RetireJapan

As my kids reach the age of being dependents that come with a 扶養控除 allowance I'm trying to understand the process by which I'll receive that allowance each year.
For salary reasons I need to complete my own 年末調整 and 確定申告 which will show the tax office what dependents I have.

Then I'm guessing one of these things happen but would like to confirm and see what experiences other salarypeople have had here.:

a) The tax office somehow informs my employer what specific 扶養控除 allowances I'm entitled to so my employer can accurately calculate my monthly deductions based on specific allowances rather than the simplistic "number of dependents" table they use at the moment.

or

b) The tax office doesn't tell my employer so they continue to go by the "number of dependents" table and in order to receive any rebate for over payment of tax will need to happen via the 確定申告 process.

or

c) Something else entirely.

TIA.

At my company as part of the 年末調整 process we confirm our dependents and their ages so the company knows how much tax to withhold and then the 給与所得の源泉徴収票 you get at the end of the year shows your dependents along with their classification under 控 除 対 象 扶 養 親 族 の 数. I submit that form when submitting my individual tax return (確定申告) and the information is used for the dependent information on the second page of the tax return.

TokyoWart wrote: ↑Mon Dec 07, 2020 1:39 pm At my company as part of the 年末調整 process we confirm our dependents and their ages so the company knows how much tax to withhold and then the 給与所得の源泉徴収票 you get at the end of the year shows your dependents along with their classification under 控 除 対 象 扶 養 親 族 の 数. I submit that form when submitting my individual tax return (確定申告) and the information is used for the dependent information on the second page of the tax return.

Many thanks for this. I wonder what happens if there is a difference between the dependent allowance your company uses for withhold tax purposes and the actual entitlement.
E.g. The standard dependent allowance is 380k but for someone 19-23 its 630k.

Would you would receive a rebate on overpaid taxes as part of your 確定申告 process?

Moneymatters wrote: ↑Wed Dec 09, 2020 12:21 am

TokyoWart wrote: ↑Mon Dec 07, 2020 1:39 pm At my company as part of the 年末調整 process we confirm our dependents and their ages so the company knows how much tax to withhold and then the 給与所得の源泉徴収票 you get at the end of the year shows your dependents along with their classification under 控 除 対 象 扶 養 親 族 の 数. I submit that form when submitting my individual tax return (確定申告) and the information is used for the dependent information on the second page of the tax return.

Many thanks for this. I wonder what happens if there is a difference between the dependent allowance your company uses for withhold tax purposes and the actual entitlement.
E.g. The standard dependent allowance is 380k but for someone 19-23 its 630k.

Would you would receive a rebate on overpaid taxes as part of your 確定申告 process?

My reading of the form from my company is that it includes all of that information, including the classification of the dependent and whether or not anyone is disabled. When you perform your individual tax return (確定申告) you can add dependents and that will take precedence over what your company included (I had to do this once; it did require additional documentation about the relationship and support). Your tax rebate will take into account your final submission of dependents and everything else.

TokyoWart wrote: ↑Wed Dec 09, 2020 4:31 am

Moneymatters wrote: ↑Wed Dec 09, 2020 12:21 am

TokyoWart wrote: ↑Mon Dec 07, 2020 1:39 pm At my company as part of the 年末調整 process we confirm our dependents and their ages so the company knows how much tax to withhold and then the 給与所得の源泉徴収票 you get at the end of the year shows your dependents along with their classification under 控 除 対 象 扶 養 親 族 の 数. I submit that form when submitting my individual tax return (確定申告) and the information is used for the dependent information on the second page of the tax return.

Many thanks for this. I wonder what happens if there is a difference between the dependent allowance your company uses for withhold tax purposes and the actual entitlement.
E.g. The standard dependent allowance is 380k but for someone 19-23 its 630k.

Would you would receive a rebate on overpaid taxes as part of your 確定申告 process?

My reading of the form from my company is that it includes all of that information, including the classification of the dependent and whether or not anyone is disabled. When you perform your individual tax return (確定申告) you can add dependents and that will take precedence over what your company included (I had to do this once; it did require additional documentation about the relationship and support). Your tax rebate will take into account your final submission of dependents and everything else.

Thanks. I've confirmed my firm is currently just performing withholding tax based on the standard table that does NOT factor in such things as age or disability. I'm going to assume I'll need to make an adjustment each year going forward.