![TSC KRA Returns Filing [A Step-by-Step Guide]](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3bcBddTei_pLIxhR7aikTAl9hUaEc5Bu5Bq6lQ4TKYc1qFCxxxvsZJO-R2EHB-XLndssBqzokXbBZlk0BKYr30-t6HXSPInqlQYGdolCTqXZIZNpzqE5xnlMghG-pMrOzpl7pieTW5nYmfgCgHnsx1eqXj7sKcDoCg5qhefwrpQ7c9Om2uDOs-KMtikI/s728/maxresdefault.jpg "TSC KRA Returns Filing [A Step-by-Step Guide]")
Are you a Teacher in Kenya and need to file your KRA Returns on iTax Portal? Get to know How To File KRA Returns For Teachers using the KRA Portal.
{tocify} $title={Table of Contents}
As the deadline for Filing KRA Returns on iTax is fast
approaching, if you are a Teacher in Kenya teaching in either Primary School or
Secondary School, you need to ensure that you File KRA Returns For Teachers
before the 30th June deadline. But I know not that many Teachers know How To
File KRA Returns on iTax.
In this article, I will be sharing with you the step-by-step
guide and process of How To File KRA Returns For Teachers. If you are a Teacher
in Kenya, then this article is definitely meant to solve the problem or issue
that you might be having in Filing your KRA Returns using the KRA Portal today.
By the end of this article, you will have learned and know How To File KRA
Returns For Teachers on iTax.
This article will seek to help Teachers know How To File KRA
Returns using the iTax Portal as quickly as possible with much ease. I shall
cover key concepts and terms including What Is KRA Returns For Teachers, Categories
Of Teachers In Kenya, KRA P9 Form For Teachers, How To
Get KRA P9 Form For Teachers, the Deadline For Filing KRA Returns
For Teachers, Requirements Needed In Filing KRA Returns For
Teachers and How To File KRA Returns For Teachers.
In order to File KRA Returns For Teachers, you need to
ensure that you have Employment Income i.e. you are employed in Kenya as a
teacher either in Public or Secondary schools. Next, you will need to login to
the KRA Portal using the iTax Login Credentials, click on Returns then File KRA
Returns for Teachers, Download the KRA Returns Form, Fill The KRA Returns Form,
Validate The KRA Returns Form, Upload It On iTax, Submit and Download the KRA
Acknowledgment Receipt.
The Tax Laws in Kenya are quite clear, i.e. any person who
has an active KRA PIN which can be obtained online using Portal‘s KRA PIN
Registration services, is required to file his or her KRA Returns before the
30th June deadline. The same applies to the group of Teachers in Kenya who have
KRA PIN Numbers, they need to file their KRA Returns For Teachers. You have to
File KRA Returns on iTax if you are a Teacher in Kenya.
What Is KRA Returns For Teachers?
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 as the 30th June Deadline is fast approaching and you need to
ensure that you are not caught up in the last minute rush.
Categories Of Teachers In Kenya
In Kenya, Teachers can be categorized into two main
categories i.e. Primary School School Teachers and Secondary School Teachers.
These are then sub-categorized into Public School Teachers and Private School
Teachers. But in this article, I will just be highlighting the main categories
of Teachers in Kenya.
- Primary
School Teachers
The first category of Teachers is normally the Primary
School Teachers. These are the Teachers who are responsible in teaching at the
Primary level of the Education system in Kenya. These teachers are responsible
in teaching in Primary Schools both Public and Private schools in Kenya. The
main purpose of Secondary School teachers is to equip the pupils with the
knowledge and skills that they need so as to succeed in the final Kenya
Certificate of Primary Education (KCPE) exams.
- Secondary
School Teachers
The other category of Teachers is the Secondary School
Teachers. These are the Teachers responsible for teaching at the Secondary
level of the Education system in Kenya. These teachers are responsible for
teaching in Secondary Schools both Public and Private schools in Kenya. The
main purpose of Secondary School teachers is to equip the students with the
knowledge and skills that they need so as to succeed in the final Kenya
Certificate of Secondary Education (KCSE) exams.
Having looked at the main categories of Teachers in Kenya
above, we now need to look at the most important requirement that is needed in
the process of Filing KRA Returns For Teachers on iTax i.e. KRA P9 Form for
Teachers.
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. I won’t be talking
much about the P9 Form but rather focusing on the most important parts of the
KRA P9 Form for Teachers in Kenya.
The above is a sample KRA P9 Form for Teachers who are
employed by the Teachers Service Commission (TSC) in Kenya. The TSC P9 Form is
just a sample for teachers in both Primary Schools and Secondary Schools in
Kenya. That is the default KRA P9 Form for Teachers under TSC who form the
majority of Teachers in Kenya. Teachers employed by TSC have the above as their
KRA P9 Form that they need to use to file KRA Returns on iTax.
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 then you will type them in the KRA P9 Form as I will be showing you later on in this article when we reach the Filing KRA Returns step. 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 also download their P9 Forms so as to be able to File KRA Returns for
Teachers using iTax.
Deadline For Filing KRA Returns For Teachers
The deadline for Filing KRA Returns For Teachers is on the
30th of June of each year. There has never been an extension on the deadline
for filing KRA Returns using the KRA Portal for all individual and
non-individual taxpayers in Kenya. So, KRA normally gives all taxpayers a
window period of 6 months to ensure that all Teachers file their KRA Returns on
the KRA Portal or iTax Portal.
The deadline always stands at 30th June of each year meaning
that all Teachers in Kenya need to file their KRA Returns between 1st
January to 30th June of each year failure to which you will end up
paying penalties for not filing KRA Returns on time which is a whooping Kshs.
2,000.00 only. To avoid that, ensure that you file your KRA Returns
For Teachers as early as possible to avoid the last-minute rush that is
normally experienced on that last day.
Requirements Needed In Filing KRA Returns For Teachers
If you are a teacher and need to File your KRA Returns on
iTax, there is a set of requirements that you are going to need. This includes:
the KRA PIN Number, KRA iTax Password, and KRA
P9 Form. Let me highlight on each one of these key requirements that are
needed in the process of Filing KRA Returns for Teachers using the iTax Portal.
- KRA
PIN Number
KRA PIN Number is the most important requirement that you
need to have with you.
- KRA
iTax Password
The next requirement that you need to have with you is your KRA
iTax Password. You will need the iTax Password to access your KRA iTax Account.
If you don’t know or have forgotten your iTax Password, you can check our
article on How To Reset KRA iTax Password. Once you have requested for password
reset, a new password will be emailed to you and you can use it to log into
your iTax Account.
You can only change or reset your iTax Password if the email
used in the KRA iTax Portal is the same one that you currently have.
- KRA
P9 Form
The last and most important requirement is the KRA P9 Form.
If you are a teacher who is employed by the Teachers Service Commission, then
you can easily get your KRA P9 Form by logging into the TSC Portal. On the
other hand, if you are a teacher who is not employed by TSC meaning you teach at
Private schools, then you can get your P9 Form from your Employer.
Having known the main requirements that are needed in the
process of Filing KRA Returns For Teachers in Kenya, we can now shift gears and
look at the steps that all Teachers who have active KRA PIN Numbers on iTax
need to take on How To File KRA Returns For Teachers.
Steps To File KRA Returns For Teachers
Step 1: Visit the 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 above description. Note,
that the above is an external link that will take you to the KRA Portal.
Step 2: Enter Your KRA PIN Number
In this step, you will need to enter your KRA PIN
Number.
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 also solve the arithmetic question (security stamp). If you have
forgotten your iTax Password, you can check our article on How To Reset
KRA iTax Password. A new password will be sent to your email and you can
use it to login. 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. Since we need to file KRA Returns for Teachers, we
proceed to Step 5 below.
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. As I mentioned at the beginning of this article,
this is a zipped file and you need to ensure that your laptop or computer has
an MS Office suite that has 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. Just as I
mentioned above, you need to ensure that you have the latest version of Office
installed on your device.
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 includes: The basic Information Section, Employment
Income Section, Details of PAYE Deducted Section, and Tax
Computation Section. Now let us look briefly at what each section of the KRA
Returns Form entails.
- 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.
Below is the e-Return Acknowledgement Receipt which is a
final confirmation that we have successfully filed the KRA Returns for Teachers
using the iTax Portal. It is good practice to save a copy of the KRA
Acknowledgment Receipt for the KRA Returns that you have just filed on iTax.
To sum up, in the whole process of Filing KRA Returns For
Teachers using iTax, you need to ensure that you have with you the main
requirements that I mentioned earlier in this article i.e. KRA PIN Number, KRA
iTax Password, and KRA P9 Form. Once you have these main requirements, then the
process of Filing KRA Returns on iTax will be much smoother and faster.