resources

Forms and checklists

• 2011 Individual Tax Organizer & Engagement Letter
• 2011 Schedule C Packet
• 2011 Vehicle Information Questionnaire
• 2012 Form W-4
• 2012 Mileage Reimbursement Rates
• 2012 Payroll Update Letter
• Act 32 - Highlights and Changes
• Act 32 - Local Earned Income Tax Residency Certification
• Act 32 - PA webpage with link to PSD Codes
• Automobile Form
• Electronic Federal Tax Payment System Enrollment Information
• Estate Planning Questionnaire
• Etides Registration Information
• Form I-9 (Revised August 7, 2009)
• Form W-11 - HIRE Act Employee Affadavit
• New Employee Forms - Federal & State Documents
• PA Sales & Use Tax Exemption Certificate
• PA Use Tax Voluntary Compliance Program
• Schedule E Worksheet
• W-9 (Request for Taxpayer Identification Number)

Tax tables

• 2012 941 Tax Liability Calculation Worksheet
• Peachtree 2012 Tax Tables (versions 2010 and higher)
• Quickbooks Clients
  You will need to purchase the update from Quickbooks, follow the link above to enter their website.
• Tax Tables - Manual Calculations
  Use the annual printed copy of the Circular E, Employer's Tax Guide, Publication 15 (For use in 2010), which includes new Federal Withholding Tables.

Tips and information

• "American Recovery & Reinvestment Act"
• 2010 Tax Relief Act
• 2012 Local Services Tax (LST) and Earned Income Tax (EIT) Withholding Rates
• American Opportunity Credit
• Budget Control Act of 2011
• New Tax Rules for Donations
• Record Retention Checklist
• Small Business Jobs Act of 2010
• Supplemental Information for 2009 Energy Tax Credits
• Unemployment Compensation - Dept. of Labor & Industry
• When will I get my e-filed tax return refund?