Run year-end tax adjustment and issue withholding tax statements

You can now handle year-end tax adjustment in the dashboard, from collecting employee information and calculating annual tax to creating and issuing withholding tax statements (employee copies). Employees just answer questions on their smartphones to submit the details and deduction certificates their declarations require.

What's new#

• Click Start collection in Year-end tax adjustment, and employees answer questions in My year-end tax adjustment about dependents, insurance premium deductions, the housing loan deduction, salary from a previous employer and more, then submit deduction certificates as photos or PDFs. Last year's answers carry over.
• Your company can track submission status in a list and, for each employee, either Mark as reviewed or send the submission back with a reason.
• The dependent exemption declaration, the basic deduction declaration (combined with the spouse deduction declaration and related forms) and the insurance premium deduction declaration can be printed on three A4 pages per employee (for company records).
• Starting with the 2026 tax year (Reiwa 8), Annual tax calculation calculates each employee's annual tax and the amount over- or underwithheld. Once finalized, the result is reflected on the withholding tax statement as year-end adjusted. Employees taxed under the secondary-employment column (otsu), those who left partway through the year, and those with employment income over ¥20 million are shown as not eligible.
• Withholding tax statements totals issued payslips by calendar year to create statements for all employees, which you can review, then issue and print. Employees can view their own statement from My payslips.
• If you work with a tax accountant, you can download a CSV of all answers together with the deduction certificate images as a single package. My Number (individual number) information is not handled.

Note: Settling the over- or underwithheld amount through December payroll or a similar payment is not yet done automatically.

Who it's for#

• Industries: small businesses and sole proprietors
• Screens: HR > Year-end tax adjustment, Withholding tax statements, My year-end tax adjustment

How to use it#

1. In HR > Year-end tax adjustment, click Start collection.
2. Employees answer and submit in My year-end tax adjustment.
3. Review the submissions, then calculate and finalize in Annual tax calculation.
4. In HR > Withholding tax statements, click Create for all employees, review the contents and click Issue.