File Your Returns on iTax
The deadline to file your tax returns is 30 June otherwise you will be fine Ksh 20,000. We highly encourage you to get this done as soon as possible to avoid system overload that is usually experienced closer to deadline day.
We share below 2 videos that may prove useful in assisting you complete the return.
- How To File Income Tax Returns Using Excel Sheet & P9 Form
- How to file your Individual Tax Returns (Employment Income Tax)
How To File Income Tax Returns Using Excel Sheet & P9 Form
Step 1: Download the PAYE excel sheet from iTax (similar to the one from the old tax-payer software/ ITMS).
The PAYE excel sheet that you need to download is found under the “Returns” menu item. You have to pretend that you are doing an actual return to actually get the required files.
So, go to Returns >> File Returns >> Income tax >> Download File.
Step 2: Fill out the details of the excel sheet and generate the output – zip file.
The PAYE excel sheet has various tabs and you need to fill out all the relevant ones. When you are done, validate the spreadsheet – if it has any errors, the validation will let you know otherwise it will prompt you to generate a zip file that you will upload onto iTax.
Save the zip file on your machine where you can easily access it for uploading.
Step 3: Upload the zip file onto iTax.
Using your company PIN and iTax password, log onto your iTax account then under “Returns” on the to menu item, select “File Return”.
This will take you to the “e-Returns” page. The type of “e-Return” and “Taxpayer PIN” will already have been filled out for you so proceed to select the “Tax Obligation”. In this case, it is the “Income Tax – PAYE” obligation.
Fill out the “Income tax – PAYE form” by selecting the “Return Period From”, the “Return Period To” will automatically be filled out as the system only expects you to do a return for one month at a time.
Click the upload button to upload the zip file onto iTax. Only click the Add File button if there is more than one file you want to upload, otherwise, proceed to check the Terms and Conditions and “Submit” the form.
If your uploaded file was correctly filled out, the system will successfully submit it and give you a “Returns Receipt”. Otherwise, you will get an error message telling you what you had done wrong.
If you get an error message, simply go back and correct the PAYE spreadsheet then validate and save it a new. You do not need to use the “File Amended Return” menu item as technically, you had not successfully submitted the first time. Repeat the process and you will be fine.
The “‘Returns Receipt” is in the form of a download link that you can click and download for your filing. Note, you are not DONE with the process…all you have done is successfully submitted the Income Tax – PAYE form.
Step 4: Generate payment slip for the just submitted PAYE liability.
What now needs to happen is that you need to generate a payment slip for the tax obligation. The payment slip is what you will use to make a payment for this liability at the bank.
Proceed to click the Payment button.
A lot of the details on the e-Payment Registration form will already be filled out, proceed and fill what isn’t. That should be as indicated in the image below.
Confirm the “Liability Details” as this indicates what you are meant to pay. When all is good, select that liability entry and click the “Add” button.
The “Add” button from above adds the liability details to the “Payment Details”. This should then give you the total that you are meant to pay (there could be more then one liability that you are paying for).
Proceed to select the “Mode of Payment”; Cheque, Cash or RTGS and finally select the “Receiving Bank” – this should be the bank where you intend to make your payment from. Chances are, it is the bank that you bank with as a company. “Submit” the payment details.
A successful submission gives you back a “Payment Slip”‘ as indicated below. Click the download link to access it.
Step 5: Pay the PAYE at your local bank
Final step is to print the “Payment Slip” in 2 copies and take both to your local bank with a cheque for the amount indicated on the payment slip.
One of those copies will be kept by the bank as an indication of your payment while the other one will be stamped and given back to you as your receipt for your own books. This is a very important document as it’s actually shows that you have paid your liability. In case the bank has an issue with their systems and miss to register your payment, you can always fall back to this document as evidence for the payment.
iTax also sends you a confirmation email when you have made a payment and you can always check your “General Ledger” on iTax for verification of the payment entry.
How to file your Individual Tax Returns (Employment Income Tax)
Go to ITAXOpen your browser and go to https://itax.kra.go.ke/KRA-Portal/
LOGINEnter your KRA PIN, click Continue. Enter Password and Security Stamp ( answer to arithmetic sum) and Click Log In
Go to Returns MenuGo to Returns Menu and select ITR For Employment Income Only
Enter Return PeriodEnter Return Period, select ‘Yes’ to the question ‘Do you have employment income?’ and Click ‘Next’
Fill in Return InformationUnder basic information, answer the questions asked appropriately and Click ‘Next’
Confirm details of Employment IncomeGo to Section F, details of employment income and confirm the name and PIN of employer, Gross Pay and other allowances as per your P9 form.
Confirm details of PAYE deductedGo to Sheet M, details of PAYE deducted, confirm Employer details, Taxable salary, chargeable pay, Tax payable on taxable salary and PAYE deducted. Details can be modified as per your P9.
Enter details of Income Tax Paid in AdvanceGo to Section Q and capture a payment if any, made prior to the filing of the return