Title Who is Eligible for Individual Income Tax Refunds?
Description

Taxpayers eligible for Income Tax refunds fall under the following categories:






























Category

Required documents

Life or Education Insurance policy holders.

Insurance policy certificate and Tax deduction card (Form P9)

Home owners with Mortgage from the following financial institutions Banks, Insurance companies, Building Societies, National Housing Corporation.

Mortgage certificate and Tax deduction card (Form P9)

Persons with Disability holding an exemption certificate.

Exemption certificate and Tax deduction card (Form P9)

Taxpayers who have paid tax deducted at source (Withholding Tax) in excess of final liability


 

Withholding Tax Certificate and Tax deduction card (Form P9) where applicable.

Taxpayers who pays tax in error.

Relevant documents to prove tax was paid in error.

Supporting documents should be uploaded in the system and any requested additional documents scanned and sent via email to the officer processing the claim


Note: Employees can supply relevant documents to the employer to be granted insurance relief and mortgage deduction through the payroll. It’s only those cases that have not enjoyed this direct credit through their employer that may apply for refund.
Category Income Tax Individual Refund Claims