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Finance and Taxes Worksheet

Total questions: 45

Worksheet time: 22hrs 31mins

Name
Class
Date
1.

What is a budget?

a)

A type of tax

b)

A bank account

c)

A plan of income and expenses

d)

A loan

2.

Why is a budget useful?

a)

To earn interest

b)

To control money and expenses

c)

To increase taxes

d)

To buy stocks

3.

What is income?

a)

Money you borrow

b)

Money you save

c)

Money you earn

d)

Money you spend

4.

Which is a fixed expense?

a)

Food

b)

Electricity

c)

Rent

d)

Entertainment

5.

Which expense is usually variable?

a)

Mortgage

b)

Rent

c)

Internet

d)

Food

6.

What are variable expenses?

a)

Expenses paid once a year

b)

Expenses that never change

c)

Expenses that change over time

d)

Taxes

7.

What is a tax?

a)

Money saved in a bank

b)

Money paid to the government

c)

Money borrowed from a bank

d)

Company profit

8.

What is a direct tax?

a)

A tax included in prices

b)

A tax paid directly by people or companies

c)

A tax on products only

d)

A local tax

9.

Which of the following is a direct tax?

a)

VAT (IVA)

b)

Income Tax (IRPF)

c)

Tourist Tax

d)

Fuel tax

10.

What is Personal Income Tax (IRPF)?

a)

A tax on company profits

b)

A tax on products

c)

A tax on personal income

d)

A tax on houses

11.

What is Corporate Tax (Impuesto de Sociedades)?

a)

A tax paid by workers

b)

A tax on company profits

c)

A tax on consumption

d)

A tax on inheritance

12.

What is Wealth Tax (Impuesto sobre el Patrimonio)?

a)

A tax on salaries

b)

A tax on spending

c)

A tax on personal wealth

d)

A tax on companies

13.

What is Inheritance and Gift Tax?

a)

A tax on income

b)

A tax on buying products

c)

A tax on receiving money or property

d)

A tax on fuel

14.

What is an indirect tax?

a)

A tax paid directly to the government

b)

A tax on income

c)

A tax included in the price of goods

d)

A tax only for companies

15.

Which of the following is an indirect tax?

a)

Income Tax

b)

Corporate Tax

c)

VAT (IVA)

d)

Wealth Tax

16.

What is VAT (IVA)?

a)

A tax on income

b)

A tax on company profits

c)

A tax included in the price of products

d)

A tax on houses

17.

What is Property Transfer Tax (ITP)?

a)

A tax on salaries

b)

A tax when buying second-hand property

c)

A tax on savings

d)

A tax on fuel

18.

What is Plusvalía Tax?

a)

A tax on cars

b)

A tax on tourism

c)

A tax on the increase in land value

d)

A tax on income

19.

What is Motor Vehicle Tax (IVTM)?

a)

A tax on petrol

b)

A tax for owning a vehicle

c)

A tax on companies

d)

A tax on houses

20.

What is Tourist Tax?

a)

A tax paid by residents

b)

A tax paid when staying in tourist accommodation

c)

A tax on flights

d)

A tax on salaries

21.

What is a loan?

a)

Money you save

b)

Money you earn

c)

Money you borrow and repay

d)

A tax

22.

What is interest?

a)

A discount

b)

Extra money paid for borrowing

c)

A tax

d)

Savings

23.

What is a mortgage?

a)

A short-term loan

b)

A loan to buy a house

c)

A tax

d)

Rent

24.

One advantage of renting is:

a)

You own the house

b)

Less long-term commitment

c)

No monthly payments

d)

No costs

25.

One advantage of a mortgage is:

a)

No interest

b)

You become the owner

c)

No risk

d)

You can move every month

26.

What is an Income Statement (Profit & Loss Statement)?

a)

Shows company debts

b)

Shows cash movements

c)

Shows profits and losses

d)

Shows assets only

27.

What does a Cash Flow Statement show?

a)

Company taxes

b)

Money coming in and going out

c)

Company value

d)

Stock prices

28.

What does a Balance Sheet show?

a)

Income and expenses

b)

Cash only

c)

Assets, liabilities, and equity

d)

Sales

29.

Budget Calculation A student earns €900 per month and spends €650. What is the monthly saving?

a)

€150

b)

€200

c)

€250

d)

€300

30.

VAT Calculation A product costs €100 before VAT (21%). Final price?

a)

€110

b)

€121

c)

€125

d)

€130

31.

Loan Interest You borrow €1,000 at 5% interest for one year. How much interest do you pay?

a)

€25

b)

€50

c)

€75

d)

€100

32.

Supply & Demand Qd = 80 − 2P Qs = 20 + 2P Equilibrium price (P)?

a)

10

b)

12

c)

15

d)

20

33.

Net Income Calculation Gross income: €30,000 Average tax rate: 20% Net income?

a)

€20,000

b)

€22,000

c)

€24,000

d)

€26,000

34.

Company Profit Revenue = €50,000 Costs = €38,000 Profit?

a)

€10,000

b)

€12,000

c)

€15,000

d)

€18,000

35.

Personal Income Tax Calculation (Catalonia) A worker in Catalonia earns a gross income of €100,000 per year. Spain Personal Income Tax Brackets (2025): • Up to €12,450 → 19% • €12,451 – €20,200 → 24% • €20,201 – €35,200 → 30% • €35,201 – €60,000 → 37% • €60,001 – €300,000 → 45% What is the approximate net income?

a)

€60,000

b)

€63,000

c)

€66,000

d)

€70,000

36.

A student earns €1,200 per month. Monthly expenses are €850. How much does the student save each month?

a)

€250

b)

€300

c)

€350

d)

€400

37.

A jacket costs €80 before VAT. VAT rate = 21%. What is the final price?

a)

€88.00

b)

€94.80

c)

€96.80

d)

€101.20

38.

You borrow €2,000 at 4% annual interest for 1 year. How much interest do you pay?

a)

€40

b)

€60

c)

€80

d)

€100

39.

Supply and Demand (Equilibrium) Demand: Qd = 120 − 3P Supply: Qs = 30 + 3P What is the equilibrium price (P)?

a)

10

b)

12

c)

15

d)

20

40.

Net Income Calculation Gross salary = €25,000 Average tax rate = 18% What is the net income?

a)

€19,500

b)

€20,000

c)

€20,500

d)

€21,000

41.

Company Profit Calculation A company has: • Revenue: €75,000 • Costs: €52,000 What is the profit?

a)

€18,000

b)

€21,000

c)

€23,000

d)

€25,000

42.

Loan: €90,000 Time: 30 years Monthly payment ≈ €5 per €1,000 borrowed Monthly payment is approximately:

a)

€350

b)

€400

c)

€450

d)

€500

43.

A family budget is: • Rent: 40% • Food: 30% • Transport: 15% • Entertainment: 15% If monthly income is €2,000, how much is spent on food?

a)

€500

b)

€550

c)

€600

d)

€650

44.

Income Tax Bracket Calculation A worker earns €40,000 per year. Average tax rate = 25%. How much tax does the worker pay?

a)

€8,000

b)

€9,000

c)

€10,000

d)

€12,000

45.

Cash Flow Calculation A company receives €12,000 and pays €9,500 in the same month. What is the cash flow?

a)

−€2,500

b)

€1,500

c)

€2,000

d)

€2,500