As the personal income tax due date of April 15 approaches, take advantage of the services we offer to conduct business at your convenience.

Before filing on behalf of your client

• Review your client's Account Summary to verify the balance of estimated tax payments, extension payments, and payments carried forward from a previous tax year. 
• View your client’s Form 1099-G for last year’s overpayment amount; you'll improve accuracy and prevent processing delays.
• Need to request an income tax extension of time to file? File and pay your client's income tax extension in a single submission. 
    

Make a Payment online service

Use Make a Payment to:
 

• submit an income tax payment with a return, or
• pay a bill or notice.
   

You can authorize a direct debit from a bank account (free), or use a credit or debit card (convenience fee applies).

Have a client who isn't ready to create an account? They can still pay their tax bills directly from their bank account using our Quick Pay application.

Schedule or cancel estimated income tax payments

Does your client need to make estimated tax payments for the next tax year? 
 

• Schedule estimated tax payments up to four quarters in advance using our Make a Payment service.
• View or cancel scheduled payments, including payments submitted through commercial software.
   

After filing on behalf of your client

• Check your client’s refund status.
• Respond to a notice or bill online. This is the fastest way to respond to a letter or disagree with a bill.
• Submit a power of attorney online when you need to make legally binding decisions for your client.
   

Don’t have a Tax Professional account?

It's easier than ever to create one today. You can use:
 

• your EFIN, or
• your New York State attorney registration number, or 
• your New York State certified public accountant (CPA) license number.
   

See our account creation checklist for more information.

Add clients

You can add clients to your account to immediately perform services and view notices on their behalf. To add a client, you will need:
 

• your client’s signed E-ZRep Form TR-2000,
• your client’s taxpayer identification number, and
• one of the following from your client:

• a filed New York State tax return, or
• a bill (assessment), or
• a five-digit PIN (provided by the Tax Department), or
• confirmation that your client has not yet filed a New York State return.
   

See our individual client checklist for information on how to add clients.

New—view our demos for step-by-step instructions!

• Account Creation: Tax Professionals
• Adding an Individual Client to a Tax Professional Account
• Tax Professionals: Account Summary and Key Services for Individuals
• Filing a Personal Income Tax Extension with an Online Services Account
• 1099-G Lookup
• Check Your Refund Status
   

Need assistance?

Use the Tax Practitioner Hotline designated for tax professionals: 518-457-5451.