Southmod

SOUTHMOD is a collection of tax-benefit models for countries in the Global South, maintained and managed by the United Nations University World Institute for Development Economics Research (UNU-WIDER) and partners. It belongs to the class of static microsimulation models and currently has modules for seven countries in Africa (Ethiopia, Ghana, Mozambique, Rwanda, Tanzania, Uganda, Zambia), four in Latin America (Bolivia, Colombia, Ecuador, Peru), and one in Southeast Asia (Vietnam).[1][2] The models are freely available for non-commercial research use.[3]

  SOUTHMOD
  EUROMOD for EU-27
  UKMOD
  Other EUROMOD-based models

World map showing tax-benefit microsimulation models built on the EUROMOD platform, per the Centre for Microsimulation and Policy Analysis (last updated September 2023). The countries in blue belong to the SOUTHMOD model family, the rest represent other EUROMOD-based microsimulation models, including EUROMOD models for countries of the European Union.

SOUTHMOD draws inspiration from EUROMOD, a tax-benefit microsimulation model designed for European Union member states and managed by the Joint Research Centre of the European Commission.[2]

SOUTHMOD model bundle

SOUTHMOD is a bundle of tax-benefit microsimulation models developed on the open-access EUROMOD software platform.[4] Apart from the platform, each country module in SOUTHMOD is based on two key components: coded policy rules (the model) and input microdata. The policy rules are updated to the existing policies once per year based on relevant national legislation. The underlying input datasets are derived from nationally representative household surveys.[5]

SOUTHMOD allows researchers and analysts to simulate, evaluate and compare the impact of tax-benefit policies in several developing countries in terms of disposable income and household consumption. Users can also compute various poverty, inequality and budgetary indicators. The model makes it possible to evaluate the effects of both existing policies and tax-benefit policy reforms.[6]

SOUTHMOD is highly standardized, as it is intended to produce results that are comparable across countries, including those in the EU-wide EUROMOD model. The standardization has been achieved by harmonizing the input datasets and the coding of policy rules according to common protocols.[7]

SOUTHMOD project at UNU-WIDER

The tax-benefit models are developed and maintained under the SOUTHMOD – simulating tax and benefit policies for development project, an international collaboration between UNU-WIDER, the International Inequalities Institute at LSE, the Southern African Social Policy Research Insights (SASPRI), and researchers from the countries for which the models have been built.[8]

In addition to model development, the SOUTHMOD project is concerned with building capacity in the host countries to encourage the use of microsimulation techniques among academics and policymakers. Research under the project promotes using the models to analyse the distributional and fiscal effects of tax-benefit policy reforms in the Global South.[1]

Publications

SOUTHMOD models have been used for producing a number of studies evaluating various policy reforms across developing countries. SOUTHMOD's most common types of publication are research papers and journal articles. The subjects of the publications vary from income dynamics and poverty to social protection benefits and taxation.

Selected list of works
  • Decoster, A., Pirttilä, J., Sutherland, H. and Wright, G. (2019). SOUTHMOD: Modelling tax-benefit systems in developing countries. International Journal of Microsimulation, 12(1): 1–12.[9]
  • McLennan, D., Noble, M., Wright, G., Barnes, H. and Masekesa, F. (2021). Exploring the quality of income data in two African household surveys for the purpose of tax-benefit microsimulation modelling: Imputing employment income in Tanzania and Zambia. WIDER Working Paper 134/2021. Helsinki: UNU-WIDER.[10]
  • Gasior, K., Leventi, C., Noble, M., Wright, G. and Barnes, H. (2022). The distributional impact of tax and benefit systems in five African countries. International Journal of Sociology and Social Policy, 42(1/2): 92–105.[11]
  • Lastunen, J., Rattenhuber, P., Adu-Ababio, K., Gasior, K., Jara, H. X., Jouste, M., McLennan, D., Nichelatti, E., Oliveira, R. C., Pirttilä, J., Richiardi, M. and Wright, G. (2021). The mitigating role of tax and benefit rescue packages for poverty and inequality in Africa amid the COVID-19 pandemic. WIDER Working Paper 148/2021. Helsinki: UNU-WIDER.[12]
  • Sutherland, H. and Figari, F. (2013). EUROMOD: The European Union tax-benefit microsimulation model. International Journal of Microsimulation, 6(1): 4–26.[13]

References
  1. "UNU-WIDER : SOUTHMOD - simulating tax and benefit policies for development Phase 2". UNU-WIDER. 2020-03-09. Retrieved 2023-05-07.
  2. "The SOUTHMOD project releases the first-ever bundle of microsimulation models for the Global South | EUROMOD - Tax-benefit microsimulation model for the European Union". euromod-web.jrc.ec.europa.eu. Retrieved 2023-05-17.
  3. "UNU-WIDER : Accessing SOUTHMOD models". UNU-WIDER. 2018-01-31. Retrieved 2023-05-07.
  4. "What is EUROMOD? | EUROMOD - Tax-benefit microsimulation model for the European Union". euromod-web.jrc.ec.europa.eu. Retrieved 2023-05-07.
  5. "SOUTHMOD | SASPRI". Retrieved 2023-05-08.
  6. "UNU-WIDER : SOUTHMOD - simulating tax and benefit policies for development Phase 2". UNU-WIDER. 2020-03-09. Retrieved 2023-05-07.
  7. UNU-WIDER (2022-12-19). "SOUTHMOD Modelling Conventions" (PDF). UNU-WIDER. Archived from the original on 2023-05-08. Retrieved 2023-05-07.
  8. London School of Economics and Political Science. "SOUTHMOD – simulating tax and benefit policies for development". London School of Economics and Political Science. Retrieved 2023-05-08.
  9. "Editorial. SOUTHMOD: Modelling tax-benefit systems in developing countries | International Journal of Microsimulation". microsimulation.pub. Retrieved 2023-05-08.
  10. McLennan, David; Noble, Michael; Wright, Gemma; Barnes, Helen; Masekesa, Faith (2020-06-08). "Exploring the quality of income data in two African household surveys for the purpose of tax-benefit microsimulation modelling". UNU-WIDER Working Paper Series. 134/2021. doi:10.35188/UNU-WIDER/2021/074-0. ISSN 1798-7237.
  11. Gasior, Katrin; Leventi, Chrysa; Noble, Michael; Wright, Gemma; Barnes, Helen (2021-01-01). "The distributional impact of tax and benefit systems in five African countries". International Journal of Sociology and Social Policy. 42 (1/2): 92–105. doi:10.1108/IJSSP-01-2021-0008. ISSN 0144-333X.
  12. Lastunen, Jesse; Rattenhuber, Pia; Adu-Ababio, Kwabena; Gasior, Katrin; Jara, H. Xavier; Jouste, Maria; McLennan, David; Nichelatti, Enrico; Oliveira, Rodrigo; Pirttilä, Jukka; Richiardi, Matteo; Wright, Gemma (2021-09-08). "The mitigating role of tax and benefit rescue packages for poverty and inequality in Africa amid the COVID-19 pandemic". UNU-WIDER Working Paper Series. 148/2021. doi:10.35188/UNU-WIDER/2021/088-7. ISSN 1798-7237.
  13. "EUROMOD: The European Union tax-benefit microsimulation model | International Journal of Microsimulation". microsimulation.pub. Retrieved 2023-05-08.
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