Summary of Changes to Year-End Tax Settlement Simplification Service This Year | National Tax Service AI Consultation, Expansion of Living Deductions

I believe many people are interested in the changes to the year-end tax settlement simplification service this year. This service, known as the ’13th month salary,’ has undergone various improvements to allow workers to check deduction materials more conveniently. In particular, the National Tax Service plans to provide a more advanced service by expanding the lifestyle-related deduction items and introducing an AI consultation system. Now, let’s check them one by one below.

Overview of Changes to the Year-End Tax Settlement Simplification Service This Year

The year-end tax settlement simplification service, known as the ’13th month salary,’ will be upgraded with new features starting this year.
The National Tax Service announced several improvements, including the addition of lifestyle-related deduction items and the introduction of an AI consultation system, to make it easier for workers to check deduction materials. This service will be available for full use starting January 15.

Expansion of Lifestyle-Related Materials

The new items offered in the year-end tax settlement simplification service starting this year are as follows.

• Sports facility usage fees

• Proof of developmental rehabilitation service usage

• Personal contribution for disability support benefits

In particular, swimming pool and gym usage fees can receive a 30% income deduction from payments made since July of last year.
The National Tax Service has improved the system so that individuals with disabilities who have difficulty moving can easily submit materials through Home Tax without having to visit institutions in person. However, tuition fees for preschool children, monthly rent, and donation receipts are not automatically retrieved, so workers must submit them directly.

Strengthening Income Requirements for Dependents

Starting this year, the verification of dependent deduction requirements will be further strengthened.
Information about dependents whose income exceeds 1 million won (5 million won total salary for those with only employment income) will be provided to prevent incorrect deductions.
Previously, only income data from the first half of the year was reflected, but this year, income reported until October, including business, other, and capital gains income, will be included for much more precise verification.

The National Tax Service emphasized, “The eligibility for deductions must ultimately be determined based on the total annual income.”

Introduction of Artificial Intelligence (AI) Consultation

In response to the surge in demand for year-end tax settlement consultations, the AI chatbot consultation service will be introduced for the first time.
Users can easily receive consultations through the Home Tax ‘Quick Menu,’ and the National Tax Consultation Center and AI phone consultations (operating 24 hours) will also be newly supported.
The National Tax Service plans to automate repetitive inquiries and quickly resolve complex tax consultations by connecting to staff.

Important Year-End Tax Settlement Precautions

If medical expenses are not retrieved or differ from the actual amount, they must be reported through the ‘Unretrieved Medical Expense Reporting Center’ by January 17.
The corrected final data can be rechecked starting January 20.

A National Tax Service official stated, “The simplified materials are collected for convenience, so workers must ensure they meet the actual deduction requirements,” and warned, “If reported as false deductions, there may be future tax disadvantages.”