Filing Tax Returns Using Excel (IT1 Form)

Step-by-step guide to file your 2024 individual tax return using KRA's Excel-based IT1 form. Perfect for employees dealing with new deductions like Housing Levy and SHIF.

What You'll Need

• KRA PIN and iTax password
• P9 form from your employer
• Microsoft Excel or compatible software

Key Steps in the Video

1. Access iTax Portal

• Go to iTax website
• Login with PIN and password
• Navigate to Returns → File Return
• Select Income Tax Resident Individual

2. Download Excel Form

• Click "Click here to download your return in Excel format"
• Enable editing when prompted
• Important: Don't cut/paste values to avoid corruption

3. Fill Basic Information (Sheet A)

• Enter your PIN
• Select return type (Original for first-time filers)
• Set period: 1st Jan 2024 to 31st Dec 2024
• Answer "Yes" to insurance policy question (Row 13)

4. Employment Income (Sheet F)

• Enter employer's PIN and name
• Input gross pay from P9 (total of basic + benefits)
• Set other columns to zero

5. Tax Deductions (Sheet M)

• Select employer from dropdown
• Enter taxable salary (or chargeable pay) from P9
• Input tax charged and PAYE deducted from P9

6. Pension Contributions (Sheet T)

• Enter defined pension contribution from P9 (Column E2)

7. 2024 New Reliefs (Sheet L)

Handle new deductions that make 2024 different:

NHIF Relief (Jan-Sep 2024):

• PIN: NHIF PIN
• Name: NHIF
• Type: NHIF
• Amount: Total NHIF from Jan-Sep 2024

Housing Levy Relief (Mar-Nov 2024):

• Select "Affordable Housing Relief"
• Amount: Total from P9 (automatically calculated at 15%)

Post-Retirement Medical Fund (Jan-Nov 2024):

• Add if applicable, otherwise leave blank

8. December 2024 Deductions (Sheet T)

For December only:

• Post-retirement medical fund
• Affordable housing levy
• Social health insurance fund (SHIF)
• Personal relief: KES 28,800 (auto-populated)

9. Submit Return

• Click Validate (don't use Save As)
• File saves to Documents folder
• Upload to iTax portal
• Agree to terms and submit

Key 2024 Changes

• NHIF: Relief for Jan-Sep 2024 only
• Housing Levy: 15% relief on contributions (Mar-Nov)
• SHIF: New deduction for December 2024
• Post-Retirement Medical Fund: New relief option

Tips

• Follow the video step-by-step
• Keep P9 handy for reference
• Don't skip the validation step
• December deductions are separate from reliefs