ERPNext Country Specific Functionality for Kenya (CSF_KE)

Enhancing ERPNext with Kenya-specific features for tax compliance, payroll, and localized business needs.

Overview

This is a custom application designed to extend the capabilities of ERPNext to meet the unique regulatory and operational requirements of businesses in Kenya. Developed by Navari Limited, this app provides seamless integration with Kenyan tax systems, localized payroll reporting, and additional tools tailored to streamline business processes.

Key features include:

• Tax compliance with Kenya Revenue Authority (KRA) regulations.

• Integration with TIMs (Tax Invoice Management System).

• Comprehensive payroll reports for statutory deductions.

• Localized financial and tax reporting.

Features

1. Kenya Payroll Reports

Designed to ensure compliance with Kenyan payroll regulations, these reports generate the necessary documentation for statutory deductions and employee payments.

• P9A Tax Deduction Card Setup
  Explains the process of mapping salary components

• P9A Tax Deduction Card Report
  Summarizes annual Pay As You Earn (PAYE) tax deductions for employees, required for tax filing.

• P10 Tax Report
  Monthly tax return report submitted by employers to KRA.

• NSSF Report
  Tracks contributions to the National Social Security Fund (NSSF) for employee social security.

• NHIF Report
  Details contributions to the National Hospital Insurance Fund (NHIF) for health insurance.

• HELB Report
  Summarizes deductions for Higher Education Loans Board (HELB) repayments.

• Bank Payroll Advice Report
  Generates bank-ready instructions for salary disbursements.

• Payroll Register Report
  Provides a detailed breakdown of payroll transactions for record-keeping and auditing.

2. Tax Reports

Streamlined reporting for sales and purchase taxes to ensure compliance with Kenyan tax laws.

• Sales Tax Report
  Summarizes VAT and other taxes collected from sales transactions.

• Purchase Tax Report
  Details VAT and taxes paid on purchases for accurate tax reconciliation.

3. Tax Compliance Features

Custom fields and integrations to meet KRA tax regulations and facilitate seamless reporting.

• Custom ETR Fields in Invoices
  Captures TIMs invoice details in Sales and Purchase Invoices for Electronic Tax Register (ETR) compliance.

• TIMs HSCode Integration
  Links items to Harmonized System (HS) codes for accurate tax classification and reporting.
  Learn more.

• VAT Withholding
  Simplifies importing VAT withholding data from the KRA website into ERPNext for reconciliation.

TIMs Parser Integration

For TIMs integration, we partner with Cecypo. Contact them for installation and setup assistance.

4. Additional Features

• Selling Item Price Margin
  Calculates and tracks profit margins on sales items to aid in pricing and profitability analysis.