The incidence of VAT evasion: experimental evidence from Italy

Last registered on March 20, 2024

Pre-Trial

Trial Information

General Information

Title
The incidence of VAT evasion: experimental evidence from Italy
RCT ID
AEARCTR-0012415
Initial registration date
January 25, 2024

Initial registration date is when the trial was registered.

It corresponds to when the registration was submitted to the Registry to be reviewed for publication.

First published
January 31, 2024, 11:43 AM EST

First published corresponds to when the trial was first made public on the Registry after being reviewed.

Last updated
March 20, 2024, 11:09 AM EDT

Last updated is the most recent time when changes to the trial's registration were published.

Locations

Region

Primary Investigator

Affiliation
ZEW Mannheim

Other Primary Investigator(s)

PI Affiliation
University of Tuebingen
PI Affiliation
ZEW Mannheim

Additional Trial Information

Status
In development
Start date
2023-02-17
End date
2024-04-30
Secondary IDs
Prior work
This trial does not extend or rely on any prior RCTs.
Abstract
Who benefits from VAT tax evasion, and how are the rents distributed between sellers and buyers? How much of the “saved” taxes does the seller pass on to the consumer, and what does this depend on? When the tax of a commodity or service is evaded, it is unclear who reaps the benefits. While the general distributional effect of taxes (incidence) has been frequently studied in the literature, little is known about how the rents of evasion are split between consumers and producers. While some theoretical general-equilibrium models would predict factor prices adjust so that firm owners do not benefit from evasion in equilibrium, we have very limited empirical evidence, which so far has only been based on online surveys. This project aims to quantify the incidence of evasion by conducting an innovative survey-based field experiment in Italy. Thanks to a randomized treatment design, we elicit average price differentials by the method of payment in order to back out what portion of evaded taxes are passed on to consumers.
External Link(s)

Registration Citation

Citation
Bohne, Albrecht, Giacomo Brusco and Leonardo Maria Giuffrida. 2024. "The incidence of VAT evasion: experimental evidence from Italy." AEA RCT Registry. March 20. https://doi.org/10.1257/rct.12415-1.1
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Experimental Details

Interventions

Intervention(s)
Specifics of the intervention will be pre-registered as hidden and released upon completion of the study.
Intervention (Hidden)
Our intervention will specifically focus on restaurants in the city of Rome. The location choice for this project is guided by the necessity for finding sufficient and comparable restaurants within easy reach, while at the same time being able to differentiate between sectors differing in their baseline levels of formality. Within Italian cities, we expect Rome to offer some of the highest levels of heterogeneity regarding formality levels prevalent in different parts of the city. The businesses active in central, affluent, and touristed parts of the city are for example different in this regard from those active in more remote and less prosperous parts of the city.

The product our design focuses on is a standard dining option for 8-12 people. We chose this because the costs are sufficiently high to warrant a detailed interaction between the restaurant manager and the customer. Additionally, there is considerable scope for evasion opportunities, and restaurants usually exhibit a bit of leeway in how to price such gatherings.

To conduct the survey, we plan to send enumerators to engage in “mystery shopping” and elicit price quotes for a hypothetical dinner party. These interactions are intended to leave restaurant staff convinced they just witnessed a routine interaction with a potential customer. The key aspect of our survey will be the random variation in how the price elicitation will be carried out. Before entering a given establishment, we will randomize between two receipt-related “cues”: debit card (control group) and cash (treatment group). In the control group, enumerators will ask the price of the meal stating that they will pay with debit card. In the “cash” treatment group, the mystery shopper will state that they will pay in cash. While restaurants in Italy are liable for VAT at 10% on their sales, the two methods of payments offer very different evasion opportunities.

Due to the full randomization of the establishments into the control and treatment groups, a simple comparison of the outcomes should already provide a well-identified estimate of the effect of these cues on price-setting behavior. However, since we expect to find substantial variation in prices across restaurants, we believe including restaurant-level fixed effects will substantially improve our statistical power. Therefore, each restaurant will be interviewed on two separate occasions, by distinct enumerators. One interview will be in the control group, while the other in the treatment group. We plan to randomize the order in which these two visits occur to ensure we can test whether there is a systematic difference in prices quoted for the first versus the second visit. In addition to improving statistical power, this has the advantage of allowing us to directly quantify how evasion rents are passed through to the consumer at each restaurant, permitting, and thus to study the distribution of evasion rent-sharing.

In our pre-intervention data collection, we have collected several characteristics on 1200 restaurants in three urban areas of the city of Rome, including size (i.e., establishment assets and employees), rating (based on Google reviews), activity in food delivery platforms, and legal status (limited vs. unlimited liability). This allows us to estimate heterogeneity in treatment effects depending on these observables. Specifically, we are interested in whether evasion rent sharing differs depending on high- vs low-formality (proxied by urban area, activity on food delivery platforms, and legal form of the business).In addition, we randomly vary the size of the planned dinner party (8 versus 12 guests) in order to gauge the effect the size of the proposed transaction has on the observed price difference. These additional features of our survey will be completely cross-randomized into the original treatment structure. Therefore, we can estimate all main effects even when disregarding the additional layers of heterogeneity. Finally, we will be able to observe enumerator demographics, including age and gender. Even though we will not be able to cross-randomize allows us to study whether demographic characteristics of potential customers (e.g. gender or age) influence the degree of rent-sharing. Unfortunately we will not be able to control which enumerators will goto each individual restaurant, meaning this aspect of the survey will not be mechanically cross-randomized with other aspects of the survey.

Finally, restaurants will be visited a third time by a different enumerator. These visits will differ from the main visits of the survey as enumerators will not conduct an interview. Instead, they will ask to conduct a small transaction (e.g. having a small lunch or an aperitivo) and record whether a legally valid receipt is issued. This will allow us to study another, very important margin of heterogeneity, i.e. whether treatment effects differ between high- and low-evasion-risk restaurants. The estimated VAT gap in Italy is amongst the highest in the EU, and since restaurants are small firms one might reasonably expect many of the cash transactions would be hidden from tax authorities. However, these additional visits will allow us to more accurately measure evasion risk. One should note that on the other hand, given the third party-reported nature of digital transactions, the probability for the restaurant owner to evade the transaction is effectively zero in the control group.
Intervention Start Date
2024-01-29
Intervention End Date
2024-04-01

Primary Outcomes

Primary Outcomes (end points)
Price quotes.
Primary Outcomes (explanation)
Quoted prices will be directly elicited from in our survey.

Secondary Outcomes

Secondary Outcomes (end points)
Issuance of receipts.
Secondary Outcomes (explanation)
For a randomly chosen subsample, enumerators will conduct additional visits and record whether a receipt was issued on a small transaction.

Experimental Design

Experimental Design
Specifics of the experimental design will be pre-registered as hidden and released upon completion of the study.
Experimental Design Details
The protocol followed by enumerators is the following:

_________________________________________________________________________________________
-Enumerator enters the restaurant

-Enumerator: "Good morning! I am organizing a dinner for a friend, can I talk to the manager?"

-Waiter reports to manager or says you can ask him/her directly

-Manager: [Greets customer].

-E: "Hello, I would like to arrange a dinner in a couple of weeks - we were thinking [date]. There should be [8 or 12] of us. I'm asking a couple of restaurants to see how much it might cost us..."
---Control visits: "...I was thinking an appetizer and an entree -- we don't have any vegetarians or allergies. Could you tell me how much is per person? I would like to pay cash if possible. "
---Treatment visits : "...I was thinking an appetizer and a first course -- we have no vegetarians or allergies. Could you tell me how much is per person? And by the way, can I pay by debit card?"

-M: [discusses menu details, makes a price].

-E: Thank you very much! Could I also see the table you will give us?

-Manager shows the venue to the enumerator.

-E: Thank you again. I think I will ask for a couple more quotes, but I should contact you soon to confirm our plans. How can I contact you?

-M: [provides phone/email details].

-E: Very well, have a nice day!

Enumerator leaves the restaurant.
_________________________________________________________________________________________

At the end of the survey, enumerators will record the outcome of the survey as well as details regarding the restaurant. The full list of questions they will answer can be seen in the attached document, "enumerator questionnaire".
_________________________________________________________________________________________

Our empirical strategy will be relatively straightforward, thanks to the experimental nature of our setting. We will, however, conduct two visits per restaurant, one in the control group and one in the treatment group, with the main purpose of improving our statistical power, as we expect large variation in prices across restaurants even for comparable meal plans. In order to make the re-sampling of firms less suspicious, we plan to ask for slightly different meal plans, by introducing small changes the courses enumerators ask for and the size of the dinner party. This, in turn, allows us to include meal-plan fixed effects. As is standard in similar settings, we also plan to include enumerator fixed-effects.
Randomization Method
Each establishment will receive two interviews by two distinct enumerators, one in the treatment group and one in the control group. The order of the two visits will be randomized ex-ante through a pseudo-random number generator.
Randomization Unit
Randomization will occur at the establishment level. Each establishment will be visited by our enumerators twice, once for a control visit and once for a treatment visit. The order of the visits will be randomized for each establishment. In a third visit, a distinct third enumerator will conduct a small transaction with each establishment and record whether a legally valid receipt is issued.
Was the treatment clustered?
No

Experiment Characteristics

Sample size: planned number of clusters
Each establishment will receive two visits. Randomization will occur at the establishment level (no clustering) and will determine in which order the two visits will occur.
Sample size: planned number of observations
500 establishments will be surveyed two times each, totalling 1000 observations.
Sample size (or number of clusters) by treatment arms
1000 establishment visits. Each of 500 establishments will be visited twice.
Minimum detectable effect size for main outcomes (accounting for sample design and clustering)
According to our calculations, MDE for price is 2.39 Euros. This MDE is based on variance in the price quotes we gathered during our pilot survey. With a baseline average price quote of 31.89 euros per person and an applicable VAT rate of 10%, this means we would be able to identify full pass-through of evasion to consumer prices. In our analysis plan we also give details on how to perform this calculation again conditional on restaurant fixed effects. Restaurant fixed effects are bound to substantially decrease the conditional variance of our outcome and thereby increase our statistical power. Unfortunately, we did not re-sample restaurants in our pilot survey which means we cannot perform this calculation currently. We provide more details in our attached analysis plan.
Supporting Documents and Materials

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IRB

Institutional Review Boards (IRBs)

IRB Name
University of Tuebingen, Faculty of Economics and Social Sciences, Ethics Committee
IRB Approval Date
2024-02-19
IRB Approval Number
AZ: A2.5.4-256.4_hb
IRB Name
University of Tuebingen, Faculty of Economics and Social Sciences, Ethics Committee
IRB Approval Date
2023-12-05
IRB Approval Number
AZ: A2.5.4-256.3_bi
Analysis Plan

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Post-Trial

Post Trial Information

Study Withdrawal

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Intervention

Is the intervention completed?
No
Data Collection Complete
Data Publication

Data Publication

Is public data available?
No

Program Files

Program Files
Reports, Papers & Other Materials

Relevant Paper(s)

Reports & Other Materials