2024 Individual Income Tax Final Settlement Operation Steps

Mondo Workplace Updated on 2024-03-05

Some people have received more than 30,000, but some people have to pay 18,000, today's most popular app is probably personal income tax, because today is March 1st, from today you can settle and pay the personal income tax in 2023, if there is more tax can be refunded, less paid to make up, I will summarize a few key points for you today, if the operation is done properly, maybe it can save you a lot of money.

Prepare first: Prepare according to the above figure: income information, special additional deduction information, bank card information.

In the first step, click on the income tax details.

Step 2: Check all the options that need to be checked;

Step 3: Confirm your monthly income and taxes.

Step 4: Special additional deduction: For example, if you have the elderly to support, children to support, or have had a large amount of expenses because of a serious illness, you have a mortgage, rental expenses, or continuing education expenses, etc., you can make special deductions. In this, supporting the elderly is limited to their own, parents over 60 years old, or their parents have passed away, but there are surviving grandparents, grandparents, etc., if you are an only child, then you can deduct 3000 yuan per month, if you have brothers and sisters, you can agree on the proportion, but each person can not exceed 1500. There is also raising children, each child can be deducted 1500 per month, one child can be deducted 1500, two children can be deducted 3000, and so on. Generally, it is more cost-effective to choose the one with a higher salary. There is also serious illness expenses, which means that if you or your spouse and children are sick, after the medical insurance reimbursement, the part of the out-of-pocket expenses exceeding 15,000 yuan can be deducted up to 80,000 yuan. In addition, the interest on the housing loan is currently only deductible for the first set, as long as you have a loan, even if it is only a few dollars, you can deduct 1000 per month. It's to leave a little bit of purpose, that is, to be able to enjoy this discount. There are also rents that can be deducted from 800 yuan to 1,500 yuan per month depending on the city, but the rent cannot be deducted from the mortgage as I said above, so you can only choose one. There is also continuing education, such as continuing education or something, you can deduct 400 per month, but the same project can not exceed 48 months, the most important thing to pay attention to is that these special additional information must be confirmed before December each year, otherwise, if it is outdated, it will be a big loss.

Step 5: Confirm all the special deductions.

Step 6: You need to add your own bank card as a refund receiving card.

Step 7: We are ready to start filing.

Step 8: Here we will select the year of declaration, and select 2023.

The ninth step is to select the standard declaration;

Step 10: Confirm your declaration place and choose the tax authority;

Here is an additional sentence on the calculation method of the year-end bonus; Pay attention to all calculations, otherwise it may be much more: Generally speaking, if your daily salary for the whole year will be higher than your year-end bonus, then your year-end bonus will be taxed in a one-time way, then if your year-end bonus is higher, and the usual salary adds up a little less, then it will be more cost-effective to use comprehensive taxation. For example, if your monthly salary is 10,000 yuan and the year-end bonus is 30,000 yuan, you may have to pay 3,000 yuan in tax, and you only need to pay 900 according to the one-time tax, so if your monthly salary is 5,000 yuan and the year-end bonus is 150,000 yuan, you will have to pay 30,000 yuan in one-time tax calculation, and you only need to pay more than 10,000 yuan in comprehensive tax calculation.

Step 11: Check all income and pre-tax deductions, and if there is any problem, go back to the previous step to calculate;

Step 12: Check all the information and if it's okay click Continue.

Step 13: After the tax is calculated, click Submit Declaration;

Finally, go to your own declaration record to check whether the declaration is successful;

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