents, constitutes the manual. (1) Transfer Diagram: A diagram illustrating which part of the記載 content of the taxation data to be input should be input as which item number, etc. The contractor shall, in principle, input based on the content described in the position indicated in the transfer diagram and store it in the corresponding input item number, etc. (2) Output Layout: A document defining the item number, position, number of digits, and allowable values of the results to be delivered as output. This document is an excerpt from the specification of the city's core system, so if there is a contradiction between the instructions in this manual and the content other than the item number, position, number of digits, and allowable values, follow the instructions in this manual for input. (3) Individual Citizen's Tax Taxation Data Entry Data Submission Form and Data Number Management Table: For each data other than the KSK Form 2, this is a document created by the client side when scanning (converting paper documents into image data). This document includes the scan date and time, number of pages, data number range for the relevant batch (bundle of documents scanned at once), and notes regarding the input for this batch. In this manual, "Management Table" refers to this document. (4) Input Restriction Characters: A document defining the characters that are allowed for input. For items where the input restriction character constraint is indicated in this manual, do not enter such characters even if they are present, or remove them during output storage. (5) Code Definition Document: A document defining various codes, such as amount codes, to be referenced during input. (6) Layout of Various Lists: A document defining the format of various lists to be delivered as output. (7) Data for Confirmation of Designated Numbers: A document showing the data layout for confirmation of designated numbers. The attached "Input/Output Editing Specification (TAQ Denshin_Kyuho Hokokusho)" corresponds to this. 2 Legend The notation of various legends in this manual is as follows. (1) 【】... Filled Brackets: Indicates the item number in the output layout. Unless otherwise specified, store the content described in the field indicated by the above symbol in the transfer diagram in the corresponding position of the output layout. (2) 《》... Double Angle Brackets: Indicates amount codes. Unless otherwise specified, when inputting amounts described in fields with the above symbol in the transfer diagram, input them according to "Amount Item Input Specifications" in 7. 3 Common Matters (1) Input Target Year: The taxation data to be input is for Reiwa 8 (2026) (Year 2025) taxation data. (2) Character Code: The character code for the output shall be Shift_JIS. (3) Handling of Small Vowels and Double Consonants: Unless otherwise specified, enter small vowels and double consonants (e.g., ャ, ュ, ョ, ッ, ァ, ィ, ゥ, ェ, ォ) using regular kana, not as small characters. (4) Doubtful Queries: a. Doubtful Queries Based on Contractor's Judgment: If the content of the provided image data is unclear and the input value cannot be determined, or if content outside the allowable range for the input item is described, and in cases where there is some description but the contractor cannot determine the value to input, in principle, inquire with the client and input according to the response. b. Doubtful Queries Based on Client's Instructions: For cases individually specified in this manual as requiring doubtful queries, even if no doubt arises from the contractor's judgment, inquire and correct according to the client's instructions. (5) Digit Overflow: Unless otherwise instructed, if digit overflow occurs (when the number of input characters exceeds the definable input character count), input up to the maximum number of input digits and inquire. (6) Handling of Two-Line Writing: If a dividing line is drawn in the description field and there are two or more descriptions for one field, inquire unless otherwise instructed. (7) Handling of Input When Not Following Procedures in This Manual: In principle, the contractor shall perform data input based on this manual. However, in addition to the examples below, if the client recognizes that inputting by methods other than those in this manual contributes to more efficient work performance, such as reducing keystrokes or the risk of input errors, this provision does not apply. a. Temporary Input Lists for Output: For temporary input lists that are not reflected in the output, such as judgment flags or classification codes for efficient input of items whose input specifications vary depending on the description, it is acceptable to input them arbitrarily using methods devised by the contractor, as long as there is no specific provision in this manual. b. Input Using Simplified Methods: For items where the input pattern is limited due to the nature of the content, and efficiency can be improved by inputting in a simplified manner and then reflecting the input content through editing, it is acceptable to input in a simplified manner and then edit. For example, in the "Capital Gains" item of Form 2 (FA2305) of the final tax return, where amount codes should be entered according to the type of income described, since there are only four types of income expected (long-term capital gains, short-term capital gains, retirement income, and other), it is acceptable to enter simplified codes such as "1", "2", "3", "9" for each income type, and then replace them with "044", "046", "048" respectively when storing in the output. (8) Input of Notated Sections: a. Notations and Corrections: Notations and corrections made to the image data are, in principle, instructions for input, so unless otherwise specified, input according to the content of the notation and correction. b. Points to Note Regarding Notations: When the client corrects the content, in principle, the original content is crossed out with a double line, and the correct content is written above the original entry position. If it cannot be written above, it may be indicated by surrounding it, using arrows, circles, etc. Input according to these instructions. If the notation/correction instructions are unclear and the input content cannot be determined, inquire. Individual Citizen's Tax Taxation Data Data Punching Manual Section 1 Common Specifications for All Forms - 1-3 - 1.4 Furigana Input Specifications (1) Input Specifications: For kana names, input according to the table below, unless otherwise specified. Only characters defined as "Kana Name" input allowable characters in the attached Input Restriction Characters document are permitted.