2022 Year-End Tax Wizard User Manual④Confirmation of insurance and other deductions

Confirmation of insurance and other deductions

11. Digital insurance records
*If you do not see this page, procced to step “11. General life insurance.”
Note: From 2022, digital files of small-medium enterprise (SME) mutual insurance premium deduction certificates (e.g. iDeCo) and social insurance premium deduction certificates will be provided, but they cannot be uploaded to Workcloud this year. Please enter the information in the subject screen and submit it on evidence cover page as you did last year.
If you have insurance payment data file to upload, mark “I have files to upload” then click ”Next” to proceed.
If you do not have any insurance payment data file to upload, mark “I do not have any files to upload” then click “Next” to proceed.
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■To upload
Click “Select file” then select the file you want to upload to the system. 
Note1: If there are multiple files, click “Select file” → select all the files you want to upload→ click “Upload.”
Note2: Depending on your smartphone device, you may not be able to upload files. If you wish to upload files, we recommend that you do so from a PC.
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Review the contents then click “Import.”
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Note: Proceed to 12. General life insurance and subsequent steps to confirm the registered information.


12. General life insurance
If you do not have any life insurance to declare, mark “No” then click “Next” to proceed.
If you have life insurance to declare, mark “Yes” and enter the details shown in your deduction certificate, then "Next."

Be sure to confirm that it is a general life insurance for this year. Separate steps will be available to enter nursing care / medical insurance and private pension insurance.
Note: If you have already uploaded your general life insurance in "11. Digital life insurance", it will be reflected in this screen.
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The amount to declare should for what has been paid for this year.
Enter the amount and details. Click the “+ Add” button if you need to declare multiple policies.
Note: If you wish to save your input and exit the wizard, click "Save & exit wizard".

Sample
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13. Nursing care / medical insurance premiums
If you do not have any nursing care / medical insurance premiums to declare, mark “No” then click “Next” to proceed.
If you have nursing care / medical insurance premiums to declare, mark “Yes” and enter the details shown in your deduction certificate, then "Next."

Be sure to confirm that it is nursing care / medical insurance premiums for this year. General life insurance and private pension insurance are to be entered separately.
Note: If you have already uploaded your nursing care / medical insurance premiums in "11. Digital life insurance", it will be reflected in this screen.
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The amount to declare should for what has been paid for this year.
Enter the amount and details. Click the “+ Add” button if you need to declare multiple policies.
Note: If you wish to save your input and exit the wizard, click "Save & exit wizard".

Sample
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14. Private pension insurance
If you do not have any private pension insurance to declare, mark “No” then click “Next” to proceed.
If you have private pension insurance to declare, mark “Yes” and enter the details shown in your deduction certificate, then "Next."

Be sure to confirm that it is private pension insurance for this year. General life insurance and nursing care / medical insurance premiums are to be entered separately.
Note: If you have already uploaded your private pension insurance in "11. Digital life insurance", it will be reflected in this screen.
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The amount to declare should for what has been paid for this year.
Enter the amount and details. Click the “+ Add” button if you need to declare multiple policies.
Note: If you wish to save your input and exit the wizard, click "Save & exit wizard".

Sample
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15. Earthquake insurance payments deduction
If you do not have any earthquake insurance to declare, mark “No” then click “Next” to proceed.
If you have earthquake insurance to declare, mark “Yes” and enter the details shown in your deduction certificate, then "Next."

Be sure to confirm that it is earthquake insurance for this year.
Note: If you have already uploaded your earthquake insurance payments deduction in "11. Digital life insurance", it will be reflected in this screen.
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The amount to declare should for what has been paid for this year.
Enter the amount and details. Click the “+ Add” button if you need to declare multiple policies.
Note: If you wish to save your input and exit the wizard, click "Save & exit wizard".

Sample
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16. Other social insurance
If you have not paid any social insurance premiums directly, mark “No” then click “Next” to proceed.
If you paid for any national pension or health insurance premiums, mark “Yes” and enter required details, then "Next."
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Click the “+ Add” button if you need to declare multiple payees.

Sample
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17. Small-medium enterprise (SME) mutual insurance
      premium
If you are not declaring any deduction for SME mutual insurance premium, mark “No” then click “Next” to proceed.
If you are declaring for SME mutual insurance premium, mark “Yes” and enter required details, then "Next."
Note: Enter individual pension subscriber premiums (iDeCo) and company pension subscriber premiums in their spaces.
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Note: If you wish to save your input and exit the wizard, click "Save & exit wizard".

Sample
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18. Total housing loan special deduction
If you are not declaring total housing loan special deduction, mark “No” then click “Next.”
If you are declaring for total housing loan special deduction, mark “Yes” and click “Add.” Be sure to have the original copy of the deduction certificate.mceclip17.png

■Those who declare the deduction
Enter required details and accurately. Then click “Save.”
〈Those who have entered the information on this screen in the previous year〉
If there are no changes from the previous year, the data will be inherited. Please enter only the information that has been changed this year.
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Total amount of housing loan deduction will be calculated automatically. Confirm and click "Next".
Note: If you have more than one housing loan deduction to declare, use the “+ Add” to enter required information. Enter all the information and click "Next".mceclip19.png

By clicking the orange “?” mark, help description will be displayed.
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Sample

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Note: If you downloaded the PDF file of the certificate with QR code from the e-Tax HP of the National Tax Agency, you can attach it from "QR code file from National". However, each fields must be entered. 

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19. Income adjustment deduction
The contents of the wizard varies depending on income tax bracket and income. Follow the instructions on the screen to check if you are subject to income adjustment deduction.

If no one is eligible for the income adjustment deduction and the contents are correct, "Next".
If there is a person who is eligible for the income adjustment deduction, select "Not eligible" or select one of selections,  and then click "Next.
Regardless of whether there is an eligible person or not, if you need to make any changes, click on the blue text with link to that category. It will take you back to the appropriate step to apply required changes.

〈Notes〉
Even if more than one person is listed, only one person is eligible.
Even if you have a dependent under 23 in your family who is not tax-deductible under your declaration, you may still declare that dependent for the income adjustment deduction.(For more information, view "See details").

■Sample screen of those who have no income adjustment deductions
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■Sample screen of those with income adjustment deduction
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Note: If you click "Next" without selecting any of the income adjustment deductions listed, the message shown below will appear. Please be sure to select one of them.mceclip26.png


Next "⑤Final confirmation / submission". Click here.

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