Taxation

Tax Resources for CPAs

Recent Updates

e-TIDES Is Being Shut Down in February 2023

Business taxpayers are strongly encouraged to act now and set up an account on the Pennsylvania Department of Revenue’s (DOR) myPATH system. This is DOR’s new online system for registering, filing, and paying Pennsylvania taxes.

The DOR will be retiring e-TIDES, the prior online filing system for business taxpayers, in the final week of February. That means taxpayers will no longer be able to use e-TIDES to file returns and make payments after this date. Instead, they will need to use myPATH to handle these tax obligations. In addition, with many important due dates – including for monthly, quarterly, and semiannual sales tax returns – now is the time to create a myPATH account.

When signing up there is an option to migrate your prior account information from e-TIDES into myPATH. For a simple tutorial on how to do this, DOR offers a Migrating e-TIDES Access instructional video.

If you have trouble getting started with myPATH, please use these resources: 

As part of its reach-out efforts, the DOR held a webcast on the myPATH system hosted by the PICPA on Jan. 12. It covered changes that will affect business taxpayers with the closing of e-TIDES and provided an overview of updates to the myPath system. View the replay

If you need additional assistance, you may contact the department by email at myPATH@pa.gov or by phone at (717) 425-2495, ext. 72841.


Previous Recordings


Pennsylvania Business Taxes Moved to myPATH in November 2022

The Pennsylvania Department of Revenue (DOR) transitioned all of the business taxes it administers into a new system starting on Nov. 30, 2022. The previous system, e-TIDES, is being retired. Read more

The DOR’s Customer Experience Center released a series of new Revenue 411 myPATH training videos. These informative tutorials help users get started with the new system.

On Jan. 12, the PICPA and the Pennsylvania Department of Revenue held an online update on business taxes and the myPATH system. Alicia Gonse, chief of customer outreach, relations, and engagement within the DOR Customer Experience Center, covered changes affecting business taxpayers and provide an overview of updates to the myPATH system. Check out this replay of the webcast.


Pennsylvania State and Local Tax


Latest Blogs, Articles, and Podcasts


State & Local Tax

  • Win23StateLocal

    Historic CNIT Reductions and Small-Business Tax Reform

    On July 8, 2022, Pennsylvania Gov. Tom Wolf signed House Bill 1342 into law as Act 53 of 2022, culminating month’s-long bipartisan negotiations. The law marks the first change in Pennsylvania’s corporate net income tax (CNIT) rate since 1995, reducing it by more than 50% over the next nine years: from 9.99% in 2022 down to 4.99% in 2031.
  • Navigating Pennsylvania Local Business Privilege Taxes

    In addition to federal and state income tax obligations, business taxpayers operating in Pennsylvania also may be responsible for an array of additional local taxes, depending on the localities in which they transact business. These local business privilege or mercantile taxes can be difficult to navigate for the unfamiliar taxpayer.

Federal Tax

  • Win23BusTrans

    R&D Tax Credits and M&A Transactions

    When considering a merger or acquisition, tax attributes are often not a due diligence priority. Incorrect assumptions are often made about the value and utility of these attributes. An acquiring company can be surprised to find out it cannot use any of the target’s R&D tax credits following the acquisition.
  • Win23PFP

    Mitigate the Tax Impact of the Death of an Owner/Shareholder

    For many owners of closely held businesses, their largest asset – and the one that is perhaps most difficult to value – is their interest in their business. With the current estate tax exemption levels set to sunset at the end of 2025 (if not before), business owners and their CPAs may need to take appropriate steps in the tax and legacy planning process.

Tax Season Featured Member Benefits

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Capstan - Tax Saving Opportunities for Tangible Property and Other Fixed Assets

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CPA Now Blogs

  • Mark L. Lubin, CPA, JD, LLM

    Poor Communication Practices Can Endanger Confidentiality Privilege

    Tax practitioners are familiar with the substantive aspects of tax planning and advice, but considerations regarding the confidentiality of tax analysis and taxpayer communications are sometimes overlooked. Make sure you do not provide an unintended “audit roadmap” on those transactions for which tax planning advice has been provided.
    Full story
  • Gary Forster, JD, LLM

    Estate and Gift Tax Rules for Noncitizens

    Although CPA practices commonly handle federal estate and gift tax matters, very few CPAs regularly experience nonresident noncitizens exposed to these taxes. This blog provides an overview of the international side of U.S. estate and gift taxes.
    Full story

CPA Conversations Podcasts

  • CPAs Have a Vital Role in Keeping Small-Business Clients Compliant

    Matthew May, founder and vice president of sales and marketing for Acuity CFO Online Bookkeeping Accounting and Business Tax, joins us to talk small-business compliance with standards and regulations. In particular, May stresses the role CPAs can play in making the process easier.
    Full story
  • Benefit Clients by Upgrading Your R&D Credit Knowledge

    The research and development (R&D) tax credit is available to many organizations to help reduce their tax liability and overall financial expenditures. Unfortunately, many organizations don’t know everything they need to know to fully take advantage of the credit. To help educate these organizations, as well as the CPAs who represent them, we spoke with Ashley Chikes, director of operations for R&D experts EPSA USA, about steps CPAs can take when advising a client about the R&D credit, the ins and outs of the Pennsylvania R&D credit, and more.
    Full story

Tax CPE


Resolving Back Tax Debts Webinar

9:30 a.m. - 11:30 a.m.
CPE Credits: 2-Tax
$79
member
$104
nonmember

Audit Horror Stories: When the Audit Goes Awry Webinar

11:30 a.m. - 12:30 p.m.
CPE Credits: 1-Tax
$49
member
$74
nonmember

Complex Manager Comp Scenarios: Core Form VII-A & Schedule J Webinar

12:00 p.m. - 2:30 p.m.
CPE Credits: 2.5-Tax
$89
member
$114
nonmember

Criminal Tax For Accountants Webinar

12:30 p.m. - 2:30 p.m.
CPE Credits: 2-Tax
$79
member
$104
nonmember

2022 Tax Season Update with Steve Dilley Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$199
member
$299
nonmember

Secure Act 2.0: What You Need to Know Webinar

1:30 p.m. - 3:00 p.m.
CPE Credits: 1.5-Tax
$64
member
$74
nonmember

Inflation Reduction Act of 2022: Explanation and Planning Webinar

3:00 p.m. - 5:25 p.m.
CPE Credits: 2.5-Tax
$79
member
$104
nonmember

IRS Penalties and Abatements Webinar

9:00 a.m. - 11:00 a.m.
CPE Credits: 2-Tax
$79
member
$104
nonmember

$79
member
$104
nonmember

$89
member
$114
nonmember

Monthly Federal Tax Update - February 2023 Webinar

11:00 a.m. - 1:00 p.m.
CPE Credits: 2-Tax
$79
member
$104
nonmember

Keeping your Clients out of IRS Jail Webinar

11:30 a.m. - 1:30 p.m.
CPE Credits: 2-Tax
$79
member
$104
nonmember

Reporting Managers & Their Compensation: Form 990 Part VII-A Webinar

12:00 p.m. - 2:30 p.m.
CPE Credits: 2.5-Tax
$89
member
$114
nonmember

Section 199A Deduction: Rules & Forms Reporting Webinar

12:30 p.m. - 2:30 p.m.
CPE Credits: 2-Tax
$79
member
$104
nonmember

Payroll Essentials: Getting to Know Payroll Taxes Webinar

1:00 p.m. - 3:00 p.m.
CPE Credits: 2-Tax
$79
member
$104
nonmember

How to Reopen and Challenge an Assessed Tax Webinar

3:30 p.m. - 5:30 p.m.
CPE Credits: 2-Tax
$79
member
$104
nonmember

$139
member
$189
nonmember

Secure Act 2.0: What You Need to Know Webinar

11:30 a.m. - 1:00 p.m.
CPE Credits: 1.5-Tax
$64
member
$74
nonmember

Transactions with Interested Persons: Form 990 Schedule L Webinar

12:00 p.m. - 2:30 p.m.
CPE Credits: 2.5-Tax
$89
member
$114
nonmember

Partnerships: How to Calculate Partner Basis Webinar

1:00 p.m. - 3:00 p.m.
CPE Credits: 2-Tax
$79
member
$104
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$114
member
$189
nonmember

$114
member
$189
nonmember

Tax Implications of Cryptocurrency Webinar

1:00 p.m. - 3:00 p.m.
CPE Credits: 2-Tax
$79
member
$104
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Guide to Cyber Security Planning Webinar

1:30 p.m. - 3:30 p.m.
CPE Credits: 2-Other
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