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Online Services for fiduciaries

Are you a fiduciary? We’ve got you covered. Manage an estate’s or trust’s tax account with a Fiduciary Online Services account. You can pay a bill, view filings and payments, file an income tax extension, respond to a department notice, and more!

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Benefits of a Fiduciary Online Services account

Create a Fiduciary Online Services account to manage the New York State personal income tax obligations for an estate or trust. You can use a Fiduciary account to:

  • view the filing and payment history for your estate or trust;
  • manage estimated income tax payments for your estate or trust;
  • view bills, notices, and refund notifications electronically; and
  • pay bills and respond to notices.

Ready?

Before you get started, see Fiduciary account creation requirements to learn what you need to create your account.

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