Learn how to file your KRA (Kenya Revenue Authority) returns without a P9 form in 2023 with this comprehensive step-by-step guide. Discover the necessary steps, from accessing your ITax account to navigating the return tab, confirming employment details, filling in the required sections, and more. Ensure a smooth and timely submission of your tax returns without relying on a P9 form. Stay compliant with tax regulations and fulfill your tax obligations effectively.
Introduction
Filing tax returns is a crucial responsibility for every citizen, ensuring compliance with the tax regulations of their country. In Kenya, the Kenya Revenue Authority (KRA) requires individuals, especially those who are employed, to submit their tax returns promptly. However, many employees face a common challenge – obtaining the necessary P9 form from their employers. Without this form, meeting the tax return deadline becomes daunting, potentially leading to penalties imposed by the tax authorities.
To address this issue and help individuals navigate the process, this step-by-step guide presents a comprehensive approach to filing KRA returns without a P9 form. By following these instructions, you can fulfill your tax obligations on time and avoid any unnecessary fines. Let’s delve into the details and ensure a smooth and hassle-free tax return process in 2023.
Table of Contents
II. Step 1: Accessing Your ITax Account
To begin the process of filing your KRA returns without a P9 form, you need to access your ITax account. This account serves as your portal to manage your tax-related matters online. Follow these steps to access your account:
Open your web browser and visit the KRA website (www.kra.go.ke).
Look for the “Login” or “ITax Login” option on the homepage and click on it.
Enter your KRA PIN (Personal Identification Number) in the designated field.
Next, provide your password. If you have forgotten your password, click on the “Forgot Password” link and follow the instructions to reset it.
Once you have entered your PIN and password, click on the “Login” button to proceed.
If the provided information is correct, you will be successfully logged into your ITax account. In case of any login issues or technical difficulties, you can contact the KRA support team for assistance.
Accessing your ITax account is the first step towards filing your KRA returns without a P9 form. It grants you access to the necessary tools and forms required to complete the tax filing process accurately and efficiently.
III. Step 2: Navigating to the Return Tab
After accessing your ITax account, the next step is to navigate to the Return Tab. This tab provides access to the various forms and options related to filing your KRA returns without a P9 form. Follow the instructions below to find the Return Tab:
Once you are logged into your ITax account, look for the menu at the top of the page.
Locate and click on the “Return” tab in the menu. This tab is usually prominently displayed.
Clicking on the Return Tab will trigger a drop-down list of options related to tax returns.
By clicking on the Return Tab, you will find a range of options that facilitate the filing of your tax returns. These options include forms for different types of income, deductions, and allowances. It is essential to select the appropriate form based on your employment status and income sources.
Navigating to the Return Tab is crucial as it directs you to the necessary tools and forms required to accurately complete and submit your KRA returns without relying on a P9 form.
IV. Step 3: Selecting the ITR for Employment Tab
Once you have accessed the Return Tab, the next step is to select the appropriate form for employment-related income. In this case, you will choose the ITR (Income Tax Return) for Employment tab. Follow these steps to make the selection:
Within the drop-down list under the Return Tab, look for the option labeled “ITR for Employment” or similar phrasing.
Click on the ITR for Employment tab to proceed. By selecting the ITR for Employment tab, you ensure that you are accessing the correct form specifically designed for reporting and filing your tax returns related to employment income. This form is tailored to capture the necessary details and figures related to PAYE (Pay As You Earn) and other employment-related taxes.
Choosing the appropriate form is crucial as it ensures that you provide accurate information and comply with the specific requirements for employment-related tax filing.
V. Step 4: Confirming Employment Details
Once you have selected the ITR for Employment tab, the next step is to confirm your employment details. This step helps ensure that the system recognizes your employment status and enables you to proceed with the tax return process. Follow the instructions below:
On the online form that appears after selecting the ITR for Employment tab, locate the section where you need to confirm your employment status.
Look for the question that asks if you are employed and select “Yes” to confirm your employment status.
By selecting “Yes,” you indicate that you are employed and proceed to the next page of the form.
Confirming your employment details is essential for accurately reporting your income and taxes withheld by your employer. This step allows the system to generate the appropriate sections and fields relevant to your employment income, ensuring that you provide accurate information for the tax return filing process.
VI. Step 5: Filling in Basic Information (Section A)
After confirming your employment details, the next step is to fill in the basic information required in Section A of the online form. This section collects essential personal details and provides a foundation for further tax calculations. Follow these steps to complete Section A:
In Section A, you will find various fields marked with an asterisk (*), indicating that they are mandatory. Fill in all the required fields with accurate information.
Start by answering the questions listed in Section A. For example:
If your employer has provided you with a car, select “No” if you have not been provided with one.
If you select “Yes” regarding a provided car, additional sections (such as Section I) will appear, requiring specific details related to the car’s make, engine capacity, registration number, etc. Fill in these details accordingly.
Proceed through Section A, ensuring that you provide accurate responses to all the questions marked with an asterisk. These questions cover various aspects, such as mortgage details, life insurance, foreign income, and disability exemption certificates. Fill in the information relevant to your situation.
Keep in mind that certain sections, such as the mortgage details (Section J) and life insurance (Section L), may require additional documentation or certificates from the respective lenders or insurance companies. If you have obtained these documents, fill in the required details accordingly.
Remember to double-check all the information you have entered in Section A to ensure accuracy and completeness.
By filling in the basic information in Section A, you establish the foundation for your tax return and provide the necessary details for calculating your tax liability accurately. Ensure that you carefully respond to each question and provide the required information to proceed with the filing process smoothly.
VII. Step 6: Other Sections (Mortgage, Insurance, Foreign Income, Exemption Certificate)
In addition to Section A, there are several other sections in the tax return form that require attention. These sections pertain to specific aspects such as mortgage, insurance, foreign income, and exemption certificates. Follow the steps below to complete these sections:
Mortgage (Section J):
If you have a mortgage, select “Yes” in response to the question about having a mortgage.
A new section, Section J, will appear where you need to provide details about the lender.
Fill in the lender’s PIN, mortgage account number, outstanding amount at the year-end, amount borrowed, and interest paid.
Insurance (Section L):
If you have life insurance, select “Yes” to indicate that you have a life insurance policy.
In Section L, provide the insurance company’s PIN, type of policy (life, education, or health), policyholder information, policy details, and annual premiums paid.
Foreign Income:
If you earn income from a foreign country, select “Yes” to indicate that you have foreign income.
Fill in the necessary details related to your foreign income as prompted in the respective section.
Exemption Certificate for Disability:
If you have been issued an exemption certificate for disability, select “Yes” to indicate that you have one.
Provide the required details related to your exemption certificate in the active section.
It is important to carefully fill in the information for these sections based on your individual circumstances. Ensure that you have any necessary documents or certificates ready to accurately complete the required fields. Double-check your entries for accuracy before proceeding to the next step.
By addressing these additional sections, you ensure that your tax return is comprehensive and reflects all relevant information related to your mortgage, insurance, foreign income, and exemption certificates.
VIII. Step 7: Bank Details (Section 8, Part 2)
In Step 7, you will provide your bank details in Section 8, Part 2 of the tax return form. This step is relevant if you are eligible for a tax refund. Follow these steps to provide your bank details:
Navigate to Section 8 of the form, which typically covers bank details and refund information.
Locate Part 2 within Section 8, which pertains specifically to bank details.
If you qualify for a refund and need to provide your bank details, this section will be active and ready for you to fill in.
Enter your bank account information accurately, including the bank name, branch, account number, and any other required details.
Ensure that you double-check the entered information for accuracy before proceeding.
It’s important to note that Section 8, Part 2 will only be active if you are eligible for a refund. If you are uncertain about your eligibility or whether you qualify for a refund, you can proceed with filling out the rest of the form first. If you are determined to be eligible for a refund, you can then return to Section 8, Part 2 to provide your bank details at a later stage.
By providing your bank details in Section 8, Part 2, you enable the Kenya Revenue Authority (KRA) to process any applicable refunds efficiently and ensure that the funds are deposited into your designated bank account.
IX. Step 8: Employment Income Details (Section F)
In Step 8, you will provide the necessary details about your employment income in Section F of the tax return form. This section focuses on capturing specific information related to your employment. Follow these steps to complete Section F:
Locate Section F in the tax return form, which is dedicated to employment income details.
Review the pre-filled information, such as your employer’s PIN (Personal Identification Number) and the name of your employer. Ensure that these details are accurate and match your employment records.
Verify that the gross pay, which represents your total income before any deductions, is correctly populated. Cross-reference this information with your employment records, such as your payslips or P9 form, to ensure accuracy.
If any discrepancies are found in the pre-filled details, make the necessary adjustments to ensure the accurate representation of your employment income.
Double-check all the information provided in Section F for accuracy and completeness.
Section F is crucial for calculating your tax liability based on your employment income. By accurately reporting your income details, you contribute to the integrity and accuracy of your tax return. Review the pre-filled information, make any necessary adjustments, and ensure that all the details are correctly captured before proceeding to the next step.
Remember, the accuracy of the employment income details provided in Section F is essential to determine your tax liability accurately and comply with the tax regulations set by the Kenya Revenue Authority (KRA).
XIV. Conclusion
Filing your KRA returns without a P9 form may initially seem challenging, but with the right steps and guidance, it is entirely achievable. By following the step-by-step process outlined in this guide, you can confidently file your tax returns on time and fulfill your tax obligations.
In this blog, we have discussed various steps to help you navigate the tax return filing process without relying on a P9 form. From accessing your ITax account and navigating the return tab to confirming employment details and filling in the necessary sections, each step is designed to ensure a comprehensive and accurate submission of your tax return.
Remember, it is crucial to carefully review and cross-check the information you provide in each section to ensure accuracy. In case you encounter any difficulties or have specific queries related to your unique circumstances, it is advisable to seek professional assistance or contact the Kenya Revenue Authority (KRA) for guidance.
Filing your tax returns on time not only helps you avoid penalties and fines but also contributes to the development and functioning of the country by supporting public services and infrastructure. It is a responsibility that should be taken seriously by all taxpayers.
By successfully completing the tax return filing process, you contribute to a transparent and accountable tax system. Stay informed about any updates or changes in tax regulations and deadlines to ensure compliance in the future.
We hope this guide has provided you with valuable insights and simplified the process of filing your KRA returns without a P9 form. Remember to file your returns before the deadline and keep a copy of your acknowledgment receipt for future reference.
Wishing you a seamless and hassle-free experience in filing your KRA returns and fulfilling your tax obligations.
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