LOCAL
CITY OF ALLENTOWN
2017
NEIGHBORHOOD IMPROVEMENT ZONE PROGRAM
LOCAL TAX REPORT INSTRUCTIONS
The City of Allentown has established a Neighborhood Improvement Zone (NIZ) in accordance with Act 50 of
2009 and Act 26 of 2011. Most state and local taxes collected from businesses located in and individuals working
within the NIZ will be used to repay bonds issued by the Allentown Neighborhood Improvement Zone
Development Authority (ANIZDA) to fund various economic development projects within the NIZ, including an arena.
Pennsylvania law requires all businesses within the NIZ or businesses working on a NIZ Project complete this report annually so
that the local taxes may be transferred to the NIZ Fund established for the redevelopment projects.
The report must be completed on an annual basis and be received by the City of Allentown on or before Jan. 31, 2018,
identifying the type and amount of all local taxes remitted during the previous calendar year (January 1, 2017 through
December31, 2017). Please maintain evidence of timely filing.
Each business within the NIZ or business working on a NIZ Project must complete this 4 page report for each NIZ business
address or NIZ Project address to identify local taxes attributable to the location(s) within the NIZ (or NIZ Project). To determine
taxes paid, the schedules require businesses to identify tax payments and tax refunds. THE SCHEDULES MUST BE
COMPLETED BASED ON PAYMENTS MADE IN 2017 (CASH BASIS PAYMENTS).
For businesses whose only location is within the NIZ, the local tax amounts will be the same as the taxes attributable
to the location within the NIZ.
Businesses must identify the total amount of local taxes paid for residents of the City of Allentown and also for
residents of municipalities other than the City of Allentown with respect to local wage/earned income taxes withheld from
or paid directly to employees working inside the NIZ.
Refund payments issued by the local taxing authority as the result of an overpayment, the submission of an amended tax return or
a successful petition for refund must be documented on each schedule within the Report in columns C and D. Any businesses
with more than one location within the NIZ or working on more than one NIZ Project, must submit separate reports for each
location within the NIZ and/or each NIZ Project, unless doing so would place undue burden upon the taxpayer.
NOTE: Only local tax remittances should be recorded within the tax report. Do not include State tax
information.
The following businesses within the NIZ must complete this report:
NIZ Qualified Business: Any sole proprietorship, corporation, limited liability company, partnership or
association that conducts business or provides services within the borders of the NIZ.
Professional Sports Organization: Any sole proprietorship, corporation, limited liability company,
partnership or association that owns a professional sports franchise and conducts professional athletic events
at the sports arena facility or facility complex within the NIZ zone.
Construction Contractors, Vendors and Concessionaires and any such entities working on a NIZ project
(including professional service firms).
The completed report must be mailed to: City of Allentown
Attention: Office of Finance Director
435 Hamilton St.
Allentown, PA 18101
Questions
regarding the report may be directed to ANIZDA’s Compliance contact at
allentownnizcompliance@four-score.com or 484-951-1289.
City of Allentown
NIZ Local Tax Reporting Form - 2017
Page 2 of 4
CITY OF ALLENTOWN -LOCAL NIZ REPORTING
2017
NEIGHBORHOOD IMPROVEMENT ZONE PROGRAM
Annual Tax Report
(Based on CASH BASIS payments made in 2017)
1. Business Information Calendar Year: 2017
Legal Name:
Doing Business As (DBA)/Trade Name:
Address within the NIZ: City: State: ZIP Code:
Date business commenced operations in the NIZ:
(If more than one business location or project within the NIZ, please complete a separate report for each address or
project address).
Did the business cease operations? Yes: No: If yes, indicate date business ceased (mm/dd/yyyy)
2. Business Tax A
ccount Information
Federal Employer Social Security
Identification Number: Number:
Allentown Business Account Number: Allentown Business License Number:
3. Contact Information
All q
uestions concerning this report should be directed
to the following contact(s)
Taxpayer Name: Title:
Telephone: Email Address:
Name: Title:
Telephone: Email Address: ___________________________________________
4. Business Inf
ormation
Describe the type of business, principal product or service and parent company, if any:
_______________________________________________________________________________________________
5. Per Act 32
Are you an employer that has elected to file a combined return? Yes:
No:
If yes, please identify the County with whom you are filing and the identity of the local tax collector:
_______________________________________________________________________________________________
NIZ Projects: Evidence must be submitted with report to substantiate reporting amounts.
(must include the direct taxpayer’s contact information):
City of Allentown
NIZ Local Tax Reporting Form - 2017
Page 3 of 4
CITY OF ALLENTOWN - LOCAL NIZ REPORTING
2017
Employer Wage/Earned Income Tax Schedule
(Based on CASH BASIS payments made in 2017)
Employers with business locations within the NIZ or working on NIZ Project must identify local wage and/or earned
income taxes remitted to the local taxing authority which was withheld from compensation paid to employees at the
business location(s) within the NIZ (or NIZ Project Address).
Businesses must identify the total amount of local taxes paid for residents of the City of Allentown and also for
residents of municipalities other than the City of Allentown with respect to local wage/earned income taxes withheld
from or paid directly to employees working inside the NIZ (or NIZ Project Address).
The total amount of local wage/earned income taxes withheld from or paid is to be listed in Column A.
The total amount of local wage/earned income taxes withheld from or paid to employees working inside the NIZ who
are residents of the City of Allentown are to be listed in Column B.
The total amount of local wage/earned income taxes withheld from or paid to employees working inside the NIZ who
are residents of municipalities other than the City of Allentown are to be listed in Column C (Columns A, B and C
should reconciled with quarterly tax returns filed with Local Earned Income Tax Collector).
Businesses are encouraged to consult payroll providers and company accounting records to determine employer
withholding paid to each local taxing authority and refunded during the calendar year.
Note: NIZ reporting for local wage/earned income taxes is based on where employee lives, not where they work.
Tax Report
COLUMN A
Total Payments
made in 2017:
Location(s) within
NIZ
(or NIZ Project)
COLUMN B
Total Payments
made in 2017:
Allentown
Residents
COLUMN C
Total Payments
made in 2017:
Non-Allentown
Residents
COLUMN D
Total Refunds
received in 2017:
Location(s)
within NIZ
(or NIZ Project)
Totals
Local Service Tax Schedule
(Based on CASH BASIS payments made in 2017)
Taxpayers must identify the Local Service Taxes remitted to the City of Allentown which were withheld from
compensation paid to employees at business location(s) within the NIZ (or on NIZ Project).
Note: NIZ reporting for Local Services Tax is based on where the employee works, not where they live.
Tax Report
(continued)
COLUMN A
Total Payments
made in 2017:
Local Service Taxes
Allentown
Consolidated
COLUMN B
Total Payments
made in 2017:
Local Service Taxes
Location(s) within
NIZ
(or NIZ Project)
COLUMN C
Refunds received in
2017:
Local Service Taxes
Allentown
Consolidated
COLUMN D
Refunds received in
2017:
Local Service Taxes
Location(s) within
NIZ
(or NIZ Project)
Total
City of Allentown
NIZ Local Tax Reporting Form - 2017
Page 4 of 4
CITY OF ALLENTOWN - LOCAL NIZ REPORTING
2017
Business Privilege Tax and Licensing Fee Schedules
(Based on CASH BASIS payments made in 2017)
All businesses must identify business privilege tax payments and business license fees remitted to the City of Allentown.
Tax
Report
(continued)
COLUMN A
Total Payments
made in 2017:
Business Privilege
Taxes
Allentown
Consolidated
COLUMN B
Total Payments
made in 2017:
Business Privilege
Taxes
Location(s) within
NIZ (or NIZ Project)
COLUMN C
Refunds received
in 2017:
Business Privilege
Taxes
Allentown
Consolidated
COLUMN D
Refunds received
in 2017:
Business Privilege
Taxes
Location(s) within
NIZ (or NIZ Project)
Total
Business License Fees
Total Allentown Business License Fees Paid in 2017: $
Total Business Locations in the City of Allentown:
Taxpayer Affirmation
“I hereby affirm under penalties prescribed by law that this report, including any accompanying schedules, has been examined
by me, and to the best of my knowledge and belief is a true, correct and complete report.” (Must be signed by taxpayer)
Signature of authorized Taxpayer: ________________________________________________________________________
Print/Type Taxpayer name: ____________________________________________________________________________
Date of Submission (mm/dd/yyyy):
Preparers signature if different from taxpayer: _________________________________________________________
Print/Type Preparer’s name: _______________________________________________________________________
Preparer’s phone number:
__________________________
Preparer’s email: ______________________________