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.
For queries or further assistance, please call us on 0711 099 999 or send us an email through [email protected].