[New 2024]Instructions on 10 steps to finalize personal income tax online

According to current law, personal income tax finalization (PIT finalization) is a mandatory legal task. So who needs to finalize personal income tax? How to settle taxes? What should you keep in mind when finalizing personal income tax? Follow the 10 steps to self-finalize personal income tax online with S4B Vietnam below.

1. Who needs to finalize personal income tax?

Personal income tax finalization is an action taken to determine the amount of tax an individual must pay during the year, and is also a way to compile statistics and check the validity of the data through declaration. tax calculation.

According to Decree 126/2020/ND-CP and Official Dispatch 883/TCT-DNNCN, there are 2 main subjects who need to finalize personal income tax as follows:

  • Individuals with income from salaries or wages authorize personal income tax finalization to the income paying organization
  • Individuals with income from salaries and wages directly declare personal income tax finalization to the tax authority
  • Organize the payment of income from salaries and wages
  • Personal income tax finalization can be done by the employee authorizing the payroll organization, declaring directly to the General Department of Taxation, or hiring personal income tax finalization services on the market.

Employees can follow the instructions for self-finalizing personal income tax as quickly as possible by following the steps below.

Instructions for quick personal income tax settlement

>>>Read more: The basic difference between tax examination and tax inspection

2. 10 steps to self-finalize personal income tax online in 2024

Step 1: Access the Electronic Tax system of the General Department of Taxation
Step 2: New registration or Login to the system
Register new (if you don’t have an account) or Log in to the system by filling in your Tax Code and Inspection Code
Step 3: In the “Tax finalization” section -> Select “Online tax declaration”
Step 4: Enter declaration data

Declare the necessary information on the online declaration form. The tax return will include the following information:

  • Sender’s name*: The system fills in automatically according to registration information.
  • Contact address*: The system fills in automatically according to registration information.
  • Contact phone*: Automatically according to tax registration information.
  • Email address*: Automatically according to tax registration information.
  • Choose declaration: You choose the declaration suitable for your case.
  • Tax Department: The system fills in automatically according to registration information.
  • Tax Department: The system fills in automatically according to registration information.
  • Type of declaration: Depending on the case, you can choose an official declaration or an additional declaration.
  • Year of declaration: The system fills in automatically according to registration information (can be edited).

Note: Information marked with a red asterisk (*) is mandatory information that must be filled in accurately to self-finalize personal income tax.

Step 5: Select “Continue” and enter additional Tax Declaration data

After that, the taxpayer proceeds to enter appendix: 02-1/BK-QTT-TNCN and Declaration 02/QTT-TNCN according to Circular 80/2021

The declaration data in this step has [49] items that need to be filled in. Includes items where the system will automatically enter information and items where taxpayers need to manually enter information:

  • Check your personal information: Name, Address, District, Email, Phone Number, Fax,…
  • Enter the information on the form declaration: Total taxable income, Deductions, Number of dependents, Tax amount paid,…

Step 6: Submit the declaration
Once all information has been filled in completely and accurately, the Taxpayer clicks on the check box “I guarantee that the declared data and attached documents are correct and is responsible before the law for the data provided.” Then, press the button “Complete declaration”

Step 7: Render HTML

After completing the declaration, the taxpayer needs to press the “Export HTML” button to save the completed information and submit the declaration.

Step 8: Submit documents and attached appendices
The interface will ask the taxpayer to attach the following appendices:

  • Select attached appendix: Tax deduction documents, Tax payment documents, Documents proving the amount paid by the foreign organization, Documents about charity money (if any), Other documents.
  • Select the attached data file
  • Click “Continue”

Notes when authorizing personal income tax finalization in 2024

Step 9: Verify tax declaration submission
Taxpayers need:

  • Enter test code => Click “Continue”
  • Enter the OTP code sent by the General Department of Taxation via phone SMS => Click “Continue”

Step 10: Look up the submitted declaration

  • Select the Declaration type
  • Select send date
  • Click to select search
  • Some notes when self-finalizing personal income tax
  • Taxable income from wages and salaries
  • Salary income is the income employees receive from businesses and paying agencies. Includes items such as:
  • Cost of clothing: Cost of clothing in cash for employees exceeds 5,000,000 VND/person/year.
  • Meal expenses: Mid-shift meals and lunches for workers exceed 730,000 VND/person/month

Above, S4B Vietnam has guided everyone through 10 steps to quickly self-finalize personal income tax online. Hopefully this article will be useful and effective for the personal income tax finalization process for everyone!

S4B Vietnam

  • Address: Unit 602A, Tower A, Handi Resco Office Building. 521 Kim Ma Street, Ba Dinh District, Hanoi
  • Tel: + 84 24 3974 4181
  • Email: service@s4b.com.vn

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