Learn more – Online Services
Learn
more – Individual account
Create a secure Online Services account to electronically make payments and
reconcile estimated tax payments.
Information you need to create an account
- You must provide certain information from a specific line from an income
tax return (IT-150, IT-200, IT-201, IT-203, IT-205) that you filed in one of
the past three years; or
- You must provide a valid assessment identification number from a bill the
department mailed to you.
Read the terms and conditions carefully.
Married filing joint taxpayers reconciling estimated tax accounts
You must each create separate Online Services accounts to view and
reconcile your estimated income tax accounts if you made payments under both
spouse's social security numbers. We store estimated tax accounts separately
under each social security number.
Grant access to your tax preparer
You can authorize your tax preparer to access these services on your behalf in
one of two ways.
- Complete the authorization online: Login to your Online
Services account and select "Add/Edit/Remove tax preparer access".
- Complete a Form TR-2000, Online Tax Center Authorization:
Your tax preparer can provide you with a copy of this form. Simply give the
completed form to your tax preparer and they can complete the authorization
process.
Note: your tax preparer must have an Online Services account before you
grant access.
Learn
more - Business account
Account creation options
| Option |
Information needed to
create an account |
| Gain access to all available services (recommended) |
See business registration
checklist |
| Only view and pay bills |
Valid assessment identification number from a bill that we mailed to
you |
| Only file sales tax no tax due returns |
Confirmation number from a previously e-filed return or PIN that we
mailed to you |
A business owner or officer can:
- Create an account as the master administrator
- Authorize an employee to register on behalf of the business and act as the master administrator
The master administrator can access all online services and see the business’s
account information.
Read the terms and conditions carefully.
Two ways to grant your tax preparer account access
- Complete the authorization online.
Login to your Online
Services
account and select ‘Add/Edit/Remove tax preparer access.’
- Complete a Form TR-2000, Online Tax Center Authorization.
Your tax preparer
can give you this form. Complete your section and the preparer will complete the
authorization process.
Note: your tax preparer must have an Online Services account before you
grant access.
Learn
more – Tax Professionals and Payroll Service Providers
| Account
creation option |
Information needed to
create an account |
| Gain immediate access to all
available online services on
behalf of your business. |
- A valid Electronic Filer Identification
Number (EFIN ) issued by the IRS
- New York State tax returns that your business filed within the last
12 months (and amounts reported on specific lines of the returns). You
can still register if your business doesn't have a New York State filing
requirement.
|
The owner/officer or an authorized employee can act as the
master administrator (providing access to all online services and to the business's
account information).
Read the
terms and conditions carefully.
Access to client accounts
Your client can grant you access on one of two ways:
- Once you have created your account, your clients can grant you access directly through
their Online Services accounts, OR
- Complete and sign Form TR-2000, Online Tax Center Tax Information Authorization.
Then enter the information from the form online, along with
information from a previously filed return. You must keep Form TR-2000 in your
records. You don't need to mail the form to the Tax Department.
In both instances, you will have immediate access to services authorized by
your client.
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Last Modified: January 25, 2010
