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The result of the Minister's investigation into effective tax rates by quintile

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WRITTEN QUESTION TO THE MINISTER FOR TREASURY AND RESOURCES BY DEPUTY G.P. SOUTHERN OF ST. HELIER

ANSWER TO BE TABLED ON TUESDAY 1st MAY 2012

Question

Will the Minister provide the results of his investigation into effective tax rates by quintile and inform members what these reveal about the progressive nature, or otherwise, of the Island's Income Tax system?

Answer

The Minister has provided below comprehensive data which illustrates the progressive nature of Jersey's Income Tax system. In summary:

  • An analysis of individual (married and single) income levels and effective tax rates shows that the top 20% of earners pay 70% of all personal income tax.
  • Those with income levels in the top 5% pay 34% of all personal tax, and the top 10% pay 47%.
  • This analysis also shows that the bottom 40 % of earners pay less than 2% of all personal income tax , due to their tax exemptions.
  • Furthermore, 17,000 individuals (married and single) (approximately a quarter of all income  earners  in  Jersey)  do  not  pay  any  income  tax  because  of  their  personal exemptions.
  • We already have an income tax system which results in those who earn more paying more, and those who have low incomes being protected by their exemptions.

The following tables give three alternative presentations of information by quintile:

Derived from 2009/10 Household Income Distribution Survey and individual taxpaying population who completed a 2010 tax return

 

Quintile

Income charged to tax on each individual

Number of taxpayers

Average Tax Effective Rate

% of total individuals tax revenues

1

<=£21,500

11,885

7.33%

3.5%

2

£21,501 – 34,050

11,728

10.90%

9.9%

3

£34,051 – 50,000

9,075

12.89%

13.6%

4

£50,001 – 75,812

6,873

14.68%

17.4%

5

£75,813+

6,862

17.59%

55.6%

 

 

 

 

 

Total

 

46,423

 

100%

Derived from individual taxpaying population who completed a 2010 tax return

 

Quintile

Income charged to tax on each individual

Number of taxpayers

Average Tax Effective Rate

% of total individuals tax revenues

1

< = £18,894

9,285

6.78%

2.1%

2

£18,895 – 28,322

9,285

10.20%

6.3%

3

£28,323 – 40,355

9,285

11.78%

10.4%

4

£40,356 – 63,919

9,284

13.84%

18.3%

5

£63,920 +

9,284

17.02%

62.9%

 

 

 

 

 

Total

 

46,423

 

100%

Individual means a single person or a married couple.

In addition to the 46,423 individuals who paid tax for the year of assessment 2010, approximately a further 17,051 individuals were not liable to tax because their total income was below their personal exemption threshold. 10,438 of these had completed a 2010 tax return.

All individuals (married and single) from Taxes Office data base. Year of assessment 2010.

 

Quintile

Income charged to tax on each individual

Number of taxpayers

Average Tax Effective Rate

% of total individuals tax revenues

1

< Exemption threshold

12,695

0%

0%

2

< £17,999

12,695

4.35%

1.7%

3

£18,000 – 30,899

12,695

10.24%

9.0%

4

£30,900 – 52,588

12,695

12.71%

18.5%

5

£52,589 +

12,694

16.30%

70.8%

 

 

 

 

 

Total

 

63,474

 

100%

Analysis of number of taxpayers

Liable to pay tax and completed a 2010 tax return  46,423 Not liable to pay tax and completed a 2010 tax return  10,438 Not liable to pay tax and not required to complete a 2010 tax return   6,613 Total  63,474