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State Electronic Filing Guide



Contact Information:

NYS Tax Department
Help Desk
E-filing Program - Income Tax
P.O. Box 5400
Albany, NY - 12205-0400
Website: www.tax.ny.gov
Email: n/a
Phone: 518-457-6387 or 518-457-5451
Fax: 518-485-0449
Tax Refund Inquiries: 518-457-5149

State Guide Details:
 

Grace Period : 7 days
E-filing Mandate : Must e-file all individual income tax returns and extension requests when using software that supports e-filing
Form for opting out of mandate : None. If there is a reasonable cause the preparer must maintain documentation. Important - client's desire to opt out of e-filing is NOT a reasonable cause. See http://www.tax.ny.gov/tp/efile/cause.htm
Federal and State E-files Can Be Linked : Yes
State Can Be E-filed Separately : Yes
Return Types Accepted Electronically :
Resident : Yes
Part Year Resident : Yes
Non-Resident : Yes
Amended : Forms IT-201-X and IT-203-X for 2015 and later can be e-filed
Estimate Payments : Yes for tax year 2017 and later
Extension : Yes
Additional Return Types : Forms IT-204-LL, NYC-202 Unincorporated business tax, and NYC-1127 Nonresident employee can be e-filed
Accepts Returns With : Refund, Zero Balance, Balance Due
Direct Deposit of Refunds : Yes
Payment of Balance Due by :
Electronic Funds Withdrawal (Direct Debit) : Yes
Credit Card : Yes
Online ePayment : No
Signature Requirements : ERO retains TR-579 for 3 years
Accepts eSignature : No
Supports PDF attachments : Yes, except IT-204-LL
Tax year(s) supported for e-filing : Current tax year and two prior tax years
Drivers License or State ID Required : If your client was issued a driver’s license or state identification card, provide the requested information from it or indicate there is no applicable identification provided. An individual return cannot be filed electronically with the state if you do not provide a response on federal Screen IDAuth.
Average Refund Time :
E-filed Return : 10 days
Paper Return : 4-5 weeks
Application Requirements : Automatically accepts IRS approval
Special Considerations : See Publication 93, New York State Modernized e-File Guide for Return Preparers. To find the location of the document number on a New York-issued ID, refer to //dmv.ny.gov/id-card/sample-photo-documents




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