Frequently asked questions about Pennsylvania Vouchers:

The taxpayer owes $1 on his PA return. Why doesn't the software produce a PA 40 voucher?

PA 40 Vouchers - per Pennsylvania instructions and specifications, when the tax due is $1 or less, no payment is required. For this reason, the PA40 voucher is not produced.

How do I get estimated tax vouchers to produce for a Pennsylvania local return?

There are two ways that you can produce PA Local ES vouchers in Drake Tax.

Using Federal Data Entry:

1. Open the federal ES screen.

2. Choose T or S in the TSJ drop list.

   • Important: Do not choose J in the TSJ drop list when creating PA Local vouchers.

     • If you choose J, PALCNOTE 165 will be produced indicating that the entries will be ignored because PA Local ES vouchers cannot be joint.

3. In the 20YY Estimated Taxes to be paid for next year section enter:

   • The St/City as LC,

   • Choose an ES Code,

   • Choose an OP Code (optional), and

   • Make any desired adjustments and/or manually enter the voucher and overpayment amounts.

4. Press Page Down to create a second ES screen for the other spouse and repeat steps 2 & 3.

Making entries in PA Data Entry,

1. Go to States > PA > Local tab and select the LOC screen.

2. On the LOC screen, select either the TP ES Vouchers or SP ES Vouchers link.

3. On the TP/SP ES Voucher tab, select Print all four vouchers.

4. Use the bottom section of the screen to make any changes to the vouchers as needed (optional).

I amended a PA 40 return and now the payment voucher is gone. Why?

The voucher is gone because the PA DOR automatically calculates the refund or balance due on amended returns. See the instructions on page 2 of the Schedule PA-40X, Amended PA Personal Income Tax Schedule.