Tax Resources for CPAs

Recent PA DOR Updates

Pa. DOR Offers Clarifications and Instructions for Making Sales and Employer Tax Payments - March 24, 2023
Pa. DOR Schedule DC - Child and Dependent Care Enhancement Tax Credit Guidance - March 7, 2023
Pa. DOR Updated Guidance on Treatment of IRC Sec. 174 Expensing, as well as IRC Secs. 179 and 1031 - Feb. 22, 2023
Third-Party Users Can Now Register Additional Tax Accounts for Clients They Have Access to in myPATH - Jan. 20, 2023
Common myPATH Withholding Concerns - Jan. 20, 2023
e-TIDES Shut Down February 2023 - Jan. 12, 2023

Previous Recordings

PICPA Legislative Update: State Budget 2023-2024 Proposal - March 21, 2023
Pa. DOR Business Tax Updates to the myPATH System Webcast - Jan. 12, 2023
Federal Taxation: End-of-the-Year Update Webcast with Edward Jenkins - Jan. 5, 2023
Philadelphia Department of Revenue: Tax Center Update Zoom Webinar - Oct. 27, 2022
State Taxation Steering Committee Q&A with the Pa. Department of Revenue - Oct. 26, 2022
PICPA Legislative Update Webcast - Budget Passage and Tax Implications Recording - July 21, 2022
ASC 842 and More – What You Need to Know Now Webcast Recording - July 21, 2022
Philadelphia Department of Revenue: Offer in Compromise Program Overview Recording - May 3, 2022
12th Annual Q&A with Richard Furlong, IRS Senior Stakeholder Liaison, and Federal Tax Update Webcast Recording and Material Resources - Feb. 3, 2022

Inflation Reduction Act CPE Essentials

Stay informed on the impact of new tax changes with webinars on the Inflation Reduction Act of 2022. Learn more about the bill and how it affects CPAs.

Pennsylvania State and Local Tax

State

Pennsylvania Department of Revenue

Full Transcripts from PICPA's Q&A Sessions with the DOR
2023 Tax Deadlines
NEW! PA DOR Schedule DC - Child & Dependent Care Enhancement Tax Credit Guidance - March 7, 2023
PA DOR Tutorial Video - How to Get Answers to Your Tax Questions Without Waiting to Speak with a Phone Representative - Oct. 19, 2022
Pa. DOR Contact List - May 16, 2023
Pa. DOR myPATH Technical Support - email or call (717) 425-2495 Ext. 72841 - May 25, 2023
Schedule-A-Call e-mail Portal for Tax Professionals - May 25, 2023
Tax Professional e-mail Service - May 25, 2023
Pa. DOR Update - Special Tax Forgiveness Credit Notice - Oct. 15, 2021
Tax Appeals
Tips from the Pennsylvania Board of Appeals - Dec. 5, 2022
Tax Forms, Instructions, and Publications
Tax Laws, Policies, and Bulletins
Tax Seminars
State Tax Summaries
myPATH Information
PA DOR Online Customer Service Center
Third-Party Users Can Now Register Additional Tax Accounts for Clients They Have Access to in myPATH - Jan. 20, 2023
Common myPATH Withholding Concerns - Jan. 20, 2023
myPATH W-3 and REV1667 Help Guidance - Jan. 13, 2023
Revenue 411 Videos: myPATH system tutorials (creating a third-party user profile, migrating e-TIDES access, requesting account access, and creating a primary user profile), making estimated, extension, and return payments, paying a bill, and responding to a letter in myPATH - Dec. 16, 2022
Guidance on Nonresident Withholding
Pa. PIT Guide

More Resources

AICPA State Regulatory and Legislative Affairs

Local

Pennsylvania Department of Economic and Community Development
City of Philadelphia Revenue Department provides tax forms and instructions, information on technical rulings, and more.
City of Pittsburgh Department of Finance offers numerous downloadable forms and information.

Internal Revenue Service

IRS Expands Schedule K-2, K-3 FAQ - April 11, 2022
Taxpayer Experience Office Established to Improve Service - March 4, 2022
Help for Taxpayers and Tax Professionals: Special Filing Season Alerts - Feb. 14, 2022
IRS Continues to Work to Help Taxpayers; Suspends Mailing Letters - Feb. 9, 2022
IRS Updates 2021 Child Tax Credit and Advance Child Tax Credit FAQs - January 2022
IRS Tax Information for Tax Professionals
IRS Newsroom

Other States

Delaware Division of Revenue - Exemption of 2021 Unemployment Compensation from State Income Taxation

Latest Blogs, Articles, and Podcasts

State & Local Tax

Pennsylvania Income Tax Policy: A Comparison to Other States

Drew VandenBrul, CPA, explores some of the areas where Pennsylvania income tax policy remains an outlier among other states and the possible adjustments needed to better align personal and corporate net income taxes.
The Rise of the State and Local Tax Specialist

A career in state and local tax can be challenging but also rewarding. With 50 states, the District of Columbia, and thousands of localities, there are numerous types of state and local taxes, including income, nonincome-based entity taxes (gross receipts, franchise), sales and use, real and personal property, excise, transfer, and many other industry-specific taxes. Pennsylvania alone has about 34 state-level taxes.

Federal Tax

Newly Proposed Foreign Tax Credit Regulations Offer Potential Relief on Cost-Recovery Requirement

New foreign tax credit regulations may provide some relief by creating a safe harbor that relaxes the cost-recovery requirement. A single-country exception was also added for royalties, permitting taxpayers to structure or amend their royalty agreements so foreign taxes withheld on royalty payments may qualify as a creditable foreign income tax.
Pennsylvania Income Tax Policy: A Comparison to Other States

Drew VandenBrul, CPA, explores some of the areas where Pennsylvania income tax policy remains an outlier among other states and the possible adjustments needed to better align personal and corporate net income taxes.

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

In the face of growing tax code complexity, it's almost impossible to cover every area with in-house resources. For expertise in understanding and applying the myriad of complexities with the Tangible Property regulations and other IRS Code impacting commercial real estate, turn to Capstan Tax Stategies.

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CPA Now Blogs

Flexing State Tax Muscle: The Evisceration of Public Law 86-272

U.S. Public Law 86-272 provides enormous protection from state income tax in instances where a company has limited activities within a state. If a taxpayer falls within the scope of the federal law, it will not be subject to a particular state’s income tax. However, there has been an uptick in states challenging taxpayers’ protection claims under Public Law 86-272 , so much so that some see an attempt to eviscerate it.
Full story
Mandatory Amortization of Research Expenses: What CPAs Must Know

The Tax Cuts and Jobs Act of 2018 contained a provision mandating that, beginning in tax year 2022, Section 174 expenses must be amortized over five years, or 15 years in the case of foreign R&E, and may no longer be immediately deducted. There are several implications to this change.
Full story
IRS Additional Funding: What’s that Mean for CPAs?

Earlier this spring, the IRS unveiled its much-anticipated plan on how it will spend the $80 billion it was allocated under the Inflation Reduction Act of 2022. Find out more about its goals and timetables covering areas such as operations support, enforcement, taxpayer services, and technology modernization.
Full story

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