What are the 4 points to note about this year's final tax return? Significant expansion of ``filing without going to the tax office'' (Kaede Yokokawa)-Individual-Yahoo! News

It's that time of year again.

Those who need to file a tax return must submit it to the tax office between February 16th and March 15th using materials from the previous year.

Points to check when filing a tax return for the third year of Reiwa regarding what a final tax return is, tax returns using my number cards, and extensions to the functions of tax returns on smartphones. I'm going to talk about it.

■ When do you need to file a final tax return in the first place?

First of all, who must file a tax return?

・Persons whose salary income exceeds 20 million yen

・People who earn salary income from multiple companies

・Individuals whose income from side jobs other than salary income exceeds 200,000 yen

・ Individual business owners such as freelancers with business income

and so on.

In addition,

・Those who did the hometown tax (those who did not apply the one-stop exception)

・People whose annual medical expenses such as hospital visits and prescription drugs exceed 100,000 yen

・People who purchased more than 12,000 yen for self-medication taxable drugs

・Those who used to work for a company but have retired and have not received the year-end tax adjustment

In some cases, you can receive an income tax refund by filing a final tax return.

There may be many people who are trying to file a final tax return for these. Next, I will briefly explain the flow of the actual confirmation tax return.

■Flow of final tax return

First of all, in order to file a final tax return, it is necessary to prepare a final tax return and submit it to the tax office.

There are various ways to create a tax return, but if you are a person who earns a salary instead of a business income, it is recommended to use the National Tax Agency's "Corner for preparing tax returns, etc." How to do it.

If you print and submit on paper, you have to print two sheets for submission and for copy, send them by mail with a self-addressed envelope, and if you submit directly, you have to go to the tax office. Yes, but if you use the "Fixed Income Form Preparation Corner", you can easily create a tax return and submit it (electronic tax return) using a computer or smartphone.

When preparing a final tax return, the necessary documents will change depending on which final tax return is filed, such as a withholding record and a declaration of hometown tax or medical expense deduction. (1) My Number Card or (2) ID and Password are required to create a tax return form online and file it electronically.

In the case of the My Number Card system, there is no need to go to the tax office, and the point is that you can complete everything at home.

・For PC

If you create a tax return on a computer and submit it electronically, you need to read your My Number card.

Until now, when filing tax returns on a computer, an IC card reader that read My Number cards was essential, but from this year's tax returns, if you have a smartphone that can read My Number cards, you can use a QR By reading the code, it is now possible to file electronically without an IC card reader.

・Smartphones

First of all, it is essential to have a smartphone that can read my number card. Strictly speaking, it must be a model that supports the "Mynaportal" application.

For iPhones, iPhone 7 or later models with iOS 13.1 or later installed, Android, as of February 1, 2022, a total of 343 models It is supported.

Check compatible models [here (Mynaportal)]

If you do not have a My Number Card, you can file electronically using your ID and password.

In order to issue an ID and password, you must go to the tax office. Bring your identity verification documents and have them issued by the tax office.

In addition, the tax office is not close to your home, but it is possible at any tax office, such as near your company.

Because of the corona measures, you may need to make a reservation when visiting the tax office, so be sure to check before heading there.

Basically, if you have (1) My Number card and (2) an ID and a password, you can create a tax return and submit it at home as instructed by the National Tax Agency's "Corner for preparing tax returns, etc." .

■Points to be aware of

Finally, we will summarize the points to be aware of when filing a tax return.

At the time of tax return filing, a place called a tax return venue is set up as a venue for consultation on final tax returns.

In addition to tax offices, municipal facilities are also venues, so it is necessary to find out in advance where the venue of the tax office where you will submit your tax return is.

Basically, consultations and declarations are not accepted on Saturdays, Sundays, and holidays, but some venues are limited to February 20th and 27th, and consultations are also possible on Sundays.

[Regarding the tax return venue]

And when you go to the final declaration venue, you need to get an admission numbered ticket. Numbered admission tickets will be distributed at each venue on the day of the event, but advance reservations are also possible from 10 to 2 days before the desired date of visit from the National Tax Agency LINE official account.

Depending on the distribution situation on the day, there is a possibility that you will be able to come at a later date, so it is recommended to make a reservation in advance.

*Reservations are not required for submission only.

[Regarding the reservation of the tax return venue]

When submitting at a tax return consultation venue, etc., it is necessary to go to the venue at the time it is being held, and in the case of mailing, you have to worry about the schedule to reach the tax office, but if you file electronically, you have to wait 24 hours. You can file a claim at any time.

And you can still send electronic declarations before February 16th. It's a big advantage that you can submit it as soon as you like when you can.

In addition, tax refunds such as "medical expense deduction", "donation deduction", and "insurance premium deduction" can be filed anytime throughout the year, not just from February 16th to March 15th. can be filed for 5 years.

[Checkpoints for final tax returns that you should know, ``You can go back and apply even for the past.'']

For 3 years of Reiwa, you can file from January 1, 2022 to December 31, 2026, so I want to go to the tax office and file. For those who say, if you shift from February 16 to March 15, which is the declaration period for those who have to file a final tax return, the congestion may be alleviated.

From the 3rd year of Reiwa final tax return, the scope of smartphone declaration has increased. In addition, by taking a picture of the withholding slip with a smartphone, a function has been added that automatically reflects the description.

If you have a My Number card, you can easily file a tax return for medical expense deductions or hometown tax on your smartphone.

Unlike last year, this year, the deadline for filing was not uniformly extended, but if it is difficult to file within the deadline due to the influence of the new coronavirus infection, it is possible to file by April 15th. You can

There is no need to complete any procedures such as an application form.The deadline can be extended by simply writing "Application for extension of deadline for filing and payment due to new coronavirus" on the declaration form.

[When submitting on paper]

In the upper right margin of the tax return, write "Application for extension of tax return and payment deadline due to new coronavirus".

[When creating a final tax return form and filing it with e-Tax]

In the "Special notes" field on the "Prepare to send" screen, enter "Application for extension of due date for tax return and payment due to novel coronavirus".

If you have any questions about filing your tax return for 3 years of Reiwa, you can also consult with the tax office's telephone consultation window or chatbot.

If you want to consult directly, do not forget to make a reservation in advance when you go to the tax return consultation venue, or if you are only filing a refund, consider going to the tax office at a different time. is also important.

The most convenient is the electronic declaration using my number card. It depends on what kind of content you want to file, but basically if you have a My Number Card, you can file everything electronically.

However, it takes about a month to issue a My Number card. Even if it is issued immediately, it may not be in time for those who have to file a final tax return. On the other hand, if you are only filing a tax return, you will be able to file the tax return for the previous year in time even after your My Number Card is issued.

From now on, the electronic declaration system using the My Number card should be more convenient.

Let's switch to electronic filing with e-Tax using my number card so that you can file as smoothly as possible at home.

[This article was jointly planned by Yahoo!