Tax income survey 


Paru le :Paru le22/07/2024

Production of statistics concerning household income, standards of living (equivalised household income) and poverty rate:
- using the basic indicators aiming for analysing the distribution of income (number of people, percentiles, median, mean, interdecile range, etc.);
- displaying the results through the usual socio-demographic criteria: socio-professional category and age of the people in the household, size of household, activity of each individual.

The first tax income surveys (1956, 1962, 1965, 1970, 1975, 1979, 1984 and 1990) were based on population censuses.

The Tax Administration was responsible for filling the data related to tax income; statistical data processing was then carried out by the INSEE.

Since 1996, ERF surveys match Labour Force Surveys (INSEE), with income files data from the Tax Administration.

From 2002 onwards, Labour Force Survey are designed on a continuous scheme (while the former Labour Force Survey, named EEA was entirely collected once a yearannual whereas the new survey named EEC implemented in 2002 is a quarterly survey conducted continuously throughout the year).The Tax Income Survey focusing on the incomes for 2002 thus exists in two versions: the first corresponds to the EEA and the second to the EEC.

The recommendations of the 2007 report on measures of standards of living and inequalities by the French National Statistical Information Council (CNIS) - the body that prepares the annual agenda for the INSEE-. have driven some further improvements of the ERF surveys along two dimensions:
- measuring social benefits that effectively accrue to households, instead imputations (mostly based on legal schedule);
- imputating of non taxable incomes from financial assets.

This new methodology has been implemented since 2005 incomesand the new survey has been named the Tax and Social Incomes Survey (ERFS).The results for 2005 have been produced according to both the old and the new methodologies (ERF and ERFS).

Plus d'informations