First things first- you have won the election, now what.....
You must be complete the Tax Collector Basic Qualification class and exam prior to
taking your Oath of Office in January. This will establish you as a “Qualified tax
collector”. You may sign up for that class here: Tax Collector Basic Qualification
Class and exam
You must qualify for bond before entering into the duties of your office. Typically,
the taxing districts will initiate bonding which can be done jointly. Make sure
you contact your County, Municipality or school district to determine the process
for completion of the bonding application form.
A tax collector bank account should be set up at a bank convenient to you. The account
should be entitled with your name, tax collector, the name of your municipality and
school district (if applicable). They are typically opened as a government funds
account. You are a municipal official and as such should utilize the municipal EIN
to open the bank account. You are restricted by statute, to open the account with
your social security #.
Establish your office hours, create an email address, internet connection, determine
bill printing options and formatting (there is some required language on real estate
There are numerous tax collection software programs available to tax collectors.
Evaluate the programs to select one that works best for your collections. The names
of popular computer programs can be obtained from other collectors in your County
or through the PSTCA.
Office equipment and software useful for the operation of your tax office: paid stamp
(to include the date received and your name), address stamp, adding machine, fax
machine, answering machine, Microsoft Excel and Microsoft Word.
Submit membership for your local tax collectors association and the PA State Tax
Select an individual to be your Deputy tax collector; in the case of incapacitation.
This is mandated by state law and should be done at the beginning of your term.
A Deputization form can be printed here. (Only municipal approval is required)
To be eligible to run for re-election in 2021; All tax collectors must maintain their
Qualified status by completing 2 hours MANDATORY continuing education, PER TERM.
These credits must be completed by the third year of a collectors term.