年末調整ナビゲーター-Year-End Adjustment Assistance

Example

Guiding an employee through the process of filling out the Application for (Health Insurance) Tax Deductions, including explanations of each section and what information is needed.

Scenario

An employee is unsure about how to declare medical expenses for the previous year. The navigator provides specific steps to identify eligible expenses, fill out the form, and submit it to their HR department.

Example

Providing a detailed list of documents needed for claiming deductions such as insurance policies, mortgage interest statements, and receipts for medical expenses.

Scenario

A new employee at a company needs to know which documents to prepare for their first year-end adjustment. The navigator offers a personalized checklist based on their situation, including instructions on how to obtain each document.

Example

Answering common questions like 'How can I claim the deduction for my home loan?' or 'What expenses are eligible for the medical expense deduction?'

Scenario

An employee wonders if their recent home purchase qualifies for a deduction. The navigator provides detailed answers about eligibility and the documentation required.

Example

Alerting employees to upcoming submission deadlines for their year-end adjustment documents to ensure timely submission.

Scenario

As the submission deadline approaches, the navigator sends reminders to employees via email or a company portal, reducing the risk of late submissions.

Example

Offering personalized advice on complex cases, such as expatriates with income from abroad or employees with multiple sources of income.

Scenario

An expatriate employee is unsure how their overseas income affects their year-end adjustment. The navigator provides customized advice on how to report this income and claim applicable deductions.