How to file income tax return excel sheet
How To File 2022 Individual Income Tax Return Using The Excel Form (IT1)
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foreign
tax return using the Excel form for
individuals with employment income
you'll need a valid carry pin and
password to itax P9 form which is a tax
deduction card issued by the employer
mortgage insurance or exemption
certificate if applicable nhif
membership number if applicable now
let's get started
visit
itax.career.go.ka and login using your
valid carry pin and password I've
already logged into my itax account I'm
on the home page to access the Excel
form which will be using to fill the
return we'll go to the returns menu
select file return the type of return
has already been provided and your PIN
number has already been provided the tax
obligation in my case is income tax
resident individual but you can select
income tax non-resident individual for
non-resident individuals we go to next
foreign
steps are presented that is Step 1 to 5
with instructions on how to file the
return under number five we click on the
first option to access the Excel form
for the return
I've downloaded and opened my Excel form
and we'll start with the basic
information the personal identification
number is your PIN number
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foreign the type of return will be an
original return you select the amended
return in instances where you have
already done the return but there was a
mistake which You'll wish to amend
the return period from I'm filing for
the year 2022 so that will be first of
January 2022
for individuals who did a pin
application within the year and it's
your first time doing the return the
return period form becomes the date of
application and the return period so is
the end of that year of income from
there we have additional questions where
you select yes if applicable to you and
proceed to fill out the relevant
sections if not applicable to you leave
them at no in this case I do have a life
insurance policy hence I'll say yes to
number 13.
once you're done providing our
information on the basic information
section we can move on to the next
section
that is section F employment income
details start by providing the pin of
your employer
the name of your employer
and the Crosby these details will be
provided for in your P9 form I have my
P9 form with me you can see at the top
we have the details of the employer that
is the name and the pin number the
details of the employee the name and the
pin number the total gross pay is
indicated on column D that is the total
gross B but in an instance where your P9
form looks different from what I have
the gross pay may be the taxable pay on
the P9 form I have a sample from the
teacher Service Commission you can see
details of employer as indicated at the
top we have the details of the employee
but we do not have a column for Crosby
however we have a column for taxable p
in this case the Crosby becomes the
taxable fee
this information is provided on this
section
proceed to provide allowances and
benefits from employment other than car
and housing if applicable if not
applicable we put the value at zero
net value of housing zero is not
applicable in my case pension if in
excess of 300 000 is zero as it is not
applicable in my case in instances where
you have more than one finite form you
proceed to add details from the second
P9 form on the additional rules provided
from there we can move on to the next
section
in this section we are required to
provide our insurance relief details
that is filling it in as per the
insurance certificate but what makes the
return for the year 2022 different from
what we had for the previous years will
be contributions made to nhif qualify
for insurance relief that is the
contributions made within the year 2022
Hensel proceed to provide the pin of the
insurance company in this case the PIN
for nhif
the name of the insurance company mine
is nhif
the type of policy
this is nhif your insurance policy
number or nhif membership number I'll
provide my membership number
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the policyholder that is me self
annual premium paid that is the total
contribution you made to nhif during the
year in case you don't have the value
you can check that from your payslips
the monthly payslips and do the totals
if you have another insurance policy
proceed to add details on the second row
or you can click on the address and then
you can proceed to the next section
in section M will be providing details
of the pay as you earn tax deducted
during during year
start by providing the pin of the
employer
the name of the employer
the taxable salary is your gross pay
less pension contribution on some P9
forms it might be the taxable pay or the
chargeable pay
in this case on my P9 form it is the
chargeable pay I'll take the total value
but in our sample P9 form from teacher
Service Commission it becomes the
taxable pay
provide the value and a taxable salary
tax payable on taxable salary is
calculated by summing the pay as you
undeducted during the year and the
relief
from my P9 form that amount is indicated
on the column written tax charge but
from the sample P9 form we have from
teacher Service Commission you can see
we don't have a column for tax charge
hence we'll take the total pay as you
earn participate out all for the year
plus the MPR value that is the monthly
personal relief
in my case I'll put the tax charge in
this section
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foreign
that is the amount of pay as you earn on
your P94
and that is indicated on the last column
and from our sample P9 form that will be
the Pay Auto
put the amount on this section
foreign
for individuals with multiple P9 forms
proceed to filling the additional rule
or click on the address then we can move
to the next section
in this section we'll be providing
details of any tax paid in advance or
stock speed and a self-assessment tax
during the year for income tax
if not applicable like in my case it's
not applicable we move on to the next
section that is section T we'll start by
providing defined or pension
contribution as per the P9 form
on my P9 form that will be the
retirement contribution
on our sample P9 form that is the column
written pension the maximum allowable
amount under pension contribution is 240
000 Shillings
we can proceed to 12.6 the personal
relief
as per the P9 form
in section 12.6 will provide a personal
relief the maximum allowable amount is
28 800 it's calculated by taking 2 400
which is the allowable monthly relief
multiplied by the number of months in
employment
from my P9 form
the amount has been provided on column K
that is personal and insurance relief
but note this is a summation of both my
personal relief and insurance relief
on our sample P9 form from teacher
Service Commission the monthly personal
relief MPR value the total is 28 800 as
this person worked for all the 12 months
these other sections you provide the
details if applicable if not applicable
leave it at zero
under number 14 will have the tax due or
tax refund a positive amount is a tax
deal that is the amount owed a negative
amount is the tax refund
if you're satisfied with the details
that you've provided click on the
validate button
a pop-up will appear that sheets are
ready to be uploaded do you want to
upload the file we say yes to that we
get another pop-up which indicates where
the zip file has been saved
now we can go back to our portal and
upload that zipped file into the terms
and conditions then click on the submit
button you'll get a pop-up that asks do
you want to upload the form say ok to
that
the return has been filed successfully
and you can click on the link provided
to download the return receipts
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thank you
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