2022 Year-End Tax Wizard User Manual③Confirmation of spouse / family information

Confirmation of spouse / family information

9. 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) Those with neither spouse nor dependents
Select “No, I have no spouse or dependents.” then click “Next” to proceed.
  → Please go to step 11. Digital insurance records mceclip0.png

(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 10. Dependents informationmceclip1.png


■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:
mceclip2.png

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

(Example3) Those who have registered as spouse
mceclip3.png


(Example4) Marital status "Married" and not registered as a spouse. Those who want to make their spouse a tax deductible.
You need to register your spouse.
Select “Yes, add my spouse now and set as tax deductible for this year,” then click “Next”.
mceclip4.png

Then enter the required spouse information (see below screen), then click “Submit changes.”
Note: If you do not know your spouse's My Number Tax ID, you may leave it blank.
mceclip5.png

<Deductible spouse is non resident>
You are required to submit “proof of family relationship” and “Proof of money transfer for this year.” 

If you have selected "Will submit to HR," these will also be listed in the list of certifications when you download the evidence cover page from the "Print forms" menu at the end of the wizard. Please submit the certificate documents as attachments as well.
Note: If you have already submitted proof of family relationship, you need to submit only proof of money transfer for this year.

mceclip6.png

If you select "Proof of money transfer: upload" and upload more than one certificate, please go to "Add more files" to upload the second and subsequent certificates.mceclip7.png


(Example5) Those with marital status "Never married" who are married and register as a spouse for tax deductible.
You need to register your spouse.
Select “Yes, I want to set my status to married  and add my spouse as tax deductible this year,” then click “Next”.mceclip8.png
Then enter the required spouse information (see below screen), then click “Submit changes.”
Note: To enter your spouse information, see (Example 4).


Confirm Spouse details
If you have a spouse registered, a confirmation screen will appear. After confirming, click "Next.” If you need to make any corrections, click "Edit".mceclip9.png


Spouse income

If you are declaring your spouse as tax deductible, enter your spouse’s income for this year. Click “Next” to proceed.
mceclip10.png

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".
mceclip11.png

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.
mceclip12.png

Lastly, review the SPOUSE TAX DEDUCTION RESULTS then click “Next.”
mceclip13.png


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

10-1 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."mceclip14.png

[Edit screen] Be sure to mark “Yes” when adding as a tax deductible.
mceclip15.png

<Deductible dependent is non resident>
You are required to submit “proof of family relationship” and “Proof of money transfer for this year.” 

If you have selected "Will submit to HR," these will also be listed in the list of certifications when you download the evidence cover page from the "Print forms" menu at the end of the wizard. Please submit the certificate documents as attachments as well.
Note: If you have already submitted proof of family relationship, you need to submit only proof of money transfer for this year.

mceclip16.png

If you select "Proof of money transfer: upload" and upload more than one certificate, please go to "Add more files" to upload the second and subsequent certificates.mceclip17.png


■Those who have no family dependents
Mark “No tax dependents” and click “Next" to proceed.
mceclip18.png


■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."
Note: Even if you do not have a registered spouse, this screen will appear if you have selected "No, I have no spouse, but I do have dependents" in the "Spouse information" menu.
mceclip19.png


10-2 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.mceclip20.png

 

【Those who have dependents overseas】
Proof of money transfer per dependent living overseas is required each year. Please upload the file on the "Dependent information (this year)" edit screen. 
Non residents between the ages of 30 and 70 will, in principle, not  be eligible for tax deduction from 2023. You go to the "Dependent information (Next Year)" edit screen to make sure he (or she) will still be eligible for the deduction next year.
Note: If he (or she) meets any of the following conditions, he (or she) is eligible for the deduction as before.

・No longer have a domicile or residence in Japan due to studying abroad
・Disabled person
・Received more than 380,000 payments to cover living expenses or educational expenses in the year from a resident who would be eligible for the tax deductible.

■To upload this year's proof of money transfer mceclip21.png

①  Click "Edit" under "Dependent information (this year).mceclip22.png

② Select "Proof of money transfer: Upload" and upload this year's proof of money transfer. If you have more than one, click "Add more files" to upload them.
③ Click "Submit changes."
Then click "Next" to proceed to "Dependent information (next year)".

■Non residents between the ages of 30 and 70mceclip23.png

①  Click "Edit" under "Dependent information (next year).mceclip25.png

② If the answer is "yes" to questions "Studying overseas" or "Do you intend to send 380,000 JPY or more to this dependent?," change to "Yes." 
Please specify if he (or she) is eligible for the "Disability exemption.
③ Click "Submit changes."
Then click "Next" to proceed to "Digital insurance records".


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

この記事は役に立ちましたか?
0人中0人がこの記事が役に立ったと言っています
他にご質問がございましたら、リクエストを送信してください

コメント

Powered by Zendesk