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Customer Data Portal

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Data Forms

Use the customer data forms below to securely transfer data to your accountant. Once you click on one of the links, a new form will load for you to enter data.

To opt-in to our SMS communications regarding sales tax, payroll, and other important tax compliance information, please click here.

Use this form to enter in new employee info for payroll processing. Submit a separate form for each new employee.

 

If you would like to submit employees in batch, download the Excel worksheet here, fill out, and email to payroll@kimlingcpa.net.

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Download Instructions

Use this form to update an employee's info or make a one-time change for payroll processing

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Download Instructions

Use this form to submit monthly sales tax info for your company

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Download Instructions

Use this form to submit monthly or annual cost data for your company

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Download Instructions

Use this form to submit annual profit and loss data for your company. You may also submit an Excel worksheet to your accountant using this Excel worksheet.​

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Download Instructions

888@kimlingcpa.net

(215) 922-2684

1010 Race Street 1st Fl Suite 3

Philadelphia, PA 19107

© Kim Yeung Ling PC 2026

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