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TSC asks teachers to file KRA returns by June 30- See circular and procedure

KRA Returns for Teachers- The Teachers Service Commission (TSC) has asked teachers to file their Kenya Revenue Authority (KRA) individual tax returns by June 30.

Through a circular, dated 15th April, TSC Boss Dr. Nancy Macharia urges the teachers to file the returns early to avoid the last minute rush.

“All TSC employees are required to file their individual income tax returns for the year through the KRA online iTax platform (https://itax.kra.go.ke) by 30th June  as required by Income Tax Act.” Says Dr. Macharia in the circular.

The circular is copied to all TSC Secretariat Staff, Secondary Schools Principals,Teacher Training Colleges Principals, Primary Schools Head Teachers, The Director Cemastea, The Director Kenya Institute of Special Education and The Director Kenya Institute of the Blind.

According to the TSC Boss, the Tax Deduction Cards (P9 Forms) have been uploaded on the TSC pay slip portal for all employees to download. This will facilitate filing of the returns. (See circular below for full details).

STEP BY STEP GUIDE TO FILING YOUR 2022/2023 KRA RETURNS

  1. GETTING YOUR P9 FORM: Ensure you have downloaded, printed or screen shot your P9 form from the TSC online portal at: https://tpay.tsc.go.ke/.
  2. LOGGING INTO THE KRA ITAX PORTAL: Then, log into the KRA’s ITax portal by typing: https://itax.kra.go.ke/KRA-Portal/ into your browser.
  3. Enter your KRA pin (read from your P9 form) and click on login. On the next window, enter your password and security stamp and click on (Remember, you can regenerate your password in case you forgot one by using the FORGOT PASSWORD/UNLOCK ACCOUNT hyperlink on the same dialog box).
  4. Once logged in; click on E-Return hyperlink and in the next dialog box, select Tax Obligation as income Tax – Resident Individual. Now click on Next.
  5. DOWNLOADING THE EXCEL SHEET: On the next window. Select.. Click here to download Income Tax- Resident Individual Form (Excel).
  6. FILLING THE EXCEL SHEET FORM. Ensure your computer has Microsoft office Service Pack 2 or higher version of Office.
  7. Locate the excel sheet form and open it and fill in the parts, thus:

SECTION A PART 1:

  1. Personal Identification Number: Your KRA PIN
  2. Type of Return: Original
  • Return Period From: 01/01/2022
  1. Return Period To: 31/12/2022
  2. Do you have any income other than employment income: As Appropriate for your case
  3. Do you have partnership income: As Appropriate for your case
  • Do you have estate trust income?: As Appropriate for your case
  • Has your employer provided you with a car?: NO
  1. Do you have a mortgage?: As Appropriate for your case
  2. Do you have a Home Ownership Savings Plan?: As Appropriate for your case
  3. Do you have a life insurance policy?: As Appropriate for your case
  • Do you have a commercial vehicle?: As Appropriate for your case
  • Do you earn any income from a foreign country?: As Appropriate for your case
  • Have you been issued with the exemption certificate for disability?: As Appropriate for your case
  1. Do you want to declare Wife’s income?: As Appropriate for your case (Though easier when each declares separately)

Related news;

SECTION A PART 2: BANK DETAILS:

  1. BANK NAME: As Appropriate for your case
  2. BRANCH NAME: As Appropriate for your case
  • CITY: As Appropriate for your case
  1. ACCOUNT HOLDER’S NAME: As Appropriate for your case
  2. ACCOUNT NUMBER: As Appropriate for your case
  • SECTION A PART 3: DETAILS OF AUDITOR: As Appropriate for your case
  • SECTION A PART 4: LAND LORD DETAILS (SELF): As Appropriate for your case
  • SECTION A PART 5: TENANT DETAILS (SELF): As Appropriate for your case
  • SECTION A PART 5: TENANT DETAILS (WIFE):

NB: AVOID PART 3-5 IF NOT APPLICABLE.

  • SECTION A PART 6: DEATAILS OF EXEMPTION CERTIFICATE FOR DISABILITY (SELF AND WIFE): As Appropriate for your case
  • SECTION F: DETAILS OF EMPLOYMENT INCOME(SELF & WIFE)
  • PIN OF EMPLOYER: P051098084N
  • NAME OF EMPLOYER: TSC
  • GROSS PAY: (SUBTOTALS + ARREARS as on P9 form)
  • Allowances and benefits from employer (i.e hardship) other than car and housing: As Appropriate for your case
  • SECTION J: COMPUTATION OF MORTGAGE INTEREST (SELF & WIFE): Avoid if not applicable
  • SECTION M: DETAILS OF PAYE DEDUCTED AT SOURCE FROM SALARY (SELF & WIFE)
  • PIN OF EMPLOYER: P051098084N
  • NAME OF EMPLOYER: TSC
  • TAXABLE SALARY: (SUBTOTALS + ARREARS as on P9 form)
  • TAX PAYABLE ON TAXABLE SALARY: PAY AUTO(PAYE) + RELIEF as in P9 form
  • AMOUNT OF TAX DEDUCTED (PAYE): PAY AUTO(PAYE); as in P9 form
  • AMOUNT OF TAX PAYABLE OR REFUNDED (PAYE): Ensure the Amount of Relief displayed here corresponds to that on your P9 form
  • SECTION Q: DETAILS OF INCOME TAX PAID IN ADVANCE (SELF): As applicable for your case. But mostly not applicable for many if not all. Thus, leave it blank.
  • SECTION T: TAX COMPUTATION:
  • No. 11.1: DEFINED/ PENSION CONTRIBUTION: 00
  • No. 12.6: PERSONAL RELIEF: Enter Total MPR Value as in P9 form.
  • No. 13.4: 00
  • No.: 13.5: 00
  • CLICK ON VALIDATE TAB (Check properly that all fields are entered correctly and that the tax due is zero or close to zero!)
  • You will be prompted to save the sheets. Click on yes. Once validated, the form will be saved in drive c..Location Path: C/user/docs/date….._ITR.zip
  • UPLOADING THE FORM:
  • Go back to your ITAX Account on your browser.
  • UNDER THE INCOME TAX-RESIDENT INDIVIDUAL FORM:
  • TYPE OF RETURN: ORIGINAL
  • RETURN PERIOD FROM: 1/1/2018
  • RETURN PERIOD TO: 31/12/2018
  • UPLOAD FORM: Locate the form in drive C and double click on it
  • CHECK THE I AGREE TO THE TERMS AND CONDITIONS BUTTON.
  • CLICK ON

For latest news click on this link: Updated news portal

DOWNLOADING THE E-RETURN ACKNOWLEDGEMENT RECEIPT:

Evidence of upload is very essential. Ensure to save such evidence, just in case..!

  • Once successfully uploaded, a tab “e-Return Acknowledge Receipt” is displayed.
  • Click on it to down load it to your local PC…. Save a soft copy… print a hard copy (Back-up manenos!)
  • Remember to locate a copy of this in your mail box!
  • LOGGING OUT: Remember to log out of your ITax Account… more so if filling @ a cyber café….. For security and integrity reasons!

TSC CIRCULAR ON FILING OF THE 2020 KRA INDIVIDUAL RETURNS ONLINE.

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