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Online Services - Business account creation checklist

Use the checklist below to create your Business Online Services account. You will need to know the following information about your business to successfully create your account.

You can create a Business Online Services account only if you are an owner or officer of a business or an employee with authorization from an owner or officer. Choose the “All available services” option when you create your account to access all your account options.

We suggest that you print this checklist for your records.

Note: If the Tax Department sends you a letter with a five-digit PIN, use the PIN to create your Business Online Services account. You will not need to report the following information.

Checkbox Have at hand your business' taxpayer identification number (9-11 characters): _______________________.
Checkbox

Have at hand the corporation, sales, or withholding tax returns you filed within the last 12 months. You will need to provide the following filing information:

 Checkbox Corporation tax: _______________________

If you filed a... Obtain the amount from...
CT-3, CT-3-A, CT-4, CT-32,
CT-32-A, CT-33, CT-33-NL
Line 1
CT-3-S Line 22

Checkbox Sales and use tax: _______________________

If you filed a... Obtain the amount from...
ST-100, ST-101, or ST-810 Page 3, Column C, Box1

Checkbox Withholding tax: _______________________

If you filed a... Obtain the amount from...
NYS-1 Line 4
NYS-45 Line 15

Note: If you have not filed any corporation, sales, or withholding tax returns within the last 12 months, select “No” to the question “Have you filed New York State corporation, sales, or withholding tax returns within the last 12 months?” when creating your account. 

Checkbox Your contact information (name, address, email, and phone number).
Checkbox

Choose a username (8-60 characters consisting of only letters, numbers and these special characters: .@_-): _______________________. Be sure to save your username in a secure place. We cannot reset usernames.

Choose a password (8-20 characters): _______________________.

Passwords:

  • are case sensitive,
  • include at least one number and three letters,
  • may not use the same character more than two times in a row, and
  • may contain special characters.

 

Updated: December 24, 2015