As the June 30 KRA tax filing deadline approaches, many individuals and businesses find themselves scrambling to gather documents needed for filing their annual returns.

Unfortunately, missing documents are one of the leading causes of filing delays, errors, and avoidable penalties.

The good news? With a simple checklist and proper preparation, filing your KRA returns can be smooth, accurate, and stress-free.

In this guide, we’ll walk you through the essential documents you need before filing your KRA returns.

1. P9 Forms (For Employed Individuals)

If you are employed, your employer should provide you with a P9 form at the end of the financial year.

The P9 form contains:

• Gross salary earned
• PAYE deducted
• Benefits and allowances
• Tax reliefs applied

This document is essential when filing individual income tax returns through the KRA iTax portal.

Tip:

Always confirm that the information on your P9 matches your payslips before filing.

2. Receipts and Invoices

For business owners, consultants, freelancers, and self-employed individuals, maintaining proper records of income and expenses is critical.

Gather:

• Sales invoices
• Purchase invoices
• Expense receipts
• Supplier receipts
• Payment vouchers

These documents help support your income declarations and business expense claims.

Proper documentation can also protect you in the event of a KRA audit.

3. Financial Statements

Businesses should prepare accurate financial statements before filing tax returns.

Key documents include:

Profit & Loss Statement

Shows your business income and expenses over a given period.

Balance Sheet

Provides a snapshot of your assets, liabilities, and equity position.

Trial Balance

Helps verify that accounting records are complete and balanced.

Accurate financial statements ensure your tax return reflects the true financial position of your business.

4. Bank Statements

Bank statements are important for verifying transactions and supporting reported income.

You should gather:

• Business bank statements
• Personal bank statements (where applicable)
• Mobile money statements for business transactions

These records help reconcile your books and identify any missing transactions before filing.

Why Early Preparation Matters

Waiting until the last minute often leads to:

❌ Missing documents

❌ Filing errors

❌ Inaccurate returns

❌ Penalties and interest charges

Preparing your documents early gives your accountant sufficient time to review your records and ensure everything is filed correctly.

Let Juma Auditors Help You File Accurately and On Time

At Juma Auditors, we assist individuals, SMEs, and established businesses with:

• KRA Return Filing
• Tax Compliance Reviews
• Bookkeeping Services
• Financial Statement Preparation
• Tax Advisory & Planning
• KRA Audit Support

Our experienced team ensures your returns are filed accurately, on time, and in full compliance with KRA regulations.

Contact Juma Auditors Today

📞 +254 725 948 551

📧 info@jumaauditors.co.ke

🌐 www.jumaauditors.co.ke

📍 Kimathi Street, Nairobi, Kenya

Don’t wait until the deadline is around the corner. Organize your documents today and let Juma Auditors handle the rest.

Juma Auditors — Accuracy. Integrity. Excellence.