Get 2016 Pa Schedule Ue - Allowable Employee Business Expenses (pa-40 Ue). Forms/publications

This guide provides detailed instructions on how to accurately fill out the 2016 PA Schedule UE - Allowable Employee Business Expenses (PA-40 UE). Completing this form correctly ensures you can claim the business expenses you are entitled to, thus potentially reducing your taxable income.

Follow the steps to efficiently fill out the PA Schedule UE.

1. Use the ‘Get Form’ button to obtain the PA Schedule UE form and open it in your editor.
2. Begin by entering your name as the taxpayer claiming expenses, along with your Social Security Number, employer's name, and address. Be sure to include your employer identification number and phone number.
3. In Part A, list your direct employee business expenses. Start with union dues by entering the name of the union and the amount paid. Continue to list your expenses for work clothes and uniforms needed for your job, as well as any small tools and supplies not provided by your employer.
4. In Part A, also include any professional license fees, malpractice insurance, or fidelity bond premiums required for your job. Total these amounts at the end of Part A to determine your direct employee business expenses.
5. Proceed to Part B. Record your business travel expenses. You can either enter the amount from federal Forms 2106 or 2106EZ or enter the total business miles and multiply by the federal standard mileage rate. Include other travel expenses such as parking fees, tolls, overnight travel expenses, meals, and entertainment.
6. In Part C, itemize any miscellaneous expenses that are related to your job. Add these expenses to find your total miscellaneous expenses.
7. For Part D, answer the three questions about your office or work area expenses accurately. If you answer 'yes' to all, provide detailed expenses related to maintaining your work area, including depreciation, utility costs, and any rent payments.
8. In Part E, determine and enter your moving expenses if applicable. First, verify that the distance test is met, then document your transportation and travel expenses related to your move.
9. Fill out Part F regarding education expenses. Confirm that your education is necessary for your job, and then list tuition, fees, and any associated travel costs.
10. Complete Part G by calculating any allowable depreciation expenses. Enter the relevant details as requested and total these amounts.
11. Finally, calculate the total allowable employee business expenses by summing the expenses from each part. Adjust for any reimbursements before concluding your net expense calculation.
12. Once you have completed all required fields, ensure to save your changes. You may wish to download, print, or share the PA Schedule UE form as necessary for your records or submission.

Complete your 2016 PA Schedule UE form online to ensure all your allowable employee business expenses are accurately documented.