Examples of the different classifications of tax: progressive, regressive, proportional; direct, indirect

Published by Patrick Mutisya · 14 days ago

Government and the Macro‑economy – Fiscal Policy

Government and the Macro‑economy – Fiscal Policy

Objective

Identify and give examples of the different classifications of tax:

  • Progressive
  • Regressive
  • Proportional
  • Direct
  • Indirect

1. Classification by Rate Structure

Taxes can be grouped according to how the tax rate changes with the amount of income or expenditure.

Progressive Tax

A progressive tax takes a higher percentage of income from those who earn more. The tax rate rises as the taxable base increases.

Income BracketTax Rate
£0 – £12,5700 %
£12,571 – £50,27020 %
£50,271 – £150,00040 %
Over £150,00045 %

Example: In the UK, income tax is progressive – a person earning £30,000 pays a lower average rate than someone earning £120,000.

Regressive Tax

A regressive tax takes a larger percentage of income from low‑income earners than from high‑income earners. The effective rate falls as income rises.

Typical examples are taxes on consumption such as sales tax or value‑added tax (VAT) when applied uniformly to all purchases.

Effective tax rate calculation:

\$\text{Effective rate} = \frac{\text{Tax paid}}{\text{Income}} \times 100\%\$

Proportional (Flat) Tax

A proportional tax applies the same rate to all levels of income or expenditure.

Tax BaseFlat Rate
All taxable income15 %
Corporate profits15 %

Example: A 15 % flat income tax on all earnings, regardless of amount, is a proportional tax.

2. Classification by Incidence

Taxes are also distinguished by who directly bears the legal responsibility to pay them.

Direct Taxes

Paid directly to the government by the individual or organisation on whom the tax is levied.

  • Income tax
  • Corporation tax
  • Capital gains tax

Indirect Taxes

Collected by an intermediary (e.g., a retailer) from the consumer and then passed to the government.

  • Value‑added tax (VAT)
  • Excise duties on tobacco, alcohol, fuel
  • Customs duties

3. Summary Table – Tax Classifications

ClassificationDefinitionTypical Examples
ProgressiveRate increases with the tax baseIncome tax (UK), US federal income tax
RegressiveEffective rate falls as the tax base risesUniform sales tax, VAT on essential goods
ProportionalSame rate for all levels of the tax baseFlat‑rate income tax, corporate tax at a single rate
DirectLegal liability rests with the person/entity taxedIncome tax, corporation tax
IndirectCollected from a third party and passed onVAT, excise duties, customs duties

Suggested diagram: A flowchart showing the relationship between direct and indirect taxes and the taxpayer/consumer.

4. Quick Check Questions

  1. Which type of tax would be most likely to reduce income inequality? (Answer: Progressive tax)
  2. Why is \cdot AT considered a regressive tax even though the rate is the same for everyone? (Answer: It takes a larger proportion of low‑income households' spending.)
  3. Identify whether the following are direct or indirect taxes: (a) Road fuel duty, (b) Property tax.