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Excise duty return workbook

Record excisable goods and services by month, work out the excise due at the rate per unit and track what you have paid.

Excise duty return workbook template

Businesses that make or sell excisable goods must account for excise duty. This workbook records each product with the quantity and the excise rate per unit that applies, works out the duty due, tracks the date you paid and shows the total due and unpaid for each month, so your return is prepared from a clear record.

Manufacturers, importers and distributors of excisable goods, and accountants who prepare excise returns.

What is included

  • Excise due from quantity and rate per unit
  • Paid date and paid or unpaid status
  • Total excise due and total unpaid
  • Summary of duty by month with a chart
  • Space for any product you deal in

Screenshots

  • Excise duty record of Excise duty return workbook
  • Excise due by month of Excise duty return workbook

How to use it

  1. For each month and product, enter the quantity of units that are subject to excise.
  2. Type the excise rate per unit, taken from the current schedule.
  3. Read the excise due, and enter the date you paid it.
  4. Use the summary to see the duty due for each month.

Templates are tools to help with your own records. They are not tax or legal advice. Check the figures against official sources before filing or paying.

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What the excise duty return workbook does

Businesses that make or sell excisable goods must account for excise duty. This workbook records each product with the quantity and the excise rate per unit that applies, works out the duty due, tracks the date you paid and shows the total due and unpaid for each month, so your return is prepared from a clear record.

Who it is for

Manufacturers, importers and distributors of excisable goods, and accountants who prepare excise returns.

How to use the workbook

  1. For each month and product, enter the quantity of units that are subject to excise.
  2. Type the excise rate per unit, taken from the current schedule.
  3. Read the excise due, and enter the date you paid it.
  4. Use the summary to see the duty due for each month.
  5. Save a copy under a new name for each month or year, so earlier records stay as they were.

What is inside

  • Excise due from quantity and rate per unit
  • Paid date and paid or unpaid status
  • Total excise due and total unpaid
  • Summary of duty by month with a chart
  • Space for any product you deal in

The workbook has these sheets: Instructions, Excise, By month. The main table has the columns Month; Product; Units; Excise rate per unit; Excise due; Paid on; Status. Yellow cells are for you to fill in and grey cells calculate by themselves, so leave the grey cells alone. The example rows show how it works; type over them with your own entries.

Tips for getting it right

  • Take the rate from the current excise schedule, since rates change.
  • Keep production, import and sales records that support the quantities.
  • File and pay by the deadline to avoid penalties.
  • Some goods have an ad valorem rate; enter the equivalent duty per unit.

Why keep this record

Most tax trouble comes from late or missing records rather than from the tax itself. When the figures are collected as they happen, preparing a return becomes a matter of copying totals, not of searching for receipts. A workbook that follows the same layout as the return also makes it easier to spot a number that looks wrong before KRA does, and to explain it if asked.

Questions people ask

Do I need to know Excel formulas? No. Type into the yellow cells and the rest is worked out for you. The formulas are visible if you want to see how a figure is reached.

Can I add rows or change the layout? You can add your own columns to the right and your own notes. If you insert rows inside a table, copy the grey formula cells down so the new rows calculate too.

Will it work on my phone or in Google Sheets? Yes for viewing and typing, but dropdown lists and the charts look best in desktop Excel or LibreOffice.

Keeping it safe and up to date

Tax figures change with each Finance Act, so check the Rates sheet against KRA's current guidance before you file. Keep the supporting documents with the workbook, and keep each year's copy for at least five years in case KRA asks for proof.

Read the KRA filing calendar for small businesses for the wider picture. Free calculators that go with it: Excise duty calculator, Kra penalty calculator. See more tax templates or ask us for a custom one.

The workbook works in Microsoft Excel, LibreOffice and Google Sheets. It is a tool to help you work out and record figures, not tax, legal or accounting advice, and it is not affiliated with the Kenya Revenue Authority. If something does not work as described, contact us and we will put it right.

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