Jiekai Foundation | Online invoice issuance for academic event expert labor services

Enterprise overview

Beijing Jiekai Cardiovascular Health Foundation is a public welfare foundation focused on the cardiovascular health field and is included in Beijing's list of public welfare social organizations qualified for pre-tax deduction of donations. The foundation, together with the China Charity Federation, jointly initiated the "Happy Homeland · Health Journey Across Hundreds of Cities, Thousands of Counties, and Tens of Thousands of Villages" public welfare activity, using charity buses as the carrier and adopting a "famous experts driving + village doctors" format to explore a new public welfare form integrating sports and medicine and promote the construction of a health circulation mechanism for village and community residents, involving a large amount of labor service settlement for experts, speakers, and grassroots doctors in daily operations.

Business pain points

• Expense settlements occur with external experts, lecturers, researchers, and part-time personnel, with many people, low single amounts, and high frequency. External experts, lecturers, and individual practitioners are paid per engagement, with many people, wide distribution, and high mobility; individuals going to tax halls for invoice issuance must queue offline and fill out forms. Individuals' willingness to cooperate is generally low; if the enterprise cannot obtain invoices, it cannot expense them as costs, and white slip posting is no longer feasible under current regulation
• Invoices and payment records are scattered, making it difficult to match them item by item during project final accounts and audits. Labor remuneration involves withholding and payment of individual income tax, and policies and filing standards vary by region, making manual determination of tax calculation methods prone to error
• When a single event involves many people, the invoice collection cycle is prolonged, directly affecting expense settlement and project closure. After the implementation of China Golden Tax Phase IV's tax governance by data, expenditures lacking compliant invoice support are prone to triggering warnings, and enterprises face the dual risk of tax supplements and penalties.

Solutions

• Move the entire invoicing process online; individuals complete real-name authentication and facial verification on mobile and submit an application, and the system automatically completes tax calculation, tax payment, and invoice issuance, with no need for the person to appear in person throughout
• Built-in tax rules for various regions, automatically adapting tax calculation methods and filing standards to local policies, eliminating errors caused by manual judgment
• The enterprise side uniformly manages invoicing applications, quota control and invoice collection, and invoices are automatically bound to payment records and project attribution
• Ultimately greatly reducing the individual's operational threshold and cooperation cost, increasing the enterprise's invoice collection rate and forming a complete auditable voucher chain
• At the same time, personal profiles and invoicing history are accumulated, so repeated cooperation requires no resubmission of materials, further reducing cooperation costs