Help on Enable Macro (Enable Validate button):

FOR EXCEL 2010 :-

To "Enable Macro" please follow steps below.
1
2
3
4

FOR EXCEL 2007 :

To "Enable Macro" please follow steps below.
1
2
3
4

FOR OTHER EXCEL VERSIONS :

To "Enable Macro" please follow steps below.
1
2
3
4

Change your regional date option from "Control Panel --> Region and Language" to "English

Please click on "validate" button to check errors in excel sheet. If there is no error in excel sheet then uplo
Numeric fields in the whole sheet will accept numbers of length maximum 15 digits. In case if data is of le
accept '0' for digits after 15 characters
Note :
While opening excle template in a MS Excel 2003, excel macro will not work properly. To avoid this probl
MS Excel 2003 version with Service Pack 3.
While opening excle template in a MS Excel 2007, excel macro will not work properly. To avoid this probl
MS Excel 2007 version with Service Pack 2.
While opening MS Excel 2003 template in a MS Excel 2007/2010 version for the first time, Due to security
disable by default, you need to first enable macro in MS Excel 2007/2010 and reopen the template.
le Macro (Enable Validate button):

o "Enable Macro" please follow steps below.

Click the File Menu (Office BackStage), and then select Options from the left sidebar.
Click Trust Center, click Trust Center Settings, and then click Macro Settings.
Select "Enable all macros". Click on 'OK'.
Open the file again.

o "Enable Macro" please follow steps below.

Click the Microsoft Office Button , and then click Excel Options.
Click Trust Center, click Trust Center Settings, and then click Macro Settings.
Select "Enable all macros". Click on 'OK'.
Open the file again.

EXCEL VERSIONS :
o "Enable Macro" please
Select the follow
Tools steps
menu below.
option and then select Macro and Security. In the resulting Security dialog, set the
to Lowthe
Close byfile
clicking theother
and any Low radio button.
instances of the application currently running on the computer (close all excel
that also use the application you are currently running).
Open the file again.
Click the Enable button to allow the macro to run.

Fields marked in white color is enabled and data can be entered in that field.
Fields marked in Grey color is Disabled.
Fields marked in Light Grey color is showing Description of field.

hange your regional date option from "Control Panel --> Region and Language" to "English(Unites States)"

"validate" button to check errors in excel sheet. If there is no error in excel sheet then upload file gets generated.
in the whole sheet will accept numbers of length maximum 15 digits. In case if data is of length more than 15 digits,
igits after 15 characters

excle template in a MS Excel 2003, excel macro will not work properly. To avoid this problem, upgrade your
version with Service Pack 3.
excle template in a MS Excel 2007, excel macro will not work properly. To avoid this problem, upgrade your
version with Service Pack 2.
MS Excel 2003 template in a MS Excel 2007/2010 version for the first time, Due to security features of MS Excel mac
ault, you need to first enable macro in MS Excel 2007/2010 and reopen the template.
Sr. No. Section Name Field Error Description
Reference Cell
 Resident Individual Income Tax Return

Section A Part 1 : Return Information

Personal Identification Number *
Type of Return *
Return Period From *
Return Period To *
Do you have any income other than
employment income? * No
Do you have partnership income? * No
Do you have estate trust income? * No
Has your employer provided you with a car?
* No
Do you have a mortgage? * No
Do you have a Home Ownership Savings
Plan? * No
Do you have a life insurance policy? * No
Do you have a commercial vehicle? * No
Do you earn any income from a foreign
country? * No
Have you been issued the Exemption
Certificate for disablity? * No
Do you want to declare Wife's Income? * No
Wife's PIN *
Does your wife have any income other than
employment income? *
Does your wife have been issued the
Exemption Certificate for disablity? *

Section A Part 2 : Bank Details

Description Details
Bank Name *
Branch Name *
City *
Account Holder's Name *
Account Number *
Section A Part 3 : Details of Auditor
Description Details (Self)
PIN of Auditor
Name of Auditor
Date of Audit Certificate
Section A Part 4 : Landlord Details (Self)

PIN of Landlord (If Available) Name of Landlord

Section A Part 4 : Landlord Details (Wife)

PIN of Landlord (If Available) Name of Landlord

Section A Part 5 : Tenant Details (Self)

PIN of Tenant (If Available) Name of Tenant

Section A Part 5 : Tenant Details (Wife)

PIN of Tenant (If Available) Name of Tenant

 Section A Part 6 : Details of Exemption Certificate for disablity (Self)
Exemption Certificate Number Date From

Section A Part 6 : Details of Exemption Certificate for disablity (Wife)

Exemption Certificate Number Date From
dividual Income Tax Return

Version 18.0.6

01/01/2022

30/06/2023 01/01/2023 31

12

2022

Auditor
Details (Wife)
N N
A Part 4 : Landlord Details (Self)
P
L.R.Number Building Street/Road

A Part 4 : Landlord Details (Wife)

P
L.R.Number Building Street/Road

n A Part 5 : Tenant Details (Self)

P
L.R.Number Building Street/Road

n A Part 5 : Tenant Details (Wife)

P
L.R.Number Building Street/Road
icate for disablity (Self)
Date To spouseCode

cate for disablity (Wife)

Date To spouseCode

0
st

December
 Physical Full Address
City/Town County District

Physical Full Address

City/Town County District

Physical Full Address

City/Town County District

Physical Full Address

City/Town County District
 SpouseCode

0 0

0 0

0 0 0
18.0.6 2
XLS EXCEL 1997-2003
2 9
 Postal Addr
Tax Area / Locality Descriptive Address P.O.Box

Postal Addr
Tax Area / Locality Descriptive Address P.O.Box

Postal Addr
Tax Area / Locality Descriptive Address P.O.Box

Postal Addr
Tax Area / Locality Descriptive Address P.O.Box
 Postal Address Period of Occupancy During the Year
Post Office Name Postal Code Date From

Postal Address Period of Occupancy During the Year

Post Office Name Postal Code Date From

Postal Address Period of Occupancy During the Year

Post Office Name Postal Code Date From

Postal Address Period of Occupancy During the Year

Post Office Name Postal Code Date From
Occupancy During the Year
Date To Amount of Gross Rent
strSpouseCode
Paid or Payable (Ksh)

Total 0.00

Occupancy During the Year

Date To Amount of Gross Rent
Paid or Payable (Ksh) strSpouseCode

Total 0.00

Occupancy During the Year

Date To Amount of Gross Rental
Income (Ksh)
strSpouseCode

Total 0.00

Occupancy During the Year

Date To Amount of Gross Rental
Income (Ksh) strSpouseCode
Total 0.00
 Rent Code

Rent Code

Rent Code

Rent Code
 Section F : Details of Employment In
PIN of Employer Name of Employer Gross Pay (Ksh)
(A)

Section F : Details of Employment Inc

PIN of Employer Name of Employer Gross Pay (Ksh)
(A)
ils of Employment Income(Self)
Allowances and Benefits Value of Car Benefit (Total Net Value of
from Employment (Other of "Value of Car Benefit" Housing (Ksh)
than Car and Housing) from I_Computation_ (D)
(Ksh) (B) of_Car_Benefit)(Ksh) (C)

ls of Employment Income(Wife)
Allowances and Benefits Value of Car Benefit (Total Net Value of
from Employment (Other of "Value of Car Benefit" Housing (Ksh)
than Car and Housing) from I_Computation_ (D)
(Ksh) (B) of_Car_Benefit)(Ksh) (C)

0.00
Pension if in excess of Total Employment Income
300,000 (Ksh) (Ksh) (F) = (A+B+C+D+E)
(E)

Total 0.00

Pension if in excess of Total Employment Income

300,000 (Ksh) (Ksh) (F) = (A+B+C+D+E)
(E)

0.00 0.00 W

Total 0.00
 Section M : Details of PAYE Deducted at Sourc
PIN of Employer Name of Employer Taxable Salary (Ksh)

Section M : Details of PAYE Deducted at Sourc

PIN of Employer Name of Employer Taxable Salary (Ksh)
YE Deducted at Source from Salary (Self)
Tax Payable on Taxable Amount of Tax Amount of Tax Payable or
Salary (Ksh) Deducted(PAYE) (Ksh) Refundable
(A) (B) (PAYE) (Ksh)
(C) = (A-B)

Total 0.00

YE Deducted at Source from Salary (Wife)

Tax Payable on Taxable Amount of Tax Deducted Amount of Tax Payable or
Salary (Ksh) (PAYE) (Ksh) Refundable
(A) (B) (PAYE) (Ksh)
(C) = (A-B)

Total 0.00
spouse code

spouse code
 Section Q : Details of Income Tax Paid in Advance (Self)
Section Q1 : Advance Payment
Payment Registration Date of Deposit Amount of Income Tax sched
Number Paid (Ksh) ule
code

Total 0.00

Section Q2 : Self Assessment Tax

Payment Registration Date of Deposit Amount of Income Tax sched
Number Paid (Ksh) ule
code

Total 0.00
Total (Section Q1 Total + Section Q2 Total) 0.00

Section Q : Details of Income Tax Paid in Advance (Wife)

Section Q1 : Advance Payment
Payment Registration Date of Deposit Amount of Income Tax sched
Number Paid (Ksh) ule
code

Total 0.00

Section Q2 : Self Assessment Tax

Payment Registration Date of Deposit Amount of Income Tax sched
Number Paid (Ksh) ule
code
 Total 0.00
Total (Section Q1 Total + Section Q2 Total) 0.00
spous
e code

spous
e code

spous
e code

spous
e code
 Section T : Tax Computation
Sr. No. Description
11 Total Deduction (11.1+ Higher value of 11.2 or 11.3)

11.1 Defined / Pension Contribution

Mortgage Interest (Total of Amount of Interest Paid from
11.2 J_Computation_of_Mortgage but subject to Maximum 300,000 Ksh)
Deposit in Home Ownership Saving Plan (Total of "Total Deposit for the Year"
11.3 from K_Home_Ownership_Saving_Plan but subject to Maximum 96,000 Ksh)

12 Total of Tax Payable Less Reliefs and Exemptions (12.5 - 12.6 - 12.7)

Employment Income ("Total Taxable Employment Income" from

12.1 F_Employement_Income)
Taxable Income from Estate(s)/Trust(s)/Settlement (Total of "Amount of Share of
12.2 Income (Ksh)" from H_Estate_Trust_Income)
12.3 Allowable Tax Exemption in case of Person with Disablility
12.4 Net Taxable Income (12.1+ 12.2+Line Number 9 (Consolidated) - 11-12.3)
12.5 Tax on Taxable Income (12.4 *applicable rates)
12.6 Personal Relief
Insurance Relief (Total of "Amount of Insurance Relief " from
12.7 L_Computation_of_Insu_Relief but subject to Maximum 60,000 Ksh)

13 Tax Credits (13.1+13.2+13.3+13.4+13.5+13.6+13.7+13.8)

PAYE Deducted from Salary (Total of "Amount of Tax Deducted (PAYE)" from
13.1 M_Details_of_PAYE_Deducted)
Allowable Tax in case of Estate(s)/Trust(s)/Settlement ((Total of "Amount of Share
13.2 of Income from H_Estate_Trust_Income) * 30%)
Total Installment Tax Paid (Total of "Amount of Installment Tax Paid" from
13.3 N_Installment_Tax_Credits)
13.4 Withholding Tax (Total of "Withholding Tax Amount" from O_WHT_Credits)
Credits u/s 12A - Advance Tax on Commercial Vehicle (Total of "Amount of
13.5 Advance Tax Paid" from P_Advance_Tax_Credits)
Income Tax Paid in Advance (Total of "Amount of Income Tax Paid" from
13.6 Q_IT_Payment_Credits)
13.7 Credits u/s 41 (Total of "Amount of Tax Relief" from R_DTAA_Credits)

13.8 Withholding Tax (Total of "Withholding Tax Amount Of Monthly Rental Income")

14 Tax Due / (Refund Due) ((12 (Self) + 12 (Wife) - 13(Self) - 13 (Wife))

 4

b
u
I
tn
utation t
m
e
Self (Ksh) Wife (Ksh)
ar
0.00 0.00 0 k
e
0 es
0 t
i
0.00 0.00 0 t

0.00 0.00 0c
0o
#VALUE! #VALUE! n
f
i
g
0.00 0.00 0
u
r
0.00 0.00 0a
0.00 0.00 0b
0.00 0.00 0l
#VALUE! #VALUE! 0e
0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00
0.00 0.00

0.00 0.00

0.00 0.00
0.00 0.00

0.00 0.00

#VALUE! 0.00