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SOI Tax Stats - SOI Products and Services

 

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Tax data are a rich, and sometimes the only, source of information on the financial activities of the study populations. We make this information publicly available through both printed publications and electronic media. Here is a complete listing of our many products and services—many available on our Web site and others on CD-ROM, diskette, tape, or via email.

SOI Bulletins
(Internal Revenue Service Publication 1136)
Want to know the state of personal wealth in the country? Or, keep up with international boycotts, projected tax revenues and where they come from? Or maybe you're interested in charitable bequests. All this data and more come in SOI Bulletins. You can find them here - even back to the Winter 1997-1998 issue. The most recent versions of the historical tables and appendix are also here.

Goals for Public Release of SOI Information
Curious about what we're working on next? Here, you can find an estimated timetable for new releases of information related to --
* Individual, business, and estate income tax returns
* Corporate foreign tax credit
* Controlled foreign corporations
* Tax-exempt organizations (along with unrelated business income)
* Private foundations
* Split-interest trusts

IRS Data Books
(Internal Revenue Service Publication 55B)
So how much money did the IRS refund last year? And how many returns did it get. Look here for statistics for IRS collections, refunds and returns, as well as other tax administration data such as examination activities, taxpayer assistance, appeals, criminal investigation, and more.

Individual Tax Statistics - Complete Report Publications
(Internal Revenue Service Publication 1304)
How has the tax law changed over time and how has it affected the individual? Look here for the tables and text, including a description of the sample, from all of the Individual Complete Reports back to 1996.

Corporation Tax Statistics - Complete Report Publications
(Internal Revenue Service Publication 16)
Changing tax laws affect corporations too. Check here for the tables and text, and a description of the sample, from the most recent Corporation Complete Report. This provides a link for publications back to 1994.

Corporation Source Book , - Data tables from the Tax Year 2000, 2002, and 2003 Corporation Source Book of Statistics of Income (Publication 1053) are now available in Excel spreadsheets. These tables present detailed income statement, balance sheet, tax, and selected items, by industrial sector, and major and minor industrial groups. For each industrial group, the data are further classified by size of total assets. Data are presented for all corporate returns and for those returns with net income. Separate statistics on S corporations are also included by industrial sector and asset size. Data from the Tax Years 2001 Corporation Source Book publications will be available later this year. Tax Stats contains other statistics from corporation income tax returns, as well as statistics from other types of entities (e.g., individuals, exempt organizations, and partnerships).

Tax Exempt / Employee Plan Statistics - Compendium of Studies of Tax-Exempt Organizations
(Internal Revenue Service Publication 1416, Volume 3)
Here, you'll find everything you wanted to know about tax-exempt organizations, including articles, papers, and tables covering nonprofit organizations, private foundations, charitable remainder trusts, and unrelated business income of tax-exempt organizations.

Even more...
In addition, SOI periodically produces special compendiums of research and analysis, covering topics such as --
* Nonprofit organizations
* Estate taxation and personal wealth
* International business activities
* Changes in SOI technological and methodological activities

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Page Last Reviewed or Updated: March 09, 2009