Computation Of Credit For Taxes Paid To Other States
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1CURRENT YEAR PAYMENT RECORD
INCOME A
INCOME B
QTR. 1 $
QTR. 1 $
QTR. 2 $
QTR. 2 $
QTR. 3 $
QTR. 3 $
QTR. 4 $
QTR. 4 $
TOTAL
TOTAL
(ENTER ON LINE 9b)
(ENTER ON LINE 9b)
INSTRUCTIONS FOR FINAL RETURN FORM
LINE 11-13 - TAX PAYMENT Your remaining tax liability appears on Line 13 of the tax
return. If paying jointly, insert amount enclosed on Line 14. No payments under $1.00
Every resident who had taxable earned income or net profits during any part of the year
are required. NOTE: There will be a $30.00 charge for checks returned from the bank
must file a final tax return form. THIS RETURN MUST BE FILED EVEN IF TAX WAS
for any reason. For a receipt, enclose a stamped, self-addressed envelope. Please
FULLY WITHHELD BY YOUR EMPLOYER OR IF NO ADDITIONAL TAX IS DUE. Two-
Note: by submitting payment by check, you are authorizing our company to convert your
income households may file on the same form provided separate columns are
check into a one-time electronic debit from your account in the financial institution indicated
used. Merging of income/loss is not permitted.
on your check. If this option is exercised, the resulting electronic debit will be for the exact
amount of your check; no additional amount will be added to the check amount.
All returns must be postmarked or delivered on or before April 15 of the following tax
year to avoid penalty, interest and late charges.
PENALTY AND INTEREST CHARGES All returns filed after April 15 will be assessed
penalty and interest charges at the rate of 1% per month. Additional late fees, penalty
LINE 1 - TAXABLE EARNED INCOME AND COMPENSATION Earned Income shall be
and interest charges will be assessed for residents who have failed to file or make proper
determined by the Regulations set forth by the Pennsylvania Department of Revenue
tax payments. At least 85% of the earned income tax liability must have been met
relating to personal income tax. Please refer to Act 166 of 2002. Earned Income
through quarterly payments in order to avoid penalty and interest on unpaid taxes.
includes gross wages; salaries; commissions; bonuses; tips; fees; vacation pay; honoraria;
severance pay; incentive payments; supplemental wage plans; profit distributions; sick
NON-TAXABLE INCOME (DO NOT INCLUDE THESE ITEMS): personal interest and
pay (other than third party sick pay); housing allowance payments; taxes assumed by
dividend income; social security benefits; pensions; disability benefits; cafeteria plans;
the employer for the employee; exercised stock options from employers; employer-reim-
personal use of company auto; military pay; third party sick pay; parsonage housing
bursed moving expenses; deferred income for pensions and annuities; interest earned
allowance payments; lottery winnings; death benefit payments; gifts or bequests;
on premature 401(k) distributions; and other forms of compensation as provided by the
unemployment compensation; supplemental unemployment benefits (SUB); public
employer whether reported on W-2 statements or 1099 Forms.
assistance and income from stocks or trusts.
LINE 2 - DEDUCTIONS FOR UN-REIMBURSED BUSINESS EXPENSES ARE
PERMITTED AS FOLLOWS: business related auto expenses; union dues; professional
DOCUMENTATION Documentation of earnings (W-2 statements and Forms 4797 and/or
license fees; professional dues; small tools required for employment; and uniforms or
1099), net profits (Schedule C, E, F or K-1), and/or business expenses (Pennsylvania
work clothing not suitable for everyday use. Business expenses will not be
Department of Revenue Schedule UE, Federal Form 2106, and other federal and state
processed as a deduction without documentation. Attach PA Schedule UE Form
forms as applicable) must accompany tax returns. TAX RETURNS WITHOUT PROPER
and Federal Form 2106. Contributions to deferred income plans such as IRA’s,
DOCUMENTATION WILL BE CONSIDERED INCOMPLETE AND WILL NOT BE
401(k)’s, and Keoghs cannot be deducted from taxable income. PERSONAL
PROCESSED. REFUNDS OR CREDITS WILL NOT BE ISSUED WITHOUT PROPER
EXPENSES NOT DEDUCTIBLE.
DOCUMENTATION. Indicate the name of the taxing district receiving any money withheld
LINE 4 - OFFSETS AGAINST EARNED INCOME A business loss can be offset against
on withholding statement, or on an attached sheet of paper. Taxpayers must supply the
earned income/compensation but not against the profit earned in another business.
original document or a copy of the document - the tax office will not make copies or
A business profit cannot be offset by a business loss. Losses from Sub-Chapter S
return documents.
income cannot be offset against earned income. Do not include corporate income or
loss.
CREDIT FOR TAXES TO OTHER JURISDICTIONS Payments by residents of a tax on
income to Philadelphia, any state other than Pennsylvania with the exception of states
LINE 6 - TAXABLE NET PROFIT Net Profit shall be determined by the Regulations set
maintaining a reciprocal agreement with Pennsylvania, or any political subdivision locat-
forth by the Pennsylvania Department of Revenue relating to personal income tax.
ed outside Pennsylvania can be credited against this tax. The credit can not exceed
Please refer to Act 166 of 2002. Net Profit includes net profits from a business, profession
local tax rate and no refunds will be allowed on excess. Calculate credit on chart below
or farm; rental income unless reported as passive income to the Pennsylvania
for taxes paid to other states and supply copies of Pennsylvania and other state tax
Department of Revenue; royalties; patents and fees; and partnership or joint venture
income. In addition, taxable gains from the sale of business property shall be reported
returns.
for earned income tax purposes in the year of sale to the extent that they were created
CHECK NAME, ADDRESS, RESIDENT MUNICIPALITY, AND FILL IN SOCIAL
by depreciation deductions (tax benefit) previously deducted to determine net profits.
SECURITY NUMBER Your social security number is important for the prompt and accurate
Supporting documents shall include but not be limited to Federal Form 4797, Schedule
processing of this return. Make any corrections to the name, address, resident municipality,
C, D, E, F, K-1, and related schedules. Sub-Chapter S income will be taxed to the extent
that it represents income for services rendered to a corporation by a party to the extent
and complete social security number section on this return.
that a reasonable salary is not taken that is otherwise subject to the earned income tax.
SIGNATURE REQUIRED All returns must be signed and dated by the taxpayer(s)
Where shareholder provides services and does not receive a reasonable salary, distribution
only. Power of Attorney is required for second party signing. Improperly executed
of S-Corporation profit to that shareholder should be considered compensation for services
returns will be considered unfiled and delinquent.
rendered.
FAILURE TO RECEIVE A TAX RETURN DOES NOT RELIEVE THE TAXPAYER OF
LINE 9(c) - Any person subject to the City of Philadelphia income tax must identify the
amount of tax paid to the City of Philadelphia on Line 9(c). All income, as well as the name
THE RESPONSIBILITY OF FILING A TAX RETURN AND OF PAYING THE TAX.
and address of your employer, must be verified by W-2 or other schedule (Act 72 of 2004).
Failure to file, upon conviction, may result in a fine up to $500.00 per year, plus
penalty, interest, and costs of collection (Local Tax Enabling Act, P.L. 1257).
LINE 10 - OVERPAYMENT Your REFUND amount, if any, appears on Line 10 of the tax
return. OVERPAYMENTS will be credited to other tax liabilities, or refunded. No refunds
Thank you for submitting your payment to Central Tax Bureau of PA/Don Wilkinson
under $5.00 will be issued unless liability ceases this year or there are extenuating
Agency, Inc. By doing so, you are authorizing Central Tax Bureau of PA/Don Wilkinson
circumstances. Amounts under $5.00 will be credited to the next tax year.
Agency, Inc., to convert your check into a one-time electronic debit from your account at
the financial institution indicated on your check. This electronic debit will be for the amount
of your check; no additional amount will be added to the check amount.
COMPUTATION OF CREDIT FOR TAXES PAID TO OTHER STATES
Total Amount Due: ________________________
*ADD 3% CONVENIENCE FEE TO TOTAL AMOUNT
DUE WHEN PAYING BY CREDIT CARD
0.00
3% Convenience Fee: _____________________
Income subject to tax in other state (attach PA Schedule G & tax return)
$ _______________________ AA
Type of Credit Card:
b
VISA
b
MASTERCARD
Tax paid to other state less refund (attach copy of tax return)
$ _______________________ BB
0.00
Total Credit Card Charge:___________________ Name of Card: _______________________________
PA Income Tax Credit (PA tax rate X AA)
$ _______________________CC
/
Expiration Date: __________________________
Excess tax paid other state (BB-CC) (if negative enter 0)
$ _______________________DD
I agree to pay 3% convenience fee to Centax:
Maximum Allowable Credit (local tax rate X AA)
$ _______________________ EE
Signature ____________________________________________________________________________
bbbb bbbb bbbb bbbb
Allowable Tax Credit (lesser of DD or EE) enter on line 9 (d) on front
$ _______________________
Credit Card#
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