The Costs of Taxation

The Costs of Taxation (Chapter 8)

Introduction

  • This chapter explores the impact of taxation on consumer surplus, producer surplus, and total surplus.
  • It defines the deadweight loss of a tax and the factors that determine its size.
  • It examines the relationship between tax revenue and the size of the tax.

Review from Chapter 6

  • A tax:
    • Creates a wedge between the price buyers pay and the price sellers receive.
    • Increases the price buyers pay and decreases the price sellers receive.
    • Reduces the quantity bought and sold.
  • These effects are the same whether imposed on buyers or sellers.

The Effects of a Tax

  • Equilibrium without tax:
    • Price = P_E
    • Quantity = Q_E
  • Equilibrium with tax = T per unit:
    • Sellers receive P_S
    • Buyers pay P_B
    • Quantity = Q_T
    • Size of tax = T
  • Revenue from tax: T \,!x \,!Q_T
  • Welfare economics measures gains and losses from a tax.
  • Includes consumer surplus (CS), producer surplus (PS), tax revenue, and total surplus with and without the tax.
  • Tax revenue can fund beneficial services (e.g., education, roads, police), so is included in total surplus.

Without a Tax

  • Consumer Surplus (CS) = A + B + C
  • Producer Surplus (PS) = D + E + F
  • Tax revenue = 0
  • Total surplus = CS + PS = A + B + C + D + E + F

With the Tax

  • Consumer Surplus (CS) = A
  • Producer Surplus (PS) = F
  • Tax revenue = B + D
  • Total surplus = A + B + D + F
  • The tax reduces total surplus by C + E.

Deadweight Loss (DWL)

  • C + E is the deadweight loss (DWL) of the tax.
  • DWL is the fall in total surplus that results from a market distortion, such as a tax.
  • Because of the tax, the units between QT and QE are not sold.
  • The value of these units to buyers is greater than the cost of producing them, so the tax prevents some mutually beneficial trades.

Example: Analysis of a Tax

  • The Market for Airplane Tickets
  • Compute CS, PS, and total surplus without a tax.
  • With 100 tax per ticket, compute the CS, PS, tax revenue, total surplus, and DWL.

Answers to A (Without Tax)

  • CS = \frac{1}{2} \times 200 \times 100 = $10,000
  • PS = \frac{1}{2} \times 200 \times 100 = $10,000
  • Total surplus = 10,000 + $10,000 = $20,000

Answers to B (With $100 Tax)

  • CS = \frac{1}{2} \times 150 \times 75 = $5,625
  • PS = 5,625
  • Tax revenue = 100 \times 75 = $7,500
  • Total surplus = 18,750
  • DWL = 1,250

What Determines the Size of the DWL?

  • The government should tax goods/services with the smallest DWL.
  • DWL size depends on the price elasticities of supply and demand.
  • The price elasticity of demand (or supply) measures how much QD (or QS) changes when P changes.

DWL and the Elasticity of Supply

  • When supply is inelastic, it’s harder for firms to leave the market when the tax reduces PS.
  • The tax only reduces Q a little, and DWL is small.
  • The more elastic is supply, the easier for firms to leave the market when the tax reduces PS.
  • The greater Q falls below the surplus-maximizing quantity, the greater the DWL.

DWL and the Elasticity of Demand

  • When demand is inelastic, it’s harder for consumers to leave the market when the tax raises P_B.
  • The tax only reduces Q a little, and DWL is small.
  • The more elastic is demand, the easier for buyers to leave the market when the tax increases P_B$$.
  • The more Q falls below the surplus-maximizing quantity, and the greater the DWL.

Example: Elasticity and the DWL of a Tax

A. Breakfast Cereal vs. Sunscreen

  • Breakfast cereal has more close substitutes than sunscreen, so demand for breakfast cereal is more price-elastic than demand for sunscreen.
  • A tax on breakfast cereal would cause a larger DWL than a tax on sunscreen.

B. Hotel Rooms in the Short Run vs. Long Run

  • The price elasticities of demand and supply for hotel rooms are larger in the long run than in the short run.
  • A tax on hotel rooms would cause a larger DWL in the long run than in the short run.

C. Groceries vs. Meals at Fancy Restaurants

  • Groceries are more of a necessity and therefore less price-elastic than meals at fancy restaurants.
  • A tax on restaurant meals would cause a larger DWL than a tax on groceries.

How Big Should the Government Be?

  • A bigger government provides more services but requires higher taxes, which cause DWLs.
  • The larger the DWL from taxation, the greater the argument for smaller government.
  • The tax on labor income is the biggest source of government revenue.
  • For the typical worker, the marginal tax rate (the tax on the last dollar of earnings) is about 40%.
  • If labor supply is inelastic, then this DWL is small.
  • Some economists believe labor supply is inelastic, arguing that most workers work full-time regardless of the wage.
  • Other economists believe labor taxes are highly distorting because some groups of workers have elastic supply and can respond to incentives:
    • Many workers can adjust their hours, e.g., by working overtime.
    • Many families have a 2nd earner with discretion over whether and how much to work.
    • Many elderly choose when to retire based on the wages they earn.
    • Some people work in the “underground economy” to evade high taxes.

The Effects of Changing the Size of the Tax

  • Policymakers often change taxes, raising some and lowering others.
  • What happens to DWL and tax revenue when taxes change?

DWL and the Size of the Tax

  • Doubling the tax causes the DWL to more than double.
  • Tripling the tax causes the DWL to more than triple.

Summary

  • When a tax increases, DWL rises even more.
  • When tax rates are low, raising them doesn’t cause much harm, and lowering them doesn’t bring much benefit.
  • When tax rates are high, raising them is very harmful, and cutting them is very beneficial.

Revenue and the Size of the Tax

  • When the tax is small, increasing it causes the tax revenue to rise.
  • When the tax is larger, increasing it causes tax revenue to fall.

Laffer Curve

  • The Laffer curve shows the relationship between the size of the tax and tax revenue.

Summary

  • A tax on a good reduces the welfare of buyers and sellers. This welfare loss usually exceeds the revenue the tax raises for the govt.
  • The fall in total surplus (consumer surplus, producer surplus, and tax revenue) is called the deadweight loss (DWL) of the tax.
  • A tax has a DWL because it causes consumers to buy less and producers to sell less, thus shrinking the market below the level that maximizes total surplus.
  • The price elasticities of demand and supply measure how much buyers and sellers respond to price changes. Therefore, higher elasticities imply higher DWLs.
  • An increase in the size of a tax causes the DWL to rise even more.
  • An increase in the size of a tax causes revenue to rise at first, but eventually revenue falls because the tax reduces the size of the market.