Managing Pennsylvania Tax Jurisdictions

Your firm can configure up to 99 specified Pennsylvania tax jurisdictions for the Individual (1040) return type. You can override the Pennsylvania Tax Jurisdiction return configuration set options on the Pennsylvania > Generic Cities > Pennsylvania Cities > General worksheet.

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Tax > Pennsylvania Cities on the navigation panel.
3. Do one of the following:
   • Create a new record. Click New to open a new record.
   • Modify an existing record. Click Open to display and edit the selected record.
4. Enter information for the tax jurisdiction in the various areas in the upper section. Explain the components of the window.

Component	Description
Jurisdiction code	Enter a code between P01 and P99 to be assigned to designated jurisdiction. The code must be unique for the jurisdiction; it cannot match any existing code. When adding a jurisdiction, the system will assign the next available consecutive number automatically; however, if needed, this number can be changed prior to saving and exiting the window. Once the number has been assigned, it cannot be changed.
Tax jurisdiction	The name of the jurisdiction.
Payee	The payee of the jurisdiction.
Next year’s tax rate for estimated tax	Enter the tax rate for the next year as a decimal (for example, enter 1% as 0.01).
Include Pennsylvania S Corporation income	If not selected, Pennsylvania S Corporation income is excluded.
PSD code	Enter the Political Subdivision Code to be applied to the PAC Local Earned Income Tax Return and PAC Estimate forms. This code overrides the calculated PSD code in the return. This option applies to tax years 2013 and higher.
Work PSD code	Enter the work location Political Subdivision Code to be applied to the PAC Estimate form. This option applies to tax years 2013 and higher.
School District Code	Enter the six-character code for the school district that is associated with the PSD code. This code will be applied to the PAC Local Earned Income Tax Return and PAC Estimate forms. This option applies to tax years 2014 and higher.
Unreimbursed employee business expense	Select one of the following options: Use amount from PA Schedule UE Use amount from Federal 2106 Exclude unreimbursed employee business expenses
Other income	Select one the following options: Include gains and losses Include gains only Exclude gains and losses
Ordinary K-1 income	Select one of the following options: Include gains and losses Include gains only Exclude gains and losses
Rental income	Select one of the following options: Exclude gains and losses Include gains and losses Include gains only
Business income	Select one of the following options: Offset losses against both wages and bus. income (federal) Offset losses against business income only (federal) Offset losses against wages only (federal) Losses not allowed (federal) Offset losses against both wages & bus. income (PA) Offset losses against business income only (PA) Offset losses against wages only (PA) Losses not allowed (PA)
Local filing status if federal married filing jointly	Select one of the following options for federal returns filed MFJ (married filing joint): Joint return, two columns, refund/tax due offset Joint return, two columns, refund/tax due not offset Joint return, one column, spousal loss offset allowed Joint return, one column, spousal loss offset not allowed Separate returns

5. Enter the tax collecting agency mailing information. For tax years 2014 and higher, you can enter mailing information for any of the following:
   • Returns with payments
   • Returns with no refund or payment
   • Returns with refund
6. Enter the tax collecting agency mailing information for estimated tax payments. This section applies to tax years 2013 and higher.
7. Click Due Dates/Rates to enter due dates and rate information.
8. Click Save to save changes or Cancel to exit the window without saving.