What you can do
Record your tax details
Your business tax number goes in Settings, Financial, in the field Tax registration or VAT ID.
A customer's tax number goes on the customer, in the field Tax number.
Your KRA PIN, branch and eTIMS device details are saved for you when we switch eTIMS on. You do not enter them yourself.
Charge VAT
Set the rate on each product. See guide 02. A product with no rate is sold with no tax. Choose Tax inclusive or Tax exclusive in Settings, Taxes.
Review your VAT return
Open Financials, VAT. The page is built from your posted entries and says it is ready for filing review. Tabs show Output VAT, Input VAT, Adjustments, Settlements, Reconciliation and Exceptions. You can export CSV or Excel. The export is a review file. It is not an official filing pack, and it is not a VAT3 or iTax file, so you still file on the KRA portal.
Withholding tax has an account for the liability only. There is no calculation or certificate.
Fiscal recording
In Settings, Commerce, Fiscal recording, you can switch on recording and choose a policy.
Disabled, the default
Manual, generate from the receipt when needed
Prompt on finalize
Auto-submit on finalize
For the till, the KRA connection is switched on for you on request. Write to [email protected] to start.
Messages you may see
If you see a message about eTIMS not being set up, write to us and we will switch it on.
You see: What it means
"Invoice has no line items.": Add an item first
"Product not mapped: <name>": The product has no KRA item mapping
"Only issued invoices can be submitted for e-invoicing.": The invoice is still a draft
"E-Invoicing is not enabled for this tenant.": The feature is not on
"Insufficient credit balance": No e-invoice credits