How To File KRA tax returns in 2022 | Mumo - YouTube

so once you've been able to login what we actually  want to do right now is to file returns you'll  

go under returns and then click on file return  so this is the first place where you can go if  

you're filing any type of return but for this  particular case we are filing for an employee  

and this is the only income that the password has  so we go under returns and then we go to ITR for  

employment income or this just saves you a lot of  time so that you can be able to file your returns  

very quickly so on this particular page you can be  able to see it will give you the type which is for  

yourself the taxpayers pain tax obligation and  period so under period what you do is you just  

go to the date selector and then since we are  in 2020 the return is for 2019 so from first of  

January and then it will automatically show that  it's up to 31st of December of last year do you  

have employment income this is for employment  income you say yes and then click Next so it  

will actually load all you need to do so in the  first section there are a number of sections in  

the first section it just gives you the pin period  from just what we have seen on the previous page  

and then all you need to do is just fill in if  there are any other things here so the first  

question it asks is has your employer provided you  with a car and for this particular one it's no do  

you have a home ownership savings plan no do you  earn any income from a foreign country no do you  

have a mortgage no do you have a life insurance  policy Naz well then the next place is now to  

fill in your bank account if it asks for that but  for this one it's actually blood out so we just  

go next then the next thing that you need to do is  look at it tells you all the things that are there  

so because you're doing employment income only  all it will just tell you is this is the amount  

that has already been filed so you check on your  p9 form if the amounts here correspond so that's  

what I'm doing now so the amounts that are there  are the same all I just need to do here is go to  

next then on the next section is not us details of  payee deducted at source from salary so now all I  

need to do is feed of employer I just need to look  at taxable salary on you pin you can actually be  

able to see taxable salary which is on column  hitch and at the very bottom all I just need to  

do is check if the amount that is on the p9 form  corresponds to this and for this particular case  

it does and then on column j4 paid tax charged  I just check here the amount corresponds and it  

corresponds the same here then the next is amount  of tax deducted all the p9 form it shows the exact  

amount that it shows here then the amount of tax  payable or refundable it shows the same amount  

then all we do is go next then details of income  paid in advance for employed people this does  

not apply so all you just do is saying next so on  this last page it just shows you all the details  

that you have been filling so the first thing  is defined or pension contribution that's what  

you need to fill in and then personal relief so  personal relief on this form is shown as 16 896  

which you know fill in then you come at the very  bottom you can be able to see the amount it shows  

that you need to pay part and I defined a pension  vision I can come here and now check how much was  

contributed and fetchin and inputs that amount  that's the amount contributed and that venture  

what you are feeling in on section T is what  you've contributed inspection because that's  

what you now need to input that's why you need  the pre nine form and then the personal relief  

and then at the very bottom it will show you tucks  to you or tax refund due which is very little in  

this particular case twelve shillings this means  that all the taxes have already been filed so all  

I do is just click on submit click on ok and we  are done so all you need to do now is download the  

returns receipt which will now show you all your  taxes what you have done everything that you have  

done you will get an email as well off the same so  if you are employed it is just that simple you can  

be able to check all the things that you've done  everything is now complete you have Yui return  

acknowledgement receipt the next thing that you  can actually do once you get this receipt is to  

go and certificates and apply for tax compliance  certificate is really important every year for  

you to do it because sometimes Kari has an issue  reconciling returns so you actually need a tax  

compliance certificate to prove that you file your  taxes first of all and you have no issues with  

them at the top it says please be informed that  you entitled for the tax complaint certificate  

without any workflow click OK to continue I've  clipped ok then the result for application you  

just say have already filed tax returns for  2019 and needs TCC which is the tax compliant  

certificate then you click on submit what you have  done this all that will happen is you'll really  

get your tax plants certificate so I'll click  on it and once I've done that it will actually  

show me the tax compliance certificate this is to  confirm that you personal identification number  

already set has filed relevant tax returns and  paid tax due as provided by law so the TCC is  

really important especially when you want to apply  for new jobs if you have a company as well this  

may be required if you're director there that you  have filed the returns sometimes when you applied  

for tenders this may be asked for as well so if  you are an employed person that is the process  

the second way of finding your returns is to go  under file return once you are here you can be  

able to now select your tax application you're a  resident if you are a lot lot than you'll actually  

go and rent income but for resident that's where  you go to give you an option yeah so the type of  

return is original return period is a scene then  you say you agree to the terms so the first step  

to follow here is click on one of the links below  to download the return form fill the Excel or des  

return form provide the details requested upload  the Excel return form using the Browse button so  

there are two ways either use Excel or ODS so  in this case I'll actually use Excel so when  

you click on the Excel what will happen is it will  download an Excel form in zip format so I'll show  

you exactly what you need to do in order trial  your returns this way so it will download a zip  

file and then I'll need to unzip it and then we  can now file the return itself so once we open  

the excel file then we can be able to now file the  return all I just need to do is say enable content  

it will now show all the things that you need  to do you cannot copy paste here all you need to  

do now is input all the details one by one so the  first thing is here I will now input the pin since  

I know my pin by heart original then I come here  and say 0 1 0 1 20 19 and date here will be 31 12  

20 19 then do you have any other income other than  employment income know you have partnership income  

no if you do you put yes so once you do this it  will actually show you all those other places so  

here I say do you have a mortgage I say here yes  because I do have a mortgage all the other things  

nor do you want to declare wife's income no then  at the very bottom you can now be able to go to  

the next page so on the next here now you'll input  pin every employer which is on your p9 form so it  

usually starts with a P just come in and put the  p9 of the employer then name of employer so you  

put the same name that is shown on the phone then  gross pay allowances and benefits from employment  

other than car here it's zero net value of housing  so here just to be able to see clearly so here  

pension even excess of 300 thousand column  e net value of housing so once you fill that  

in you can be able to see on the very and what  it shows then you click on next so competition  

of mortgage interest so the pin of the lender you  input again the number then the name of the lender  

whoever lent you the mortgage so if you don't have  a mortgage this particular page will not show okay  

then the mortgage number amount borrowed studying  at the end of the year amount of interest paid so  

you'll input this all as well then you go next  details of pay deducted from source from salary  

so that will the pin of the employer then you  put the name as well taxable salary is shown on  

column H for this one 638 then tax payable shows  here and the tax charged how much tax I paid the  

government and I feel like I'm being a lot of tax  and then the amount that was actually deducted

the next details of income tax paid in advance  by yourself this is this usually doesn't happen  

so I just put 0 then pension contribution done  then the next thing is to fill in the personal  

relief then withholding tax that had been paid  by anyone then now the next thing is now tax do  

you refund to yourself so after this all you'll  just do is click on validate so once you click  

on validate it will actually create another file  which now this zip file that it does will be what  

you now use at the other end when you're now  filing the return so you will not be sending  

the Excel format once you click on validate it  will create another zip file which you'll find  

in the same downloads so the next thing you'll  come and do is but on the Carry website you'll  

come to choose file once you click on choose  file you can be able to upload that particular  

file back on the site so all you'll just do is  come click on the file once you've clicked on it  

click on open and then once you click on open you  click on submit that will now take you to the next  

step so that is how to be able to finally returns  using the old method once you have actually done  

it you will get the acknowledgement number similar  to the way we got it in the first one and then you  

can also apply for a TCC as well in this section  I will show you how you can be able to file niel  

returns now real returns are really peculiar if  you have no business that was transacted in the  

previous year then you are allowed to file for  nill turns or if you are an individual and you  

did not earn any income in the last 12 months  these are the only time that you are allowed  

to file for nil returns remember do not try to  lie to care they will do so once you log in you  

can go under returns and then go to file Neal  return so in this section tax obligation you  

input the tax obligation if you are an individual  it'll actually show resident individual then the  

period should show from first of the year to  the end of the year click on submit then at  

the top it will ask you dear taxpayer filing  of Neal returns is only applicable in cases  

where you have no transactions to declare for  the period are you sure you want to file Neal  

returns so if you are a student of course you're  sure here all you just need to do is click on OK  

and then it will download your returns receipt  your returns receipt will actually show zero on  

all the police's the next thing that you now need  to do is go under certificates and apply for a tax  

compliance certificate all you're doing here is  just showing that you filed your returns for the  

year so you just say filed 2019 tax returns and  need TCC click on submit and so that is just that  

simple because there is not much that is happening  you'll get your tax compliance certificate as well  

and keep that safe I hope that you enjoyed the  video make sure to subscribe to the channel and  

comment down below if there any other type of  tax returns that you'd like for me to go through  

there are other videos that you should watch  which I have placed on the side at the top and  

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