Professional Documents
Culture Documents
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1. ABBREVIATIONS IN THE DOCUMENT
2. INTRODUCTION
Under sec. 52B of the income Tax Act ( Not withstanding any other provisions of the Income
Tax Act), every individual chargeable to tax under this Act shall for any year of income, furnish
to the commissioner a return of income, including a self assessment of his tax from all sources of
income, not later than 30th June. If you do not submit the Return by this date you will be liable to
a penalty at the rate of 5% of the net tax due for every period of 12 months or part thereof,
minimum penalty being Ksh1, 000.
This document will guide you on how to file your return directly on-line.
This online guide will help in filing the entire return, but it is highly
recommended that you use the return filing software –TSW- if you are
declaring income that is not employment income and requires completing
detailed reports- DRPs- which requires more time
If indeed you have no income to declare in all the parts A-F, please proceed to
Part G of the return.
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3. STEP-BY-STEP GUIDE FOR FILING IT1 RETURN ONLINE
To be able to file your IT1 return online, you will need to register as a user in ITMS. To register
follow the steps in the online services step-by-step guide provided on the KRA website
www.kra.go.ke/portal
4. GETTING STARTED
To complete your return you will need the following documentation where applicable:
• Form P9A from Employer.
• The employer’s PIN. Request PIN from your employer if not already on the P9A.
• Financial statements for the following incomes; business income, farming income, rent
income.
• Mortgage Interest Certificate and PIN of lender
• Insurance Premium Certificate and PIN of underwriter
• Withholding tax certificates (W44)
• Any other documentation relating to income you received or deductions you want to
claim
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5. HOW DO I LOGIN TO ITMS TO FILL MY RETURN?
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6. HOW DO I FILL IN MY RETURN ONLINE?
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Click here to
select the year
1) Enter ID number
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7. HOW DO I FILL IN MY INCOME DETAILS FROM SPECIFIED SOURCES?
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Click here
8. FILLING THE DRP IN PART A-F to fill DRP
o Once you click the button “DRP|”, the detailed report on page 8 appears; fill in
the relevant fields as per your financial statement. Then click “Calculate”, then
“Submit” to proceed.
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Click
“Calculate”
then
“Submit”
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9. HOW DO I FILL MY EMPLOYMENT INCOME DETAILS?
Fill in all the columns as required then click “Calculate”, then “Submit” to proceed.
For “body type” enter details as follows:
For a saloon/estates car enter 1
For Pick Up, Uncovered Panel Van enter 2
For a Land Rover/Cruiser enter 3
Click
“Calculate”
then
“Submit”
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10. HOW DO I FILL IN MY PENSION CONTRIBUTION, MORTGAGE INTEREST
OR HOSP CONTRIBUTION DETAILS?
The mortgage Interest DRP below appears; fill in the details appropriately then click “Calculate”,
then “Submit” to proceed
Click
“Calculate”
then
“Submit”
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The Home Ownership Savings Plan (HOSP) DRP appears: fill in details from HOSP certificate
then click “Calculate”, then “Submit” to proceed
Click
“Calculate”
then
“Submit”
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11. HOW DO I FILL IN MY INSURANCE RELIEF DETAILS?
The Insurance relief DRP appears; fill in details appropriately then click “Calculate”, then “Submit”
to proceed
Click
“Calculate”
then
“Submit”
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12. HOW DO I FILL IN MY PAYE CREDITS, ADVANCE TAX AND OTHER
WITHHELD TAX DETAILS?
Click here to
fill in the
Advance Tax
The Advance Tax DRP appears; fill in details appropriately then click “Calculate”
For “Usage” enter details as follows:
For Vans, Pick-ups, Trucks and Lorries enter 1
For Saloons, Station-wagons, Minibuses, Buses and Coaches enter 2
Click
“Calculate”
then
“Submit”
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PART K
In this part you will be required to enter value of Total Installment Tax Paid.
Once you complete filling your return follow the steps below to submit:
I. Press calculate; should there be an error in the return, a message will appear at the bottom
of the return describing the error. Correct the error then press calculate again.
II. Check the box to declare that the information you have filled is a true reflection of your
income
III. Submit the return by pressing the “Submit” button
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Once you submit successfully a message appears informing you that your request has been
processed successfully.
If there is payment to be made, select the link “Confirm E-Slip”. If no payment is to be made
then the only option available will be “Display Tax Return”.
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