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The Excess Burden of Taxation and Why it (Approximately) Quadruples When the Tax Rate Doubles

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Author Info
John Creedy () (The Treasury)
Abstract

The 'excess burden' of taxation represents an efficiency loss which must be compared with any perceived gains arising either from income redistribution or the non-transfer expenditure carried out by the government. An important property is that, under certain assumptions, it increases disproportionately with the tax rate. This result provides the basis of a general presumption in favour of a broad-based and low tax rate system: any exemptions which reduce the tax base inevitably raise the tax rate required to obtain anunchanged amount of total tax revenue. The aims of this paper are to provide a nontechnical explanation of the concepts of welfare change and excess burden used in the public finance literature, and to demonstrate the result that an approximation to thisburden depends on the square of the tax rate.

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File URL: http://www.treasury.govt.nz/publications/research-policy/wp/2003/03-29/twp03-29.pdf
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Publisher Info
Paper provided by New Zealand Treasury in its series Treasury Working Paper Series with number 03/29.

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Length: 26
Date of creation: Dec 2003
Date of revision:
Handle: RePEc:nzt:nztwps:03/29

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Postal: New Zealand Treasury, PO Box 3724, Wellington, New Zealand
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Web page: http://www.treasury.govt.nz
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Related research
Keywords: Taxation excess burden equivalent variation compensating variation

Find related papers by JEL classification:
H21 - Public Economics - - Taxation, Subsidies, and Revenue - - - Efficiency; Optimal Taxation
H30 - Public Economics - - Fiscal Policies and Behavior of Economic Agents - - - General
D60 - Microeconomics - - Welfare Economics - - - General

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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. Joel Slemrod & Shlomo Yitzhaki, 2001. "Integrating Expenditure and Tax Decisions: The Marginal Cost of Funds and the Marginal Benefit of Projects," NBER Working Papers 8196, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  2. James R. Hines Jr., 1999. "Three Sides of Harberger Triangles," Journal of Economic Perspectives, American Economic Association, vol. 13(2), pages 167-188, Spring. [Downloadable!] (restricted)
  3. King, Mervyn A., 1983. "Welfare analysis of tax reforms using household data," Journal of Public Economics, Elsevier, vol. 21(2), pages 183-214, July. [Downloadable!] (restricted)
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This page was last updated on 2008-11-13.


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