【提出直前！】確定申告あるある 提出後に○○･○○書き忘れ大損･税理士がミス など7選【個人事業主･会社員･年金/訂正･更正の請求･修正･e-Tax･消費･個人事業税･Youtuber･ふるさと納税】

Summary

The video script discusses common mistakes made during the process of fixed asset declaration (確定申告) in Japan, which the speaker has personally experienced. These errors include forgetting to submit receipts, overlooking tax payments, and miscalculations that led to financial losses. The speaker provides insights on how to correct these mistakes, such as using the correction declaration (訂正申告) before the deadline or filing a claim for a refund (公成の請求) if the deadline has passed. The video also covers various methods of tax payment, the importance of accurately reporting expenses, and the pitfalls of neglecting certain deductions. It serves as a cautionary guide to help viewers avoid similar missteps, emphasizing the importance of attention to detail and accuracy in tax declarations.

Takeaways

• 📄 Always double-check for any missing receipts after submitting a tax declaration, as they can be found after the deadline and may affect your tax deduction.
• ⏰ If you find a new receipt after the tax declaration deadline, you can file a correction declaration or a refund request to adjust your tax amount accordingly.
• 🚫 Avoid the temptation to delay entering legitimate expenses into the following year as a way to reduce current tax liabilities, as this is not the correct procedure.
• 💡 Keep in mind that if you discover omitted income after your tax declaration, you must file an amendment to avoid penalties associated with tax evasion.
• 📅 Remember the difference between the tax declaration deadline and the tax payment deadline to avoid missing payments and incurring late fees.
• 💰 Be aware of the various tax payment methods available, such as automatic bank transfers, direct payments, credit card payments, and smartphone app payments, each with its own advantages and potential fees.
• 🧾 Ensure that all deductible expenses are included in your tax declaration to maximize your tax savings and avoid overpaying.
• 🔍 Be cautious with the classification of certain expenses, such as consumption tax and personal business tax, to ensure they are correctly accounted for in your tax documents.
• 📉 For those who have experienced stock losses, remember to claim a carryover deduction for up to three years to offset future gains.
• 🤝 If you are an employee and have made contributions to social insurance or other deductibles, ensure they are all included in your tax declaration.
• 🔄 In the case of a name change due to marriage, make sure to update your bank account information to avoid issues with tax refunds and direct tax payments.

Q & A

What is the common mistake people make after submitting their tax declaration?

A common mistake is forgetting to include certain receipts or expenses, which can lead to a loss of potential tax deductions.

What is the deadline for submitting a corrected tax declaration in Japan?

The deadline for submitting a corrected tax declaration is March 15th.

If a new receipt is discovered after March 15th, what should one do?

If the new receipt is discovered after March 15th, one can file a claim for a refund by submitting a 'kosei' (correction of tax) request.

What is the risk associated with submitting a 'kosei' request?

Submitting a 'kosei' request may increase the risk of a tax audit as it indicates that the previously collected tax amount was incorrect.

What is another method to claim missed expenses after the tax declaration deadline?

One can include the missed expenses in the following year's tax declaration, although this is not the correct procedure, it is commonly done in practice.

What should one do if they find additional income after submitting their tax declaration?

If additional income is discovered, one should not delay reporting it. Instead, they should file an amended tax declaration to include the additional income.

What are the different methods available for tax payment in Japan?

There are seven main methods for tax payment in Japan, including bank transfer, direct debit, internet banking, credit card payment, smartphone app payment, QR code payment at convenience stores, and in-person payment at banks or tax offices.

Why is it important to include all eligible expenses in the tax declaration?

Including all eligible expenses in the tax declaration can reduce the taxable income, thereby lowering the amount of tax owed.

What is the significance of the invoice system in relation to consumption tax for businesses?

The invoice system allows businesses to claim consumption tax as an expense, which can be beneficial for tax purposes. It also provides a choice of when to claim the tax as an expense, either in the year it was incurred or the year it was paid.

What is the general rule for determining whether a professional fee can be claimed as a business expense?

A professional fee can generally be claimed as a business expense if it is directly related to the business operations and is a necessary cost.

Why is it crucial to update the tax declaration with any changes in personal information, such as a change in surname due to marriage?

Failing to update personal information, such as a new surname after marriage, can result in the tax refund (kakutei kin) not being deposited into the correct bank account, leading to potential delays and complications.

What is the speaker's personal experience with mistakes in tax declarations?

The speaker has made numerous mistakes in tax declarations, including forgetting to include expenses, miscalculating tax amounts, and failing to update personal information, which resulted in financial losses for clients.