Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Help articles

State services

Make a payment

Instead of printing a voucher and having your client mail a check, encourage them to either make a payment:
  • Directly from their bank account (free).
  • By credit card (2.25% convenience fee) using a New York State Department of Taxation and Finance Online Services account.
For instructions, go to the New York Department of Taxation and Finance's Make a personal income tax return payment online page. If your client receives a bill after their return is filed, in addition to using the New York State Department of Taxation and Finance Online Services account payment options, they can pay directly from a bank account using the New York State Department of Taxation and Finance Quick Pay tool without having an account. Go to the Pay a bill or notice page for more information. 

Recordkeeping checklist

Before claiming a credit or itemized deduction, review the recordkeeping checklists to ensure your client has the documents needed in the event additional information is requested after filing.

Review and verify estimated payments

Before you file your client's return, you can review the amount of tax that they have prepaid using the New York State Department of Taxation and Finance Online Services. An Online Services account provides a comprehensive overview of payments made to the Tax Department, including estimated tax payments, extension payments, and credits carried forward. Verifying their account balance will avoid discrepancies and prevent a delay in processing their return. 

1099-G Statement for Recipients of State Income Tax Refunds

If your client received a New York State income tax refund last year, you may want to view their 1099-G information. You can view and print their Form 1099-G, Statement for Recipients of State Income Tax Refunds using the New York State Department of Taxation and Finance 1099-G web application. Go to the Form 1099-G page for more information.

Check refund status

Check your client's refund status without waiting on the phone using the New York State Department of Taxation and Finance
Check your refund status
 tool. It's available 24 hours a day, 7 days a week, information is updated daily, and no Online Services account is needed. Go to the Check your refund status online—anytime, anywhere page for more information. Encourage your clients to create their own New York State Department of Taxation and Finance Online Services account and sign up for email alerts. As soon as their return is thoroughly reviewed and processed, they’ll get a message with the date their refund is scheduled to be issued. Go to the Email services page for more information.

Power of Attorney web application

If your client wants you to act on their behalf before the New York State Department of Taxation and Finance, the fastest way to file a Form POA-1, Power of Attorney is using the New York State Department of Taxation and Finance web application, accessible from an Online Services account. Go to the Form POA-1, Power of Attorney page for more information.

Respond to department notice

If the New York State Department of Taxation and Finance needs more information to process your client's return, the easiest and fastest way to provide it is using the Respond to Department Notice online service. You can provide explanations, attach documentation, and receive instant confirmation that the response was received. If your client receives a bill or a notice after you filed their return, you can also use the Respond to Department Notice online service to disagree and submit additional information or documentation. See https://www.tax.ny.gov/e-services/acvw/rtdn.htm for information and instructions.

Cancel scheduled electronic payments

Electronic payments transmitted and accepted can't be canceled within UltraTax CS. The taxpayer can cancel a payment online with a scheduled payment date at least 2 business days in the future. The taxpayer must log into their Online Services account, then select View and cancel scheduled payments from the menu. See https://www.tax.ny.gov/online/ind.htm for more information. The taxpayer can revoke an electronic payment by calling NYSDTF at 518-485-7884 no later than 5 business days before the date of the payment withdrawal.

Installment payment agreement

Request an installment payment agreement by using Online Services or calling 518-457-5434. See https://www.tax.ny.gov/pay/all/ipa.htm for more information.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close