Key individual online services for February

Your Tax Professional Online Services account allows you to conduct tax-related business any time. You can view your clients' accounts and access several online services this filing season.

Before you file on behalf of your client

• View and print your client's Form 1099-G, Statement for Recipients of State Income Tax Refunds. Watch our 1099-G Lookup demo to learn how.
• Review your client's Account Summary to verify their balance of estimated tax payments, extension payments, and payments carried forward from a previous tax year.
• Need to request an income tax extension of time to file? File and pay your client's income tax extension in a single submission. Watch our Filing a Personal Income Tax Extension with an Online Services Account demo for step-by-step instructions.

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 information we requested or to protest a bill. This is the fastest way to provide an explanation and attach supporting documentation. For step-by-step instructions, watch our Respond to a Department Notice and Bill demos.

Create a Tax Professional account

If you don’t already have a Tax Professional account, 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, as we take you step-by-step through the creation process.

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 more information on how to add clients.

See Individual client verification for more information.

Contact us

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

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