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Tax professionals

Welcome to our home for tax professionals. Here, you'll find everything you need to successfully assist your clients, including resources for:

  • accessing and protecting your client's information online, and
  • managing your client's filings, bills, and notices.

You'll also find information about your responsibilities as a tax preparer, such as the e-file mandate and your continuing education requirements. 

Scan snap submit ad for tax pros

person using phone to scan document

Scan, snap, submit!

If your client receives Form DTF-32, DTF-33, TD-210.2, TD-210.3, or TD-210.7, they have an uncashed check from us. 

For the fastest processing of a new check, they should complete the form we mailed, then: 

  1. Scan the QR code on the letter.
  2. Snap a photo of the completed form.
  3. Submit the photo.

Important Information

Reminder: How to report pass-through entity taxes on Form IT-112-R, New York State Resident Credit

We recently sent an email about taxpayers and tax practitioners incorrectly reporting pass-through entity tax payments on lines 24a and 24b of Form IT-112-R. To learn more:

Read email

Updated estate tax forms

To improve user experience and reduce errors, we've redesigned and developed fill-in forms for our most frequently used estate tax forms. 

Read announcement

Plan Ahead

Pay your client's bill or notice

You can make a payment or request a payment plan for your client using one of our convenient online options.

Pay now

Learn what we're mailing

Did your client receive a letter, bill, notice, or check? Visit our new letter resource center for the latest information on what we're mailing.

See letter resource center