📁 When to Use Excel Upload

Excel upload is recommended when you have:

Multiple income sources (employment, business, rental)
Many transactions to report
Complex returns with numerous entries
Business income with multiple expenses
Investment income from multiple sources

💡 Tip: Excel upload is faster and reduces data entry errors for complex returns. The template ensures you capture all required information.

📋 Step-by-Step Guide

1

Log in to iTax Portal

Visit itax.kra.go.ke and log in with your credentials.

2

Navigate to Returns

Click "Returns" → "File Returns".

3

Select Tax Obligation & Period

Choose "Income Tax - Resident Individual" and select the return period.

4

Download Excel Template

Before filling the questionnaire, look for the "Download Excel Template" option. Click to download the ITR template.

💡 The template is pre-formatted with all required fields. Do not modify the structure.

5

Fill the Excel Template

Open the downloaded template and fill in your details:

Personal Details Sheet: Your KRA PIN, name, address
Employment Income Sheet: P9 details from each employer
Business Income Sheet: If you have business income
Rental Income Sheet: If you have rental income
Other Income Sheet: Dividends, interest, etc.
Reliefs Sheet: Insurance relief, mortgage interest

6

Validate Your Data

Before uploading, ensure:

All mandatory fields are filled
PIN numbers are in correct format (e.g., A001234567X)
Amounts are entered as numbers (no commas)
Dates are in DD/MM/YYYY format

7

Upload the Completed Template

Back on iTax, click "Upload Excel" and select your completed file.

⚠️ Important: Save the file as .xlsx format. Other formats may not be accepted.

8

Review Uploaded Data

The system will display the uploaded data. Review each section carefully for accuracy.

9

Submit Return

If all data is correct, click "Submit". Download your acknowledgement receipt.

📊 Excel Template Sheets Explained

Sheet 1: Personal Information

KRA PIN
Full Name
Email Address
Phone Number
Postal Address
Residential Status

Sheet 2: Employment Income

Employer's PIN
Employer's Name
Employment Type (Primary/Secondary)
Basic Salary (Annual)
Benefits & Allowances
Pension Contributions
PAYE Deducted

Sheet 3: Other Income

Dividend Income
Interest Income
Royalties
Consultancy Fees
Withholding Tax Deducted

⚠️ Common Upload Errors

Error: Invalid PIN Format

Solution: Ensure PINs are 11 characters (letter + 9 digits + letter). Example: A001234567X

Error: Invalid Amount Format

Solution: Enter amounts as plain numbers without commas or currency symbols. Use 50000 not 50,000 or KES 50,000

Error: Missing Mandatory Field

Solution: Check all highlighted/required fields are filled. Don't leave mandatory cells empty.

254 Payroll Hub