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New York State Department of Taxation and FinanceCorporation Tax MeF Acceptance Testing System for Tax Year 2024


Test 23—CTEF636

Blank or zero field values are not included. Fields requiring software calculations are not provided. ACH debit payment is required if test results in a balance due. Please use the two-digit codes provided to you to replace the 6th and 7th digits in each test EIN.

Test Scenario

Return type: CT-3 Amended
Liability period: 01-01-2024 – 12-31-2024
EIN: 00219XX23
Legal name: CTEF636 (Followed by a space, then your software ID
File number: Software calculated
Telephone number: 518-555-2626
Address: 636 WA Harriman Campus, Albany, NY 12227
State of incorporation: New York State
Date of incorporation: 01-01-2020
NAICS business code number: 111900
Principal business activity: Other crop farming

Part 1

Section A

Line 2. Qualified NY manufacturer based on the principally engages test eligible for 0% business income base tax rate and lower FDM tax amounts: Yes
Line 3. Qualified NY manufacturer based on the principally engaged test eligible for the 0% capital base tax rate: Yes

Section B

Line 1. Number of NYS employees: 175
Line 2. Wages paid to NYS employees: 7,250,000
Line 3. Number of business establishments in NYS: 4
Line 4. Interest in, or have rented, real property in NYS: Yes

Section C

Line 1. Federal return filed: 1120
Line 2. Amended return: 1120X
Line 2a. Tax due amount from most recently filed NYS return for this tax period: 30,000
Line 3. Required attachments: CT-3.4
Line 4. Number of tax credit forms filed with this return: 3

Part 2

Line 1c. New York receipts: 30,020,000

Prepayments
Date paid Amount
Line 11 3-15-2024 1,000
Line 12 6-15-2024 1,000
Line 13 9-15-2024 1,000
Line 14 12-15-2024 1,000

Line 20b. Amount previously credited to 2025 MFI: 100
Line 24. Balance of overpayment to be refunded: 150
Line 25. Unused tax credits to be refunded: 136,459

Part 3

Line 1. FTI before NOL and special deductions: 4,500,000

Part 4

Calculation of tax on capital base
Line number Description

A

Beginning of year

B

 End of year

Line 1 Total assets from federal return 35,000,000 45,000,000
Line 2 Real property and marketable securities 3,250,000 3,250,000
Line 4 Real property and marketable securities at fair market value 3,250,000 3,250,000
Line 6 Total liabilities 20,000,000 30,000,000

Part 5—No content

No content

Part 6

Calculation of business apportionment factor
Line number Description

A

 NYS

B

 Everywhere

Line 1 Sales of tangible personal property 30,000,000 30,000,000
Line 9 Interest from loans secured by real property 20,000 20,000

Part 7—No content

No content

CT-3.4

Line 5a. NOL carryforward from prior year’s Form CT-3.4: 5,025

Schedule A

Apportioned business income or loss

A

 Tax period beginning and ending dates

B

 Amount from Form CT-3 Part 3, line 17

C

 When column B is not a loss, enter the ending dates of the tax period that generated an NOL used to reduce the amount in column B

01-01-2024–12-31-2024 4,500,000 N/A
01-01-2023–12-31-2023 -5,025 N/A
01-01-2022–12-31-2022 425,000 N/A
01-01-2021–12-31-2021 1,750,000 N/A
01-01-2020–12-31-2020 205,000 N/A

CT-611.2

Line A. Did DEC accept this site into BCP on or after July 1, 2015: Yes
Line A2. Did DEC accept this site into BCP on or after June 23, 2008, and prior to July 1, 2015, and did the site receive a COC after December 31, 2019, and the site does not meet the exception: Yes

Part 1

Site name: CTEF636
Site Owner: 00219XX23
Site location – municipality: Greenfield
Site location – county: Saratoga
DEC region: 5
DER site number: DER12345
Date COC was issued: 10-01-2024

Brownfield identifying information
Name of certificate holder Address of certificate holder EIN of certificate holder
CTEF636 636 WA Harriman Campus, Albany, NY 12227 00219XX23

Line J. Qualified site for which COC was issued by DEC upside down: Yes
Line K. Is the qualified site for which the COC was issued by the DEC underutilized: Yes
Line L. Is the project located within a disadvantaged community: Yes

Part 2

Line N. Claiming this credit as a corporation that earned the credit: Yes

Part 3

Schedule A

Site preparation credit component

A

 Description of preparation costs

B

 Date costs paid

C

 Costs

Demolition 11-01-2021 230,000
Excavation 08-31-2021 50,000

Line 2. Applicable percentage rate: 0.12

Schedule B

On-site groundwater remediation credit component

A

 Description of groundwater remediation costs

B

 Date costs paid

C

 Costs

Remediation 02-22-2023 85,000

Line 5. Applicable percentage rate: 0.12

Schedule C

Tangible property credit component

A

 Description of qualified property

B

 Principal use

C

 Date placed in service

D

 Life

E

 Cost or other basis

Compost plant Soil treatment 05-06-2023 10 10,000
Water treatment Water treatment 05-10-2023 10 15,000

Line 8A. Applicable percentage rate: 0.12
Line 8C. Qualified site is to be used primarily for manufacturing activities: 0.050
Line 8E. Qualified site is located within a disadvantaged community: 0.050
Line 10. Tangible property component limitation for the qualified site: 1,095,000
Line 11. Tangible property credit component available for use in the current tax year: 1,095,000

Schedule D—No content

No content

Part 4—No content

No content

Part 5

Schedule E—Software calculated

No content

Schedule F

Line 32. Amount of credit to be refunded: 49,300

CT-636

Line A. Claiming this credit as a corporation earned the credit: Yes

Schedule A

Line B. Registered as a distributor under Tax Law Article 18: Yes

Eligibility
Name of registered distrubutor EIN of registered distributor SLA license number
CTEF636 00219XX23 SLA12345

Line C. 800,000 gallons or less of liquor: Yes

Schedule B—No content

No content

Schedule C—No content

No content

Schedule D—No content

No content

Schedule E

Part 1

Credit for liquor produced in NYS in this tax year

A

 Liquor production facility’s physical address

B

 Total liters of liquor more that 2% but not more than 24% of ABV

C

Total liters of liquor containing more that 24% AVV

Moonshine Alley, Albany, NY 12227 78,000 12,000

Schedule F—Software calculated

No content

Schedule G

Line 43. Tax credit to be refunded: 72,759

Schedule H—No content

No content

CT-647

Line A. Claiming this credit as a corporation that earned the credit: Yes
Line B. The amount shown on line 12 of Worksheet A at least 0.6667: Yes
Line C. Name, EIN, address of the farm: CTEF636, 00219XX23, 636 WA Harriman Campus, Albany, NY 12227
Line D. Total number of employees claimed for this credit: 12
Line E. Line 11 of worksheet A include more than 50% income from the sale of wine or cider: Yes

Schedule A—Software caclulated

No content

Schedule B

Line 11. Tax credit to be refunded: 14,400

Schedule C—No content

No content

Schedule D

Eligible farm employee information

A

Name of eligible farm employee

B

 Employee work location ZIP

C

 SSN of eligble employee

D

 Hours worked for the tax year

First name Last name
Harry  Charles 12227 534111111 1,000
William Prince 12227 534222222 2,500
Kate  William 12227 534333333 1,000
Megan Harry 12227 534444444 2,000
Liz Philip 12227 534555555 1,500
Philip Philip 12227 534666666 1,500
Ann Philip 12227 534777777 2,000
George William 12227 537888888 1,000
Charlotte  William 12227 534999999 2,500
Louis William 12227 534100000 1,500
Charles Prince 12227 534123456 1,000
Bill William 12227 534654321 1,000

Updated: