Step-by-step guide: How to file KRA returns with multiple P9 forms

Every Kenyan is required to file their KRA returns every year.

For those in formal employment, they are required to obtain a P9 form from their employers to be able to complete the process of filing returns.

The same applies to many with multiple formal jobs, meaning they will have more than one P9 form, all of which are required for filing tax returns.

A P9 form is a standard tax deduction form issued by employers to employees, summarizing the total salary earned in a year.

To file this kind of return, one needs to have their KRA PIN and iTax password, then follow the steps below:

Step 1:

Log in to the iTax profile using your PIN and password.

Step 2:

Go to the Returns menu, select ‘File Return’, then click Next.

Step 3:

Download the Excel document by clicking the icon labelled ‘Click here’ to download the Income Tax Resident Individual Return Form under number 5.

Step 4:

Once downloaded and opened, enable content in the file by selecting File, then Trust Center, followed by Trust Center Settings, then Macro Settings, and finally choose Enable all macros, then click OK.

Step 5:

Again under File, select Save As, choose a location to save the file, and under Save as type, select ‘Excel Macro-Enabled Workbook’. Save and close the file.

Reopen the file and proceed to fill in the Excel template.

Steps for filling the Excel template:

Step 1:

Provide all mandatory details in the ‘Basic Info’ sheet of the return, i.e., your PIN number, select the type of return and the appropriate return period, then click Next to proceed.

Step 2:

Provide details of the employment income for the year in Section F (Employment Income), starting from Row A3 to G3, as per your first P9 form.

Step 3:

Provide employment income details from the second P9 form in Row A4 to G4. In case you have more than two P9 forms, click on the ‘Add row(s)’ button and provide the additional employment income details.

Step 4:

In Section M (Details of PAYE Deducted), fill in the PAYE details from the first P9 form for the whole year in Row A3 to E3, and for the second P9 form in Row A4 to E4. If you have more than two P9 forms, click on ‘Add row(s)’ and enter the relevant details.

Step 5:

In Section T (Tax Computation), input the total pension for the year in Line 11.1 (sum of all P9 forms, up to a maximum of Ksh 240,000) and Personal Relief for the year in Line 12.6, up to a limit of Ksh 28,800.

Finally, click ‘Validate’ to validate the return and generate the upload file for submission to iTax.