Menu

Search

Knowledge Base


12193: PA - Local Tax Rate Database


Pennsylvania

How do I update the tax rate, address, or taxing authority information for Pennsylvania localities? 

 

Drake Tax contains a database of the most commonly used PA localities needed to generate the various PA Local returns. While we provide this list as a convenience, the tax rates have not been verified by Drake and can change at anytime during the year. Drake will not monitor these rates for accuracy or for changes by the taxing authority. Due to the numerous localities involved, it may become necessary to make changes. 

Note: It is the responsibility of the preparer to verify these rates and change as needed.

If locality information changes after the January release of Drake Tax, use the following tool to edit this information so that the most current locality information will be reflected on the return: 

  1. Go to Tools > City Tax Rates > Pennsylvania to open the PA City Tax Rate Editor.
  2. Select the appropriate municipality from the drop-down box at the top.
    • You can type the first few letters of the municipality name to search the list. 
  3. Verify the information, and make any changes to the rate/address, as needed.
  4. Click Update to save the correction.

 

The tax rate, municipality, school district, and other necessary information are available online on the Municipal Statistics web page. A clickable link is included on the Editor screen (shown above). From the Taxes menu, select Taxes > Tax Registers > EIT / PIT / LST Tax Registers (Real-Time) and complete a search for the jurisdiction to display tax information. 

Note: In most cases, the resident municipality tax and school district tax are payable to the same taxing authority. Therefore the database combines these 2 together for 1 resident tax rate. The Non-Resident tax rate is listed separately, and does not include the SD tax rate. If the EIT for the resident tax and SD tax are different from each other, you can use the additional items at the bottom of the database list, to add a new record for the School District EIT. If you need to split a Pennsylvania local tax between a School District and a Municipality, see Related Links below for the necessary steps. 


Related Links


Also In This Category


Details
Article has been viewed 4.7K times.
Last Modified: 2 Months Ago
Options