For taxpayers who reside, work, or run a business in Kansas, filing your 2023 tax return is necessary. In collaboration with the federal government, the Kansas Department of Revenue mandates that eligible filers submit their forms and payments by the deadline of April 15, 2024. Accurately submitting a Kansas tax return in 2023 will help you maintain compliance, utilize any available credits, and get any refunds you are due. To help you confidently finish your return, this guide includes accurate, recently reviewed, or updated information from official state sources.

The process begins with gathering the correct forms, reviewing your income and deductions, and filing your completed return online or by mail. Kansas offers several programs to simplify filing, including e-filing for individuals and businesses and secure payment systems. To avoid penalties, filing an accurate return, tracking your refund, and making necessary payments on time, regardless of whether you prepare the return yourself or work with professional filers, is crucial.

This page is designed to assist new and experienced taxpayers by providing clear, step-by-step instructions. It includes references to Kansas Department of Revenue forms, official government contact details, and guidance on requesting assistance. By following these directions, you can meet all requirements for the 2023 tax year, avoid common mistakes, and ensure your refund is processed without unnecessary delays.

Overview of Kansas State Income Tax for 2023

Kansas income tax basics

Kansas requires residents, part-year residents, and nonresidents who earn money from Kansas sources to pay state income tax. The Kansas Department of Revenue, the state government agency in charge of these taxes, manages the collection of payments, processing of refunds, and overall system administration. Taxpayers must file a state return if they meet income thresholds, receive Kansas-source income, or wish to claim a refund for taxes withheld. Depending on their income level and structure, businesses operating in Kansas may also be required to file. The state uses a graduated tax rate system, and figures are periodically updated to reflect changes in legislation and inflation.

Credits and deductions

Kansas provides a range of credits and deductions intended to reduce the amount of tax owed or increase the refund taxpayers receive. Common examples include credits for qualifying education expenses, adoption costs, and energy efficiency upgrades. Some credits are open to individuals and businesses, while others are targeted to specific groups, such as disabled veterans or companies involved in designated economic development programs. Since eligibility criteria can change yearly, taxpayers should check the most recent guidance to confirm whether they qualify for available credits.

Importance of accurate filing

Submitting an accurate return is essential for meeting both state and federal requirements. Mistakes or missing information can cause delays in refund processing or result in additional taxes, penalties, and interest. To avoid these issues, filers should ensure they use the correct forms, carefully follow the Kansas Department of Revenue instructions, and confirm their return aligns with the figures reported to the IRS. Taxpayers are encouraged to contact the department by phone or mail for assistance when in doubt. Staying informed about current updates and available programs helps ensure your return is complete, compliant, and processed on time.

Who Must File a Kansas Return

Residents

Kansas residents must file a state return if they must file a federal income tax return or if their Kansas adjusted gross income exceeds the combined total of their standard deduction and exemption allowance. A resident is anyone who lives in Kansas for the entire year and maintains a permanent home in the state. This requirement applies to individuals and business owners whose primary operations are based in Kansas. Filing ensures compliance with government regulations and allows taxpayers to claim any eligible credits or refunds.

Nonresidents

Nonresidents must file a Kansas return if they earn any income from Kansas sources during the tax year, regardless of the amount. This includes wages, business income, rental property income, and other taxable earnings from within the state. Even if a nonresident’s main address is outside Kansas, the state government requires a return when Kansas-source income is present. Nonresidents can claim certain credits if they meet the eligibility requirements outlined in official forms and instructions.

Part-year residents and dependents

Part-year residents are required to report all Kansas-source income earned during the portion of the year they resided in Kansas. The return should appropriately divide income among states and show the correct residency dates. Even if a dependent is listed on another taxpayer's federal return, they may still be required to file if their income surpasses the Kansas filing threshold. Individuals in these categories should review the Kansas Department of Revenue guidance to confirm which forms, documents, and filing methods are necessary for their situation.

Kansas Income Thresholds for Filing

Income limits by filing status

Depending on their age, filing status, and whether they or their spouse is blind, Kansas requires taxpayers to file if their gross income reaches or surpasses specific thresholds. The Kansas Department of Revenue updates these amounts regularly, and they deviate from federal standards. Residents can learn more about improved filing status regulations and how they might impact the need to file a return by reading the official Kansas Residency Guidelines for the 2023 tax year.

Special considerations for dependents and nonresidents

Dependents may need to file a Kansas return if their income exceeds the state threshold, even if they are also claimed on another taxpayer’s federal return. Nonresidents with Kansas-source income are subject to filing rules regardless of the total amount earned. This includes wages, self-employment income, rental property earnings, and certain investment income.

Importance of reviewing thresholds annually

Taxpayers should review the Kansas income thresholds yearly before determining whether to file. This guarantees compliance with state law and prevents lost opportunities for credits or refunds. To assist taxpayers in making educated decisions, the Kansas Department of Revenue releases updated filing information and charts annually. The IRS Filing Requirements page contains additional federal filing instructions.

The Forms You Need for Kansas Income Tax

Primary forms for individual and business filers

Filing your Kansas tax return for 2023 requires the correct forms based on your filing situation. Most individual taxpayers will use Form K-40, the primary Kansas Individual Income Tax Return. Filers who need to adjust their federal adjusted gross income for state purposes will also complete Schedule S. Those who choose to itemize deductions instead of taking the standard deduction must submit Schedule A. Businesses or individuals with a balance due should include Form K-40V, the payment voucher, when mailing a payment. These forms are available from the Kansas Department of Revenue to ensure you use the most current version.

Credit forms and special programs

Kansas offers several credits that require separate forms. Form K-24 is used for the Apprenticeship Credit, and Form K-25 applies to the Affordable Housing Tax Credit. Taxpayers who need to calculate underpayment of estimated tax will use Schedule K-210. Businesses claiming certain incentive credits must follow the program-specific instructions the Kansas Department of Revenue provides. Refer to the department's official resources for further details about credit eligibility and program guidelines.

How to request or create forms if you cannot download them

If you do not have internet access, you can request paper copies of Kansas tax forms by contacting the Kansas Department of Revenue directly. Requests can be made by mail or phone; the department will send the forms to your address. The department’s published contact information shows mailing addresses and phone numbers. Keeping these official sources handy helps ensure that taxpayers and businesses have accurate and updated forms to complete their returns without delays.

Step-by-Step Instructions: How to File a Kansas Tax Return 2023

Step 1: Gather required documents

To ensure accuracy and avoid delays, gather all required documentation before starting your Kansas tax return. Examples include W-2 forms from employers, 1099 forms that report interest, dividends, or retirement distributions, and receipts for deductible expenses like mortgage interest, medical bills, and charitable contributions. Copies of your completed federal tax return, your previous year's Kansas return, and your spouse's and any dependents' Social Security cards are also required. It will be simpler to finish your return, and it is less likely that mistakes will be made if you keep these documents organized.

Step 2: First, fill out your federal return.

Kansas calculates income tax starting with your federal adjusted gross income. For this reason, your federal return must be finished before preparing your state return. The amounts from your federal return carry over to your Kansas forms, ensuring consistency between both filings. This process applies to individual taxpayers and businesses, as the state relies on federal figures to determine Kansas tax liability.

Step 3: Fill out Form K-40

The primary form used for filing individual income taxes in Kansas is Form K-40. Provide your name, address, Social Security number, and filing status as your first piece of personal data. Enter your federal adjusted gross income, then make any necessary Kansas modifications using Schedule S. Select either the standard deduction or itemized deductions, depending on your filing status and circumstances. Use the Kansas tax tables or rate schedules in the official instructions to determine your income tax.

Step 4: Apply credits and confirm payments

Apply any credits you are eligible for to reduce the amount owed after your preliminary tax amount has been determined. These could be credits for adoption, education, or specific business-related credits. Add any estimated tax payments you made during the year to the total amount of Kansas tax withheld from your W-2 and 1099 forms. These amounts are subtracted from your total liability, potentially decreasing the amount owed or increasing your refund.

Step 5: Review and submit your return

Carefully review your Kansas tax return to confirm that all information is correct, including names, Social Security numbers, and dollar amounts. Make sure all necessary forms and schedules are attached. Choose your filing method: e-filing through an approved system or mailing a paper return to the Kansas Department of Revenue. If you have a balance due, send your payment with the return or use one of the approved payment options. Keep a complete copy of your return and all supporting documents for your records.

Common Mistakes to Avoid When Filing

Using incorrect figures or forms

Taxpayers often make the error of depending on federal statistics rather than calculations unique to Kansas. This may result in an incorrect tax liability and potential processing delays for the return. Ensure that all calculations are done per the official state instructions and that you use the correct Kansas forms for the 2023 tax year.

Omitting required schedules or attachments

Certain taxpayers neglect to include required schedules or documents, such as Schedule A for itemized deductions or Schedule S for income modifications. Missing attachments could lead the Kansas Department of Revenue to reject or delay your return. Review your filing carefully to ensure all required forms and supporting documents are included before submission.

Providing incomplete or inaccurate personal information

Mistakes in personal details such as Social Security numbers, mailing addresses, or filing status can result in delays or incorrect payments. This applies to both individual taxpayers and businesses filing Kansas returns. Before sending your return, verify that all entries are accurate and complete. If you are unsure about any requirement or process, contact the Kansas Department of Revenue for clarification to prevent unnecessary errors or penalties.

How to File Your Kansas Tax Return

  • E-filing for faster processing: Electronic filing is preferred for most taxpayers because it offers quicker processing, fewer errors, and faster refunds. Kansas residents can use the state’s online filing system, IRS e-file, or an approved commercial software provider. These systems include built-in error checks to reduce mistakes and ensure all required forms are submitted. For businesses, e-filing provides additional convenience by allowing multiple returns or reports to be filed in a single session. Electronic filing confirms that the Kansas Department of Revenue has received your return.

  • Paper filing for traditional submission: Some filers prefer or are required to submit their Kansas tax return by mail. Paper filing involves printing and completing the necessary forms, signing the return, and mailing it to the address provided in the instructions for Form K-40. Taxpayers should allow additional processing time, which may extend to 16 weeks when filing by mail. Certified mail or another trackable delivery service is recommended, particularly if you submit a payment and return. Businesses should ensure that their mailed returns include all required attachments and are organized to prevent processing delays.

  • Choosing the best filing method: When deciding between e-filing and paper filing, taxpayers should weigh factors like refund speed, convenience, and accuracy. E-filing often results in quicker refunds, particularly when paired with direct deposit. Paper filing may be preferred by those who want a physical copy for their records or have complex returns that are easier to prepare manually. Regardless of the method chosen, it is essential to ensure the return is complete, accurate, and filed by the April 15, 2024, due date to prevent penalties and interest.

How to Make a Payment

Online payment methods

The secure payment system offered by the Kansas Department of Revenue allows taxpayers in Kansas to pay their state taxes online. Options include debit card transactions, credit card payments, and electronic bank transfers via ACH debit. Online payments lower the chance of delays and offer instant confirmation. Individuals and businesses can use this method to plan payments to meet the April 15, 2024, deadline.

Payment by mail

For those who would rather use more conventional methods, payments can be made by mail with a check or money order. To ensure the money is credited to the correct account when paying by mail, taxpayers must include Form K-40V, the payment voucher. Mailed payments should be sent to the address listed in the directions on Form K-40. A trackable mailing service is advised, particularly when sending larger payments.

Options for paying by Phone

Kansas also provides phone payment services for taxpayers who prefer to pay by phone rather than by mail or the internet. This option allows for payment by credit card or electronic check. Taxpayers should be prepared with their account number, payment amount, and tax year before making a call. Phone payment services are available during regular business hours and can be a convenient alternative for those who need to make a last-minute payment before the deadline.

How to Track Your Refund

  • Online refund tracking: The Kansas Department of Revenue offers an online refund tracking tool for taxpayers to check the status of their state tax refund. To access the system, you will require the refund amount indicated on your return, filing status, and Social Security number. Both individuals and companies can use this service, which updates them on whether the return has been processed, accepted, or if further examination is necessary. The quickest way to determine your refund status is to track it online.

  • Phone inquiries: For taxpayers who prefer or need to speak directly with a representative, refund status can also be checked by phone. Before calling, have your Social Security number, filing status, and refund amount ready. Calls are handled during regular business hours, and this method can be helpful if you have specific questions about delays or adjustments. Businesses may also use this option to confirm the status of refunds related to business tax filings.

  • Processing timeframes: Refund processing times vary based on the filing method. Electronically filed returns with direct deposit typically result in refunds being issued within three to four weeks. Due to additional handling and verification steps, paper-filed returns may take up to 16 weeks. Tracking your rebate regularly can help you identify potential issues early and ensure that any necessary corrections are made promptly.

Final Filing Checklist

  • Verify personal data: Confirm that your name, Social Security number, and address are correct on all forms to prevent delays in processing your return or refund.

  • Review all forms and schedules: Ensure that every required form, such as Form K-40, Schedule S, or Schedule A, is completed and attached. This step applies to both individuals and businesses.

  • Check calculations: Double-check all math on your return to ensure accurate totals for income, deductions, credits, and payments.

  • Confirm payment method: If you owe taxes, make sure your payment is included or submitted using your chosen payment method before the April 15, 2024, due date.

  • Sign and date the return: Unsigned returns are not considered valid, which can cause significant delays.

  • Keep copies for your records: Retain a complete copy of your filed return and supporting documents for at least three years in case of future questions or audits.

  • Mail or submit electronically on time: To avoid penalties and interest, ensure your return is e-filed or mailed with a postmark on or before the due date.

Additional Resources for Kansas Taxpayers

Kansas Department of Revenue contact options

Taxpayers needing help with filing, payments, or account inquiries can contact the Kansas Department of Revenue by phone, mail, or in person. To ensure quicker service, the department offers distinct phone numbers for business and individual tax matters. It will go more smoothly if you have your account number and pertinent tax year information. 

Official documents and forms

Forms, guidelines, and instructions are available for individuals and companies to download from the Kansas Department of Revenue. These resources include detailed explanations of credits, deductions, and programs that may help reduce your tax liability. Printed copies can also be requested by mail if online access is unavailable.

Federal tax coordination

Taxpayers may need to refer to IRS resources because Kansas income tax computations start with federal data. Essential information for ensuring your Kansas return matches your federal return can be found in federal publications, forms, and filing instructions. Using state and federal guidelines, you can ensure that your filing complies with all government regulations and is accurate and comprehensive.

Frequently Asked Questions: Kansas Tax Return 2023

What if I miss the April 15 due date?

If you miss the April 15, 2024, due date, file your return as soon as possible to reduce penalties and interest. Kansas imposes a failure-to-file penalty and a separate failure-to-pay penalty. Even if you cannot pay the full amount, submitting your return promptly helps limit additional charges and keeps your account in good standing.

Can I e-file my Kansas tax return for free?

Kansas offers free e-filing options for eligible taxpayers through its official online filing system. This system is available for both individuals and specific business filers. E-filing reduces errors, speeds up refunds, and immediately confirms that the Kansas Department of Revenue has received your return. Always check the page's last reviewed date to ensure accuracy.

Which credits and deductions can help lower my taxes?

Kansas reimburses for energy efficiency upgrades, adoption, and educational expenses. State and local taxes, mortgage interest, and medical bills are also eligible for deductions. Before claiming these benefits, taxpayers should ensure they qualify for the current tax year by reviewing the most recent forms and instructions, as eligibility rules may change annually.

How do I request an extension from the Kansas government?

Kansas honors the federal extension request filed with the IRS. If you have filed federal Form 4868, attach a copy to your Kansas return when you submit it. Remember, an extension to the file is not an extension to pay. All payments must be made by April 15 to avoid interest and penalties.

Do businesses file differently from individuals?

Yes, business returns often require different forms and schedules, depending on the type of business and its income sources. Some companies must file both Kansas and federal business tax returns. Owners should use the correct forms and follow the Kansas Department of Revenue’s guidelines for their specific business structure.

How do I contact the Kansas Department of Revenue for help?

You can contact the Kansas Department of Revenue by phone, mail, or in person. The department provides separate contact numbers for individuals and businesses to reduce wait times. When calling or visiting, provide your Social Security account number and tax year details.

Why is the “page last reviewed” date important?

The “page last reviewed” date shows when a government website’s tax content was last updated. This helps taxpayers confirm they are following the most current guidance. Using outdated information could result in errors, missed credits, or filing with the wrong forms, so always verify this date before relying on official instructions.