New York payroll tax supplemental information

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

The New York Supplemental Information dialog allows you to enter additional information unique to the New York form processing requirements.

Choose Utilities > Payroll Tax Processing and then either click the NY state flag icon on the shortcut bar or choose View > New York. Choose Setup > Supplemental Information when the New York payroll tax processing window is active.

Fields & buttons

NYS-45, NYS-45-ATT tab

Complete the following fields as they apply to your client.

  • NYS-45 with no withholdings (4th qtr) (checkbox)
  • Amended return (checkbox)
  • Employer offers dependant health insurance (checkbox)
  • Seasonal employer (checkbox)
  • Final return of the year (retrieve data) (checkbox) Mark this checkbox to retrieve data in Columns D and E when retrieving 1st, 2nd, or 3rd quarters.

Choose the appropriate option:

  • Apply to liabilities and/or refund
  • Apply to next quarter's withholding tax

NYS-1 tab

Complete the following fields as they apply to your client.

  • First payroll date this return
  • Last payroll date this return
  • Final payroll date. If the client has permanently stopped paying wages, mark this checkbox.
  • NYS-1 due date. Choose either 3 days or 5 days.

MTA-305 tab

Enter the appropriate information in the following fields.

  • Payments made
  • Apply overpayment to next return (checkbox)
  • Amended return (checkbox)

To specify third-party designee information at the client level, mark the Third Party Designee checkbox in this dialog and then enter the name, PIN, email address, and phone number. If any of these fields are left blank, the program uses the (global) information from the Setup > Third Party Designee dialog.

Signature Information tab

Enter the appropriate payroll service information in the following fields.

  • Name
  • EIN

Enter the appropriate preparer information in the following fields.

  • Phone
  • Preparer EIN
  • NYTPRIN
  • E-mail
  • SSN or PTIN
  • Firm EIN
  • Self-employed (checkbox)
  • Date
  • Suppress date on the forms (checkbox). Mark this checkbox to omit the signature date from all forms.

Enter the appropriate taxpayer information in the following fields.

  • Name
  • Title
  • E-mail
  • Date
  • Suppress date on the forms (checkbox). Mark this checkbox to omit the signature date from all forms.

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Related topics

Processing state payroll tax forms

State Payroll Tax modules in CSA

New York Payroll Tax module

Creating a SUTA file for a payroll tax form

Unemployment file formats by state

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