How to file KRA returns - user guide for filing individual income tax return on-line

To be able to file your IT1 return online, you will need to register as a user in ITMS. To register follow the steps in the online services step-by-step guide provided on the KRA website www.kra.go.ke/portal 

To complete your return you will need the following documentation 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 

HOW DO I LOGIN TO ITMS TO FILL MY RETURN?

To login do the following:

  1. a)  Access the KRA portal www.kra.go.ke/portal

  2. b)  Select the link Tax Returns Processing

  3. c)  Login by providing your credentials i.e. Identification (PIN) and password 

HOW DO I FILL IN MY RETURN ONLINE?

To fill in your return online, use the following steps:

  1. a)  Select the Tab “Tax Return”

  2. b)  Click the link “Fill in Tax Return”

  3. c)  Select the return type e.g. Income Tax individual

  4. d)  Select the year

  5. e)  Click the button “Fill Tax Return”

  6. f)  Enter your ID number, your employer’s PIN.

    NB If declaring wife’s income, type (YES) in the appropriate field and provide her PIN. If declaring separately type (NO). 

7. HOW DO I FILL IN MY INCOME DETAILS FROM SPECIFIED SOURCES?

The body of the return is divided into parts A-K
Part A- F:
These parts are for the various specified sources of income, other than employment income. That is, business income (A), income from farming (B), income from rent(C), interest income (D), insurance commission (E), and other income (F).

  1. i)  First row in each section A-F (row 11, 21,31,41, 47, 57) requires that you fill a detailed report found by clicking the label “DRP”

  2. ii)  Fill in partnership profit/loss on the second row of each of these parts (field 13, 23, 33, 43, 49 and 59) where applicable.

  3. iii)  Fillinlossbroughtforwardfrompreviousyearonthefourthrow(field17,27,37,53and63)ofeach section where applicable.

  4. iv)  Ifyouhavenoincometodeclareinanyoftheaboveparts(rows),pleaseleaveblankandproceedto the next part.

  5. v)  If indeed you have no income to declare in all the parts A-F, skip the entire part and proceed to Part G.

NB:

o Do not use brackets or negative signs to denote losses or expenses.
o For any part that has a detailed report (DRP), fill in details appropriately then click

“Calculate” then “Submit” to proceed. 

FILLING THE DRP IN PART A-F To fill the DRP, click the button “DRP” 

Once you click the button “DRP|”, the detailed report on page 8 appears; fill in the relevant fields as per your financial statement. Then click “Calculate”, then “Submit” to proceed. 

HOW DO I FILL MY EMPLOYMENT INCOME DETAILS?

Part G: Employment income

In this section enter all your income from employment. Supply all the details as contained in the support/reference documents.
Field 68: Enter gross pay
Field 70: Enter benefits from employment (other than car and housing) e.g. telephone, domestic servant etc

Field 72: Value of car benefit
Field 74: Enter value of housing if housed by employer Field 76: Enter pension income (Pensioners only) 

Value of Car benefit DRP

Fill in all the columns as required then click “Calculate”, then “Submit” to proceed. For “body type” enter details as follows:

For a saloon/estates car enter 1
For Pick Up, Uncovered Panel Van enter 2 For a Land Rover/Cruiser enter 3 

10. HOW DO I FILL IN MY PENSION CONTRIBUTION, MORTGAGE INTEREST OR HOSP CONTRIBUTION DETAILS?

Part H: Total Taxable Income

This calculates your total taxable income.
Field 82: Enter your actual pension contribution from form P9 Field 84: Enter Mortgage interest (DRP) from mortgage certificate Field 86: Enter contribution to Home Ownership Savings Plan Note:

  1. You are only allowed to claim EITHER Mortgage interest OR contribution to Home Ownership Savings; but not both.

  2. If you are filing as husband and wife you can ONLY claim on one mortgage account. 

11. HOW DO I FILL IN MY INSURANCE RELIEF DETAILS? Part I: Tax computation

Field 94: Enter Insurance relief where applicable 

The Insurance relief DRP appears; fill in details appropriately then click “Calculate”, then “Submit” to proceed 

HOW DO I FILL IN MY PAYE CREDITS, ADVANCE TAX AND OTHER WITHHELD TAX DETAILS?

Part J: Final tax

Field 99: Enter PAYE credits from P9 (Employees only)
Field 100: Enter advance tax credits from the receipts
N/B Advance Credit will be given only where you have declared income from transport business. Field 101: Enter Withheld tax

The Advance Tax DRP appears; fill in details appropriately then click “Calculate” For “Usage” enter details as follows:

For Vans, Pick-ups, Trucks and Lorries enter 1
For Saloons, Station-wagons, Minibuses, Buses and Coaches enter 2 


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