Lists the filing patterns, form types, and known limitations that shinkoku currently supports.
Persona Support Status
| Level | Meaning |
|---|---|
| Full | Calculation + data entry on the tax return preparation corner |
| Out | Not supported (guidance to consult a tax accountant) |
| Persona | Level | Notes |
|---|---|---|
| Sole proprietor (blue return / general use) | Full | Main target. Ledger → financial statements → tax calculation → input into the preparation corner |
| Company employee + side business (business income) | Full | Withholding tax slip + tax calculation for business income → input into the preparation corner |
| Salary income only (company employee) | Full | Refund return, medical expense deduction, etc. → input into the preparation corner |
| Consumption tax taxable business operator | Full | Supports the 20% special exception, simplified taxation, and standard taxation |
| Furusato Nozei user | Full | CRUD + deduction calculation + limit estimation. Also provides guidance on points to note with the one-stop special exception |
| Housing loan deduction (first year) | Full | Deduction amount calculation. Separate attached documents are required in the first year |
| Medical expense deduction | Full | Itemized aggregation + deduction amount calculation |
| Cryptocurrency trader | Full | Automatically reflected in the tax return as miscellaneous income (comprehensive taxation) |
| Stock investor (separate taxation) | Out | Does not support separate taxation for stock transfer income or dividends |
| FX Trader | Out | Does not support miscellaneous income, etc. related to futures transactions |
| Real estate income | Out | Does not support financial statements or tax returns for real estate income |
| Retirement income | Out | Does not support calculation of the retirement income deduction |
| Transfer income (real estate sale) | Out | No long-term/short-term tax rates or 30 million yen special deduction |
| Foreign tax credit | Out | No tracking of foreign taxes paid or credit calculation |
| Agricultural income / forestry income | Out | No dedicated income category |
| Non-resident | Out | For Japan residents only |
Rules for omitting attached documents (e-Tax)
When filing electronically via e-Tax, the following attached documents may be omitted (with a 5-year retention obligation):
| Document | Can be omitted |
|---|---|
| Withholding tax slip | Can be omitted (transcription of the stated contents is required) |
| Life insurance premium deduction certificate | Can be omitted |
| Earthquake insurance premium deduction certificate | Can be omitted |
| Medical expense receipts | Can be omitted (attachment of an itemized statement is required) |
| Donation receipt certificate | Can be omitted |
| Social insurance premium deduction certificate | Can be omitted |
Note: Omission is possible only for e-Tax (electronic filing). If submitting in writing, the original documents must be attached.
Guidance template for Out-supported personas
shinkoku では {ペルソナ名} の確定申告には対応していません。
{理由の説明}
以下の対応をお勧めします:
- 税理士への相談
- 国税庁の確定申告書等作成コーナーの利用
https://www.keisan.nta.go.jp/