{"id":3775,"date":"2026-07-30T23:42:17","date_gmt":"2026-07-30T15:42:17","guid":{"rendered":"https:\/\/www.taichungbro.com\/2026\/07\/30\/taiwan-income-tax-refund-schedule\/"},"modified":"2026-07-30T23:42:17","modified_gmt":"2026-07-30T15:42:17","slug":"taiwan-income-tax-refund-schedule","status":"publish","type":"post","link":"https:\/\/www.taichungbro.com\/en\/2026\/07\/30\/taiwan-income-tax-refund-schedule\/","title":{"rendered":"When will the comprehensive income tax refund be credited to my account? How to check and common reasons for not receiving the refund."},"content":{"rendered":"<p>After filing your income tax return, the screen shows that you are eligible for a refund, but why haven&#039;t I received it in my account yet? Don&#039;t rush to assume your filing failed. In Taiwan, income tax refunds are not paid immediately after filing; instead, they are processed in batches depending on the filing method and case status. Whether you used direct deposit to your account will also affect whether you receive an inbox record or a refund voucher.<\/p>\n<p>Taking the 2026 annual comprehensive income tax as an example, the tax refund for Chinese citizens will be distributed in three batches: July 31, 2026; October 30, 2026; and January 20, 2027. This article is based on the Ministry of Finance&#039;s announcement up to July 30, 2026. The actual dates for subsequent years will be subject to the announcements of that year.<\/p>\n<nav class=\"article-toc\" aria-labelledby=\"article-toc-heading\" style=\"margin-block: 1.5em;\">\n<h2 id=\"article-toc-heading\">Table of Contents<\/h2>\n<ol>\n<li><a href=\"#why-tax-refund\" style=\"color: #00c8d7; text-decoration: underline;\">Why would I receive a tax refund after filing my taxes? It&#039;s not like the government is giving me extra money.<\/a><\/li>\n<li><a href=\"#refund-schedule-2026\" style=\"color: #00c8d7; text-decoration: underline;\">When will the 2026 comprehensive income tax refund be credited to the account? See the dates for all three batches at once.<\/a><\/li>\n<li><a href=\"#direct-deposit-or-check\" style=\"color: #00c8d7; text-decoration: underline;\">What&#039;s the difference between direct tax refund and tax refund voucher?<\/a><\/li>\n<li><a href=\"#refund-status-query\" style=\"color: #00c8d7; text-decoration: underline;\">How do I check my income tax refund? First, confirm these four things.<\/a><\/li>\n<li><a href=\"#missing-refund-reasons\" style=\"color: #00c8d7; text-decoration: underline;\">What are some common reasons why you haven&#039;t received your tax refund by the due date?<\/a><\/li>\n<li><a href=\"#refund-check-handling\" style=\"color: #00c8d7; text-decoration: underline;\">How do I claim the tax refund after receiving the tax refund voucher?<\/a><\/li>\n<li><a href=\"#tax-refund-scam\" style=\"color: #00c8d7; text-decoration: underline;\">If a tax refund notice asks you to click on a link or use an ATM, treat it as a scam.<\/a><\/li>\n<li><a href=\"#refund-action-order\" style=\"color: #00c8d7; text-decoration: underline;\">Checking in order when there are no deposits is more effective than repeatedly refreshing online banking.<\/a><\/li>\n<\/ol>\n<\/nav>\n<h2 id=\"why-tax-refund\">Why would I receive a tax refund after filing my taxes? It&#039;s not like the government is giving me extra money.<\/h2>\n<p>A comprehensive income tax refund usually occurs when the amount of tax withheld, temporarily paid, or overpaid during the year exceeds the tax payable assessed after settlement and declaration. For example, if salary or business income has already been withheld, and then tax exemptions, standard or listed deductions, special deductions, and tax credits are deducted during the declaration, a tax refund may ultimately result.<\/p>\n<p>Therefore, a tax refund is not an extra bonus, but rather a return of the overpaid amount. The amount displayed on the filing software may not be equal to the final assessed amount; if the IRS adjusts the income, deductions, or attachments after auditing, the actual tax refund will still be based on the assessed result.<\/p>\n<p>This concept is similar to the idea that &quot;revenue, profit, and cash&quot; should not be confused in corporate accounting. To further understand the relationship between the numbers, you can first look at...<a href=\"https:\/\/www.taichungbro.com\/en\/2024\/07\/25\/financial-statements\/\" style=\"color: #00c8d7; text-decoration: underline;\">Differences between profit and loss and cash flow in financial statements<\/a>.<\/p>\n<h2 id=\"refund-schedule-2026\">When will the 2026 comprehensive income tax refund be credited to the account? See the dates for all three batches at once.<\/h2>\n<p>\u4f9d<a href=\"https:\/\/www.mof.gov.tw\/singlehtml\/384fb3077bb349ea973e7fc6f13b6974?cntId=36a1b200047d4d778971240451ea5d2c\" style=\"color: #00c8d7; text-decoration: underline;\" target=\"_blank\" rel=\"noopener\">The Ministry of Finance announced the 2014 annual comprehensive income tax refund schedule.<\/a>The dates for the three batches of cases filed in 2026 are as follows:<\/p>\n<figure class=\"wp-block-table\">\n<table>\n<thead>\n<tr>\n<th>Tax refund batches<\/th>\n<th>Tax refund date<\/th>\n<th>Main target audience<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>The first batch<\/td>\n<td>July 31, 2026<\/td>\n<td>Complete online\/mobile filing by June 1st; provide a tax calculation estimate online or by phone; submit a paper reply to the local tax bureau by May 11th.<\/td>\n<\/tr>\n<tr>\n<td>Second batch<\/td>\n<td>October 30, 2026<\/td>\n<td>Declaration can be made manually or via two-dimensional barcode; a paper reply is required from May 12th to June 1st; a reply must be submitted to the local tax bureau outside the applicant&#039;s registered residence location by May 11th.<\/td>\n<\/tr>\n<tr>\n<td>Third batch<\/td>\n<td>January 20, 2027<\/td>\n<td>Late filing, or cases where the original filing was for tax payment with no refund or additional payment required, but was later determined to be for tax refund.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>The second batch of general rules is October 31st, which may be earlier if it falls on a holiday; October 31st, 2026 is a Saturday, therefore the announcement date for that year is October 30th. This table applies to the comprehensive income tax of domestic citizens; foreign income tax has separate audit and refund batches and should not be directly applied.<\/p>\n<p>It&#039;s also important to note that &quot;meeting a certain batch&quot; means the case has entered the processing scope of that batch, not that it guarantees the figures on the submitted screen will be recorded at the original amount. If the case requires supplementary documents, verification, or adjustments, the processing time may still vary.<\/p>\n<h2 id=\"direct-deposit-or-check\">What&#039;s the difference between direct tax refund and tax refund voucher?<\/h2>\n<p>If you fill in a qualified financial institution or post office deposit account when filing your tax return, the National Taxation Bureau will directly transfer the refund to the designated account on the refund date after approving the refund. The account can be a qualified New Taiwan Dollar deposit account of the taxpayer, their spouse, or a dependent relative of the same taxpayer; the specific account type should be determined according to the tax filing system for that year.<a href=\"https:\/\/www.etax.nat.gov.tw\/etwmain\/tax-info\/understanding\/tax-saving-manual\/national\/individual-income-tax\/Z78vMAj\" style=\"color: #00c8d7; text-decoration: underline;\" target=\"_blank\" rel=\"noopener\">Explanation of Tax Refund Methods by the Ministry of Finance<\/a>As the standard.<\/p>\n<p>If you did not choose direct payment, or if your account information failed to be credited to your account, the IRS will send you a tax refund voucher or a tax refund notice. In other words, not seeing your bank account credited on the refund date does not necessarily mean you did not receive a refund; you may have chosen to receive a refund via voucher, or received a voucher instead of direct payment after the direct payment failed.<\/p>\n<p>The advantage of direct dialing is that you don&#039;t have to wait for registered mail, and it also reduces the risk of lost, overdue, or fraudulently claimed vouchers. When filing your annual return for the following year, it&#039;s best not to simply use the old account number; you should double-check that the account is still active and that the branch and account information is correct.<\/p>\n<h2 id=\"refund-status-query\">How do I check my income tax refund? First, confirm these four things.<\/h2>\n<p>The first step is to locate the tax return receipt or the completed tax return screen and confirm the tax year, filing date, filing method, and &quot;tax refund amount&quot;. The tax return filed in May 2026 is for income tax year 114, so do not mix the filing year with the tax year.<\/p>\n<p>The second step is to determine whether you belong to the first, second, or third batch based on the table in the previous section. Online filing is usually in the first batch, manual filing or filing via two-dimensional barcode is usually in the second batch, and cases that are overdue or only converted to tax refunds after verification may be in the third batch.<\/p>\n<p>The third step is to confirm whether you choose direct transfer or a voucher when filing your declaration, and which member of the declared household the direct transfer account belongs to. When filing a joint declaration for a family, the funds may not necessarily be transferred to your primary account that you usually use.<\/p>\n<p>The fourth step is to check the &quot;Integrated Income Tax Settlement Declaration Refund Payment Status Inquiry&quot; on the website of the National Taxation Bureau where your household registration is located, or check the &quot;Refund Information and Refund Information Offset Details&quot; through the Ministry of Finance&#039;s tax portal. If the online information still cannot explain the situation, you can prepare your identity information, the filing year, and the receipt, and contact your local National Taxation Bureau for confirmation.<\/p>\n<h2 id=\"missing-refund-reasons\">What are some common reasons why you haven&#039;t received your tax refund by the due date?<\/h2>\n<ol>\n<li><strong>Incorrect batch judgment<\/strong>Paper-based, manual, two-dimensional barcode, or overdue cases may not be eligible for the first batch of tax refunds in July.<\/li>\n<li><strong>Check the wrong account<\/strong>When filing a tax return, you may fill in the account of your spouse or dependent relatives instead of your own account.<\/li>\n<li><strong>Account information expired<\/strong>If the account number is entered incorrectly, the account has been settled, is frozen, or does not meet the conditions for a tax refund account, direct dialing may fail and a voucher will be sent instead.<\/li>\n<li><strong>No direct dialing selected<\/strong>The IRS sends a tax refund voucher, so we also need to consider whether the registered mail delivery and mailing address are correct.<\/li>\n<li><strong>Change of verification result<\/strong>If the declared amount is adjusted after verification, the tax refund may be reduced, or the refund may be cancelled or no additional documents may be required before processing.<\/li>\n<li><strong>Tax refunds will be used to offset outstanding debts.<\/strong>If there are outstanding taxes or other legally mandated deductions, the actual amount received may differ from the original expectation. You should check the &quot;Tax Refund Information and Tax Refund Deduction Details&quot;.<\/li>\n<\/ol>\n<p>In these situations, the most effective approach is not to re-enter your online banking account number, but rather to first compare the tax return receipt, batch number, and account information, and then verify with the National Taxation Bureau in your place of residence. The official toll-free number for tax-related inquiries is 0800-000-321; service hours are subject to the announcements of each agency.<\/p>\n<h2 id=\"refund-check-handling\">How do I claim the tax refund after receiving the tax refund voucher?<\/h2>\n<p>The first batch of announcements in 2026 stated that for tax refund vouchers with a value of less than NT$5,000, cash can be redeemed at the designated paying bank according to the voucher&#039;s instructions; the remainder usually needs to be deposited into a financial institution or post office account and redeemed through a clearinghouse. Whether a line is crossed, whether endorsement and transfer are prohibited, the paying bank, and the validity period are all based on what is written on the front of the voucher.<\/p>\n<p>Upon receiving the voucher, first check the name, amount, cashing method, and expiry date. Do not treat it as an ordinary check without an expiry date. If the voucher is lost, damaged, expired, or the mailing address is incorrect, you should apply to your local IRS for a replacement or processing. Do not attempt to alter it yourself.<\/p>\n<p>After receiving your tax refund, it&#039;s advisable to allocate it to your annual budget rather than immediately increasing fixed expenses simply because you have &quot;an extra sum of money.&quot; For further information on organizing emergency funds and long-term goals, please refer to the following reading.<a href=\"https:\/\/www.taichungbro.com\/en\/2023\/10\/24\/financial-management\/\" style=\"color: #00c8d7; text-decoration: underline;\">Four steps to calculate your personal financial needs<\/a>.<\/p>\n<h2 id=\"tax-refund-scam\">If a tax refund notice asks you to click on a link or use an ATM, treat it as a scam.<\/h2>\n<p>In June 2026, the Ministry of Finance reiterated that the IRS will not request people to process tax refunds or confirm their refund accounts via phone, text message, or email, nor will it require them to go to an ATM or online banking. Do not click on any links in messages such as &quot;Refund failed,&quot; &quot;Verify account now,&quot; or &quot;Eligibility cancelled after expiration.&quot;<\/p>\n<p>The correct approach is to manually enter the official website address of the Ministry of Finance or the IRS, or use the official hotline to verify. For suspicious messages, call the 165 anti-fraud hotline; for tax-related cases, contact your local IRS directly. Tax refunds are meant to be received in kind; any process requiring you to transfer money, provide online banking passwords, or enter SMS verification codes is unreasonable.<\/p>\n<h2 id=\"refund-action-order\">Checking in order when there are no deposits is more effective than repeatedly refreshing online banking.<\/h2>\n<p>If you haven&#039;t received your income tax refund, follow these steps in order: &quot;Tax year and filing results \u2192 Refund batch \u2192 Direct payment or voucher \u2192 Designated account \u2192 Online payment and offset information.&quot; This usually helps to narrow down the problem. The first batch in 2026 is on July 31, the second batch is on October 30, and the third batch is on January 20, 2027, but the final approval and annual announcement from the National Taxation Bureau will prevail.<\/p>\n<p>If you have missed your tax refund deadline, your account has not been credited, and you have not received a receipt, take your tax return receipt to the National Taxation Bureau in your registered residence area for inquiry. Do not fill in financial information through unfamiliar channels, and do not use ATMs for tax refunds; going through official channels is the fastest and safest way to proceed.<\/p>","protected":false},"excerpt":{"rendered":"<p>The 2026 annual comprehensive income tax refund will be processed in three batches. This article summarizes the applicable subjects, query steps, and reasons for non-recording for the refunds on July 31, October 30, and January 20, 2027.<\/p>","protected":false},"author":5,"featured_media":3774,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[47],"tags":[530,531,527,533,528,529,532],"class_list":["post-3775","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financial-management","tag-530","tag-531","tag-527","tag-533","tag-528","tag-529","tag-532"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/posts\/3775","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/comments?post=3775"}],"version-history":[{"count":0,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/posts\/3775\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/media\/3774"}],"wp:attachment":[{"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/media?parent=3775"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/categories?post=3775"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.taichungbro.com\/en\/wp-json\/wp\/v2\/tags?post=3775"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}