To complete the account creation process, you must be an owner or officer of the firm, or an employee authorized by the owner or officer. You must also have a current Electronic Filer Identification Number (EFIN) on file with the Internal Revenue Service (IRS). If you don't have an EFIN, you must file an application with the IRS to obtain one.
You must know the following information to successfully create an Online Services account. We suggest that you print this checklist for your information.
|
|
Your taxpayer identification number: ______________________ You must provide the taxpayer ID that is associated with your EFIN. The association may be with either your Employer Identification Number (EIN) or your Social Security Number (SSN), per IRS records. |
||||||
|
|
Your six-digit EFIN: ______________________ |
||||||
|
|
If your EFIN is associated with your EIN
Note: You must check all applicable tax types or you will receive an error message. If you have not filed a NYS tax return in the past 12 months select 'No New York State returns were filed'. |
||||||
|
|
A copy of the return filed within the past 12 months for each tax type selected above. If you filed a return within the past three weeks it may not be on our records yet; try an older return. You must provide specific line information from your return(s). Select the appropriate form(s) below to see the line information needed:
The following forms are listed in the drop down menus on the account creation page but are not listed above CT- 3A, CT-32, CT-32A, CT-33, and CT-33NL. |
||||||
|
|
If your EFIN is associated with your SSN Have you filed a NYS income tax return in the past 3 years? If you answered 'Yes' you will need to provide information from the appropriate form below:
Note: If you have not filed a NYS income tax return select 'No'. |
||||||
|
|
Your contact information (name, address, e-mail, and phone number). |
||||||
|
|
Choose a username (Must be eight alphanumeric characters): ______________________ Be sure to save your username in a secure place. We cannot reset usernames. Choose a temporary password (8-20 characters): ______________________ This is a temporary password only. Be sure to write it down. We cannot retrieve the temporary password for you. You'll be required to change your temporary password the first time you login.
|
