The Kenya Revenue Authority (KRA) requires all taxpayers to file their returns by June 30th of every year, covering the previous year’s earnings.
Filing your annual income tax returns is a legal requirement for all employed individuals in Kenya, and failure to do so attracts penalties.
One of the most essential documents used in this process is the P9 form, which summarizes your yearly income, benefits, and statutory deductions as provided by your employer.
However, for many, navigating the iTax portal and completing the filing process can be overwhelming. This guide simplifies the process of filing returns using the P9 form, ensuring you stay compliant and avoid unnecessary fines.
How to File KRA Returns
Here is a step-by-step process on how you can file returns.
What You Need Before You Start
Before logging in to the KRA iTax portal, make sure you have the following:
- P9 Form: Issued by your employer, this document summarizes your annual earnings, statutory deductions (like PAYE and NSSF), and any benefits or allowances received throughout the year.
- KRA PIN and iTax Password: These credentials grant you access to your tax profile on the iTax portal.
- Additional Documents (if applicable): This may include insurance policy certificates, mortgage interest statements, or a tax exemption certificate.
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Step-by-Step Guide to Filing Returns Using the P9 Form
1. Access the iTax Portal
2. Visit https://itax.kra.go.ke, log in using your KRA PIN and password, and access your personal tax profile.
3. Navigate to the Returns Section
4. From the dashboard, click on the “Returns” menu and select “File Return” and “Select Tax Obligation”.
- Choose “Income Tax – Resident Individual” as your obligation and click “Next”.
- Download the Excel Return Form
5. Fill in the Return Form Using Your P9 Form
Open the downloaded Excel form and fill in the relevant sheets using your P9 form:
- Sheet F: Enter employer PIN, gross pay, allowances, and benefits.
- Sheet M: Input your chargeable pay (taxable salary), PAYE deductions, and tax payable.
- Sheet T: Include tax computation details (ensure figures match your P9 form) and any personal relief applicable.
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6. Validate and Upload
Click the “Validate” button. If all entries are correct, a zipped file will be generated. Go back to the iTax portal, upload the zipped file, and submit your return
7. Download Your Acknowledgment Receipt
8. After submission, download the e-Return Acknowledgment Receipt for your records. This acts as proof of compliance.
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