padirectfile Help - Filing Instructions
PA Schedule UE
Line 1B - Unreimbursed Employee Business Expenses - Short Form
Allowable employee business expenses for PA purposes are similar, but not exactly the same, as expenses for federal purposes. An allowable PA employee business expense must be:
If your employer does not reimburse you, you may reduce your compensation by your allowable expenses.
Note: The Department has the legal authority to require evidence that the
expenses you claim on a PA Schedule UE are allowable for PA purposes. The
Department may ask that you substantiate the amount and nature of your business
expenses. Keep your necessary documents, receipts, vouchers, and other records
for at least four years. You must be able to prove that your expenses are
ordinary, actual, reasonable, and necessary.
In the drop-down box, select whether the Unreimbursed Business Expenses are for the Taxpayer or Spouse.
Enter your Employers’ Employee Identification Number (EIN) listed on the Form W-2, for which you are claiming this expense. You may be required to enter the name and address of your employer.
Enter a description of the duties you perform for which you are claiming expenses.
If you need a long UE form, answer “yes”.
If you want to delete the schedule, answer “yes”.
When you have completed this schedule, click “continue.”
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