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EUROMOD: An Integrated European Benefit Tax Model - Final Report

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Sutherland H ()
Abstract

The aim of the project was to build EUROMOD, a tax-benefit microsimulation model covering all 15 Member States of the European Union. This has been achieved, and baseline results are available for 14 countries. (Validated results for Sweden will appear shortly.) EUROMOD has been used for a number of policy-related exercises ranging from studies of the relationship of public spending on social benefits to poverty and the implications of a common European minimum pension, to the impact of welfare benefits on work incentives and the consequences of non-indexation of taxes and contributions. In addition, the model is ready to be used for a wide range of new applications. Not only can it be used to explore the impact of prospective (and hypothetical) changes in social and fiscal policy on poverty and inequality; it can also estimate the cost of reforms, provide options for financing mechanisms, and establish the effect of the reforms in other dimensions such as the work incentives of household members and any implied redistribution within the household. In many ways, EUROMOD is ahead it its time. When the project first started in 1998 (and when the idea was first conceived in 1996) the priorities set at the Lisbon European Council could not have been fully anticipated. It is now clear that the project was timely. EUROMOD is ready to play a role in analysing changes in social and fiscal policies proposed by Member States with reference to agreed benchmarks for the reduction of poverty and social exclusion. The project final report describes in some detail the process of model construction. It was a very complex project that was more demanding for all concerned than could have been anticipated. In some respects it was more akin to an engineering enterprise than a social science research project. In building EUROMOD, particular emphasis has been placed on: transparency of methods: it is therefore open to critiques of the approach as a whole, as well as criticism and suggestion on matters of detail; ??designing a model that is flexible and adaptable: to make the range of uses as wide as possible and to maximise the length of its useful life; ??consistency and comparability across countries: developing harmonisation of methods, assumptions and input and output concepts is a major part of building an integrated European model. Concretely, it involved: ??identifying common structural characteristics in national policies; ??identifying common data requirements; ??parameterising and generalising as many aspects of the model as possible, including the definitions of the income base and unit of assessment or entitlement for each tax and benefit, the effective equivalence scales inherent in social benefit payments, and the output income measure. This approach not only allows each system to be modelled in a manner that is comparable to existing national practice, it also provides the model user with a much greater range of choice and greater flexibility than ñ we believe ñ is available in any other existing tax benefit model. Before the project began, the degree of experience and expertise with tax-benefit modelling in Member States varied greatly. As is well known, the tax and transfer systems also vary widely in underlying philosophy, as well as in current structure and size. The national sources of microdata with which to build the model were not equally suited to the task. One of the projectís most significant achievements is its success in bringing tax-benefit modelling capacity in all Member States up to the level of best practice in the EU.

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Paper provided by EUROMOD at the Institute for Social and Economic Research in its series EUROMOD Working Papers with number EM9/01.

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Date of creation: 01 Jun 2001
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Handle: RePEc:ese:emodwp:em9/01

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References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
  1. O'donoghue C & Albuquerque J & Baldini M & Bargain O & Bosi P & Levy H & Mantovani D & Matsaganis M & Mercader-prats M & Farinha rodrigues C & Toso S & Terraz I & Tsakloglou P, 2002. "The Impact Of Means Tested Assistance In Southern Europe," EUROMOD Working Papers EM6/01, EUROMOD at the Institute for Social and Economic Research. [Downloadable!]
  2. Immervoll, H., 2000. "Fiscal Drag - An Automatic Stabiliser?," Cambridge Working Papers in Economics 0025, Faculty of Economics, University of Cambridge. [Downloadable!]
  3. Carlos Farinha Rodrigues, 1999. "Income distribution and poverty in Portugal (1994/95)," Working Papers 1999/04, Department of Economics at the School of Economics and Management (ISEG), Technical University of Lisbon.. [Downloadable!]
  4. O'donoghue C & Sutherland H & Utili F, 1999. "Integrating Output In Euromod: An Assessment Of The Sensitivity Of Multi Country Microsimulation Results," EUROMOD Working Papers EM1/99, EUROMOD at the Institute for Social and Economic Research. [Downloadable!]
  5. Atkinson T & Bourguignon F & O'donoghue C & Sutherland H & Utili F, 1999. "Microsimulation And The Formulation Of Policy: A Case Study Of Targeting In The European Union," EUROMOD Working Papers EM2/99, EUROMOD at the Institute for Social and Economic Research. [Downloadable!]
  6. Herwig Immervoll & Cathal O'Donoghue, 2003. "Imputation of Gross Amounts from Net Incomes in Household Surveys. An Application using EUROMOD," Computational Economics 0302001, EconWPA. [Downloadable!]
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  7. Immervoll H & Sutherland H & De vos K, 2000. "Child Poverty And Child Benefits In The European Union," EUROMOD Working Papers EM1/00, EUROMOD at the Institute for Social and Economic Research. [Downloadable!]
  8. Callan, Tim & Sutherland, Holly, 1997. "The impact of comparable policies in European countries: Microsimulation approaches," European Economic Review, Elsevier, vol. 41(3-5), pages 627-633, April. [Downloadable!] (restricted)
  9. Immervoll H & O'donoghue C & Sutherland H, 1999. "An Introduction To EUROMOD," EUROMOD Working Papers EM0/99, EUROMOD at the Institute for Social and Economic Research. [Downloadable!]
  10. Bourguignon, F. & O'Donoghue, C. & Sastre-Descals, J. & Spadaro, A. & Utili, F., 1997. "Eur 3: A Prototype European Tax-Benefit Model," DELTA Working Papers 97-30, DELTA (Ecole normale supérieure).
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  1. Elschner, Christina & Lammersen, Lothar & Overesch, Michael & Schwager, Robert, 2005. "The Effective Tax Burden of Companies and on Highly Skilled Manpower : Tax Policy Strategies in a Globalized Economy," ZEW Discussion Papers 05-31, ZEW - Zentrum für Europäische Wirtschaftsforschung / Center for European Economic Research. [Downloadable!]
  2. Christina Elschner & Robert Schwager, 2006. "A Simulation Method to Measure the Tax Burden on Highly Skilled Manpower," cege – Center for European, Governance and Economic Development Research Discussion Papers 50, cege – Center for European, Governance and Economic Development Research, University of Goettingen (Germany).. [Downloadable!]
  3. Immervoll H & Kleven H & Kreiner C & Verdelin N, 2008. "An Evaluation Of The Tax Transfer Treatment Of Married Couples In European Countries," EUROMOD Working Papers EM7/08, EUROMOD at the Institute for Social and Economic Research. [Downloadable!]
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  4. Thai-Thanh Dang & Herwig Immervoll & Daniela Mantovani & Kristian Orsini & Holly Sutherland, 2006. "An Age Perspective on Economic Well-Being and Social Protection in Nine OECD Countries," IZA Discussion Papers 2173, Institute for the Study of Labor (IZA). [Downloadable!]
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  5. Immervoll H & O'donoghue C, 2003. "Employment Transitions In 13 European Countries. Levels, Distributions And Determining Factors Of Net Replacement Rates," EUROMOD Working Papers EM/3/03, EUROMOD at the Institute for Social and Economic Research. [Downloadable!]
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  6. Immervoll H & O'donoghue C, 2001. "Imputation Of Gross Amounts From Net Incomes In Household Surveys: An Application Using EUROMOD," EUROMOD Working Papers EM1/01, EUROMOD at the Institute for Social and Economic Research. [Downloadable!]
    Other versions:
  7. Herwig Immervoll & Henrik Jacobsen Kleven & Claus Thustrup Kreiner & Emmanuel Saez, 2005. "Welfare Reform in European Countries: A Microsimulation Analysis," IZA Discussion Papers 1810, Institute for the Study of Labor (IZA). [Downloadable!]
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  8. Herwig Immervoll & Cathal O'Donoghue, 2003. "Towards A Multi-Purpose Framework For Tax-Benefit Microsimulation," Computational Economics 0302002, EconWPA. [Downloadable!]
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  9. François Bourguignon & Amedeo Spadaro, 2008. "Tax-benefit revealed social preferences," PSE Working Papers 2008-37, PSE (Ecole normale supérieure). [Downloadable!]
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