Create an Online Services account (2023)

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Thank you for choosing to create an Online Services account with the New York State Tax Department. Select an account type to learn more about it and find the one that's right for your needs:

• Business
• Individual
• Tax Professional
• Fiduciary

Business account

Create Business account

To create a Business Online Services account, you must be an owner or officer of the business and act as the Business Master Administrator (BMA) for the account. Create a Business Online Services account to file and pay New York State business taxes, including corporations tax, sales tax, withholding tax, and more. You can use a Business account to:

• view the filing and payment history for your business,
• Web File and pay certain taxes,
• choose to receive bills, notices, and filing reminders electronically,
• pay bills and respond to notices, and
• add your employees as account users with different levels of access.

If your employer identification number (EIN) ends with a C, you will need to create two Business Online Services accounts:

• For Sales Tax Web File, create an account using your EIN with the C at the end.
• For other taxes (like corporation tax, withholding tax, and highway use tax), create an account using your EIN without the C at the end.

Business account verification

In order to protect your business' tax information, you must verify one of the following when you create an account:

• information from New York State corporation, sales, and withholding tax returns filed for your business (You'll need to provide information from a return for each tax type filed within the last 12 months. See Business verification for instructions on where to find theinformation on your returns.)
• the five-digit PIN from a letter you received from the Tax Department
• confirmation that your business has not filed any New York State corporation, sales, or withholding tax returns within the last 12 months

Did you know you can add a Business Online Services account to your existing NY.gov account?

If you created a NY.gov account for your business at another New York State agency website (such as New York Business Express), you can create a Business Online Services account with the Tax Department using the samelogin information.

Simply log in to your existing NY.gov account and follow the prompts to verify your business's tax information.

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Individual account

Create Individual account

Create an Individual Online Services account to manage your New York State personal income tax obligations. You can use an Individual account to:

• view your filing and payment history,
• manage your estimated income tax payments,
• choose to receive bills, notices, andrefund notifications electronically,
• pay bills and respond to notices, and
• register or renew as a tax return preparer or refund facilitator.

Married filing joint taxpayer 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 spouses' Social Security numbers. We store estimated tax accounts separately under each Social Security number.

Individual account verification

In order to protect your tax information, you must verify one of the following when you create your account:

• information reported on your New York State income tax return (Form IT-201 or IT-203) filed for one of the past five years (You will need to report the New York State taxable income and either the requested refund amount or amount you reported owed. See Individual verification for instructions on where to find these amounts on your return.)
  • Note: If you requested your New York State overpayment to be carried forward and did not request a refund on your personal income tax return, enter a single "0" in the Amount you owed field.
• the ten-digit assessment ID number from your New York State tax bill (open or closed)
• the five-digit PIN from a letter you received from the Tax Department
• confirmation that you have not filed a New York State income tax return for one of the past five years

If you don't have the filing information (found on your tax return) required to create your account, you can use Form DTF-505, Authorization for Release of Photocopies of Tax Returns and/or Tax Information, to request a copy of your return. For your protection, we cannot provide you with filing information over the phone.

Did you know you can add an Individual Online Services account to your existing NY.gov account?

If you created a NY.gov account for yourself at another New York State agency website (such as a MyDMV account with the New York State Department of Motor Vehicles), you can create an Individual Online Services account with the Tax Department using the same login information.

Simply log in to your existing NY.gov account and follow the prompts to verify your tax information.

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Tax Professional account

Create Tax Professional Account

To create a Tax Professional Online Services account, you must be an owner or officer of the firm, and act as the Administrator for the account. In addition, you must have one of the following:

• an Electronic Filer Identification Number (EFIN) with Electronic Return Originator (ERO) status issued by the IRS,
• a New York State attorney registration number issued by the New York State Unified Court System, or
• a New York State certified public accountant (CPA) license number issued by the New York State Education Department.

Create a Tax Professional Online Services account to act or obtain information on behalf of your clients. Your clients can authorize you to act on their behalf with E-ZRep Form TR-2000 or through their own Online Services account. You can use a Tax Professional account to:

• view filing and payment history for your clients,
• Web File and pay certain taxes for your clients,
• receive copies of bills and notices your clients receive from the Tax Department,
• pay bills and respond to notices for your clients,
• add your employees to the account with different levels of access.

Tax Professional account verification

If you are creating a Tax Professional account with your attorney registration number or CPA license number, you must verify one of the following when you create your account:

• information reported on your New York State income tax return (Form IT-201 or IT-203) filed for one of the past five years (You will need to report the New York State taxable income and either the requested refund amount or amount you reported owed. See Individual verification for instructions on where to find these amounts on your return.)
  • Note: If you requested your New York State overpayment to be carried forward and did not request a refund on your personal income tax return, enter a single "0" in the Amount you owed field.
• confirmation that you have not filed a New York State income tax return for one of the past five years

If you don't have the filing information (found on your tax return) required to create your account, you can useForm DTF-505,Authorization for Release of Photocopies of Tax Returns and/or Tax Information, to request a copy of your return. For your protection, wecannotprovide you with filing information over the phone.

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Fiduciary account

Create Fiduciary Account

Create a Fiduciary Online Services account to manage the New York State personal income tax obligations for an estate or trust. You can use a Fiduciary account to:

• view the filing and payment history for your estate or trust,
• manage estimated income tax payments for your estate or trust,
• choose to receive bills, notices, andrefund notifications electronically, and
• pay bills and respond to notices.

Fiduciary account verification

In order to protect your estate's or trust's tax information, you must verify information reported on your New York State Fiduciary Income Tax Return (Form IT-205) filed for one of the past five years. You will need to report the total income from Line A on your return.

If you don't have the filing information (found on your tax return) required to create your account, you can useForm DTF-505,Authorization for Release of Photocopies of Tax Returns and/or Tax Information, to request a copy of your return. For your protection, wecannotprovide you with filing information over the phone.

Note: If you have not filed a fiduciary income tax return for one of the past five years, you will need to contact us at 518-485-7884 to create your Fiduciary Online Services account.

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Updated: July 5, 2023