KRA Tax Refund Claim Form

Processing a tax refund claim with the Kenya Revenue Authority doesn't have to mean long queues and endless paperwork. This KRA Tax Refund Claim Form template gives Kenyan businesses and individuals a digital-first way to submit overpayment claims with all the required documentation and verification details in one streamlined process.

Whether you're a small business owner who overpaid VAT, a salaried employee claiming back excess PAYE, or a company seeking a corporate tax refund, this template captures everything KRA needs to process your claim efficiently—from your PIN details and tax period information to supporting invoices, payment receipts, and verified bank account details for direct deposit.

Built for Kenyan tax compliance workflows

The form walks claimants through each section methodically: taxpayer identification, refund calculation details, reason for overpayment, supporting document uploads, and bank account verification. Conditional logic adapts the form based on taxpayer type (individual vs. business) and refund category (PAYE, VAT, Corporate Tax, Withholding Tax), ensuring you only answer relevant questions.

Automate your tax refund workflow with Stepper

Once a claim is submitted, you can use Stepper to route notifications to your accountant or tax advisor, log claim details into your accounting system, generate follow-up reminders for KRA processing timelines, and keep stakeholders updated on refund status—all without manual coordination.

Secure, compliant and professional

With Paperform's SOC 2 Type II compliance and secure file upload capabilities, you can trust that sensitive tax documents and banking information are handled with the same security standards used by enterprises worldwide. The form's professional design reflects well on your business while making the claims process straightforward for your team or clients.

Perfect for accountants, tax consultants, SMEs, payroll managers, and individual taxpayers across Kenya who want to simplify KRA refund claims and reduce processing time.