Despite the withholding tax, more than a quarter of tax households will pay additional tax

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Of the 37.9 million tax households that have already received or will receive in the coming days a tax notice, 12.7 million households (33.5%) are beneficiaries of a tax refund for an amount total of 10.4 billion euros, according to the results of the 2021 declarative campaign, communicated Thursday, July 29 by Bercy. Most of them have already received a transfer to their bank account on July 20. For the others, the reimbursement should take place on August 6.

Read also Who will benefit from a tax refund in the coming days?

Conversely, some 10.8 million tax households (28.5%) will find themselves with additional tax payable at the start of the school year on their 2020 income.

These taxpayers are those whose deductions at source, made in 2020, were insufficient to cover the total amount of tax payable on their income for 2020.

Either because their income increased last year and they did not see fit to ask to adjust the rate of their withholding tax.

Either because they benefited in January 2021 from an advance on credits and tax reductions that was too high compared to the expenses they finally incurred in 2020.

Amounts directly withdrawn

If you are in this situation, the balance payable will be taken directly from your bank account.

If the sum to be paid is less than or equal to 300 euros, it will be withdrawn in one go, on September 27. If it is greater than 300 euros, it will be withdrawn in four installments: September 27, October 25, November 25 and December 27, 2021. These withdrawals from your bank account will be added to the withholding taxes made on your salaries. or your unemployment benefits, retirement pensions… paid during the same months.

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If you have failed to transmit your bank details to the tax authorities and the tax cannot be deducted automatically, the deadline for paying the balance of the tax is in principle set for September 15. An additional period of five days – September 20 midnight – is granted to those who pay by Internet, smartphone or tablet, and the debit from the account will be made from September 27. At any rate, “All the details used concerning the payment of the tax are included in the notices being distributed”, specifies Bercy.