CS Professional Suite®


State Electronic Filing Guide

Contact Information:

PA Department of Revenue
Joseph Henry
Bureau of Individual Taxes
P.O. Box 280507
Harrisburg, PA - 17128-0507
Website: www.revenue.state.pa.us
Email: jhenry@pa.gov
Phone: 717-787-4017
Fax: 717-772-4193
Tax Refund Inquiries: 717-787-8201 or 888-728-2937
State Guide Details:

Grace Period : None
E-filing Mandate : Must e-file if preparing 50 or more returns
Form for opting out of mandate : A mark box on Form PA-40 authorizes the paid preparer not to file electronically
Federal and State E-files Can Be Linked : Yes
State Can Be E-filed Separately : Yes
Return Types Accepted Electronically :
Resident : Yes
Part Year Resident : Yes
Non-Resident : Yes
Amended : Yes
Estimate Payments : Yes
Extension : Yes
Additional Return Types : Form RCT-101 for Limited Liability Companies can be e-filed for tax year 2015 only. Property tax/Rent rebate returns and Local earned income tax returns cannot be e-filed.
Accepts Returns With : Refund, Zero Balance, Balance Due
Direct Deposit of Refunds : Yes for PA-40, no for RCT-101
Payment of Balance Due by :
Electronic Funds Withdrawal (Direct Debit) : Yes
Credit Card : Yes
Online ePayment : Yes
Signature Requirements : ERO retains Form PA-8453, PA-8879, or jurat statement for 3 years
Accepts eSignature : Yes
Supports PDF attachments : Yes
Tax year(s) supported for e-filing : Current tax year and two prior tax years
Drivers License or State ID Required : If your client was issued a driver’s license or state identification card, provide the requested information from it or indicate there is no applicable identification provided. An individual return cannot be filed electronically with the state if you do not provide a response on federal Screen IDAuth.
Average Refund Time :
E-filed Return : 3-4 weeks
Paper Return : 6-8 weeks
Application Requirements : Automatically accepts IRS approval
Special Considerations : See Publication REV-993 Handbook for Electronic Filers

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