Tax Season Resources

Intake Form

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LST Coupon

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Where’s My PA State Refund Instructions

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Form 1095-A – How to Retrieve from Pennie

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PA Annual Report Information

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Tax Prep Checklist for Businesses

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W9

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Payment Due Instructions

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Form 1095-A Example

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OBBBA Summary

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Tax Prep Checklist for Individuals

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Where’s My IRS Refund Instructions

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Estimated Tax Payments Instructions

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IP PIN - How to Retrieve

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Payroll Resources

Digital Signature Form (Company)

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Payroll New Client Profile

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Direct Deposit Form

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W4 Form

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I9 Form

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PA New Hire Reporting

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