To improve your experience with Online Services, the Tax Department has updated the account creation process, added new features to Account Summary, and more. These improvements are in effect now.
Our December 2025 changes improve everyone’s experience:
creating an Online Services account
finding a forgotten username or password
logging in to your existing Online Services account with NY.Gov
reviewing your account information, such as messages, documents, filings, and bills
navigating within your account
With these improvements, the Web addresses you previously used to access the Tax Department's Online Services have changed. If you had favorites or bookmarks to Online Services pages, you must update them now.
You can now view certain documents, including letters and bills, we sent you within the past three years—even if you are not, or have never been, signed up to receive electronic communications. You can find these documents on a new Document Summary page.
To better protect your sensitive information, you can prevent tax professionals from adding you as a client.
Password maintenance is simpler: you no longer need to choose Edit Personal Information and sift through all your account information to update your password. Instead, visit the Change Password page.
We increased the number of Business Master Administrators you can have for your account from two to five.
There’s a new role in Business accounts: Managers. Managers can:
access the Employee Summary and:
add and remove Managers and Users
update existing Managers’ and Users’ roles and personal information
update the online services Users are authorized to access
access the Account Summary
access all available online services
access the Tax Professional Summary
Users can no longer manage other Users or tax professionals.
To simplify managing your account, you have a new Employee Summary page that displays all role types. It combines the current Master Administrator and User Summary pages.
You can now view certain documents, including letters and bills, we sent you within the past three years—even if you are not, or have never been, signed up to receive electronic communications. You can find these documents on a new Document Summary page.
To better protect your business’ sensitive information, you can prevent tax professionals from adding you as a client.
Password maintenance is simpler: you no longer need to choose Edit Personal Information and sift through all your account information to update your password. Instead, visit the Change Password page.
If your client granted you access to all future and present services, you can now view certain documents, including letters and bills, we sent your client within the past three years. You can find these documents on a new Document Summary page: from your Client Summary, select your client's name, then choose Document summary from the client's ≡ Services menu.
To add an individual client using return information, you must provide their taxable income and either their requested refund amount or amount reported owed. See Individual verification for instructions on where to find these amounts on your client's return.
We streamlined navigation within your client’s account. When performing work for a client, your ≡ Services menu contains links applicable only to that specific client. To change clients, select the client’s name, then choose Change Client to return to your Client Summary.
You can now view certain documents, including letters and bills, we sent you within the past three years—even if you are not, or have never been, signed up to receive electronic communications. You can find these documents on a new Document Summary page.
To better protect sensitive information, you can prevent tax professionals from adding you as a client.
Password maintenance is simpler: you no longer need to choose Edit Personal Information and sift through all your account information to update your password. Instead, visit the Change Password page.
Don't have an account yet? Here's why you should create one.
With an Online Services account, you can:
see your letters, bills, and other communications electronically as soon as they’re available
view certain documents, including letters and bills, the department sent you within the past three years
quickly respond to department notices and securely make payments
tie your new Tax Online Services account to other NY.Gov accounts you have, such as MyDMV