Get When To File: This Return Must Be Completed And Filed By All Persons Subject To The Tax On Or

Filling out the 'When to File' form is essential for all individuals subject to the local earned income tax. This guide provides a clear, step-by-step approach to ensure that you complete and submit this tax return effectively, whether you are a first-time filer or looking to refresh your understanding.

Follow the steps to accurately complete the tax return online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Review the tax year for which you are filing and ensure that all necessary documents, such as W-2s and any other required schedules, are readily available for reference as you fill out the form.
3. Complete the personal information section, including your name, address, and social security number. Ensure that all entries are correct and clearly legible.
4. In the earnings section, accurately report your gross earnings for services rendered as stated on your W-2 forms. This includes all forms of compensation.
5. Document any allowable employee business expenses by enclosing the corresponding Pennsylvania form PA-UE, if applicable.
6. Report any other taxable earned income that has not been included in previous lines, being sure to distinguish it clearly from non-taxable income.
7. Calculate your total taxable earned income by subtracting allowable expenses from gross earnings and adding any other taxable earnings.
8. If applicable, document net profits or losses from business activity, ensuring to include necessary schedules and forms.
9. Complete the tax liability calculation by multiplying your total taxable income by the local earned income tax rate.
10. Document any taxes withheld from your earnings according to your W-2 statements, and ensure that you have accounted for any estimated payments or credits.
11. Calculate your total payments and credits, including any potential refunds, credits, or amounts due.
12. Review your entire form for accuracy, ensuring that all required supporting documentation is attached, and save your changes.
13. Download, print, or share the completed form as required for submission to your local earned income tax collector.

Complete your local earned income tax return online today to ensure timely and accurate filing.