Year-End Tax Wizard User Manual③Confirmation of spouse / family information

Confirmation of spouse / family information

8. Spouse information

This reflects the spouse information that you have already registered before starting the wizard.
Please carefully read the contents showing on your wizard screen and register your spouse's information and any changes needed for year end tax calculation.

If your spouse or dependent has passed away , don't delete or do anything else.And after year-end adjustment has been completed in this year, click "Request deletion" from the Spouse and Dependents section for next year.

■No spouse
(Example1) For those without spouse or family dependents
Select “No, I have no spouse or dependents.” then click “Next” to proceed.
  → Please go to step 10. Digital insurance records

(Example2) Those who have no spouse, but have dependents
Select “No, I have no spouse, but I do have dependents.” then click “Next” to proceed.
  → Please go to step 9. Dependents information

■For those with spouse
For those with spouse, the subsequent pages to be displayed will depend on your “Marital status,” “Registered spouse information,” and “Your income.”
Please carefully read the contents showing on your wizard screen, select the fields that apply to you and proceed with the wizard.

The steps to check your spouse information is as follows:

In the below screen, select the option that applies to you, then click “Next” to proceed.

(Example3) Those who have registered as spouse

(Example4) Those who wish to register as a dependent but have not registered as spouse
You need to register your spouse.
Select “Yes, add my spouse now and set as tax deductible for this year,” then click “Next”.

Then enter the required spouse information (see below screen), then click “Submit changes.”

Note: If your declaring your spouse who is a non-resident (of Japan) as tax dependent, you will be required to submit “proof of family relationship” and “remittance certificate” for this year.

Spouse income
If you are declaring your spouse as tax deductible, enter your spouse’s income for this year. Click “Next” to proceed.

If you are declaring your spouse to be tax deductible for “next” year, on "SPOUSE INFORMATION (NEXT YEAR)" screen, select "Yes, set my spouse as tax deductible for next year".  Then click "Next".

Enter your spouse’s projected income for next year.
If the income is expected to be the same as this year, click “Same as this year.”
You can also register your spouse’s projected income by clicking “Change income” and entering the required details. When finished, click “Next.

Lastly, review the SPOUSE TAX DEDUCTION RESULTS then click “Next.”

9. Dependents information
First check the information of your dependents for this year, then check the information of your dependents for next year.

9-1 Dependents information (this year)

■Those who have registered their family dependents
Review the dependents information for this year. Click “Next” if there are no changes.
If you need to make changes to the information for this year, click “Edit” to update the information. Click “Submit changes” when done.
When adding a family dependent, click "Submit a new family member" button to register your dependents' information and click "Submit changes". After that, click "Next."

Be sure to mark “Yes” when adding as a tax deductible.

■Those who have no family dependents
Mark “No tax dependents” and click “Next" to proceed.

■Those who add dependents because they are not yet registered.
Mark "Have tax dependents" and click "Submit a new family member" to enter your family dependents' information. After clicking "Submit changes," click "Next."

9-2 Dependents information (next year)

Review the dependents information for next year. Click “Next” if there are no changes.
If you need to make changes to the information, click “Edit” to update the information.
Click “Submit changes” when done.

Next "④Confirmation of insurance and other deductions". Click here.