Pareto-improving Reforms of Tax Deductions

Working Paper: CEPR ID: DP14999

Authors: Dominik Sachs; Sebastian Köhne

Abstract: We analyze Pareto-efficient tax deduction rules for work-related expenses. Pareto efficiency dictates a strict rule for marginal deductions along the income distribution. An immediate implication is a recipe for designing Pareto-improving reforms. We apply our theory and simulate a Pareto-improving reform that introduces deductions for non-care household services (housekeeping, gardening, laundry) in the United States. The reform combines marginal deduction rates for household services between 55% and 85% with a slight increase in marginal tax rates.

Keywords: Optimal Taxation; Tax Deduction; Pareto-improving Tax Reform

JEL Codes: D82; H21


Causal Claims Network Graph

Edges that are evidenced by causal inference methods are in orange, and the rest are in light blue.


Causal Claims

CauseEffect
Introduction of Deductions for non-care household services (H31)Increase in household service spending (D19)
Marginal deduction rates (55% to 85%) (H29)Slight increase in marginal tax rates (H29)
Reform (P41)Pareto improvement in tax system (H21)
Reform (P41)Welfare gains ($10 to $20 per household) (D69)
Tax credits exceeding full deductibility (H20)Pareto inefficiency (D61)
Lack of tax deductions for certain households (H31)Inefficiency in tax system (H21)

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