Which obligations should I list?

Every one that applies to you: VAT, PAYE, the statutory deductions, instalment tax, the annual return. Record the filing and payment dates and the evidence. In SawaAfrik these become live deadlines that remind you before they fall due. Confirm the amounts against KRA; a figure is never guessed.

Is the tax calendar free?

Yes. Download the tax calendar as a ready-to-use Excel workbook, with no sign-in and no payment. It is yours to keep and edit.

What is inside the tax calendar workbook?

Six sheets: a Start Here guide, the Tax calendar register (Tax/Obligation, Period, Filing Due Date, Payment Due Date, Amount KES, Return Filed?, and more), a Dashboard that adds everything up, a Lists sheet for the dropdowns, a Settings sheet, and a Next step sheet. It opens in Excel, Google Sheets or WPS, with no macros.

Does it work in Google Sheets and on my phone?

Yes. The workbook opens in Excel, Google Sheets or WPS. There are no macros, so it works on a phone or a laptop. Keep your own copy before you share it.

Does the tax calendar calculate my totals?

Yes. The money columns total automatically on the register and on the Dashboard. Statutory figures like PAYE, VAT, NSSF and SHA are deliberately not typed into the sheet. SawaAfrik computes those from the current KRA rates, each with its official source and the date it took effect, so a number is never without where it came from.

How is this different from the SawaAfrik app?

A workbook is a file you fill in yourself. Inside a free SawaAfrik workspace the same shape fills from your real records, invoices, payroll and expenses flow in once and appear everywhere, deadlines remind you before they are due, and statutory figures are computed with their source and date. The workbook is the start; the app is when you stop retyping.

SawaAfrik

Compliance template

Tax calendar: free Excel workbook

The tax calendar is a free, multi-sheet Excel workbook for a Kenyan business: every obligation, its filing and payment date and evidence.

Filing and payment dates creep up, and a missed one costs penalties and interest.

Free download

Excel workbook, no sign-in.

Download .xlsx Or start a free workspace

What is in the workbook

Start here

What the workbook is for, how to fill it, and the colour key.

Tax calendar

The register: the right columns, dropdowns, and live totals. Type in the gold cells.

Dashboard

Your numbers added up as you go, with a simple bar view.

Lists

The dropdown options, so your data stays tidy and consistent.

Settings

The reporting currency, and where figures come from.

Next step

How SawaAfrik does this automatically from your real records.

The columns it includes

Tax/ObligationPeriodFiling Due DatePayment Due DateAmount KESReturn Filed?Payment Made?Payment RefEvidence LinkOwnerNotes

How to use it

1Download the workbook and open the "Tax calendar" sheet.
2Fill one row per entry. Type only in the gold cells; the white cells and the totals work themselves out.
3Where a cell has a dropdown, pick from the list instead of typing.
4Watch the totals row and the Dashboard add up your money columns automatically.
5When you outgrow the file, bring it into SawaAfrik, where it fills from your real records and the tax figures are computed for you.

Questions

Which obligations should I list?: Every one that applies to you: VAT, PAYE, the statutory deductions, instalment tax, the annual return. Record the filing and payment dates and the evidence. In SawaAfrik these become live deadlines that remind you before they fall due. Confirm the amounts against KRA; a figure is never guessed.
Is the tax calendar free?: Yes. Download the tax calendar as a ready-to-use Excel workbook, with no sign-in and no payment. It is yours to keep and edit.
What is inside the tax calendar workbook?: Six sheets: a Start Here guide, the Tax calendar register (Tax/Obligation, Period, Filing Due Date, Payment Due Date, Amount KES, Return Filed?, and more), a Dashboard that adds everything up, a Lists sheet for the dropdowns, a Settings sheet, and a Next step sheet. It opens in Excel, Google Sheets or WPS, with no macros.
Does it work in Google Sheets and on my phone?: Yes. The workbook opens in Excel, Google Sheets or WPS. There are no macros, so it works on a phone or a laptop. Keep your own copy before you share it.
Does the tax calendar calculate my totals?: Yes. The money columns total automatically on the register and on the Dashboard. Statutory figures like PAYE, VAT, NSSF and SHA are deliberately not typed into the sheet. SawaAfrik computes those from the current KRA rates, each with its official source and the date it took effect, so a number is never without where it came from.
How is this different from the SawaAfrik app?: A workbook is a file you fill in yourself. Inside a free SawaAfrik workspace the same shape fills from your real records, invoices, payroll and expenses flow in once and appear everywhere, deadlines remind you before they are due, and statutory figures are computed with their source and date. The workbook is the start; the app is when you stop retyping.

Related workbooks

All free workbooks

Want it built to your exact workflow, in your branding? We make custom workbooks, documents and software on the same registry-backed, audited platform.

Work with us