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Screen PHLBIRT - Philadelphia Business Income & Receipts Tax Return (1065)
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General Information
Amended return
If Form PA-65 is amended and this box is blank, the City of Philadelphia Business Income & Receipts Tax return is marked as amended. If Form PA-65 isn't amended but you need to amend the Business Income & Receipts Tax return, enter
1
. If you don't need to amend the Business Income & Receipts Tax return when amending Form PA-65, enter 2
and the Business Income & Receipts Tax return isn't marked as an amended return.Date business began, if different
Enter the date that the partnership began business in Philadelphia. If you leave this box blank, the application assumes this is the same as the date business started on the Pennsylvania return if present, else the same date on the federal return.
If the year business began was in
2025
, the Mandatory BIRT estimated payment on the return isn't required and won't be calculated. For any other year the business began in, estimates are Mandatory unless the the business is claiming new business status under Philadelphia code 19-3800. If estimated payments are desired, enter an amount in the Mandatory estimated payment (Force) box.Mandatory estimated payment (Force), Petition approved amount
The application calculates the mandatory estimate payment for Form BIRT, Page 1, line 4, Mandatory Estimated Payment using Form BIRT, Page 1, line 3. To use an amount different than the calculated amount, enter an amount. If
0
(zero) is entered, no estimated payment is displayed.General footnote
Use the statement to enter any miscellaneous information that needs to be conveyed with the return. The general footnote appears as a separate item in each collation.
Net Income Computation
Method of tax computation
Enter a code to specify whether to calculate Form BIRT, Schedule A or B. Enter a code directly from the following table or select F4 to see the fieldview list of available options.
Code | Description |
|---|---|
A | Accounting method, Schedule A |
B | Fed Govt method, Schedule B (default) |
Net income (loss) (Force)
For Schedule A, line 1, Net Income (Loss) per accounting system, the application transfers the amount of net income (loss) per books from Form 1065, Page 5, Schedule M-1, line 1. For Schedule B, line 1, Net income (loss) as properly reported to the federal government, the application transfers the net income (loss) from Form 1065, Page 5, Analysis of Net Income (Loss). Enter an amount in this box to override the calculated amount.
Taxes based on net income, Schedule A only
The application transfers the taxes entered in the federal Inc, F-2, 4835-2, and Rent screens to the statement. Use the type codes listed in the fieldview and in the following table to classify the amounts as taxes based on income or other types of taxes. Items classified as taxes based on income are included on Form BIRT, Schedule A, line 1.
Type code | Description | Destination |
|---|---|---|
O | Other (default) | Doesn't transfer to return |
T | Taxes based on income | Schedule A, line 1 |
Non-taxable interest (Force), Schedule B only
Enter the amount of non-taxable interest adjustment. If you leave this box blank, the application uses the U.S. government obligation interest amount from the federal return.
NOL Carryover
Use this section to enter NOL information for Form BIRT. The application completes line 10 of Schedule A or B, along with the Philadelphia Net Operating Loss Carryover Worksheet. Next year the proforma process will update this input screen by excluding expired years and adding the current-year NOL information to the screen.
Income (Loss)
The
Income (Loss)
boxes should reflect the income or loss amounts as reported on Form BIRT, line 9. Enter loss amounts as a negative number.Prior Year NOL Utilized (Income Offset)
The application adds the amount to the income or loss reflected in
Income (Loss)
to determine the amount available for carryover.