INSTRUCTIONS: PENNSYLVANIA PA S CORPORATION/PARTNERSHIP INFORMATION RETURN (Form PA-20S/PA-65)

Pennsylvania based corporations, limited liability companies and business partnerships must file a form PA-20S/PA-65. This is an information return summarizing financial information about your company for the last year. This document is available on the community enterprise portal website maintained by the state of Pennsylvania.

Pennsylvania PA S Corporation/Partnership Information Return PA-20S/PA-65 Step 1: At the top of the first page, provide the name and address of your business, as well as all basic information asked about your accounting methods and other aspects of the business.

Pennsylvania PA S Corporation/Partnership Information Return PA-20S/PA-65 Step 2: Part I asks you to detail your total taxable business income for all aspects of your business.

Pennsylvania PA S Corporation/Partnership Information Return PA-20S/PA-65 Step 3: Part II asks you to detail your apportioned/allocated PA-taxable business income.

Pennsylvania PA S Corporation/Partnership Information Return PA-20S/PA-65 Step 4: Part III concerns allocated other PA PIT (personal income tax) income.

Pennsylvania PA S Corporation/Partnership Information Return PA-20S/PA-65 Step 5: Part IV concerns total corporation or partnership income.

Pennsylvania PA S Corporation/Partnership Information Return PA-20S/PA-65 Step 6: Part V concerns various credits that may apply to your business.

Pennsylvania PA S Corporation/Partnership Information Return PA-20S/PA-65 Step 7: Part VI concerns distributions. Note carefully which part of the form are for partnerships only and which are only for PA S Corporations.

Pennsylvania PA S Corporation/Partnership Information Return PA-20S/PA-65 Step 8: Part VII asks twelve miscellaneous questions concerning aspects of your business. Give yes or no answers in the column allocated for this purpose.

Pennsylvania PA S Corporation/Partnership Information Return PA-20S/PA-65 Step 9: Part VIII only needs to be completed by S Corporations. This section concerns accumulated adjustments accounts and accumulated earnings and profits.

Pennsylvania PA S Corporation/Partnership Information Return PA-20S/PA-65 Step 10: Part IX requires you to list any "pass through entities" (such as other S Corporations) your business has ownership in.

Pennsylvania PA S Corporation/Partnership Information Return PA-20S/PA-65 Step 11: A general partner, principal officer or authorized individual should sign and date the bottom of the third page. Any paid preparer should include their signature and information where indicated.