Frequently Asked Questions

When are my forms and payment due?

Quarter Months Due On or Before
1st Quarter January, February, March April 30th
2nd Quarter April, May, June July 30th
3rd Quarter July, August, September October 30th
4th Quarter October, November, December January 30th

 

Where do I file my form and payment (if due)?

Click here to file and pay for your return online (at no additional cost) OR mail your return to the following address:

Berkheimer Tax Administrator

PO Box 25157

Lehigh Valley, PA 18002

Who must file?

Effective July, 4, 2018, all individuals who anticipate income on which no tax is withheld on are required to file and pay the taxes due quarterly. If you fail to do so you will be subject to interest on the amount due when you file your annual return.   The interest will be based on the assumption that the payments should have been made throughout the year. To download the DQ-1 and instructions, click here.  To find your tax rates and collector, click here.

What do I do if I need to report quarterly and I didn’t receive a DQ-1 form?

Click here to e-file your DQ-1.

Click here to download a paper DQ-1.

Click here to check out all of forms for Individuals.

If I change employers during the year and my new employer withholds local tax do I still need to file a DQ form?

Check the box on your next quarter DQ form that indicates all the tax is withheld by your employer and return the form.

May I make one estimated payment in the beginning of the year based on my previous year earnings?

Yes- but you must return all four Quarterly estimated forms to credit your account correctly.

If I estimate my earnings too high and need to request a refund what should I do?

You can request a refund on your Final Earned Income Tax form.

If I work out of state do I still need to file and pay quarterly although I may be entitled to a credit?

Yes, you should pay on wages paid and any contributions made by you to your 401k and/or other type of retirement plan; if the contributions are not taxed by the state you are employed in.  The final return will be subject to audit at the end of the year to determine the allowable credit. You should also pay on any income earned outside that state on which taxes have not been withheld upon.

Can I pay for both spouses with the same check?

Yes- indicate on the check how much to apply to each Social Security number and attach a separate form for each spouse.

If my earnings are under a certain amount or I have no earnings for this quarter am I still required to file?

Effective July 4, 2018, there is no longer an income threshold in place, so you are required to file on any wages on which the tax has not been withheld on. You should also make payment on any anticipated net profits earned in that quarter as well. Quarterly due dates are April 30th, July 31st, October 31st and January 31st of next year.

If I am employed in Philadelphia am I required to file?

Indicate on the DQ form that all tax is withheld by your employer. Also please indicate that you are employed in Philadelphia and return the form.

How can I file an amended return?
An amended return needs to be submitted in writing and include the reason for the amended return, previous payment information and amended information.  Need a form?  Click here.

If you have additional/specific questions that are not addressed above, please click on the link to send an inquiry to our customer care department.


Please note that these are general frequently asked questions. If you have a specific questions, please use the Customer Care Department link above to contact us with your specific question(s).