What is a tax Refund?
It is a reimbursement of excess tax paid in a given period.
Who is eligible for tax refund?
- An individual who has insurance policies on life and education who has not been granted relief by the employer on the same.
- An individual with a mortgage or home ownership plan from specific financial institutions (as listed on the 4th schedule on Income Tax Act) on owner occupied property who has not been granted relief by the employer on the same.
- A resident individual who was not granted personal relief during the year
- A person who has paid tax deducted at source in excess of final liability
How do I apply for an income tax refund?
The claim for tax refund is applied online https://itax.kra.go.ke/KRA-Portal/
Which documents will I require to apply for my refund?
- Tax deduction card (Form P.9) for claims relating to excess PAYE deductions
- Insurance policy certificates for claims relating to insurance relief
- Mortgage certificate from a financial institution for claims relating to interest on mortgage or home ownership plan
- Withholding tax certificates for claims relating to tax deducted at source.
When should I apply for a tax refund?
Immediately after filing a tax return for the respective year.
How do I know if my refund is approved?
Upon approval of a claim, the taxpayer automatically receives an approval order via email.
If I apply for a refund how long will it take to receive the refund?
Where a claim is fully supported in all aspects, it is processed within 90 days from the time of lodgment.
How do I know if my refund application is unsuccessful?
Upon rejection of a claim, the taxpayer automatically receives a rejection order via email.