1. Make a payment
- If your client doesn’t want to provide bank account information on their return? Instead of printing a voucher and having them mail a check, encourage them to make a payment directly from their bank account (free) or by credit card (2.25% convenience fee) using a New York State Department of Taxation and Finance Online Services account. Visit https://www.tax.ny.gov/pay/ind/pay_income_tax_online.htm for information and instructions.
- 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. Visit https://www.tax.ny.gov/pay/all/pay_a_bill.htm for more information and instructions.
2. 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. Visit https://www.tax.ny.gov/e-services/acvw/pit-payments.htm for more information.
3. 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. Visit https://www.tax.ny.gov/pit/file/1099g.htm for more information.
4. 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 the fastest way to check a refund status and the most convenient—it’s available 24 hours a day, 7 days a week, information is updated daily and no Online Services account is needed. Visit https://www.tax.ny.gov/pit/file/refund.htm for information and instructions.
- 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 will receive a message with the date their refund is scheduled to be issued. Visit https://www.tax.ny.gov/help/subscribe.htm for information and instructions
5. Power of Attorney web application
- If your client wants you to act on their behalf before 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. Visit https://www.tax.ny.gov/poa/ads/webfile_poa1.htm for information and instructions.
6.Respond to Department Notice
- If 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.
- Visit https://www.tax.ny.gov/e-services/acvw/rtdn.htm for information and instructions.
