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Online Services Instructions/FAQs

Profile Screen
Tax Types Screen
Address Screen
Officer Screen
Wage Tax Reconciliation Return Screen
School Income Tax Return Screen

Frequently Asked Questions

General Information

Navigation Tip - to move from screen to screen, use the Tab Buttons at the bottom of each screen.

Incomplete information - after clicking on "submit" on any screen, an error message will appear at the top of the screen if you fail to include a required field or if you fail one of the internal edits.

After clicking on "Submit" for a Tax Account Number, you will receive an e-mail that identifies your newly assigned account number and the tax types that were established.

After clicking on "Submit" for the Annual Reconciliation of Wage Tax Return, School Income Tax Return, Net Profit Tax Return or BPT-EZ Return you will receive an e-mail that provides a Confirmation Number for your records.

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Profile Screen

Line item descriptions (All boxes with an asterisk (*) are required fields).

  -Entity Name: For an individual person registering for School Income Tax or  Earnings   Tax, 
   this is the registrant's name. For all other taxes, it is the legal name of the entity.
  -Organization type: Use the drop-down box to populate this field.  If using "LLC", determine 
   if the LLC is filing as an individual, partnership or a corporation.
  -Philadelphia Start Date: For School Income Tax and Earnings Tax filers,this is the date that
   you became liable for either of these taxes.  For all other taxes, this is the date  that taxable
   Philadelphia activity began (e.g.,if you had a business since 2002 but your  Philadelphia 
   activity began in 2003, you should use 2003 as your Philadelphia Start Date.
  -Business Function: Use the drop-down box to determine the best choice that matches your  
   activity.  Taxpayers registering for School Income Tax or Earnings Tax should 
   select the "non-business" option. 

After all required fields are completed, click on the "Tax Type" tab at the bottom of the screen.

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Only register for the tax type(s) for which you are liable.  Click on the tax type for more information on that tax. 

The "Start Date" is the date Philadelphia activity began. When you check the tax type, the start date will be pre-filled with the date entered on the Profile Screen.  This date can be changed, if needed.

Use this screen to register for any tax that you are liable for.  Examples are as follows:

  -Business Privilege Tax: Any entity having taxable Philadelphia business  activity should   
   register for Business Privilege Tax.  If this business has employees, it  should also
   register for Wage Tax.
  -Net Profits Tax: A non-corporate business entity having taxable Philadelphia
   business activity or a Philadelphia resident having a business outside of Philadelphia
   should register for Net Profits Tax.  Corporations are not liable for Net Profits Tax. A
   LLC filing as an individual or partnership is liable for Net Profits Tax.
  -Wage Tax: A Philadelphia business having employees and any Pennsylvania business having 
   Philadelphia resident employees should register for Wage Tax.
  -Earnings Tax: A Philadelphia resident that is a W-2 employee but the employer does not 
   withhold Wage Tax should register for Earnings Tax.
  -School Income Tax: A Philadelphia resident having unearned income (such as dividends)    
   must register for School Income Tax (only Philadelphia residents are liable for
   School Income tax) 

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Address Screen

The mailing address was entered on the Profile Screen.  Use this screen to enter other pertinent addresses, such as the Philadelphia business location (if different from the mailing address), branch offices, and other Philadelphia area business locations.

Post Office Boxes are not accepted in the "address" field.  Each address will be listed on the screen after you click on the "Add" button.  If your mailing address is the only pertinent address, leave this screen blank and click on the "Officer" screen (if needed) or on the "Submit" tab.

Generally, this screen will not be used, if you are only registering for School Income Tax or Earnings Tax

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Officer / Partner Screen

If you chose "partnership" or "corporation" as the organization type on the Profile screen, you must add at least one name on this screen in order to be assigned an account number.

Each Officer/Partner will be listed on the screen after you click on the "Add" button.  Generally, this screen will not be used if you are only registering for School Income Tax or Earnings Tax.

If you chose "Individual" as your organization type on the Profile screen, this screen will not be used.  Partners/Officers must include their Social Security number; corporate partners must include the EIN of the corporation.

Wage Tax Reconciliation Return Screen

Your account information will be pre-filled for you when you click on this screen.  Lines 3, 5, 7, 9, 11, 12, 14 and 15 will automatically be calculated for you.

Signature Box - you must "check" this box before submitting this return.

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School Income Tax Return Screen

Your account information will be pre-filled for you when you click on this screen.  Lines 9, 11, 12, 13, 14 and 15 will automatically be calculated for you.

Signature Box - you must "check" this box before submitting this return.

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Q - Our company has enrolled in the EZ pay program.  Can I make this payment online.  
A - Your EZ pay payment can only be made over the phone via ACH Debit or an electronic payment  file via ACH Credit.

Q - Can I change my profile data on the Application for Account Number Screens?         
A - Yes.  These screens can be used to update your account. 

Q - I am bidding on a job for the City and the School District of Philadelphia. Must I obtain a     tax account number in order to bid?                                        
A - No.  However, if you are the successful bidder, in most cases you will need to establish a     tax account number before the contract will be awarded to you.

Q - Can I warehouse partial information when completing the on-line business tax account     registration?                                                                     
A - No. There is no functionality for this.

Q - Can I submit W2 information via Online Services?                                            

A - No. W2?s are submitted on CD, paper, reel tape, diskette, 3480 or 3490 cartridges.

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