What causes a tax refund
Upon filling an individual income tax return, a tax refund may arise from;
- Insurance policies on life and education that have not been granted relief by the employer on the same,
- Having a mortgage from a specific financial institution (as listed on the 4th schedule on Income Tax Act), and has not been granted relief by the employer on the same,
- A resident individual who was not granted personal relief during the year,
- If tax deducted at source was paid in excess of final liability.
Taxpayers can apply for tax refund within five years from the date in which tax was paid through https://itax.kra.go.ke/KRA-Portal/.
What is required when applying for a Tax Refund?
When applying for a tax refund on Income Tax, there are certain documents required depending on the situation that resulted to the refund. These documents include:
- P9 Form for claims relating to excess PAYE deductions,
- Insurance policy certificates for claims relating to insurance relief,
- Mortgage certificate from a financial institution for claims relating to interest on mortgage,
- Withholding tax certificates for claims relating to tax deducted at source.
Kindly ensure the application is accompanied by the relevant supporting documents.
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