How to file your income tax returns on iTax 2018 - Step by Step Guide on how to file Tax returns for unemployed/students

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Some questions that will be answered in the below step by step guide

Question: I am unemployed but I have a PIN. Do I need to file returns?

Answer: Yes, PIN holders with no source of income need to file a Nil return.

Question: Will i pay the fine if i am unemployed?

Answer: If you file the Nil Return for those who are not employed you will not be fined.

Question: Once I file online, do I need to visit  KRA offices?

Answer: No, you will receive an acknowledgment receipt of your filed return. Just download and you are done
Question: If i registered for a KRA pin this year do i need to file returns

Answer: You will file next year;after 12 months return period

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Step by Step Guide on how to file Tax returns for nemployed/students

Step 1

Visit KRA portal where you will enter your KRA Pin or USER ID.  Enter and log in  with your iTax password. If you have forgotten your password, retrieve  one  using „ FORGOT PASSWORD‟ option on the  bottom right of the iTax portal page.

Step 2

After Login. You will be directed to a page that has a red top menu as shown below.

Place your cursor (mouse pointer) on the ‘RETURNS” page and a drop down menu will appear. Below the drop down menu you will see “FILE  NILL RETRUNS.” For the unemployed that is where you are supposed to click and you will be directed to a page that looks like the one below.

Fill by entering:

  • Tax obligation: Income Tax-Resident Individual

The click Next and you be directed a page like this below

Fill by entering:

  • Wife Pin: (Leave blank if you don’t have one  filing returns)
  • Return Period: 01/01/2017
  • Return Period: 31/12/2017 (this section will fill itself automatically once you click the small calendar on the right)

Click Submit.  On successful submission, the message below will be displayed:

Click download Returns Receipt to download. You are done after downloading.

You have until June 30 2018 to file your tax returns.

And by completing the process online, you will save yourself from the last minute rush that usually results in long, winding queues at the Kenya Revenue Authority offices in Times Tower, Nairobi, every so often.

To ease the process, the taxman has come up with an online platform-iTax-a robust system to help you file your tax returns at the comfort of your home or office.

To help taxpayers use the system, the authority has also come up with iTax support centres, which are small branches, located in different parts of the country, where you can seek assistance incase you have challenges or questions on filing your tax records.

In Nairobi, the iTax support centres are located in Railway Club, in Mombasa, the shop is at Customs House (Long Room), the Kisumu one is at Swan Centre.

For taxpayers in Nyeri, once can get help at Premier Plaza while Eldoret iTax support centre is at Kiptangich House.

Itax website is user friendly. File Your Returns today.

KRA iTax forms download

You can download these forms from this link

  1. T.CC 1 – Tax Compliance Certificate Application Form
  2. Application Form for Amnesty for Citizens in Diaspora
  3. I.T.1 – Individual Income Tax Returns
  4. I.T.1 – Non-Resident Individual Returns
  5. I.T.2C – December Cases Returns
  6. I.T.2P – Partnership Returns
  7. List of PAYE Forms Used by Employers
  8. User Guide for Filing Individual Returns Online.

How does iTax Kenya work?

iTax allows one to update their tax registration details, file tax returns using Microsoft Excel or Open Office, register all tax payments and make status enquiries with real-time monitoring of their ledger/account.

iTax Kenya  – What is iPage?

This is the profile page in iTax that allows for the update of taxpayers registration details.

iTax Kenya – Registration

Who should update iPage?

All taxpayers (individuals, companies, parastatals, NGOs, etc.) should update their information using the iPage.

Why should I update my iPage?

iTax provides for capture of additional registration data not previously captured. The information required in iTax includes among others your county, employer, cell phone contact, unique email address, tax agent, etc.

When should i update my iPage?

Taxpayers are required to update their iPage on first log in to iTax.

Where can I update my iPage?

Go to https://itax.kra.go.ke or KRA website www.kra.go.ke. On the website you will see the iTax portal banner. Click on it to access the iTax portal.When logging for the first time, the initial requirement will be updating iPage.

 

How do I update my iPage?

One is required to fill in the mandatory fields especially under basic information then submit the data so as to update the taxpayers information with KRA.

What do I do if my PIN is not recognized when I try to update my iPage?

This happens for new PINs that have not been migrated to iTax. The taxpayer is required to send this PIN to KRA for migration through email Callcentre@kra.go.ke and DTDOnlineSupport@kra.go.ke or call 020 2390919 and 020 2391099 and 0771628105 or visit the nearest KRA office.

Do I need a VAT certificate if I have a PIN certificate?

No. PIN certificate is sufficient. What the taxpayer need to do if they start dealing in vatable business is to add VAT obligation on the PIN.

What happens when we try to update iPage and the data is not consistent with the database?

The taxpayer is required to send this PIN to KRA for data correction through email Callcentre@kra.go.ke and DTDOnlineSupport@kra.go.ke or call 020 2390919 and 020 2391099 and 0771628105 or visit the nearest KRA office.

 

I am trying to register but I keep getting error ref. no. 139…..what do I do?

This happens when there is poor internet connectivity. Sorry keep trying

What do I do if I have Error in date of birth or certificate of incorporation?

The taxpayer is required to send this PIN to KRA for data correction through email Callcentre@kra.go.ke and DTDOnlineSupport@kra.go.ke or call 020 2390919 and 020 2391099 and 0771628105 or visit the nearest KRA office.

What do I do if Income tax date comes before business commencement date?

The taxpayer is required to send this PIN to KRA for data correction through email Callcentre@kra.go.ke and DTDOnlineSupport@kra.go.ke or call 020 2390919 and 020 2391099 and 0771628105 or visit the nearest KRA office.

KRA Tax Returns – Kenya Revenue Authority Kra Online Tax Returns

Can I file all returns on iTax?

Yes you can. First you need to login into the system then go to the returns tab and select file return and download the return. You need to fill the return offline before you generate a zipped file that you will upload.

How do I treat Credits from a previous VAT return?

On the VAT return at the Tax Due worksheet, you can be able to put the figure at from the previous months credit.

 

If I dont have PINs for my suppliers what should I do?

Invoice without PIN is not valid tax invoice & therefore not allowed for tax deduction

How do I treat Credit notes in iTax?

iTax has provided for inclusion of the credit notes in the return. While filling the returns one needs to input a negative figure but quote the invoice relating to the credit note.

Can I correct an error once I file a return?

Yes. You can do this by filing an amended return.

I have heard that before one can complete the Excel Return one is required to enable MACROS on the excel sheet. What is enabling MACROS and how does one do this?

MACROS are inbuilt formulae in Excel that should be enabled once you download the return so that you can be able to fill in the details of the return. Enabling MACROS is on the read me section of the return and it gives you a step by step guide depending on the Excel version you have.

My business system produces a lot of data. With the Excel returns I will be required to fill every cell to input my data. This is cumbersome and time consuming. What will you do to facilitate and eliminate this inconvenience?

You can be able to do the returns in Excel and import the information to the return. You need to save this information in CSV (Comma delimited) for further information please contact KRA certified Intermediary agents, or call 020 2390919 and 020 2391099 and 0771628105.

I have a PIN but have not traded. Do I have to file returns?

Yes you need to file a NIL return. All you need to do is go to your iTax profile, Returns, and select the nil return option and submit.

What do I do if I am trying to upload my return but system tells me I have to file returns for previous months / year?

In the case of first time filling you need to call KRA for the change of rollout date. In the case that you had filled the first return on iTax and failed to file subsequent returns i.e. for one or three months, you need to file the missing returns in iTax before you can file the current one.

What do I do if I am trying to file VAT/PAYE return on iTax but system tells me I am not registered for that return?

You need to update your tax obligation information in your iTax account to enable you to file.

Can I view a copy of the previous returns that I have filed for previous tax periods?

Yes. You login to your account, select the returns tab then consult return. You need to select the type of return and the period.

What do I do if I am trying to upload a return and get Pin A0079…… is invalid but valid in PIN checker?

Call 020 2390919 and 020 2391099 and 0771628105 or visit the nearest KRA office for assistance

KRA Portal iTax – Making Payment in iTax Kenya

Can i make a payment before filing a return?

Yes you can. Payments of taxes and filing returns have been delinked. However any return that does not have a matching payment will automatically attract penalty and interests.

How do I make a payment?

The taxpayer will first generate a payment registration number (PRN) on their iTax profile. The printed PRN will then be taken to the bank together with the mode of payment (Cash, Cheque or RTGS)

What is a Payment Registration Number?

Payment Registration Number or PRN replaces the manual tax payment stationeries such as P11 and VAT3. PRN is generated electronically and is bar coded with unique serial number for every transaction. The PRN must be quoted when making payments to allow taxpayer ledger to be updated. PRN will expire in 7 days if not utilised.

How do I generate a PRN?

On the taxpayers profile, go to Payments then register payment. Fill in the electronic form first by selecting the taxhead. Once all the mandatory fields (marked with red stars) have been filled submit to generate PRN

Can I pay taxes through my local bank?

Yes as long as your bank has an agreement with KRA. Currently KRA has made arrangements with 27 banks. Other banks are still coming in and it is expected that once iTax is rolled out all banks will be in iTax.

What do I do if I made payments but I cannot see them on my iTax ledger?

This mainly happens if payments are outside iTax platform i.e. without generating a PRN or not quoting the PRN when executing payment. The taxpayer should provide the payment documents to KRA for back office reconciliation.

How do I make payments for WHT in iTax?

To make a WHT payment you need to click on the payment registration then select income tax on the tax head then select WHT and generate a payment slip by adding the taxpayers that you have withheld their payment.

How do I make payments for Agency revenue in iTax?

To make a payment on agency revenue click on the payment registration then select go to the tax head then select agency revenue and generate a payment slip by selecting the agency revenue you want to pay i.e. land rates, stamp duty, sugar development levy, KEBS

Why dont I see Agency revenue payments on my ledger?

KRA does not maintain the ledgers they are usually maintained by the Principal bodies e.g. KEBS, Ministry of Lands, Kenya Sugar board etc

 

iTax Kenya – Obligation

What is a tax obligation in Kenya?

A tax obligation is the liability of tax that one has.

What do I do after registering and can see only two icons(change password and logout)?

Normally a taxpayers profile will be fully populated will all icons within 24 hours upon registration. However a taxpayer intending to transact immediately can send this PIN to KRA through email Callcentre@kra.go.ke and DTDOnlineSupport@kra.go.ke or call 020 2390919 and 020 2391099 and 0771628105 or visit the nearest KRA office

The system prompts you to at least have one of the tax obligations.

This happens especially in the case of an individual registration. Just send this PIN to KRA through email Callcentre@kra.go.ke and DTDOnlineSupport@kra.go.ke or call 020 2390919 and 020 2391099 and 0771628105 or visit the nearest KRA office and request for the obligation.

KRA iTax Tax Compliance Certificate Kenya

Application of iTax Tax compliance Certificate

How do I apply for TCC in iTax?

The taxpayer will apply for Tax Compliance Certificate through their iTax profile. The application will be received by a KRA officer and processed electronically. Successful applicants will receive email with the Tax Compliance Certificate attached. Unsuccessful applicants will be notified of the areas of non compliance.

iTax KRA Pin Registration

Change of iTax KRA PIN Details and Reset of Password

How can I change the current email address from the one I registered with in iTax?

Change of email address can be initiated by the taxpayer. On the taxpayers profile under registration, the taxpayer is allowed to amend PIN details. Once the process is initiated by the taxpayer, a task is created for approval by a KRA officer.

In case I forget my KRA PIN password what can I do?

Go to the iTax log in page and select forgotten password. You will be asked for the security question you used when registering for the first time. Once you submit the information successfully, new log in credentials will be sent to your registered email address.

How can I change my KRA PIN password if I have forgotten my security question

The taxpayer is required to send this PIN to KRA for password and security question reset through email Callcentre@kra.go.ke and DTDOnlineSupport@kra.go.ke or call 020 2390919 and 020 2391099 and 0771628105 or visit the nearest KRA office.

What do I do if my KRA Pin is locked?

All blocked password are reset automatically within 24 hours. Alternatively the taxpayer is can send this PIN to KRA to be unlocked reset through email Callcentre@kra.go.ke and DTDOnlineSupport@kra.go.ke or call 020 2390919 and 020 2391099 and 0771628105 or visit the nearest KRA office.

Advantages of KRA iTax System

Some of the advantages of iTax includes.

  1. Access to the taxpayer ledger. including access by employees on their PAYE deductions . . .
  2. Real time update of the taxpayers ledger upon filing of returns and making payment . . .
  3. iTax is accessible at the comfort of the taxpayer, i.e. office or home. . . .
  4. Numerous payment channels – more Banks are being recruited to make payment of Domestic Taxes more convenient. . . .
  5. Simpler domestic tax return filing . the returns are based on the excel format. . . .
  6. Time saving. . . a.Reduced queuing at the banking hall . . b.Swift application and processing of tax related services e.g Tax Compliance Certificates, Refunds, Amendments, waivers, tax exemptions etc . . .
  7. Reduction of Refunds backlog by allowing taxpayers to utilise approved refunds to offset other tax liabilities. . . .
  8. Communication via e-mail and SMS notifications upon completion of transactions . . .
  9. Electronic generation of certificates, i.e. PIN, Withholding Tax certificates, Exemption Certificates etc. . . .
  10. iTax returns are excel based and therefore is easy to use. Excel also accommodates several hundred thousand columns and rows of data . .
  11. xi.Inconvenience caused to taxpayers through Request for records by KRA officers will be greatly reduced.

KRA iTax Portal Systems Minimum Requirement

Which are the recommended browsers that support iTax?

iTax works well with Firefox Mozilla

When a new version of Excel is released, my company is usually at the fore front in adopting new technology? Will the iTax returns work well with the upgraded Microsoft office?

iTax generated returns will work well with Microsoft office 2007 and 2010. Taxpayers will find diificulties working with the newly released versions

iTax KRA Portal – Tax Refunds in iTax Kenya

Can I apply for refunds in iTax?

This has not been rolled out yet so refunds will still be processed the usual way.

 

iTax Portal Kenya – Other General Questions

How can I know my PIN and station if I have my ID?

You can query through dialling (572) from your mobile phone and follow the steps to get the information. You are charged a small fee of Kshs 5.

Does KRA offer training on iTax?

  1. Yes. Training is done free of charge every Thursday at 5th floor Times Tower. You can also visit our nearest KRA office. . .
  2. User guides are also available at KRA offices and website to provide step by step instructions on how to navigate through the iTax system.
  3. RA intends to partner with appointed, licensed and trained Intermediary Agents who will assist taxpayers in Registration and filing of tax returns
  4. KRA registered Tax Agents (Including ICPAK/ LSK members) will be enabled to transact on iTax on behalf of taxpayers using their own log in credentials.

How secure is my information on iTax? Does KRA intend to secure taxpayers information by ensuring that no other party has access to the files once the data is uploaded on to KRA website? Who will be able to access the system and who will not?

  1. Some of the security features integrated into iTax are: . .
  2. During the update of registration details, the taxpayer is required to provide an email address that is unique for every PIN registered. The security features for the creation of a password have been strengthened and the taxpayer is at liberty to determine the strength of his/her password. In addition the security question authenticates the rightful user on issuance of a new password. . .
  3. The security stamp provided upon log in is to prevent phishing programs that attempt to hack into the taxpayers iTax account. . .
  4. There is an on-going Government initiative under the National Public Key Infrastructure (PKI) Project in which KRA is a pilotee. This security feature will enable taxpayers to securely transact on iTax and verify their identity via digital signature.

Where can I get support in case I have any issue with iTax?

Through email Callcentre@kra.go.ke and DTDOnlineSupport@kra.go.ke or call 020 2390919 and 020 2391099 and 0771628105 or visit the nearest KRA office

 


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Comments (1)

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  • 03/Apr/18 02:24pm

What is the meaning of the figures appearing on the debit and credit column of my ledger of KRA returns.

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