Excel Tax Assessment Template for Taxi Drivers In Kenya
Why drivers & accountants download it
Instant answer: one file, one set of inputs, instant recommendation (TOT vs Ordinary).
Save money: find the lowest total tax burden (including housing levy) and identify deductible items that reduce tax.
Avoid audits & penalties: produces clear documentation drivers can save/print for recordkeeping.
No accounting experience required: clear inputs, labeled sheets, and step-by-step instructions.
What this template does
Annualizes monthly income and expenses.
Calculates TOT (1.5% by default) on gross income.
Computes Housing Levy (1.5% by default) and applies it as deductible expense under ordinary income tax.
Computes Ordinary Income Tax using progressive bands, applies personal relief (Ksh 28,800), and returns tax payable.
Compares total annual tax for each regime and highlights the cheaper option.
Includes monthly breakdowns so drivers see monthly obligations and cashflow impact.
Detailed Features
Sheets included
Instructions — Step-by-step usage guide for drivers and admins.
Inputs — User-friendly fields for monthly gross income and detailed monthly expense categories (fuel, car hire/rent, platform commissions, insurance, maintenance, loan interest, phone/internet, car wash, other). Editable rate cells for TOT, housing levy, and personal relief.
Calculations — Annualised figures, housing levy calculations, TOT computation, ordinary income tax working (tax before relief and tax after relief), and monthly breakdown (Jan–Dec).
Summary — Clear side-by-side comparison and recommendation.
Who is this template for
Uber, Bolt, other Cab drivers in Kenya
Taxi drivers operating independently or on hire
Small fleet owners evaluating tax regimes for drivers
Accountants and tax trainers creating driver compliance workshops
Digital publishers / blogs targeting ride-hailing drivers







