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Learn more - Online Services


Learn more—individuals

Create a secure Online Services account to:

Information you need to create an account

To create your Individual Online Services account, you must provide:

  • information from specific lines of an income tax return (IT-201 or IT-203) you filed for one of the past five years; or
  • a valid assessment identification number from a bill we sent you.

Read the terms and conditions for individuals carefully.

Married filing joint taxpayers reconciling estimated tax accounts

You must each create separate Online Services accounts to view and reconcile your estimated income tax accounts if you made payments under both spouse's Social Security numbers. We store estimated tax accounts separately under each Social Security number.

Grant access to your tax professional

You can authorize your tax professional to access and receive confidential tax information and conduct transactions on your behalf in one of two ways:

Note: Your tax professional must have an Online Services account before you grant access through your account.

Revoke access from your tax professional

You can revoke the access you grant your tax professional in one of three ways:

  • Enter an expiration date (mm-dd-yyyy) on part 4 of E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization Form: Your tax professional is required to enter this date when adding you as a client and selecting the tax matters covered by the form. You'll automatically be removed as a client after the expiration date. You can also choose an authorization expiration date when granting tax professional access through your Online Services account.
  • Revoke access online: Log in to your Online Services account and select Manage tax professionals. On the Tax professional summary screen, select the Revoke to the right of the tax professional name you wish to revoke access from.
  • Discuss with your tax professional: Ask your tax professional to remove you or your business as a client from their Tax Professional Online Services account. The remove option is available to them on their client list.


Note: Your tax professional will receive an email stating that access to your client account has expired.


Learn more—fiduciaries

Create a secure Online Services account to:

Information you need to create an account

To create your Fiduciary Online Services account, you must provide certain information from a specific line of an income tax return (IT-205) that you filed for one of the past five years.

Read the terms and conditions for fiduciaries carefully.

Grant access to your tax professional

You can authorize your tax professional to access and receive confidential tax information and conduct transactions on your behalf in one of two ways:

Note: Your tax professional must have an Online Services account before you grant access through your account.

Revoke access from your tax professional

You can revoke the access you grant your tax professional in one of three ways:

  • Enter an expiration date (mm-dd-yyyy) on part 4 of E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization Form: Your tax professional is required to enter this date when adding you as a client and selecting the tax matters covered by the form. You'll automatically be removed as a client after the expiration date. You can also choose an authorization expiration date when granting tax professional access through your Online Services account.
  • Revoke access online: Log in to your Online Services account and select Manage tax professionals. On the Tax professional summary screen select Revoke to the right of the tax professional name you wish to revoke access from.
  • Discuss with your tax professional: Ask your tax professional to remove you or your business as a client from their Tax Professional Online Services account. The remove option is available to them on their client list.

Note: Your tax professional will receive an email stating access to your client account has expired.


Learn more—businesses

Account creation options

To create an account toyou will need
gain access to all available services (recommended), information from previously filed corporation, sales, and withholding tax returns filed within the last 12 months. See the business account creation checklist for more information.
only view and pay bills, a valid assessment identification number from a bill that we mailed to you.

 A business owner or officer can:

The master administrator can access all online services and see the business's filing history and the business’s payment history.

Read the terms and conditions for businesses carefully.

Grant access to your tax professional

You can authorize your tax professional to access and receive confidential tax information and conduct transactions on behalf of your business in one of two ways:

Note: Your tax professional must have an Online Services account before you grant access through your account.

Revoke access from your tax professional

You can revoke the access you grant your tax professional in one of three ways:

  • Enter an expiration date (mm-dd-yyyy) on part 4 of E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization Form: Your tax professional is required to enter this date when adding you as a client and selecting the tax matters covered by the form. You'll automatically be removed as a client after the expiration date. You can also choose an authorization expiration date when granting tax professional access through your Online Services account.
  • Revoke access online: Log in to your Online Services account and select Manage tax professionals. On the Tax professional summary screen select Revoke to the right of the tax professional name you wish to revoke access from.
  • Discuss with your tax professional: Ask your tax professional to remove you or your business as a client from their Tax Professional Online Services account. The remove option is available to them on their client list.

Note: Your tax professional will receive an email stating access to your client account has expired.


Learn more—tax professionals and payroll service providers

Information needed to create an account

To create a Tax Professional Online Services account, you must provide:

  • a valid Electronic Filer Identification Number (EFIN) issued by the IRS, and
  • information from specific lines of recently filed New York State tax returns.

See the Tax professional account creation checklist for more information.

The owner, officer, or an authorized employee can act as the master administrator (providing access to all online services and to the business's account information).

Read the terms and conditions for tax professionals carefully.

Access to client accounts

Your client can authorize you to access and receive confidential tax information and conduct transactions on their behalf in one of two ways:

  • directly through their Online Services accounts, or
  • using E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization Form. Your clients must complete and sign the form, then provide it to you. You will need to enter information from the form online, along with information from your client's previously filed return. You must keep the E-ZRep Form TR-2000 in your records for the duration of the authorization plus three years. Do not mail the form to the Tax Department.

In both instances, you will have immediate access to the services your client authorizes.

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