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View your fiduciary account summary in Online Services

Your Fiduciary Online Services account provides a comprehensive overview of the tax returns you’ve filed and payments you’ve made with the Tax Department for the ten most recent filing periods since 2008.

View a detailed filing history

View your filing history in the Personal income tax details section of your Account summary home page. You can view the details of your returns, organized by filing period, including the:

  • form (IT-205, IT-370-PF),
  • filing period end date,
  • transaction date,
  • confirmation number,
  • filing method, and
  • status.

For copies of your returns, see Get a copy of my return.

View a detailed payment history

View your payment information in the Payments section of your Account summary home page. You can view the details of payments made:

  • with return forms (IT-205)
  • with extension forms (IT-370-PF)
  • with estimated tax forms (IT-2106)
  • as credits carried forward
  • unassociated with a return or payment document

Note: Account summary will not show any payments you make on either an installment payment agreement (IPA) or a New York State-issued bill. See Request an installment payment agreement and Pay a bill or notice to learn more about these types of payments.

Payments are organized by filing period and include the:

  • payment type,
  • transaction date,
  • confirmation number,
  • status, and
  • amount.

See Navigation tips for more guidance about navigating your account.

Don’t have an account yet? Get started.

Create an account, if you don’t already have one, to view your filing and payment history. See our videos and demos for assistance.