KRA: Filing tax returns with multiple P9 forms

Filing tax returns with multiple P9 forms in Kenya requires consolidating income and tax details from all employers to ensure accurate reporting. Here’s a step-by-step guide to assist you through the process:

1. Gather All Necessary Documents:

• P9 Forms: Obtain P9 forms from each employer for the relevant tax year. Filing tax returns with multiple P9 forms
• Personal Information: Ensure you have your Kenya Revenue Authority (KRA) PIN and iTax portal login credentials.

2. Access the iTax Portal:

• Visit the iTax portal and log in using your KRA PIN and password.

3. Download the Income Tax Resident Individual Form:

• Navigate to the ‘Returns’ menu and select ‘File Return.’
• Choose ‘Income Tax Resident Individual’ as the tax obligation.
• Download the Excel-based return form provided.

4. Enable Macros in the Excel Form:

• Open the downloaded Excel form and enable macros to allow full functionality.

5. Fill in the Return Information:

• Section A, Part 1: Enter your personal details, including your KRA PIN and the return period.

6. Enter Employment Income Details:

• Section F: For each employer, input:
  • Employer’s PIN and name.
  • Gross pay, allowances, and benefits as per each P9 form.
  • Ensure all income sources are accurately reported.

7. Input PAYE Details:

• Section M: For each employer, provide:
  • Taxable salary.
  • Tax payable on the taxable salary.
  • PAYE deducted, as indicated on each P9 form.

8. Complete Tax Computation:

• Section T: Enter any applicable reliefs, such as:
  • Personal relief.
  • Insurance relief.
  • Pension contributions.

9. Validate the Form:

• After completing all sections, click the ‘Validate’ button to check for errors.
• Address any validation issues as prompted.

10. Upload and Submit the Return:

• Log back into the iTax portal.
• Navigate to ‘Returns’ > ‘File Return.’
• Upload the validated Excel form.
• Agree to the terms and conditions, then submit.

11. Download the Acknowledgment Receipt:

• After submission, download the e-Return Acknowledgment Receipt for your records.

Additional Tips:

• Accuracy: Ensure all figures match those on your P9 forms to avoid discrepancies.
• Timeliness: File your returns before the June 30th deadline to avoid penalties.
• Assistance: If you encounter challenges, consult the KRA tutorials or seek professional tax advice.

By meticulously consolidating your income and tax details from all employers, you can ensure compliance with KRA requirements and maintain accurate tax records.