The taxpayer must complete and file a PA-40 Schedule D. Giving up Mineral Rights or Ownership. Enter the current fair market value of all other personal property owned but not included in any of the previous sections (i.e.Furniture, jewelry, etc.). Kenny Bonus, CPA of Bonus Accounting walks through how to fill out the Personal Financial Statement from the Small Business Administration. What is the deadline for filing SFIs? In general, Financial Disclosure forms must be filed on or before May 1 of each year. Let's breakdown the basic information in a personal financial statement: assets (what you own), liabilities (what you owe), income taxes and net worth. What type of return does a nonresident file that has PA-source income to report? The PFS is a relatively simple document that lists what you own (assets) and what you owe (liabilities). What type of return does a nonresident file that has PA-source income to report?
