Tax Season Resources

Intake Form

LST Coupon

Where’s My PA State Refund Instructions

Form 1095-A – How to Retrieve from Pennie

PA Annual Report Information

Trump Accounts for Kids Information

Tax Prep Checklist for Businesses

W9

Payment Due Instructions

Form 1095-A Example

OBBBA Summary

Tax Prep Checklist for Individuals

Where’s My IRS Refund Instructions

Estimated Tax Payments Instructions

IP PIN - How to Retrieve

Overtime Deduction Info

Payroll Resources

Digital Signature Form (Company)

Payroll New Client Profile

Direct Deposit Form

W4 Form

I9 Form

PA New Hire Reporting