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Income Taxation and Equity

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Author Info
Peter J. Lambert () (University of York)
Abstract

This paper exposes and explains the various ways in which value judgements can be instilled into an income tax system, or, if inherent in a pre-existing one, can be drawn out and understood. A putative EU-wide income tax, additional to the national income taxes of the Member States, is analysed. When the identification of equals is done using an appropriate "equivalent income function", and the equal treatment command modelled in terms of it, the resultant tax will in general be differentiated between countries. A supplementary command, "equal progression among equals", can be achieved if equals are defined as those at the same percentile point in the within-country distributions, and if these distributions differ in logarithms only by location and scale. Differentiated proportional taxes could even be equitable, the flat rate being higher in less unequal countries. The value judgements implicit in a given tax system can be exposed in terms of an equivalence scale which is in general "base dependent".

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Publisher Info
Paper provided by Institut d'Economia de Barcelona (IEB) in its series Working Papers with number 2004/4.

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Length: 30 pages
Date of creation: 2004
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Handle: RePEc:ieb:wpaper:307710art149

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Related research
Keywords: Equity; EU; Income tax;

Find related papers by JEL classification:
D63 - Microeconomics - - Welfare Economics - - - Equity, Justice, Inequality, and Other Normative Criteria and Measurement
H24 - Public Economics - - Taxation, Subsidies, and Revenue - - - Personal Income and Other Nonbusiness Taxes and Subsidies
H73 - Public Economics - - State and Local Government; Intergovernmental Relations - - - Interjurisdictional Differentials and Their Effects

References listed on IDEAS
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  1. Alan J. Auerbach & Kevin A. Hassett, 2002. "A New Measure of Horizontal Equity," American Economic Review, American Economic Association, vol. 92(4), pages 1116-1125, September. [Downloadable!]
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  2. Udo Ebert, 2000. "Equivalizing Incomes: A Normative Approach," International Tax and Public Finance, Springer, vol. 7(6), pages 619-640, December. [Downloadable!] (restricted)
  3. Dardanoni, Valentino & Lambert, Peter J., 2002. "Progressivity comparisons," Journal of Public Economics, Elsevier, vol. 86(1), pages 99-122, October. [Downloadable!] (restricted)
  4. Jean-Yves Duclos & Peter J. Lambert, 2000. "A normative and statistical approach to measuring classical horizontal inequity," Canadian Journal of Economics, Canadian Economics Association, vol. 33(1), pages 87-113, February. [Downloadable!] (restricted)
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This page was last updated on 2009-12-17.


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