NYS Tax Department: Key individual online services for February

New York State Department of Taxation and Finance sent this bulletin at 02/04/2020 10:04 AM EST

Having trouble viewing this email? View it as a webpage.
new york state department of taxation and finance banner image

Key individual online services for February

Your Tax Professional Online Services account allows you to conduct business with the Tax Department 24/7. You can view your clients’ account and access several online services to assist you this filing season.

 

Before you file on behalf of your client

  • Access your client's Account Summary before filing their return. From your client’s Account Summary you can verify the balance of estimated tax payments, extension payments, and payments carried forward from a previous tax year.
  • View and print your client's Form 1099-G, Statement for Recipients of State Income Tax Refunds.
  • If your client isn’t ready to file, you may file an income tax extension with the ability to pay at the same time on their behalf.

 

After you file on behalf of your client

 

Create a Tax Professional account

If you don’t already 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.

 

Watch our Account Creation: Tax Professionals demo to see how easy it is. The demonstration takes you step-by-step through the creation process.

 

Visit our Account creation checklist for more information.

 

Add clients to your Tax Professional account

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.

 

Watch our Adding an Individual Client to a Tax Professional account demo for a step-by-step demonstration of this process.

 

Refer to our Individual client checklist for more information.

 

Contact us

Did you know that we have a phone number designated only for tax professionals? Use the Tax Practitioner Hotline: 518-457-5451.