Q&A with the Pennsylvania Department of Revenue

Please explain the mandatory e-filing requirement.

Sep 30, 2013

Is it 10 or more of each type of return (PIT, trust & estates, corporate) or a combination of returns filed?


The e-filing requirement will be determined independently upon each type of return. If a preparer prepares 10 corporation tax returns and 10 individual returns, since neither number of returns is more than 10, neither has to be filed electronically. Estate and trust returns (PA-41) are not included in the e-file mandate and are not included in the count for determining number of returns filed for personal income tax.

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These documents provide a summary of the answers provided by the Department of Revenue to the PICPA Committee on State Taxation at its annual question and answer session. These documents are classified as revenue information issued for informational purposes only for the convenience of PICPA members. Pursuant to 61 Pa. Code Section 3.4, these documents should not be relied upon for any purpose or used in tax appeals. Taxpayers requiring a binding opinion on their specific fact situation may request a written letter ruling under 61 Pa. Code Section 3.3.