Thursday, 15 May 2014

TAXATION OF CHARITABLE TRUSTS



Taxation of charitable trusts
Charitable trusts have their incomes exempted from tax.
The conditions for exemption are:
-   It must be public in character for a small section of the public or for the general public.
-   It is for relief of distress of poverty to the public or if the beneficiary is not liable to tax.
-   It is for the advancement of religion or education.
-   Its income must be wholly or mainly expended in Kenya for charitable purposes.

-   Deceased person income assessed on executors or administrators
-   Incapacitated persons and minors – income assessed on guardian or trustee.
-   Married women – income not earned at arms length assessed on the husband
-   Non-resident ship owners – income assed on the captain of the ship

(ii)         Payment of tax by a married woman living with the husband.

-   Where the husband has been declared bankrupt
-   Where the husband is of unsound mind
-   Where the husband does not have distrainable goods
-   Where the husband does not have any taxable income (wife is the sole bread winner)
-   The husband is untraceable or has gone underground.

Set-off tax
-   Tax already paid by way of PAYE instalment tax systems, withholding tax (if not final tax), refunds claimable from tax authorities, shall be deducted from tax charged on the tax payer for the year of income in respect of which it was deducted.

1 comment:

  1. try this) Explain the circumstances under which a tax authority may conduct a PAYE audit on a business. (8 marks)
    b) With reference to decided cases on tax, comment on the tax treatment of payments received or cancellation of a business contract. (4 marks)
    c i) State key provision of section 19 of the income Tax Act (cap470) relate to the taxation of savings and credit cooperative societies.

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