PSTAP Documents
Membership Benefits & Programs
Discounts – Publications
IRS/PA Department of Revenue
Small Firm Tool Kit – Models and Samples
- 7216 - Consent to Disclosure
- 7216 - Revised - CONSENT TO USE
- 7216 Course Materials
- Checklist - Act 32 EIT for Small Employers
- Checklist - Business Tax Returns - Reviewer
- Checklist - Individual Tax Returns - Reviewer
- Checklist - IRS - PA Tax Notices - Office Response
- Checklist - Items to Put in Permanent File
- Checklist - Payroll Tax Checklist
- Checklist - Post Tax Season Retrospective
- Checklist - Preparers Pre Review Procedures
- Checklist - Sample Data Information Security Plan
- Checklist - Sample Data Theft
- Classification of Federal K-1 Income for PA PIT
- Client Termination Letter
- COVID Federal and State Taxation Spreadsheet
- Employment Agreement
- Engagement Letter - Business Returns
- Engagement Letter - Personal Returns
- IRS Order to Stop ERC Processing -1
- IRS Order to Stop ERC Processing-2
- IRS Order to Stop ERC Processing-3
- Letter to Inform a Client of a Fee Increase
- LLC Operating Agreement
- Pennsylvania Use Tax Certification Form
- Quickbooks - Ten Steps to Cleaning up Client Data
- Sample Employment Application
- State Extension Requirements for 2022 Tax Return
- Tax Season Follow Up Form
- Template - Qualifed Wages for ERC
- Top 12 Tax Return Preparation Errors
- Top Ten Client Pet Peeves
- Ways to Evaluate Staff Tax Season Performance
- Ways to Make Tax Season More Fun
- WISP Creating A Written Information Security Plan
- WISP Template - Written Info Security Plan - PDF
- WISP Template - Written Info Security Plan - Word
Board and Executive Leadership
- 65th Annual Meeting 2012-06-21
- 65th Annual Meeting Minutes 2012-06-21
- 66th Annual Meeting 2013-06-20
- 67th Annual Meeting 2014-06-15
- 70th Annual Meeting 2017-06-23
- 71st Annual Meeting June 2018
- 72nd Annual Meeting June 2019
- 73rd Annual Meeting - September 2020
- 74th Annual Meeting - August 6, 2021
- 75th Annual Meeting - June 2022
- 76th Annual Meeting - June 2023
ByLaws
PSTAP Membership Toolkit Disclaimer This membership toolkit is a reference tool provided exclusively to the members of the PSTAP for informational purposes only. The PSTAP accepts no responsibility for the use of the content posted in this resource area. These models and samples should serve as a guide only.
PSTAP Chapters
Buxmont
Central
Joint Education Committee
Lehigh Valley
Northeast
Philadelphia
South Central
Southeast
West Central
Western PA
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