Business ID
FEIN, business name, trade name, and Philadelphia account number for correct taxpayer identification.
Accurate filing ensures compliance with Philadelphia tax code, avoids late-filing penalties, and preserves the ability to claim credits or deductions that reduce local tax liability.
Retain copies of completed returns and supporting schedules for the retention periods required by municipal and federal rules to support audits or amended filings.
FEIN, business name, trade name, and Philadelphia account number for correct taxpayer identification.
Breakdown of total receipts by activity; used to calculate receipts tax where applicable.
Revenue less allowable business expenses to determine net income subject to net income tax.
Local credit eligibility, apportionment schedules, and subtraction adjustments specific to Philadelphia tax rules.
Tax due, estimated payments, and any balance due or overpayment to be applied or refunded.
Authorized signature, title, and date certifying accuracy under penalty of law.
| Field | Configuration |
|---|---|
| Pre-fill data | Enable template fields for FEIN and business name to reduce manual entry. |
| Signature order | Set role-based signing to require preparer then officer approval. |
| Authentication | Use email plus SMS OTP for signer verification where allowed. |
| Audit trail | Capture timestamps, IP addresses, and event logs for each action. |
Maintain exportable copies in native and PDF formats for audit readiness and long-term storage; ensure tamper-evident seals or audit trails accompany signed files.
Often aligns with federal return deadline (April 15) unless city sets a different date.
File an extension for the federal return to extend filing, but municipal payments may still be due earlier.
Quarterly estimated payments commonly fall on April, June, September, and January schedules.
Interest accrues from the original due date until payment is received.
Amend prior-year municipal returns per city instructions when correcting reported amounts.
Municipal system acknowledges receipt and logs submission details.
Clerical checks for completeness and arithmetic accuracy are performed.
A sample or targeted audit may request supporting schedules and source documents.
City issues assessment, refund, or acceptance based on review outcomes.
| Document Comparison | 2015 BIRT Return | Federal Business Return |
|---|---|---|
| Purpose | local tax | federal tax |
| Who files | philadelphia businesses | federal filers |
| Deadline | varies | apr 15 |
| Enforcement basis | municipal ordinance | irc and treasury rules |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
They centralized receipt reporting across multiple entities to simplify municipal filings and reduce reconciliation time.
The company integrated municipal tax schedules into ERP exports to avoid duplicate entries.