Key individual online services for April

As the personal income tax due date, May 17, 2021, approaches, take advantage of the services we offer to conduct business at your convenience.

Before you file on behalf of your client

• View your client’s Form 1099-G for last year’s overpayment amount; you'll improve accuracy and prevent processing delays.
• 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.
• Schedule personal income tax return payments on behalf of your client using our Make a Payment application through your Tax Professional Online Services account.
• File an income tax extension with the ability to pay at the same time. Watch our Filing a Personal Income Tax Extension demo for further information.

After you file on behalf of your client

• Check your client’s refund status. For step-by-step instructions, view our Check Your Refund Status demo.
• Respond to a notice or bill online to provide requested information or to protest a bill. This is the fastest way to provide an explanation and attach supporting documentation. Watch our Respond to a Department Notice or Bill demos for further information.
• Pay a bill on behalf of your client. You can authorize a direct debit from a bank account, or use a credit or debit card. View our Make a Bill Payment demo for detailed instructions.
• Clients who don't have accounts can still pay their tax bills directly from their bank accounts using our Quick Pay application. See our Using the Quick Pay application demo for in-depth instructions.
• Request an installment payment agreement (IPA). Note: Your client must have a valid bank account within the U.S.
• 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.
• Watch our Make an Estimated Tax Payment demo for more information.

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.

Add clients to your Tax Professional account

You can add clients to your account to view future notices and immediately perform services on their behalf. Watch our Adding an Individual Client demo for more information on how to add clients.

Use E-ZRep Form TR-2000 for most of your client’s tax matters.

With a signed and completed E-ZRep Form TR-2000 from your client, you can:

• access their confidential tax information online,
• speak to Tax Department representatives about their confidential tax information, and
• conduct transactions on their behalf through your Tax Professional Online Services account.

Contact us

Use the Tax Practitioner Hotline: 518-457-5451.

Encourage your clients to use direct deposit Direct deposit is the easiest, fastest way for your client to get their personal income tax refund.   Clients who choose direct deposit: receive refunds faster reduce trips to the bank get peace of mind—no lost or undeliverable checks