I am getting a tax refund.

According to the "Announcement of the State Administration of Taxation on Handling the Final Settlement and Settlement of Comprehensive Personal Income Tax for 2022" issued by the State Administration of Taxation, the comprehensive personal income tax for 2022 will be handled starting from March 1, 2023. Final settlement is due on June 30.

This means that friends will be able to apply for tax refunds (tax repayments) soon. But some people are not familiar with the specific operation process. Today I will share it with you.

Steps for tax refund:

The first step is to download and log in to the "Personal Income Tax" APP;

The second step is to enter the "Personal Income Tax" APP homepage. Then click below to start filing. (As a reminder, according to the announcement: the tax department has launched an appointment service. Taxpayers who need to handle the initial settlement period (March 1 to March 20) can apply for an appointment after February 16 based on their own circumstances. Make an appointment on the tax app and website on any day during the above time period from March 21 to June 30. Taxpayers do not need to make an appointment and can apply at any time)

The third step is to click "Start Declaration". And confirm the basic information;

The fourth step is to calculate the tax, agree to the statement, and click to proceed to the next step;

The fifth step is to confirm the numbers and click to apply for a refund. Then just wait for the tax review.

Steps to pay tax:

The first step is to download and log in to the "Personal Income Tax" APP;

The second step is to enter the "Personal Income Tax" APP homepage , then click Start Declaration below.

The third step is to fill in the specific information (mainly including income and other tax-free income);

The fourth step is to calculate the amount of back-paid tax, select the payment method, and submit the declaration for confirmation. Can.

In addition, I would like to remind my friends which situations do not require settlement and what pre-tax deductions can be enjoyed (the content is excerpted from the "State Administration of Taxation's Notice on Handling the Comprehensive Income Taxation for Personal Income Tax in 2022" "Announcement on Final Settlement and Payment Matters"):

If a taxpayer has prepaid personal income tax in accordance with the law in 2022 and meets one of the following circumstances, there is no need to complete the final settlement:

(1) Where the final tax payment is required but the comprehensive income for the whole year does not exceed 120,000 yuan;

(2) The final tax payment amount does not exceed 400 yuan;

(3) The amount of prepaid tax is consistent with the final tax payable;

(4) Those who meet the conditions for final tax refund but do not apply for tax refund.

For the following pre-tax deductions that will occur in 2022, taxpayers can report or make supplementary deductions during the settlement period:

(1) The taxpayer and his spouse and minor children meet the conditions Medical expenses for serious illnesses;

(2) Special additional deductions for qualified infant care under 3 years old, children’s education, continuing education, housing loan interest or housing rent, support for the elderly, etc., as well as deductions for expenses, Special deductions and other deductions determined in accordance with the law;

(3) Qualified charity donations;

(4) Qualified personal pension deductions.

Taxpayers who obtain both comprehensive income and operating income may declare a deduction of RMB 60,000 in expenses, special deductions, special additional deductions, and other deductions determined in accordance with the law from the comprehensive income or operating income, but no duplication is allowed. Claim deductions.

Whether it is a tax refund or a tax payment, you must do it in a timely manner to avoid damage to your own rights and interests.