diff --git a/changelog_entry.yaml b/changelog_entry.yaml
index e69de29bb..98afbfa4e 100644
--- a/changelog_entry.yaml
+++ b/changelog_entry.yaml
@@ -0,0 +1,5 @@
+- bump: minor
+ changes:
+ added:
+ - Update National Insurance documentation
+ - Update Income Tax documentation
diff --git a/docs/book/_toc.yml b/docs/book/_toc.yml
index 08984365b..2f2c2e765 100644
--- a/docs/book/_toc.yml
+++ b/docs/book/_toc.yml
@@ -12,6 +12,7 @@ parts:
- file: programs/gov/dwp/universal-credit
- file: programs/gov/dwp/pension-credit
- file: programs/gov/hmrc/national-insurance
+ - file: programs/gov/hmrc/income-tax
- file: programs/gov/hmrc/fuel-duty
- file: programs/gov/hmrc/stamp-duty
- file: programs/contrib/ubi-center/carbon-tax
diff --git a/docs/book/programs/gov/hmrc/income-tax.ipynb b/docs/book/programs/gov/hmrc/income-tax.ipynb
new file mode 100644
index 000000000..7df27afcb
--- /dev/null
+++ b/docs/book/programs/gov/hmrc/income-tax.ipynb
@@ -0,0 +1,5693 @@
+{
+ "cells": [
+ {
+ "cell_type": "markdown",
+ "metadata": {
+ "id": "SyCBxDvLJkZK"
+ },
+ "source": [
+ "# Income Tax"
+ ]
+ },
+ {
+ "cell_type": "markdown",
+ "metadata": {
+ "id": "JODkfhOOLR45"
+ },
+ "source": [
+ "Income tax is a tax levied on the income earned by individuals and businesses. It is one of the primary sources of revenue for the UK government and is used to fund public services and government expenditures.\n",
+ "\n",
+ "- Tax Allowances:\n",
+ "These are specific amounts of income that individuals can earn before they are required to pay income tax. Various types of allowances exist, such as Personal Allowance, Marriage Allowance, Property Allowance, and Dividend Allowance, each offering different benefits and eligibility criteria.\n",
+ "\n",
+ "- Tax Charges:\n",
+ "Tax charges arise when an individual's income exceeds certain thresholds or when specific conditions are met. These charges fluctuate based on income levels and are influenced by additional factors, such as the High-Income Child Benefit Charge.\n",
+ "\n",
+ "- Tax Rates:\n",
+ "The government applies different percentages of tax rates based on the income bracket an individual falls into. There are Basic, Higher, and Additional rates, each applicable to respective income ranges. Moreover, specific types of income, like dividends, have their distinct tax rates.\n",
+ "\n",
+ "- Tax Reliefs:\n",
+ "To promote certain behaviors or lower the tax burden for specific groups, the government provides tax reliefs. These provisions reduce tax liability for eligible individuals, with examples including reliefs for Pension Contributions, Charitable Donations, and Work-Related Expenses.\n"
+ ]
+ },
+ {
+ "cell_type": "markdown",
+ "metadata": {
+ "id": "ER87IhZtVPL6"
+ },
+ "source": [
+ "## Legislation"
+ ]
+ },
+ {
+ "cell_type": "markdown",
+ "metadata": {
+ "id": "x9-zPzjkWT8k"
+ },
+ "source": [
+ "UK income tax legislation is grounded in primary legislation passed by the UK Parliament, supplemented by secondary legislation and administrative guidance issued by Her Majesty's Revenue and Customs (HMRC).\n",
+ "\n",
+ "- Income Tax Act 2007 (ITA 2007):\n",
+ "This is a central piece of legislation consolidating various statutes related to income tax in the UK. It comprehensively covers aspects such as the charge to tax, applicable rates, allowances, and reliefs, serving as a foundational reference for income tax matters.\n",
+ "\n",
+ "- Taxation of Chargeable Gains Act 1992 (TCGA 1992):\n",
+ "Though primarily focused on capital gains tax, this Act intersects significantly with income tax, particularly in the realm of taxation of gains. It provides detailed regulations on how gains should be taxed and calculated.\n",
+ "\n",
+ "- Income Tax (Earnings and Pensions) Act 2003 (ITEPA 2003):\n",
+ "ITEPA 2003 governs the rules related to the taxation of employment income, pension income, and social security income. It outlines the various categories and criteria for taxable earnings and pensions, ensuring a structured approach to taxation in these areas.\n",
+ "\n",
+ "- HMRC Manuals and Guidance:\n",
+ "Produced by HMRC, these comprehensive guides aim to help taxpayers in understanding and complying with the complex tax legislation. They provide practical insights and interpretations of the laws, offering clarity and assistance to both individuals and businesses in navigating the income tax landscape.\n",
+ "\n"
+ ]
+ },
+ {
+ "cell_type": "markdown",
+ "metadata": {
+ "id": "VaL6XOutgEU4"
+ },
+ "source": [
+ "## Methodology:\n",
+ "\n",
+ " Income tax logic can be found in policyengine-uk/policyengine_uk/variables/gov/hmrc/income_tax.\n",
+ "\n",
+ "The following table shows a series of income tax simulations using the PolicyEngine UK model."
+ ]
+ },
+ {
+ "cell_type": "code",
+ "execution_count": 5,
+ "metadata": {
+ "cellView": "form",
+ "colab": {
+ "base_uri": "https://localhost:8080/"
+ },
+ "id": "05DNxvPwgSRF",
+ "outputId": "774742ee-057f-4c4e-edd9-816b3367cc9b",
+ "tags": [
+ "hide-input"
+ ]
+ },
+ "outputs": [
+ {
+ "data": {
+ "text/html": [
+ "
\n",
+ "\n",
+ "
\n",
+ " \n",
+ " \n",
+ " | \n",
+ " Person | \n",
+ " Employment Income (£) | \n",
+ " Dividend Income (£) | \n",
+ " Savings Interest Income (£) | \n",
+ " Income Tax (£) | \n",
+ " Dividend Income Tax (£) | \n",
+ " Savings Income Tax (£) | \n",
+ "
\n",
+ " \n",
+ " \n",
+ " \n",
+ " 0 | \n",
+ " Person1 | \n",
+ " 50000 | \n",
+ " 10000 | \n",
+ " 5000 | \n",
+ " 10068.5 | \n",
+ " 2582.5 | \n",
+ " 0.0 | \n",
+ "
\n",
+ " \n",
+ " 1 | \n",
+ " Person2 | \n",
+ " 60000 | \n",
+ " 15000 | \n",
+ " 10000 | \n",
+ " 17457.0 | \n",
+ " 4225.0 | \n",
+ " 1800.0 | \n",
+ "
\n",
+ " \n",
+ " 2 | \n",
+ " Person3 | \n",
+ " 70000 | \n",
+ " 20000 | \n",
+ " 15000 | \n",
+ " 26082.0 | \n",
+ " 5850.0 | \n",
+ " 3800.0 | \n",
+ "
\n",
+ " \n",
+ " 3 | \n",
+ " Person4 | \n",
+ " 80000 | \n",
+ " 25000 | \n",
+ " 20000 | \n",
+ " 37707.0 | \n",
+ " 7475.0 | \n",
+ " 5800.0 | \n",
+ "
\n",
+ " \n",
+ " 4 | \n",
+ " Person5 | \n",
+ " 90000 | \n",
+ " 30000 | \n",
+ " 25000 | \n",
+ " 45360.0 | \n",
+ " 9100.0 | \n",
+ " 7800.0 | \n",
+ "
\n",
+ " \n",
+ "
\n",
+ "
"
+ ],
+ "text/plain": [
+ " Person Employment Income (£) Dividend Income (£) \\\n",
+ "0 Person1 50000 10000 \n",
+ "1 Person2 60000 15000 \n",
+ "2 Person3 70000 20000 \n",
+ "3 Person4 80000 25000 \n",
+ "4 Person5 90000 30000 \n",
+ "\n",
+ " Savings Interest Income (£) Income Tax (£) Dividend Income Tax (£) \\\n",
+ "0 5000 10068.5 2582.5 \n",
+ "1 10000 17457.0 4225.0 \n",
+ "2 15000 26082.0 5850.0 \n",
+ "3 20000 37707.0 7475.0 \n",
+ "4 25000 45360.0 9100.0 \n",
+ "\n",
+ " Savings Income Tax (£) \n",
+ "0 0.0 \n",
+ "1 1800.0 \n",
+ "2 3800.0 \n",
+ "3 5800.0 \n",
+ "4 7800.0 "
+ ]
+ },
+ "execution_count": 5,
+ "metadata": {},
+ "output_type": "execute_result"
+ }
+ ],
+ "source": [
+ "import pandas as pd\n",
+ "from policyengine_uk import Simulation\n",
+ "\n",
+ "def calculate_taxes(employment_income, dividend_income, savings_interest_income):\n",
+ " simulation = Simulation(\n",
+ " situation={\n",
+ " \"people\": {\n",
+ " \"person\": {\n",
+ " \"employment_income\": employment_income,\n",
+ " \"dividend_income\": dividend_income,\n",
+ " \"savings_interest_income\": savings_interest_income\n",
+ " }\n",
+ " }\n",
+ " }\n",
+ " )\n",
+ " income_tax = simulation.calculate(\"income_tax\")[0]\n",
+ " dividend_income_tax = simulation.calculate(\"dividend_income_tax\")[0] # Added\n",
+ " savings_income_tax = simulation.calculate(\"savings_income_tax\")[0] # Added\n",
+ " \n",
+ " return income_tax, dividend_income_tax, savings_income_tax\n",
+ "\n",
+ "data = {\n",
+ " \"Person\": [\"Person1\", \"Person2\", \"Person3\", \"Person4\", \"Person5\"],\n",
+ " \"Employment Income (£)\": [50000, 60000, 70000, 80000, 90000],\n",
+ " \"Dividend Income (£)\": [10000, 15000, 20000, 25000, 30000],\n",
+ " \"Savings Interest Income (£)\": [5000, 10000, 15000, 20000, 25000],\n",
+ " \"Income Tax (£)\": [],\n",
+ " \"Dividend Income Tax (£)\": [],\n",
+ " \"Savings Income Tax (£)\": []\n",
+ "}\n",
+ "\n",
+ "for emp_income, div_income, sav_income in zip(data[\"Employment Income (£)\"], data[\"Dividend Income (£)\"], data[\"Savings Interest Income (£)\"]):\n",
+ " income_tax, div_tax, sav_tax = calculate_taxes(emp_income, div_income, sav_income)\n",
+ " data[\"Income Tax (£)\"].append(income_tax)\n",
+ " data[\"Dividend Income Tax (£)\"].append(div_tax)\n",
+ " data[\"Savings Income Tax (£)\"].append(sav_tax)\n",
+ "\n",
+ "df = pd.DataFrame(data)\n",
+ "df"
+ ]
+ },
+ {
+ "cell_type": "markdown",
+ "metadata": {
+ "id": "DDa7lp9W3QVe"
+ },
+ "source": [
+ "## Appendix:\n",
+ "\n",
+ "The following tables display the parameter values for income tax allowance."
+ ]
+ },
+ {
+ "cell_type": "code",
+ "execution_count": 74,
+ "metadata": {
+ "tags": [
+ "hide-input"
+ ]
+ },
+ "outputs": [
+ {
+ "data": {
+ "text/html": [
+ "\n",
+ "\n",
+ "
\n",
+ " \n",
+ " \n",
+ " | \n",
+ " Attribute | \n",
+ " Type | \n",
+ " Value | \n",
+ " Effective Date | \n",
+ " Unit | \n",
+ "
\n",
+ " \n",
+ " \n",
+ " \n",
+ " 0 | \n",
+ " Annual Allowance | \n",
+ " Default | \n",
+ " 40000.0 | \n",
+ " 2015-06-01 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 1 | \n",
+ " Annual Allowance | \n",
+ " Minimum | \n",
+ " 4000.0 | \n",
+ " 2015-06-01 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 2 | \n",
+ " Annual Allowance | \n",
+ " Reduction Rate | \n",
+ " 0.5 | \n",
+ " 2015-06-01 | \n",
+ " marginal-rate | \n",
+ "
\n",
+ " \n",
+ " 3 | \n",
+ " Annual Allowance | \n",
+ " Taper | \n",
+ " 240000.0 | \n",
+ " 2015-06-01 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 4 | \n",
+ " Marriage Allowance | \n",
+ " Max | \n",
+ " 0.1 | \n",
+ " 2016-04-01 | \n",
+ " /1 | \n",
+ "
\n",
+ " \n",
+ " 5 | \n",
+ " Marriage Allowance | \n",
+ " Rounding Increment | \n",
+ " 10.0 | \n",
+ " 2016-04-01 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 6 | \n",
+ " Marriage Allowance | \n",
+ " Takeup Rate | \n",
+ " 1.0 | \n",
+ " 2000-01-01 | \n",
+ " /1 | \n",
+ "
\n",
+ " \n",
+ " 7 | \n",
+ " Married Couples Allowance | \n",
+ " Deduction Rate | \n",
+ " 0.1 | \n",
+ " 2010-01-01 | \n",
+ " /1 | \n",
+ "
\n",
+ " \n",
+ " 8 | \n",
+ " Personal Allowance | \n",
+ " Amount | \n",
+ " 12570.0 | \n",
+ " 2025-04-06 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 9 | \n",
+ " Personal Allowance | \n",
+ " Amount | \n",
+ " 12570.0 | \n",
+ " 2021-04-06 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 10 | \n",
+ " Personal Allowance | \n",
+ " Amount | \n",
+ " 12500.0 | \n",
+ " 2019-04-06 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 11 | \n",
+ " Personal Allowance | \n",
+ " Amount | \n",
+ " 11850.0 | \n",
+ " 2018-04-06 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 12 | \n",
+ " Personal Allowance | \n",
+ " Amount | \n",
+ " 11500.0 | \n",
+ " 2017-04-06 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 13 | \n",
+ " Personal Allowance | \n",
+ " Amount | \n",
+ " 10600.0 | \n",
+ " 2015-04-06 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 14 | \n",
+ " Personal Savings Allowance | \n",
+ " Addtional Threshold | \n",
+ " 0.0 | \n",
+ " 2005-06-01 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 15 | \n",
+ " Personal Savings Allowance | \n",
+ " Basic Threshold | \n",
+ " 1000.0 | \n",
+ " 2005-06-01 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 16 | \n",
+ " Personal Savings Allowance | \n",
+ " Higher Threshold | \n",
+ " 500.0 | \n",
+ " 2005-06-01 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 17 | \n",
+ " Dividend Allowance | \n",
+ " Dividend Allowance | \n",
+ " 2000.0 | \n",
+ " 2015-06-05 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 18 | \n",
+ " Property Allowance | \n",
+ " Property Allowance | \n",
+ " 1000.0 | \n",
+ " 2005-06-01 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ " 19 | \n",
+ " Trading Allowance | \n",
+ " Trading Allowance | \n",
+ " 1000.0 | \n",
+ " 2005-06-01 | \n",
+ " currency-GBP | \n",
+ "
\n",
+ " \n",
+ "
\n",
+ "
"
+ ],
+ "text/plain": [
+ " Attribute Type Value Effective Date \\\n",
+ "0 Annual Allowance Default 40000.0 2015-06-01 \n",
+ "1 Annual Allowance Minimum 4000.0 2015-06-01 \n",
+ "2 Annual Allowance Reduction Rate 0.5 2015-06-01 \n",
+ "3 Annual Allowance Taper 240000.0 2015-06-01 \n",
+ "4 Marriage Allowance Max 0.1 2016-04-01 \n",
+ "5 Marriage Allowance Rounding Increment 10.0 2016-04-01 \n",
+ "6 Marriage Allowance Takeup Rate 1.0 2000-01-01 \n",
+ "7 Married Couples Allowance Deduction Rate 0.1 2010-01-01 \n",
+ "8 Personal Allowance Amount 12570.0 2025-04-06 \n",
+ "9 Personal Allowance Amount 12570.0 2021-04-06 \n",
+ "10 Personal Allowance Amount 12500.0 2019-04-06 \n",
+ "11 Personal Allowance Amount 11850.0 2018-04-06 \n",
+ "12 Personal Allowance Amount 11500.0 2017-04-06 \n",
+ "13 Personal Allowance Amount 10600.0 2015-04-06 \n",
+ "14 Personal Savings Allowance Addtional Threshold 0.0 2005-06-01 \n",
+ "15 Personal Savings Allowance Basic Threshold 1000.0 2005-06-01 \n",
+ "16 Personal Savings Allowance Higher Threshold 500.0 2005-06-01 \n",
+ "17 Dividend Allowance Dividend Allowance 2000.0 2015-06-05 \n",
+ "18 Property Allowance Property Allowance 1000.0 2005-06-01 \n",
+ "19 Trading Allowance Trading Allowance 1000.0 2005-06-01 \n",
+ "\n",
+ " Unit \n",
+ "0 currency-GBP \n",
+ "1 currency-GBP \n",
+ "2 marginal-rate \n",
+ "3 currency-GBP \n",
+ "4 /1 \n",
+ "5 currency-GBP \n",
+ "6 /1 \n",
+ "7 /1 \n",
+ "8 currency-GBP \n",
+ "9 currency-GBP \n",
+ "10 currency-GBP \n",
+ "11 currency-GBP \n",
+ "12 currency-GBP \n",
+ "13 currency-GBP \n",
+ "14 currency-GBP \n",
+ "15 currency-GBP \n",
+ "16 currency-GBP \n",
+ "17 currency-GBP \n",
+ "18 currency-GBP \n",
+ "19 currency-GBP "
+ ]
+ },
+ "execution_count": 74,
+ "metadata": {},
+ "output_type": "execute_result"
+ }
+ ],
+ "source": [
+ "from policyengine_uk.system import system\n",
+ "import pandas as pd\n",
+ "\n",
+ "default = system.parameters.gov.hmrc.income_tax.allowances.annual_allowance.default\n",
+ "minimum = system.parameters.gov.hmrc.income_tax.allowances.annual_allowance.minimum\n",
+ "reduction_rate = system.parameters.gov.hmrc.income_tax.allowances.annual_allowance.reduction_rate\n",
+ "taper = system.parameters.gov.hmrc.income_tax.allowances.annual_allowance.taper\n",
+ "annual_allowance_data = {\n",
+ " \"Attribute\": [\"Annual Allowance\"] * 4,\n",
+ " \"Type\": [\"Default\", \"Minimum\", \"Reduction Rate\", \"Taper\"],\n",
+ " \"Value\": [\n",
+ " default.values_list[-1].value,\n",
+ " minimum.values_list[-1].value,\n",
+ " reduction_rate.values_list[-1].value,\n",
+ " taper.values_list[-1].value,\n",
+ " ],\n",
+ " \"Effective Date\": [\n",
+ " default.values_list[-1].instant_str,\n",
+ " minimum.values_list[-1].instant_str,\n",
+ " reduction_rate.values_list[-1].instant_str,\n",
+ " taper.values_list[-1].instant_str,\n",
+ " ],\n",
+ " \"Unit\": [default.metadata[\"unit\"], minimum.metadata[\"unit\"], reduction_rate.metadata[\"unit\"], taper.metadata[\"unit\"]]\n",
+ "}\n",
+ "\n",
+ "\n",
+ "max = system.parameters.gov.hmrc.income_tax.allowances.marriage_allowance.max\n",
+ "rounding_increment = system.parameters.gov.hmrc.income_tax.allowances.marriage_allowance.rounding_increment\n",
+ "takeup_rate = system.parameters.gov.hmrc.income_tax.allowances.marriage_allowance.takeup_rate\n",
+ "marriage_allowance_data = {\n",
+ " \"Attribute\": [\"Marriage Allowance\"] * 3,\n",
+ " \"Type\": [\"Max\", \"Rounding Increment\", \"Takeup Rate\"],\n",
+ " \"Value\": [\n",
+ " max.values_list[-1].value,\n",
+ " rounding_increment.values_list[-1].value,\n",
+ " takeup_rate.values_list[-1].value\n",
+ " ],\n",
+ " \"Effective Date\": [\n",
+ " max.values_list[-1].instant_str,\n",
+ " rounding_increment.values_list[-1].instant_str,\n",
+ " takeup_rate.values_list[-1].instant_str\n",
+ " ],\n",
+ " \"Unit\": [max.metadata[\"unit\"], rounding_increment.metadata[\"unit\"], takeup_rate.metadata[\"unit\"]]\n",
+ "}\n",
+ "\n",
+ "\n",
+ "deduction_rate = system.parameters.gov.hmrc.income_tax.allowances.married_couples_allowance.deduction_rate\n",
+ "married_couples_allowance_data = {\n",
+ " \"Attribute\": [\"Married Couples Allowance\"],\n",
+ " \"Type\": [\"Deduction Rate\"],\n",
+ " \"Value\": [\n",
+ " deduction_rate.values_list[-1].value\n",
+ " ],\n",
+ " \"Effective Date\": [\n",
+ " deduction_rate.values_list[-1].instant_str\n",
+ " ],\n",
+ " \"Unit\": [deduction_rate.metadata[\"unit\"]]\n",
+ "}\n",
+ "\n",
+ "\n",
+ "amount = system.parameters.gov.hmrc.income_tax.allowances.personal_allowance.amount\n",
+ "values = [item.value for item in amount.values_list]\n",
+ "dates = [item.instant_str for item in amount.values_list]\n",
+ "personal_allowance_data = {\n",
+ " \"Attribute\": [\"Personal Allowance\"] * len(values),\n",
+ " \"Type\": [\"Amount\"] * len(values),\n",
+ " \"Value\": values,\n",
+ " \"Effective Date\": dates,\n",
+ " \"Unit\": [amount.metadata[\"unit\"]] * len(values)\n",
+ "}\n",
+ "\n",
+ "\n",
+ "addtional_threshold = system.parameters.gov.hmrc.income_tax.allowances.personal_savings_allowance.additional\n",
+ "basic_threshold = system.parameters.gov.hmrc.income_tax.allowances.personal_savings_allowance.basic\n",
+ "higher_threshold = system.parameters.gov.hmrc.income_tax.allowances.personal_savings_allowance.higher\n",
+ "personal_savings_allowance_data = {\n",
+ " \"Attribute\": [\"Personal Savings Allowance\"] * 3,\n",
+ " \"Type\": [\"Addtional Threshold\", \"Basic Threshold\", \"Higher Threshold\"],\n",
+ " \"Value\": [\n",
+ " addtional_threshold.values_list[-1].value,\n",
+ " basic_threshold.values_list[-1].value,\n",
+ " higher_threshold.values_list[-1].value\n",
+ " ],\n",
+ " \"Effective Date\": [\n",
+ " addtional_threshold.values_list[-1].instant_str,\n",
+ " basic_threshold.values_list[-1].instant_str,\n",
+ " higher_threshold.values_list[-1].instant_str\n",
+ " ],\n",
+ " \"Unit\": [addtional_threshold.metadata[\"unit\"], basic_threshold.metadata[\"unit\"], higher_threshold.metadata[\"unit\"]]\n",
+ "}\n",
+ "\n",
+ "\n",
+ "dividend_allowance = system.parameters.gov.hmrc.income_tax.allowances.dividend_allowance\n",
+ "dividend_allowance_data = {\n",
+ " \"Attribute\": [\"Dividend Allowance\"],\n",
+ " \"Type\": [\"Dividend Allowance\"],\n",
+ " \"Value\": [\n",
+ " dividend_allowance.values_list[-1].value\n",
+ " ],\n",
+ " \"Effective Date\": [\n",
+ " dividend_allowance.values_list[-1].instant_str\n",
+ " ],\n",
+ " \"Unit\": [dividend_allowance.metadata[\"unit\"]]\n",
+ "}\n",
+ "\n",
+ "\n",
+ "property_allowance = system.parameters.gov.hmrc.income_tax.allowances.property_allowance\n",
+ "property_allowance_data = {\n",
+ " \"Attribute\": [\"Property Allowance\"],\n",
+ " \"Type\": [\"Property Allowance\"],\n",
+ " \"Value\": [\n",
+ " property_allowance.values_list[-1].value\n",
+ " ],\n",
+ " \"Effective Date\": [\n",
+ " property_allowance.values_list[-1].instant_str\n",
+ " ],\n",
+ " \"Unit\": [property_allowance.metadata[\"unit\"]]\n",
+ "}\n",
+ "\n",
+ "\n",
+ "trading_allowance = system.parameters.gov.hmrc.income_tax.allowances.trading_allowance\n",
+ "trading_allowance_data = {\n",
+ " \"Attribute\": [\"Trading Allowance\"],\n",
+ " \"Type\": [\"Trading Allowance\"],\n",
+ " \"Value\": [\n",
+ " trading_allowance.values_list[-1].value\n",
+ " ],\n",
+ " \"Effective Date\": [\n",
+ " trading_allowance.values_list[-1].instant_str\n",
+ " ],\n",
+ " \"Unit\": [trading_allowance.metadata[\"unit\"]]\n",
+ "}\n",
+ "\n",
+ "annual_allowance_df = pd.DataFrame(annual_allowance_data)\n",
+ "marriage_allowance_df = pd.DataFrame(marriage_allowance_data)\n",
+ "married_couples_allowance_df = pd.DataFrame(married_couples_allowance_data)\n",
+ "personal_allowance_df = pd.DataFrame(personal_allowance_data)\n",
+ "personal_savings_allowance_df = pd.DataFrame(personal_savings_allowance_data)\n",
+ "dividend_allowance_df = pd.DataFrame(dividend_allowance_data)\n",
+ "property_allowance_df = pd.DataFrame(property_allowance_data)\n",
+ "trading_allowance_df = pd.DataFrame(trading_allowance_data)\n",
+ "\n",
+ "income_tax_allowance_df = pd.concat([\n",
+ " annual_allowance_df,\n",
+ " marriage_allowance_df,\n",
+ " married_couples_allowance_df,\n",
+ " personal_allowance_df,\n",
+ " personal_savings_allowance_df,\n",
+ " dividend_allowance_df,\n",
+ " property_allowance_df,\n",
+ " trading_allowance_df\n",
+ "], ignore_index=True)\n",
+ "income_tax_allowance_df"
+ ]
+ },
+ {
+ "cell_type": "markdown",
+ "metadata": {},
+ "source": [
+ "Other income tax parameters can be found in policyengine-uk/policyengine_uk/parameters/gov/hmrc/income_tax."
+ ]
+ },
+ {
+ "cell_type": "markdown",
+ "metadata": {},
+ "source": [
+ "## Simulation"
+ ]
+ },
+ {
+ "cell_type": "markdown",
+ "metadata": {},
+ "source": [
+ "The figure illustrates the implementation of a simulation for computing income tax and dividend income tax using PolicyEngine UK model. The simulation is conducted for an individual aged 30 with a fixed dividend income of £10,000 while varying the employment income between £0 and £200,000."
+ ]
+ },
+ {
+ "cell_type": "code",
+ "execution_count": 1,
+ "metadata": {
+ "tags": [
+ "hide-input"
+ ]
+ },
+ "outputs": [
+ {
+ "data": {
+ "application/vnd.plotly.v1+json": {
+ "config": {
+ "plotlyServerURL": "https://plot.ly"
+ },
+ "data": [
+ {
+ "hovertemplate": "Tax type=Income tax
Employment income=%{x}
Income tax (£)=%{y}",
+ "legendgroup": "Income tax",
+ "line": {
+ "color": "#636efa",
+ "dash": "solid"
+ },
+ "marker": {
+ "symbol": "circle"
+ },
+ "mode": "lines",
+ "name": "Income tax",
+ "showlegend": true,
+ "type": "scattergl",
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+ "title": {
+ "x": 0.05
+ },
+ "xaxis": {
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+ "gridcolor": "#EBF0F8",
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+ "zerolinecolor": "#EBF0F8",
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+ "title": {
+ "text": "Income tax vs employment income"
+ },
+ "width": 800,
+ "xaxis": {
+ "anchor": "y",
+ "domain": [
+ 0,
+ 1
+ ],
+ "title": {
+ "text": "Employment income"
+ }
+ },
+ "yaxis": {
+ "anchor": "x",
+ "domain": [
+ 0,
+ 1
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+ "title": {
+ "text": "Income tax (£)"
+ }
+ }
+ }
+ }
+ },
+ "metadata": {},
+ "output_type": "display_data"
+ }
+ ],
+ "source": [
+ "from policyengine_uk import Simulation\n",
+ "\n",
+ "simulation = Simulation(\n",
+ " situation=dict(\n",
+ " people=dict(\n",
+ " person=dict(\n",
+ " age=30,\n",
+ " dividend_income=10_000,\n",
+ " )\n",
+ " ),\n",
+ " axes=[[\n",
+ " dict(\n",
+ " name=\"employment_income\",\n",
+ " min=0,\n",
+ " max=200_000,\n",
+ " count=1_000,\n",
+ " )\n",
+ " ]]\n",
+ " ),\n",
+ ")\n",
+ "\n",
+ "import plotly.express as px\n",
+ "import pandas as pd\n",
+ "from policyengine_core.charts import format_fig\n",
+ "\n",
+ "df = pd.DataFrame({\n",
+ " \"Employment income\": simulation.calculate(\"employment_income\"),\n",
+ " \"Income tax\": simulation.calculate(\"income_tax\"),\n",
+ " \"Dividend income tax\": simulation.calculate(\"dividend_income_tax\"),\n",
+ "})\n",
+ "\n",
+ "fig = px.line(\n",
+ " df,\n",
+ " x=\"Employment income\",\n",
+ " y=[\"Income tax\", \"Dividend income tax\"],\n",
+ " title=\"Income tax vs employment income\",\n",
+ " labels={\n",
+ " \"value\": \"Income tax (£)\",\n",
+ " \"variable\": \"Tax type\",\n",
+ " },\n",
+ ")\n",
+ "\n",
+ "format_fig(fig)"
+ ]
+ }
+ ],
+ "metadata": {
+ "colab": {
+ "provenance": []
+ },
+ "kernelspec": {
+ "display_name": "Python 3",
+ "name": "python3"
+ },
+ "language_info": {
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+ },
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+}