DictionaryincidenceTax burden distribution
noun

incidence

The distribution of a tax burden among those who ultimately bear it.

The economist studied the incidence of the sales tax.

Etymology

The Latin verb means to fall upon. Tax incidence asks on whom the burden ultimately falls, rather than merely identifying who first hands over the payment.

More examples

  • The tax’s legal payer does not necessarily determine its economic incidence.
  • The report traced tax incidence across income groups.
  • Changes in prices shifted the incidence toward consumers.

Forms

incidence

Similar words

liability
Liability identifies who must pay the tax legally; incidence concerns who ultimately bears its economic cost.
tax burden
Tax burden names the cost itself; incidence identifies how that cost falls on different people.