HomeTax ManagementIndividual Income Tax

Individual Income Tax

Annual tax on all income sources for individuals. Comprehensive guide to filing requirements, rates, reliefs, and compliance obligations for personal income tax in Kenya.

Personal Tax
10% - 35%
Annual Filing

What is Individual Income Tax?

Understanding personal income tax obligations

Individual Income Tax is an annual tax imposed on the total income of a person resident in Kenya. Unlike PAYE which is deducted monthly from employment income, individual income tax covers all income sources and is filed annually. It ensures comprehensive taxation of business income, rental income, investment income, and other sources beyond employment.

Who Must File?

All Kenyan residents with total annual income exceeding KSh 288,000, business owners, professionals, property owners with rental income, and individuals with multiple income sources must file annual returns.

Filing Deadline

Annual income tax returns must be filed by 30th June of the year following the income year. Late filing attracts penalties of KSh 20,000 or 25% of tax due.

Progressive Rates

Same progressive tax bands as PAYE: 10% to 35% based on annual income levels, ensuring equitable taxation across different income brackets.

Comprehensive Coverage

Covers employment income, business profits, rental income, dividends, interest, professional fees, and all other income sources earned during the tax year.

Types of Taxable Income

All income sources subject to individual income tax

Employment Income
Salaries, wages, bonuses, allowances, benefits-in-kind, and other employment-related income. Usually covered by PAYE but included in annual assessment.
10% - 35% Progressive
Business Income
Profits from trade, business, profession, or vocation. Includes sole proprietorship income, partnership profits, and professional practice earnings.
10% - 35% Progressive
Rental Income
Income from letting property including residential and commercial rentals. Option for 10% withholding tax or inclusion in total income.
10% WHT or Progressive
Investment Income
Dividends, interest from deposits and securities, royalties, and other investment returns. Some may be subject to withholding tax.
5% - 15% WHT
Professional Fees
Income from professional services including legal, medical, consultancy, and other professional practice fees and commissions.
5% WHT + Progressive
Other Income
Gambling winnings, prizes, awards, pensions, annuities, and any other income not specifically exempted by the Income Tax Act.
Variable Rates

Individual Income Tax Rates 2024

Progressive tax bands for annual income assessment

Annual Income Band (KSh)Tax RateCumulative Tax (KSh)Marginal Tax per Band (KSh)
0 - 288,00010%0 - 28,80028,800
288,001 - 388,00025%28,801 - 53,80025,000
388,001 - 6,000,00030%53,801 - 1,737,4001,683,600
6,000,001 - 9,600,00032.5%1,737,401 - 2,907,4001,170,000
Above 9,600,00035%Above 2,907,40035% of excess

Tax Calculation Example

Annual Income: KSh 500,000
• First KSh 288,000 @ 10% = KSh 28,800
• Next KSh 100,000 @ 25% = KSh 25,000
• Remaining KSh 112,000 @ 30% = KSh 33,600
Total Tax Before Relief: KSh 87,400
• Less Personal Relief: KSh 28,800
Final Tax Liability: KSh 58,600

Available Tax Reliefs

Deductions and reliefs to reduce your tax liability

Personal Relief
Available to all individual taxpayers regardless of income level. Automatically applied to reduce final tax liability.
KSh 28,800
Pension Contribution Relief
Contributions to approved pension schemes. Maximum relief of KSh 240,000 annually or actual contribution, whichever is lower.
Up to KSh 240,000
Life Insurance Premium Relief
Premiums paid for life insurance policies. Relief limited to KSh 60,000 annually or actual premium paid.
Up to KSh 60,000
HOSP Relief
Home Ownership Savings Plan contributions for first-time home buyers. Tax relief on contributions to approved HOSP schemes.
Up to KSh 96,000
Mortgage Interest Relief
Interest paid on mortgage loans for owner-occupied residential houses. Subject to specific conditions and limits.
Up to KSh 300,000
Disability Relief
Additional relief for persons with disability or those supporting disabled dependents. Requires valid disability certificate.
KSh 180,000

Annual Filing Process

Step-by-step guide to filing individual income tax returns

1

Gather Required Documents

Collect all income statements: P9 form from employer, bank statements, rental agreements, business records, investment statements, and receipts for allowable deductions.

2

Access iTax Portal

Log into KRA's iTax portal using your KRA PIN. Navigate to "Returns" section and select "File Return" for Individual Income Tax (IT1).

3

Complete Income Declaration

Enter all income sources including employment, business, rental, and investment income. Ensure accuracy and completeness of all entries.

4

Claim Allowable Deductions

Enter pension contributions, insurance premiums, HOSP contributions, and other allowable deductions with supporting documentation.

5

Review and Calculate Tax

Review all entries, apply reliefs, and calculate final tax liability. The system will automatically compute tax due or refund amount.

6

Submit and Pay

Submit the return by 30th June and pay any outstanding tax. If entitled to a refund, follow up through iTax portal for processing.

Important Filing Dates
Annual Return Filing Deadline30th June
P9 Form Distribution31st January
Advance Tax Q1 Payment20th April
Advance Tax Q2 Payment20th June

Common Filing Issues & Solutions

Avoid these common mistakes and penalties

Late Filing

Filing returns after 30th June attracts penalties of KSh 20,000 or 25% of tax due (whichever is higher), plus 1% monthly interest on outstanding tax.

Solution: File by 15th June to allow processing time and avoid last-minute technical issues.

Incomplete Income Declaration

Failing to declare all income sources, especially rental income, business income, or investment returns, can lead to penalties and interest charges.

Solution: Maintain comprehensive records and declare all income sources, even if withholding tax was already deducted.

Excessive Relief Claims

Claiming reliefs beyond statutory limits or without proper documentation can trigger audits and result in additional tax assessments.

Solution: Keep all supporting documents and ensure relief claims are within statutory limits and properly documented.

Poor Record Keeping

Inadequate documentation makes it difficult to support deductions and reliefs, potentially leading to disallowed claims during audits.

Solution: Maintain organized records throughout the year with digital copies of all supporting documents.

Frequently Asked Questions

Common individual income tax questions answered

Do I need to file if my employer already deducts PAYE?

If you only have employment income and your employer correctly deducts PAYE, filing may be optional. However, you must file if you have other income sources, want to claim additional reliefs, or if your total annual income exceeds KSh 3 million. Filing allows you to claim refunds if excess PAYE was deducted.

How do I handle income from multiple sources?

Declare all income sources in your annual return: employment (use P9 form), business income (use audited accounts), rental income, investment income, and professional fees. Each income type may have different withholding tax rates that can be offset against your final liability.

Can I claim business expenses as an individual?

Yes, if you operate as a sole proprietor or have professional practice income, you can deduct legitimate business expenses including office rent, equipment depreciation, professional fees, travel expenses, and other expenses wholly and exclusively incurred for business purposes.

What happens if I discover errors after filing?

You can file an amended return within the allowed timeframe. If the error results in additional tax due, pay immediately to minimize penalties and interest. If you're entitled to a refund, file the amended return as soon as possible. Keep documentation supporting all changes.

How long does it take to receive a tax refund?

Tax refunds typically take 30-90 days to process after filing, depending on the complexity of your return and KRA's verification requirements. You can track refund status through the iTax portal. Large refunds or those requiring verification may take longer.

Are foreign income and assets subject to Kenyan tax?

Kenyan residents are taxed on worldwide income, including foreign employment, business, and investment income. However, you may claim relief for foreign taxes paid under double taxation agreements. Foreign assets may also be subject to disclosure requirements depending on their value.