| Return Type |
Form No. |
Form Description |
Fed/St |
Fiscal Due Date |
 |
| Due Date - 1/3/2003 |
 |
| Payroll |
W-5 |
Earned income credit |
Federal |
3th Day of 1st Month following close of tax year |
| Miscellaneous |
2290 |
Heavy vehicle use tax |
Federal |
3th Day of 1st Month following close of tax year |
| Miscellaneous |
730 |
Wagering tax |
Federal |
3th Day of 1st Month following close of tax year |
 |
| Due Date - 1/5/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
5th Day of 1st Month following close of tax year |
 |
| Due Date - 1/10/2003 |
 |
| Payroll |
4070 |
Deadline for employees to report tip income of $20 or more earned in December |
Federal |
10th Day of 1st Month following close of tax year |
 |
| Due Date - 1/15/2003 |
 |
| Fiduciary |
1041-ES |
Fiduciary Estimated Tax 4th Payment |
Federal |
15th Day of 1st Month following close of tax year |
| Individual |
1040ES4 |
Federal Individual Estimated Tax 4th Payment |
Federal |
15th Day of 1st Month following close of tax year |
| Individual |
PA40ESR4 |
PA Individual Estimated Tax 4th Payment |
PA |
15th Day of 1st Month following close of tax year |
| Partnership |
PA40-ESR-4 |
PA Partnership Estimated Tax 4th Payment |
PA |
15th Day of 1st Month following close of tax year |
 |
| Due Date - 1/20/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
20th Day of 1st Month following close of tax year |
| Sales Tax |
PA-3 |
Quarterly Sales & use tax |
PA |
20th Day of 1st Month following close of tax year |
 |
| Due Date - 1/31/2003 |
 |
| Individual |
1098 |
Recipients of mortgage interest, student loan interest and tuition payments. |
Federal |
31st Day of 1st Month following close of tax year |
| Individual |
5498 |
IRA Contribution Information |
Federal |
31st Day of 1st Month following close of tax year |
| Partnership |
8308 |
Partnerships - exchange of interest involving unrealized receivables or substantially appreciated inventory items |
Federal |
31st Day of 1st Month following close of tax year |
| Payroll |
1099 |
Information returns |
Federal |
31st Day of 1st Month following close of tax year |
| Payroll |
940 |
Federal unemployment tax |
Federal |
31st Day of 1st Month following close of tax year |
| Payroll |
940-EZ |
Federal unemployment tax |
Federal |
31st Day of 1st Month following close of tax year |
| Payroll |
941 |
Employer's Quarterly Federal Tax Return, 4th Quarter |
Federal |
31st Day of 1st Month following close of tax year |
| Payroll |
943 |
Employer's Quarterly Federal Tax Return - Farmers, 4th Quarter |
Federal |
31st Day of 1st Month following close of tax year |
| Payroll |
945 |
Non-payroll items |
Federal |
31st Day of 1st Month following close of tax year |
| Payroll |
W-2 |
Wage and Tax statement |
Federal |
31st Day of 1st Month following close of tax year |
| Payroll |
PA 501 |
Monthly form |
PA |
31st Day of 1st Month following close of tax year |
| Payroll |
PA 501/W3 |
Quarterly form |
PA |
31st Day of 1st Month following close of tax year |
| Payroll |
PA W3 |
Annual reconciliation |
PA |
31st Day of 1st Month following close of tax year |
| Payroll |
UC-2/UC-2A |
Unemployment insurance report |
PA |
31st Day of 1st Month following close of tax year |
| Miscellaneous |
2290 |
Heavy vehicle use tax |
Federal |
31st Day of 1st Month following close of tax year |
| Miscellaneous |
720 |
Manufacturers, retailers, environmental obligations, fuel, luxury, ship, passengers, and foreign insurers taxes. |
Federal |
31st Day of 1st Month following close of tax year |
| Miscellaneous |
730 |
Wagering tax |
Federal |
31st Day of 1st Month following close of tax year |
 |
| Due Date - 2/3/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
3th Day of 2nd Month following close of tax year |
 |
| Due Date - 2/10/2003 |
 |
| Payroll |
4070 |
Deadline for employees to report tip income of $20 or more earned in January |
Federal |
10th Day of 2nd Month following close of tax year |
| Payroll |
940 |
Federal unemployment tax |
Federal |
10th Day of 2nd Month following close of tax year |
| Payroll |
940-EZ |
Federal unemployment tax |
Federal |
10th Day of 2nd Month following close of tax year |
| Payroll |
941 |
Employer's Quarterly Federal Tax Return, 4th Qtr. , if taxes were deposited in full and on time |
Federal |
10th Day of 2nd Month following close of tax year |
| Payroll |
943 |
Employer's Quarterly Federal Tax Return - Farmers, 4th Qtr. , if taxes were deposited in full and on time |
Federal |
10th Day of 2nd Month following close of tax year |
| Payroll |
945 |
Non-payroll items |
Federal |
10th Day of 2nd Month following close of tax year |
 |
| Due Date - 2/15/2003 |
 |
| Payroll |
W-4 |
Employee's withholding allowance |
Federal |
15th Day of 2nd Month following close of tax year |
| Payroll |
PA 501 |
Monthly form |
PA |
15th Day of 2nd Month following close of tax year |
| Payroll |
PA 501 |
Semimonthly form |
PA |
15th Day of 2nd Month following close of tax year |
 |
| Due Date - 2/28/2003 |
 |
| Payroll |
1098 |
Deadline for payer to file copy with IRS |
Federal |
28th Day of 2nd Month following close of tax year |
| Payroll |
1099 |
Deadline for payer to file copy with IRS |
Federal |
28th Day of 2nd Month following close of tax year |
| Payroll |
8027 |
Last day to file annual report of allocated tips for large food and beverage establishment employers |
Federal |
28th Day of 2nd Month following close of tax year |
| Payroll |
W-2 |
Withholding - Payer must file copy |
Federal |
28th Day of 2nd Month following close of tax year |
| Payroll |
W-2G |
Withholding - Payer must file copy |
Federal |
28th Day of 2nd Month following close of tax year |
| Payroll |
W-3 |
Withholding - Payer must file copy |
Federal |
28th Day of 2nd Month following close of tax year |
| Miscellaneous |
2290 |
Heavy vehicle use tax. |
Federal |
28th Day of 2nd Month following close of tax year |
| Miscellaneous |
720 |
Communications, ozone-depleting chemicals and air transportation taxes. |
Federal |
28th Day of 2nd Month following close of tax year |
| Miscellaneous |
730 |
Wagering tax. |
Federal |
28th Day of 2nd Month following close of tax year |
 |
| Due Date - 3/1/2003 |
 |
| Individual |
1040 |
Farmers and fisherman |
Federal |
1st Day of 3rd Month following close of tax year |
| Individual |
1040 |
Farmers and fisherman |
Federal |
1st Day of 3rd Month following close of tax year |
| Individual |
1040 |
Farmers and fisherman |
Federal |
1st Day of 3rd Month following close of tax year |
| Individual |
1040 |
Farmers and fisherman |
Federal |
1st Day of 3rd Month following close of tax year |
 |
| Due Date - 3/3/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
3th Day of 3rd Month following close of tax year |
 |
| Due Date - 3/6/2003 |
 |
| Fiduciary |
1041-T |
Trusts - Last day for a trust fiduciary to make a Code Sec. 643(g) election |
Federal |
6th Day of 3rd Month following close of tax year |
 |
| Due Date - 3/10/2003 |
 |
| Payroll |
4070 |
Deadline for employees who work for tips and received $20 or more in tips in February |
Federal |
10th Day of 3rd Month following close of tax year |
 |
| Due Date - 3/15/2003 |
 |
| Corporation |
1120 |
Corporate tax return |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
1120A |
U S Corporation Short-Form Income Tax Return |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
1120-F |
U.S. Income Tax Return of a Foreign Corporation |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
1120L |
U S Life Insurance Corporation Return |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
1120PC |
Property and Casualty Ins Co Federal Return |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
1120-REIT |
Real Estate Investment Trust Return |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
1120-RIC |
Regulated Investment Company Return |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
1120S |
Sub-chapter S Corporate tax return |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
2553 |
Election by a Small Business Corporation |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
4466 |
Corporation application for a quick refund of overpayment of estimated taxes |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
5712 |
Last day for cal. Year corp. to elect to be treated as a possessions corp. |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
7004 |
Corporate Extension Request |
Federal |
15th Day of 3rd Month following close of tax year |
| Corporation |
PAREV857-1 |
PA Corporate Estimated Tax 1st Payment |
PA |
15th Day of 3rd Month following close of tax year |
| Individual |
1042 |
Annual Withholding tax return for U.S. source income of foreign persons |
Federal |
15th Day of 3rd Month following close of tax year |
| Individual |
1042-S |
Foreign Person's U.S. Source Income Subject to Withholding |
Federal |
15th Day of 3rd Month following close of tax year |
| Partnership |
Schedule K-1 |
Last day for large partnerships to deliver Partners Schedule K-1 returns |
Federal |
15th Day of 3rd Month following close of tax year |
| Payroll |
PA 501 |
Monthly form |
PA |
15th Day of 3rd Month following close of tax year |
 |
| Due Date - 3/20/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
20th Day of 3rd Month following close of tax year |
 |
| Due Date - 4/5/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
5th Day of 4th Month following close of tax year |
 |
| Due Date - 4/10/2003 |
 |
| Payroll |
4070 |
Deadline for employees who work for tips and received $20 or more in tips in March |
Federal |
10th Day of 4th Month following close of tax year |
 |
| Due Date - 4/15/2003 |
 |
| Corporation |
8109-1 |
U S Corporation Estimated Tax 1st Payment |
Federal |
15th Day of 4th Month following close of tax year |
| Corporation |
8842 |
Corporate estimated tax elections |
Federal |
15th Day of 4th Month following close of tax year |
| Corporation |
PA20-S |
PA S Corporation Information Return |
PA |
15th Day of 4th Month following close of tax year |
| Corporation |
PARCT-101 |
PA Corporate Income Tax Return |
PA |
15th Day of 4th Month following close of tax year |
| Corporation |
PAREV-853R |
PA Corporate Extension Request |
PA |
15th Day of 4th Month following close of tax year |
| Fiduciary |
1041 |
U S Income Tax Return for Estates and Trusts |
Federal |
15th Day of 4th Month following close of tax year |
| Fiduciary |
1041-ES |
Fiduciary Estimated Tax 1st Payment |
Federal |
15th Day of 4th Month following close of tax year |
| Fiduciary |
1041-QFT |
Tax Return For Qualified Funeral Trusts |
Federal |
15th Day of 4th Month following close of tax year |
| Fiduciary |
5227 |
Last day to file information return for a split-interest trust |
Federal |
15th Day of 4th Month following close of tax year |
| Fiduciary |
PA41 |
PA Fiduciary Income Tax Return |
PA |
15th Day of 4th Month following close of tax year |
| Individual |
1040 |
U S Individual Income Tax Return |
Federal |
15th Day of 4th Month following close of tax year |
| Individual |
1040A |
U S Individual Income Tax Return (1040A) |
Federal |
15th Day of 4th Month following close of tax year |
| Individual |
1040ES1 |
Federal Individual Estimated Tax 1st Payment |
Federal |
|
| Individual |
1040EZ |
U S Individual Income Tax Return (1040EZ) |
Federal |
15th Day of 4th Month following close of tax year |
| Individual |
1040NR |
Non-resident alien return. |
Federal |
15th Day of 4th Month following close of tax year |
| Individual |
4868FED |
Individual Extension Request |
Federal |
15th Day of 4th Month following close of tax year |
| Individual |
8736FED |
1065, REMIC and 1041 Extension Request |
Federal |
15th Day of 4th Month following close of tax year |
| Individual |
PA40ESR1 |
PA Individual Estimated Tax 1st Payment |
PA |
15th Day of 4th Month following close of tax year |
| Individual |
PA-40R |
PA Individual Income Tax Return |
PA |
15th Day of 4th Month following close of tax year |
| Individual |
PAREV276-I |
PA Individual Extension Request |
PA |
15th Day of 4th Month following close of tax year |
| Partnership |
1065 |
U S Partnership Return of Income |
Federal |
15th Day of 4th Month following close of tax year |
| Partnership |
PA40-ESR-1 |
PA Partnership Estimated Tax 1st Payment |
PA |
15th Day of 4th Month following close of tax year |
| Partnership |
PA65 |
PA Partnership Return |
PA |
15th Day of 4th Month following close of tax year |
| Partnership |
PAREV276-P |
PA Partnership Extension Request |
PA |
15th Day of 4th Month following close of tax year |
| Payroll |
PA 501 |
Monthly form |
PA |
15th Day of 4th Month following close of tax year |
| Miscellaneous |
709 |
Transfers subject to gift tax must file a return |
Federal |
15th Day of 4th Month following close of tax year |
 |
| Due Date - 4/20/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
20th Day of 4th Month following close of tax year |
| Sales Tax |
PA-3 |
Quarterly Sales & use tax |
PA |
20th Day of 4th Month following close of tax year |
 |
| Due Date - 4/30/2003 |
 |
| Payroll |
941 |
Employer's Quarterly Federal Tax Return, 1st Quarter |
Federal |
30th Day of 4th Month following close of tax year |
| Payroll |
PA 501/W3 |
Quarterly form |
PA |
30th Day of 4th Month following close of tax year |
| Payroll |
UC-2/UC-2A |
Unemployment insurance report |
PA |
30th Day of 4th Month following close of tax year |
 |
| Due Date - 5/1/2003 |
 |
| Miscellaneous |
2290 |
Heavy vehicle use tax. |
Federal |
1st Day of 5th Month following close of tax year |
| Miscellaneous |
720 |
Manufacturers, retailers, environmental obligations, fuel, luxury, ship, passengers, and foreign insurers taxes. |
Federal |
1st Day of 5th Month following close of tax year |
| Miscellaneous |
730 |
Wagering tax |
Federal |
1st Day of 5th Month following close of tax year |
 |
| Due Date - 5/3/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
3th Day of 5th Month following close of tax year |
 |
| Due Date - 5/10/2003 |
 |
| Payroll |
4070 |
Deadline for employees who work for tips and received $20 or more in tips in April |
Federal |
10th Day of 5th Month following close of tax year |
| Payroll |
941 |
Employer's Quarterly Federal Tax Return, 1st Qtr., if taxes were deposited in full and on time |
Federal |
10th Day of 5th Month following close of tax year |
 |
| Due Date - 5/15/2003 |
 |
| Corporation |
8752 |
Partnerships & S Corps that made a Sec. 44 election must report required payment |
Federal |
15th Day of 5th Month following close of tax year |
| Individual |
990 |
Annual Information Return for Exempt Organizations |
Federal |
15th Day of 5th Month following close of tax year |
| Partnership |
8752 |
Partnerships & S Corps that made a Sec. 44 election must report required payment |
Federal |
15th Day of 5th Month following close of tax year |
| Payroll |
PA 501 |
Monthly form |
PA |
15th Day of 5th Month following close of tax year |
 |
| Due Date - 5/20/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
20th Day of 5th Month following close of tax year |
 |
| Due Date - 5/31/2003 |
 |
| Individual |
5498 |
IRA Contribution Information |
Federal |
31st Day of 5th Month following close of tax year |
| Individual |
5498-MSA |
Medical Savings Account Information |
Federal |
31st Day of 5th Month following close of tax year |
| Miscellaneous |
2290 |
Heavy vehicle use tax. |
Federal |
31st Day of 5th Month following close of tax year |
| Miscellaneous |
720 |
Manufacturers, retailers, environmental obligations, fuel, luxury, ship, passengers, and foreign insurers taxes. |
Federal |
31st Day of 5th Month following close of tax year |
| Miscellaneous |
730 |
Wagering tax |
Federal |
31st Day of 5th Month following close of tax year |
 |
| Due Date - 6/5/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
5th Day of 6th Month following close of tax year |
 |
| Due Date - 6/12/2003 |
 |
| Payroll |
4070 |
Deadline for employees who work for tips and received $20 or more in tips in May |
Federal |
12th Day of 6th Month following close of tax year |
 |
| Due Date - 6/15/2003 |
 |
| Corporation |
1120-F |
Last day for foreign corp. to file return |
Federal |
15th Day of 6th Month following close of tax year |
| Corporation |
8109-2 |
U S Corporation Estimated Tax 2nd Payment |
Federal |
15th Day of 6th Month following close of tax year |
| Corporation |
PAREV857-2 |
PA Corporate Estimated Tax 2nd Payment |
PA |
15th Day of 6th Month following close of tax year |
| Fiduciary |
1041-ES |
Fiduciary Estimated Tax 2nd Payment |
Federal |
15th Day of 6th Month following close of tax year |
| Individual |
1040ES2 |
Federal Individual Estimated Tax 2nd Payment |
Federal |
15th Day of 6th Month following close of tax year |
| Individual |
990-W |
Second estimated tax installment due |
Federal |
15th Day of 6th Month following close of tax year |
| Individual |
PA40ESR2 |
PA Individual Estimated Tax 2nd Payment |
PA |
15th Day of 6th Month following close of tax year |
| Partnership |
PA40-ESR-2 |
PA Partnership Estimated Tax 2nd Payment |
PA |
15th Day of 6th Month following close of tax year |
| Payroll |
PA 501 |
Monthly form |
PA |
15th Day of 6th Month following close of tax year |
 |
| Due Date - 6/20/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
20th Day of 6th Month following close of tax year |
 |
| Due Date - 6/30/2003 |
 |
| Partnership |
90-221 |
Foreign Bank Account |
Federal |
30th Day of 6th Month following close of tax year |
| Miscellaneous |
2290 |
Heavy vehicle use tax. |
Federal |
30th Day of 6th Month following close of tax year |
| Miscellaneous |
6627 |
Environmental Taxes |
Federal |
30th Day of 6th Month following close of tax year |
| Miscellaneous |
720 |
Manufacturers, retailers, environmental obligations, fuel, luxury, ship, passengers, and foreign insurers taxes. |
Federal |
30th Day of 6th Month following close of tax year |
 |
| Due Date - 7/3/2003 |
 |
| Miscellaneous |
11-C |
Wagering tax |
Federal |
3th Day of 7th Month following close of tax year |
 |
| Due Date - 7/5/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
5th Day of 7th Month following close of tax year |
 |
| Due Date - 7/10/2003 |
 |
| Payroll |
4070 |
Deadline for employees who work for tips and received $20 or more in tips in June |
Federal |
10th Day of 7th Month following close of tax year |
 |
| Due Date - 7/15/2003 |
 |
| Fiduciary |
1041 |
Last day to file for a calendar year trust on a 3 month extension |
Federal |
15th Day of 7th Month following close of tax year |
| Partnership |
1065 |
Last day to file for a Partnership on 3 month extension |
Federal |
15th Day of 7th Month following close of tax year |
| Partnership |
8800 |
Application for Additional Extension of time to file for Partnership, REMIC and certain trusts |
Federal |
15th Day of 7th Month following close of tax year |
| Payroll |
PA 501 |
Monthly form |
PA |
15th Day of 7th Month following close of tax year |
 |
| Due Date - 7/20/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
20th Day of 7th Month following close of tax year |
| Sales Tax |
PA-3 |
Quarterly Sales & use tax |
PA |
20th Day of 7th Month following close of tax year |
 |
| Due Date - 7/31/2003 |
 |
| Individual |
5500 |
Retirement plans |
Federal |
31st Day of 7th Month following close of tax year |
| Individual |
5500-C/R |
Retirement plans |
Federal |
31st Day of 7th Month following close of tax year |
| Individual |
5500-EZ |
Retirement plans |
Federal |
31st Day of 7th Month following close of tax year |
| Payroll |
941 |
Employer's Quarterly Federal Tax Return, 2nd Quarter |
Federal |
31st Day of 7th Month following close of tax year |
| Payroll |
PA 501/W3 |
Quarterly form |
PA |
31st Day of 7th Month following close of tax year |
| Payroll |
UC-2/UC-2A |
Unemployment insurance report |
PA |
31st Day of 7th Month following close of tax year |
| Miscellaneous |
2290 |
Heavy vehicle use tax. |
Federal |
31st Day of 7th Month following close of tax year |
| Miscellaneous |
720 |
Manufacturers, retailers, environmental obligations, fuel, luxury, ship, passengers, and foreign insurers taxes. |
Federal |
31st Day of 7th Month following close of tax year |
| Miscellaneous |
730 |
Wagering tax |
Federal |
31st Day of 7th Month following close of tax year |
 |
| Due Date - 8/3/2003 |
 |
| Payroll |
PA 501 |
Semimonthly form |
PA |
3th Day of 8th Month following close of tax year |
 |
| Due Date - 8/10/2003 |
 |
| Payroll |
4070 |
Deadline for employees who work for tips and received $20 or more in tips in July |
Federal |
10th Day of 8th Month following close of tax year |
| Payroll |
941 |
Employer's Quarterly Federal Tax Return, 2nd Qtr., if taxes were deposited in full and on time |
Federal |