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PENNSYLVANIA
State Packages
Electronic Filing
Online Filing
City Packages
STATE FACT SHEET
1040, 1120, 1120S, 1065, and 1041
Individual Resident, Nonresident, Extension, Amended, Part-Year, & Estimated
Payments – Approved 11/24/2014
RCT101, RCT101I, REV-853 – Approved 12/11/2014
e-File of multiple RCT in Individual package
PA20S65 & Extension– Approved 01/26/2015
PA-41, Amended & Extension – Approved 2/9/2015
Philadelphia Business Income & Receipts Tax, Net Profits Tax – 01/23/2015
Individual
Generic Local, Philadelphia (Philly 40, BPT/BPT-EZ, NPT, School Income Tax)
Individual
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Offers all e-file forms for the PA 40 series
Offers e-file of multiple Forms RCT-101, RCT-101-I, and REV853
Supports e-file of Philadelphia Business Income & Net Profits Returns
Supports the annualized method and regular method of computing the underpayment penalty on Form 1630
Generates worksheets from the PA instructions to support detailed calculations
Amended return – PA 40X
Extension – PA REV-276-EX
Ability to pay taxes or estimates electronically via electronic funds withdrawal or via credit card
Special Calculations:
 Each schedule has its own depreciation schedule
 Depreciation differences
 PA W-2 Reconciliation Worksheet
Business
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Includes corporation, S corporation, partnership, and fiduciary returns and extensions
Provides simultaneous multistate processing capabilities
Generates worksheets from the PA instructions to support detailed calculations
Prepares estimates and extensions
Electronic Filing Features
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A fully integrated e-file module for the PA40, REV-276-EX, PA-40-ES, RCT Series returns (1040, 1120,
1120C, 1120S), 20S65 (1120S and 1065), and Philadelphia Business returns using the Modernized Electronic
Filing (MeF) System
e-File software identifies and corrects many errors that slow processing and delay refunds
Accepts direct deposit and direct debit of funds
For a free demo, call our Sales Department
DRAKE SOFTWARE • 235 EAST PALMER STREET • FRANKLIN, NC 28734 • 800.890.9500 • FAX: 828.369.9928
[email protected] • DRAKESOFTWARE.COM
Individual
PA 40 - Pennsylvania Individual Income Tax Return
Schedule A – Interest Income
- Attachments for lines 3, 6, 7, 8 and 15
Schedule B - Dividend Income
- Attachments for lines 3, 4, 7 & 9
Schedule C - Profit or Loss from Business, Profession
- Attachments for lines 4, 37, C-1 line 5, C-2 line 4
Schedule D - Capital Gains and Losses
Schedule D1 - Installment Sales
Schedule D71 - Gains from Sale of pre 1971 Property
PA 19 - Sale of Principal Residence
Schedule E - Rentals and Royalties
- Attachments for line 17 (Other Expense)
Schedule F - Farming Income
- Attachments for line 11 (Other Income) and 46 (Other
Expense)
Schedule G-L - Credit Income Tax By another State Long Form –
Automated.
Schedule J - Income from Estates and Trusts
Schedule T - Income from Gambling
- Attachments for line 1 (Winnings), 2 (Other gambling) and 4
(Ticket costs)
Schedule NRH - Nonresident Income Apportionment
Schedule NRK1 - Nonresident Partner/Shareholder K1
- Attachments for line 7 (Other Credits)
Schedule OC - Other Credits
- Attachments for all lines except line 16 (Total)
Schedule RK1 - Resident Partner/Shareholder K1
- Attachments for line 9 (Other Credits)
Schedule SP - Special Tax Forgiveness
- Attachment for Part B (Dependent Children)
- Worksheet for Part C line 6 (Nonresident Income)
Schedule UE - Unreimbursed Employee Expenses
- Attachment for Part C (Miscellaneous Expense)
- Attachment for Part G (Depreciation Expense)
REV-459B – Consent to transfer, Adjust or Correct PA Estimated
P.I.T. Account
W-2 Reconciliation Worksheet
Schedule W2S - Wage Statement Summary
Schedule 40X – Amended return
PAV - Payment Voucher
PA ES - Estimate Payment Voucher
Rev 276 - Request for Extension
PA 1630 - Underpayment of Estimated Tax
PA 1630A - Underpayment of Estimated Tax for Farmers
8453 - Declaration of Electronic Filing
8879 - EF Signature Authorization
PA Use Tax Worksheet
PA 1000 - Property Tax or Rent Rebate Claim
PA 1000A - PA 1000 Schedule A
PA 1000BE - PA 1000 Schedule B/D/E
PA 1000FG – PA 1000 Schedule F/G
PA 1000HS – Home Sale Worksheet
PA 1000RC - PA 1000 Schedule RC
PA 1000PS - PA 1000 Schedule PS
PA C2 - Dividend Deduction/Schedule X
PA C3 - Adj. for Bonus Depreciation
REV 238 - Out Of Existence/Withdrawal
- Attachments for Assets Distributed to Others,
Consideration Paid, Real Estate Distribution, Sales
After Cessation, and Undistributed Property
REV 860 - C-5 Schedule of Taxes/Schedule OA
- Attachments for Other Additions & Other
Deductions
REV 853 - Corporation Extension
REV 861 - Disposition of Assets & attachment
REV 934 – Schedule of Nonbusiness Income
REV-986 – Schedule to Support Claim of Exemp of CNI Tax
REV 1175 – Schedule AR
PA WKLOAN - Loans Tax Calculation
PA POA - Power of Attorney
PA 8453C - Declaration for E-filing
PA 8879-C – E-file Authorization, RCT-101
–added page 2
PA 4562 - State Depreciation Schedule
DEPDIF - PA ADJ Due to Depreciation Differences
S Corporation
PA 20S65 - Partnership and S Corporation Income Report
PA 20S65A - Interest Income
PA 20S65B - Dividend Income
PA 20S65CP - Corporation Partner Withhold
PA 20S65HC - Corporation Partner Apportioned Business
income (loss)
PA 20S65J - Income from Estates or Trusts
PA 20S65MD - Member/Shareholder Directory
PA 20S65E - Rent and Royalty Income (Loss)
PA 20S65H - Apportionment Business Income (loss)
PA 20S65I – Intangible Drilling Cost
- Attachments for lines 6 and 7
PA 20S65J - Income from Estates and Trusts
PA 20S65OC - Other Credits
PA 20S65T - Gambling and Lottery Winnings
PA 291 - Non-withholding of PA Income Tax application
REV 276 - Application for Extension
PA 65V - Payment voucher
PA 8453P - Declaration for E-filing
PA 8879P - Signature Authorization
PA A-2 - Schedule A2
- Attachments for lines 3 and 7
PA ES - Estimate Vouchers
PAM - Reconciliation of Fed to PA Taxable Income/Loss
PA POA - PA Power of Attorney
RCT 101 - Corporate Tax Return for LLCs
RCT 101-I - Inactive Corporate Reports for LLCs
RCT 105 – Three Factor Capital/Franchise Exemption Schedule
RCT-106 – Schedules I, 2 and Tables
REV 860 – Schedule L, M-1 and M-2
REV 857R – Estimate Voucher
REV 853 – PA Corporate Extension
REV 961 – Schedule A-3
PA 1175 – Schedule AR
PA PERV – Corporation Payment Voucher
PA 8879-C – Declaration to e-file an RCT-101
PA 8879-C – E-file Authorization, RCT-101
added page 2
Corporation
RCT 101 - Corporation Tax Return
RCT 101X - Amended Corporation Return
RCT 101I - Inactive Corporation Report
RCT 102 - Capital Stock Manufacturing Exemption Schedule
RCT 103 - NOL
RCT 105 - Three Factor Capital Stock/Franchise Exemption
RCT 106 - Schedules 1, Schedule 2, and Schedule A-1
PA PERV - Corporation Payment Voucher (paper-filing)
PA CTV - Corporation Payment Voucher (e-file only)
REV 857R - Estimate Voucher
PA 8453C - Declaration for E-filing
PA 8879-C – E-file Authorization, RCT-101 –added page 2
REV 861 – Disposition of Assets
PA 4562 - State Depreciation Schedule
DEPDIF - PA Adj Due to Depreciation Differences
Worksheet for Schedule M, Part B, Section E line a
Partnership
PA 20S65 - Partnership and S Corporation Income Report
PA 20S65A - Interest Income
PA 20S65B - Dividend Income
PA 20S65CP - Corporate Partner Withhold
PA 20S65HC - Corp Partner Apportioned Business income (loss)
PA 20S65J - Income from Estates or Trusts
PA 20S65MD - Member/Shareholder Directory
PA 20S65E - Rent and Royalty Income (Loss)
PA 20S65H - Apportionment Business Income (loss)
PA 2065I – Intangible Drilling cost
- Attachments for line 6 and 7
PA 20S65J - Income from Estates and Trusts
PA 20S65OC - Other Credits
PA 20S65T - Gambling and Lottery Winnings
PA 291 - Non-withholding of PA Income Tax application
REV 276 - Application for Extension
PA 65V - Payment voucher
PA 8453P - Declaration for E-filing
PA 8879P - Signature Authorization
PA A2 - Schedule A2
PA ES - Estimate Vouchers
PA M - Reconciliation of Federal to PA Taxable Income (loss)
PA NRC - Nonresident Composite Return
PA NRC - Nonresident Composite Return
PA NRCI - Directory of Individual Owners
PA NRK1 - Nonresident Partner/Shareholder K1
PA NW - Nonresident Withholding Payments
PA RK1 - Resident Partner/Shareholder K1
RCT 101 - Corporation Tax Return
RCT 101X - Amended Corporation Return
RCT 101I - Inactive Corporation Report
RCT 102 - Capital Stock Manufacturing Exemption
RCT 103 - NOL
RCT 105 - Three Factor Capital stock/Franchise Exemp Sch
RCT 106 - Schedules 1, Schedule 2, and Tables
PA PERV - Corporation Payment Voucher (paper-filing)
PA CTV - Corporate Payment Voucher (e-filing)
REV 857R - Estimate Voucher
REV 238 - Out Of Existence/Withdrawal
REV 860 - C-5 Schedule of Taxes/Schedule OA
-Attachments for Other Additions & Other Deductions
REV 853 - Corporate Extension
REV 861 – Disposition of Assets
REV 934 – Schedule of Nonbusiness Income
REV 961 - Schedule A-2
REV 986 – Schedule to support claim of Exemption of CNI
Tax
REV 1175 – Schedule AR
PA WKLOAN - Loans Tax Calculation
PA POA - Power of Attorney
Fiduciary
PA 41 - Fiduciary Income Tax Return
Schedule A – Interest
- Attachments for lines 3, 6, 7, 8, 11 & 12
Schedule B – Dividend and Capital Gains Distributions
- Attachments for lines 3, 4, 7, 8 & 9
Schedule DD - Distribution Deduction Schedule
- Worksheet for line 17
Schedule D - Sale or Exchange of Property
Schedule E - Rentals and Royalties
Schedule J - Income from Estates and Trusts
Schedule 41-X Amended Return
PA 41 V - Payment Voucher
PA 1630F - Underpayment of Estimated Tax
Schedule N – PA Source Income and Nonresident Tax W/H
- Attachments for Part 2 and 4
Schedule OC – Other Credits
Schedule NRK1 - Nonresident Beneficiary K1
Schedule RK1 – Resident Beneficiary K1
REV 276 - Extension
PA 8453F – e-File Authorization
PA 8879P – e-File Authorization
Cities
PALOCAL - Generic PA Local Earned Income Tax
PA LOCES - Local estimated payments
PACTYCRD – Credit for taxes paid to other jurisdictions
PAPHL40 - Philadelphia Employee Earnings Tax
PAPHRPCE - Phil Ref Tax Petition Commissioned
Employees
PAPHRPSE - Phil Refund Tax Petition Salaried Employees
PA PHWKBD - Decoupling from Federal Bonus Depr
PA NRCO - Directory of NR and Foreign Owners
PA NRK1- Nonresident Partner/Shareholder K1
PA NW - Nonresident Withholding Payments
PA RK1 - Resident Partner/Shareholder K1
RCT 101 - Corporate Tax Return
RCT 101X - Amended Corporate Return
RCT 101I - Inactive Corporate Report
RCT 102 - Capital Stock Manufacturing Exemption
RCT 105 - Three Factor Capital Stock/Franchise Exemption
Schedule
RCT 106 - Schedules 1, Schedule 2, and Tables
PA PERV - Corporation Payment Voucher (paper-filing)
PA CTV - Corporation Payment Voucher (e-filing only)
REV 857R - Estimate Voucher
REV 238 - Out Of Existence/Withdrawal
REV 860 - C-5 Schedule of Taxes/Schedule OA
REV 853 - Corporate Extension
REV 861 – Disposition of Assets
REV 961 - Schedule A-2
REV 1175 – Schedule AR
PA WKLOAN - Loans Tax Calculation
PA POA - Power of Attorney
PA 8453C - Declaration for E-filing
PA 8879-C – E-File Authorization, RCT-101 added page 2
PA 4562 - State Depreciation Schedule
DEPDIF - PA ADJ Due to Depreciation Differences
Worksheet for Schedule M, Part B, Section E, line a
Philadelphia Net Profits Tax
Philadelphia Business Privilege Tax SCH A, B, and C
Philadelphia Business Privilege Tax SCH D and E
Philadelphia Business Privilege Tax Extension
Philadelphia Business Privilege Tax Payment Voucher
Philadelphia Net Profits Tax Payment Voucher
Philadelphia Net Profits Estimate Tax Payment Voucher
Philadelphia Net Profits Tax Worksheets A, B, C, D, E, K
Philadelphia Net Profits Tax Extension
Philadelphia Business Privilege Tax EZ Form
Philadelphia Business Privilege Tax Long Form
Philadelphia Business Privilege Tax SCH A
Philadelphia Business Privilege Tax SCH A
Philadelphia e-fie Signature Authorization
Philadelphia School Income Tax
Philadelphia School Income Tax Voucher
Philadelphia Schedule N – New Business