Resources & Tools

Access free guides, templates, and paid resources to streamline your HR and tax management.

PAYE CSV Upload Template
Free

Template

PAYE CSV Upload Template

PAYE CSV upload file format.

Debtors Aged Listing Template
Free

Excel Template

Debtors Aged Listing Template

Customizable debtors aged-listing template with conditional formatting to flag bad debts (Accounts Receivable).

Income Statement Analysis Template
Free

Excel Template

Income Statement Analysis Template

Variance analysis comparing last period, current period, budget and same period last year.

Cash Flow Excel Template
Free

Excel Template

Cash Flow Excel Template

Simple Kenyan annual and monthly customizable cash-flow projection template.

KRA P9 Tax Deduction Card Excel Template
Free

Excel Template

KRA P9 Tax Deduction Card Excel Template

Customizable P9 form showing total emoluments for the year: basic salary, benefits, allowances, gross pay, pension contribution, PAYE, personal relief entitlement.

VAT CSV Upload Template
Free

Template

VAT CSV Upload Template

VAT CSV upload file format.

Cash Position Excel Template
Free

Excel Template

Cash Position Excel Template

Daily customizable Kenyan cash position template.

Staff Leave Management Schedule Template
Free

Excel Template

Staff Leave Management Schedule Template

Employee PTO/leave management schedule.

Budget Excel Template
Free

Excel Template

Budget Excel Template

5-year customizable budget template for the service industry, with the current year broken down into monthly budgets.

Depreciation Excel Template
Free

Tax Guide

Depreciation Excel Template

Simple-to-use Kenyan depreciation schedule template.

Free iTax-Compliant Kenyan Excel Payroll Template
Free

Excel Template

Free iTax-Compliant Kenyan Excel Payroll Template

Calculate PAYE and statutory deductions (NSSF, SHIF, Housing Levy) for employees; issue payslips and P9 forms. Also handles HELB, bank loans and SACCO deductions.