iTax Kenya: KRA Online Income Tax Returns

iTax Kenya
If you are a business owner or an employee, KRA requires you to file your returns online on the KRA iTax Kenya Portal every month. There are two special documents used; A P9A form for employees and a profit and loss statement for self-employed individuals.

Terms used by KRA and their meaning

  • PIN – Personal Identification Number
  • ITI – Individual Return
  • PAYE – Pay As You Earn
  • KRA – Kenya Revenue Authority
  • ITMS – Integrated Tax Management System
  • HOSP – Home Ownership Saving Plan
  • DRP – Detailed Report
  • P9 – Tax Deduction Card
  • TSW – Tax Payer Software
  • W44 – Withholding Tax Certificate

iTax Kenya: KRA income tax returns Requirements.

To complete your return you will need the following documents where applicable:

  • Form P9A from Employer.
  • The employer’s PIN. Request PIN from your employer if not already on the P9A.
  • Financial statements for the following incomes; business income, farming income,
    rent income.
  • Mortgage Interest Certificate and PIN of lender
  • Insurance Premium Certificate and PIN of underwriter
  • Withholding tax certificates (W44)
  • Any other documentation relating to income you received or deductions you want
    to claim

Note: If you have any other income other than employment income, you will have to fill in the Excel Income Tax Return and provide details of the other income.

How to file KRA income tax returns  -Employment income

Procedure

  • Access the KRA iTax web Portal on your computer browser.
  • Enter your KRA PIN  to log in and follow the simple instruction.
  • Under the Return Menu, select the last item “ITR For Employment Income” only.
  • Fill in all the fields marked with an asterisk under Section A.
  • Under the tax computation in Section T, only two items are necessary if your employer has successfully submitted their tax returns.
    • Items 1.1 Defined/Pension contribution – Fill in the actual amount contributed by the employee
    • Item 2.5 Personal Relief – Fill in the Annual Relief up to a Maximum of Ksh 13,944
  • Scroll to the bottom of Section F and confirm gross pay as per the p9 form
  • Details of PAYE deducted at the source Section M – Confirm that the taxable salary, tax payable and tax deducted, tally with the information on the p9 form. Modify if Necessary.
  • Fill in the details of income tax filed in advance Section Q if Applicable. – Fill in details of any tax paid prior to filling the current returns.
  • Once complete, click on submit

You need to have Your KRA PIN ready file your return online. To register, follow the step-by-step guide provided here.

How to file KRA income tax returns – Non-Employment income

P9 Form

Fill out all the fields marked with a red asterisk under the Basic Info sheet as this will determine the type information needed in the subsequent sheets.

The last sheet which is known as “Tax Computation” is used to calculate all the data entered in the other previous sheets and shows you how much you owe KRA if at all.

If satisfied with the information entered in the workbook, click the Validate button, zip you file and upload it. In case there is an issue with your workbook, you will be redirected to the ERROR sheet which basically highlights the sheets that have errors and require correction.

Itax Returns

Upload your zipped file online to iTax as shown in step 3. you will receive an acknowledgment message confirming that you have successfully submitted your return as shown below

Itax Returns

Watch the short video on how to file your income tax returns online on iTax Kenya web Portal.

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