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Prefilled Tax Return

Prefilled Tax Return. 30.6.2011 Pauliina Tuokkola Tax Administration Individual Taxation. Finland - Tax Administration 2011. Customers: 5 million citizens 0,5 million businesses .. 336 municipalities Individual Taxation @ Offices:

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Prefilled Tax Return

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  1. Prefilled Tax Return 30.6.2011 Pauliina Tuokkola Tax AdministrationIndividual Taxation

  2. Finland - Tax Administration 2011 • Customers: • 5 million citizens • 0,5 million businesses .. 336 municipalities • Individual Taxation @ Offices: • 23 @ 5 regions for Customer service + taxation processing • Personnel: 2 600 person years Pohjois-Suomen verovirasto Länsi-Suomen verovirasto Itä-Suomen verovirasto Sisä-Suomen verovirasto Uudenmaan verovirasto Pauliina Tuokkola, Tax Administration

  3. Individual Taxation in theTax Administration Pauliina Tuokkola, Tax Administration

  4. Where did we start? • We sent out empty tax-return forms to 5 million individual taxpayers • We waited until all the 5 million would fill out the forms and send them back with many enclosures • We key-punched all the tax-return information of 5 million taxpayers • We assessed the taxes of 5 million taxpayers • Finally, we separately sent out 5 million tax assessment statements

  5. Where are we today? • We send out computer-pre-completed tax return forms • to all 5 million taxpayers • Taxpayer has no obligation to send back the form unless there is something to add or something to correct • 3.5 million taxpayers do not send the form back • If taxpayer makes additions/corrections: • 1.5 million taxpayers do so • Many of them (≈450,000) use the online interface.

  6. Pauliina Tuokkola, Tax Administration • All inbound forms are examined by software • Some are selected for close examination • When we have processed additions/changes,we print out and send off a revised statement. • Revised statements go to ≈2.4 million taxpayers.

  7. Taxation: Flow of Data Tax Administration Tax Return, prefilled 39 000 000 5 000 000 Annual Notification 1/3 Tax Return 5 400 000 Citizens - income Salary Pension Dividend Sales of shares Sales of wood 500 000 Businesses and enterprises Employers Pension Funds, Banks, Brokers Dividend payers, Wood buyers Tax Card: Employer/Payer withholds the tax Pauliina Tuokkola, Tax Administration

  8. Schedule Jan • Third Party Information arrives • Salaries, interests, pensions, dividends, sales • Procedures in back office: • Sales etc. are being calculated • Self employed persons receive their tax return • Prefilled Tax returns arrive • Corrections: Online or paper (~1/3 returned) • Process with paper forms • Taxation work on selected cases • Requests for further information from customers • Tax decisions sent by 31 October Feb March April May Oct Pauliina Tuokkola, Tax Administration

  9. Main information on Tax Return Pauliina Tuokkola, Tax Administration • Income and tax withheld • Salary, pension, social benefits etc. • Social security fees, pension fees etc. • Capital income, capital gains and losses, dividends and tax withheld • Deductions from earned income and capital income • Travel expenses, other work-related expenses • Interest on home loansor student loans • Expenses for domestic help (for tax credit)

  10. Outcome for the Customer: on Paper Pauliina Tuokkola, Tax Administration

  11. Outcome for the Customer: on Paper Pauliina Tuokkola, Tax Administration

  12. Tax Return Online Pauliina Tuokkola, Tax Administration • Step by step • Phase 1 (2008): commuting costs • 146.000 • Phase 2 (2009): costs for domestic work, capital gains • 270.000 • Phase 3 (2010): rental income • 400.000 • Phase 4 (2011): other earned income and deductions from that • 450.000

  13. Outcome for the Customer: Online Pauliina Tuokkola, Tax Administration

  14. Making Corrections Online Pauliina Tuokkola, Tax Administration

  15. Sending Corrections (by mid-May) Pauliina Tuokkola, Tax Administration

  16. Work in Tax Offices • Taxation by selected cases • All offices, annual basis, secretive • Unified procedures • With a common tool (VETY) • Shows only the selected customers • Guidance for the officer’s work: screens and specifications • Covering the main topics in letters Pauliina Tuokkola, Tax Administration

  17. Work Related Expenses in VETY Pauliina Tuokkola, Tax Administration

  18. Letters to Customers Pauliina Tuokkola, Tax Administration

  19. Common Procedures Pauliina Tuokkola, Tax Administration

  20. Savings and Better Efficiency Pauliina Tuokkola, Tax Administration • We send 5 million prefilled tax returns • 1,5 million customers make corrections • 0,45 million did it already online • Savings add up to almost 4 € / tax return • Next steps? • Prefilled tax returns electronically? • Decisions electronically? • Online service open all year round

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