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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

NY Estimates

Online

• Estimates are not e-filed
• This option affects only the text printed on the FI/TI
• Payment is initiated by taxpayer or preparer on NY website
• Taxpayer or preparer must register on website

EFW

• Estimates must be e-filed
• Authorization to withdraw funds (EFW) is included with e-filed estimates
• EFW is selected using the Payment method field on Screen NYELFEst

EFT

• Estimate must be e-filed
• Authorization to withdraw funds is not included with e-filed estimates
• Taxpayer must initiate estimate payments with their bank outside the UltraTax CS application
• EFT is selected for Payment method on Screen NYELFEst

NY City Estimates

Check

• Only used if paper filing estimates
• NYC estimates do not fall under the preparer mandate
• All taxpayers can paper file NYC estimates

Online

• Estimates are not e-filed
• This option affects only the text printed on the FI/TI
• Payment is initiated by taxpayer or preparer on NY website
• Taxpayer or preparer must register on website

EFW

• Estimate must be e-filed
• Authorization to withdraw funds (EFW) is included with e-filed estimates
• EFW is the default option when electronically filing the city estimates

Related topics

Electronically filing estimates

1120 New York frequently asked questions

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