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Financial Education Program
Financial Education Program
Welcome
Module 1: Understanding your rights
Module 1: Introduction and outline
Your rights as a taxpayer
Your rights regarding tax preparers
Your right to challenge department decisions
Your privacy and confidentiality
Module 1 resources and certificate
Module 2: Filing responsibilities
Module 2: Introduction and outline
Personal income tax
Sales and use tax
Property tax
Other taxes and fees
Module 2 resources and certificate
Module 3: Self-employment resources
Module 3: Introduction and Outine
Are you self-employed?
Recordkeeping
Supporting documentation
What if you have employees?
Using separate accounts
Estimated taxes
Income tax considerations
Module 3 resources and certificate
Module 4: How tax credits can help you
Module 4: Introduction and Outline
How tax credits and deductions work
Credits for New York residents
Earned income credits
Credits related to children
Credits related to elder care
Credits related to home or farm ownership
Other common credits
Credits summary
Module 4 resources and certificate
Module 5: Filing your return and free filing resources
Module 5: Introduction and outline
Who must file
General filing information
Information you need to file
How a return works
Free filing resources
Module 5 resources and certificate
Module 6: Hiring a tax preparer
Module 6: Introduction and outline
Questions to ask your preparer
Additional considerations when hiring a tax preparer
Tax professional authorizations
Have a problem with your preparer?
Module 6 resources and certificate
Module 7: Refunds, payments and additional resources
Module 7: Introduction and outline
Refund information
What if you owe money?
Responding to department notices
Using the Tax Department website
Tax information for specific interests
Module 7 resources and certificate
Course completion and feedback
Tax information for specific interests
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Updated:
March 30, 2023
