Filing returns using P9 forms is a must for every employee in Kenya. Many people find filing returns a long and confusing process especially if they do not know how to do it.
Tax returns are done by June 30th of every year. Late filing of tax returns attracts a penalty of 5% of the tax due or Ksh. 20,000.
KRA Returns For Teachers refers to the type of KRA Return that is filed by individuals who are Teachers in Kenya and have Employment as an active source of Income. Teachers in both Primary Schools and Secondary Schools normally fall into this category and the Tax Laws in Kenya state that anyone who has an active KRA PIN Number needs to file his or her KRA Returns before the 30th June Deadline.
Filing KRA Returns as a Teacher is very important as failure to do so normally attracts a penalty from KRA. So, to avoid all these, the best thing you can do as a Teacher is ensure that you get your KRA P9 Form, Download the KRA Returns Form, and start filing your KRA Returns For Teachers on iTax as soon as possible.
KRA P9 Form For Teachers (TSC P9 Form)
The most important item in the process of Filing KRA Returns on iTax is the KRA P9 Form. As a Teacher, you need to ensure that you have with you your KRA P9 Form as it forms part of the most important requirements that are needed in Filing KRA Returns on the KRA Portal today.
When filing KRA Returns for Teachers on iTax using the KRA P9 Form for Teachers, 3 columns are the most important ones i.e. Taxable Pay, PAYE Auto, and MPR (Monthly Personal Relief) Value.
Once you have the figures you will type them in the KRA P9 Form. Don’t forget to write down the KRA PIN Number for TSC and your own KRA PIN Number.
How To Get KRA P9 Form For Teachers
If you are a teacher employed by TSC in Kenya, you can download your KRA P9 Form straight from the TSC Portal by entering your TSC Number and TSC Portal Password. Once you have successfully logged in, you can download your TSC P9 Form with much ease and convenience and start using the TSC P9 Form to file your KRA Returns for Teachers on iTax today.
On the hand hand, if you are a teacher not employed by TSC, meaning that you teach in Private schools in Kenya at either Primary level or Secondary level, then you can get your KRA P9 Form from your employer. Most private schools have also their own online payroll systems where the teachers can download their P9 Forms so as to be able to File KRA Returns for Teachers using iTax.
Requirements Needed In Filing KRA Returns For Teachers
They include:
- KRA PIN Number,
- KRA iTax Password,
- KRA P9 Form.
How To File KRA Returns For Teachers
Step 1: Visit iTax Portal using https://itax.kra.go.ke/KRA-Portal/
The first step that you need to take in the process of How To File KRA Returns For Teachers is to ensure that you visit the iTax Portal using the link provided above in the description.
Step 2: Enter Your KRA PIN Number
In this step, you will need to enter your KRA PIN Number. If you have forgotten your KRA PIN, you can request for KRA PIN Retrieval and your KRA PIN will be sent to your email address immediately. Once you have entered your KRA PIN, click on the “Continue” button to proceed to the next step.
Step 3: Enter the KRA iTax Password and Solve the Arithmetic Question
In this step, you will be required to enter your iTax Password and solve the arithmetic question (security stamp). If you have forgotten your iTax Password, you can check on How To Reset KRA iTax Password here. A new password will be sent to your email and you can use it to log in. Once you have entered your iTax Password, click on the “Login” button to access your iTax Account.
Step 4: iTax Portal Account Dashboard
Once you have entered the correct iTax Password and solved the arithmetic question (security stamp) as illustrated in Step 3 above, you will be logged in successfully and be able to see and access your iTax Portal Account Dashboard.
Step 5: Click On The Returns Menu
In this step, on the iTax Account menu list, navigate to the “Returns” menu tab and click on “File Return” from the drop-down menu list.
Step 6: Select Tax Obligation As Income Tax Resident Individual
In this step, you will need to select the tax obligation as Income Tax Resident Individual this is because we are filing KRA Returns for Teachers. The Type and Taxpayer PIN are automatically pre-filled. Once you have selected the Tax Obligation, click on the “Next” button.
Step 7: Download the KRA Returns Form
In this step, you will need to download the KRA Returns Form (KRA Excel Sheet) which is referred to as the Income Tax Resident Individual Form for the iTax Account. This is a zipped file so you need to ensure that your laptop or computer has MS Office suite that has the MS Excel installed.
Once you click on the Download KRA Returns Form, a zipped file will be downloaded to your Computer or Laptop. You will need to unzip the file so as to open the KRA Returns Form which is an Excel Workbook.
The next steps will involve filling in the KRA Returns Form using the details contained on the KRA P9 Form for Teachers. You need to ensure that you have your KRA PIN Number, Employer’s KRA PIN Number, KRA P9 Form, and KRA Returns Form that you have just downloaded from iTax.
Step 8: Fill The KRA Returns Form (KRA Excel Sheet)
In this step, you are supposed to fill in the KRA Returns Form that you have just downloaded from iTax with the details shown on your P9 Form for Teachers in Kenya. That means you will open the zipped file and click on the Returns Form (IT1_Individual_Resident_Return.xls) so as to open it. You will have to enable Macros to fill in the KRA Returns Form. Also, note that you can’t copy and paste into the Returns Form.
In the process of filling in the KRA Returns Form, there are important sections that are supposed to be filled. The sections of the Returns Form include:
- Basic Information Section of the KRA Returns Form
This is the first part of the KRA Returns Form. In this section, you need to take note of Part 1 and Part 2 of Section A. Section A Part 1 is basically the Return Information section while Section A Part 2 is the Bank Details section.
- Employment Income Section of the KRA Returns Form
The next section is the Employment Income Section. This is the section whereby you fill in the details of employment as per your P9 Form.
- Details of the PAYE Deducted Section of the KRA Returns Form
The next section of the KRA Returns Form is the Details of PAYE deducted section. This is where you fill in the PAYE deducted for the year as shown in your P9 Form.
- Tax Computation Section of the KRA Returns Form
The last and most important section of the KRA Returns Form is the Tax Computation Section. This is the section where you compute the amount of Tax Due or Refund Due and validate the KRA Returns Form so that you can upload it to your KRA Web Portal Account.
Once you have filled in the above four important sections of the KRA Returns Form with the details shown on the KRA P9 Form for Teachers, you will be required to validate the Excel Sheet by clicking on the “Validate” button. The sheets will be generated and saved on your computer under the Documents section or whichever file location you are using. Now you will head back to your iTax Account and upload the validated and generated KRA Returns Form that is zipped.
Step 9: Upload The KRA Returns Form
In this step, you will now need to upload the generated KRA Returns form into the iTax Portal. Click on the Choose File box and upload the KRA Returns Form that you have just filled in for the Teacher. Once you have uploaded the validated KRA Returns Form, tick the check box titled “I Agree to the Terms and Conditions” and click the “Submit” button to submit your KRA Returns For Teacher.
Step 10: Download KRA Returns For Teachers Acknowledgement Receipt
In this last step, you will need to download the KRA Returns for Teachers Acknowledgement Receipt that has been generated by the iTax system successfully. This is a final confirmation that your KRA Returns have been successfully submitted to the Kenya Revenue Authority (KRA). An Acknowledgement Number will also be generated for that KRA Return that we have just filed.
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