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Tax Professional Newsletter (06/20/2018)

In this issue:

  • Respond to a department notice or bill
  • Submit a Power of Attorney
  • Bill for unreported federal changes
  • Statement of proposed audit changes
  • Tax changes from the 2018-2019 budget bill
  • Technical support solutions
  • Upcoming due dates
  • Tax professional hotline

Respond to a department notice or bill

If the Tax Department needs more information to process your client's refund or your client has received a bill, please use our Respond to Department Notice application. This is the quickest way to provide an explanation and attach supporting documentation. For more information, view our Respond to a Department Notice Demo and Respond to a Department Bill Demo.

Submit a Power of Attorney

You must submit a power of attorney (POA) when you need to make legally binding decisions for your clients. A taxpayer has to be added as a client in your Online Services account before you can create a POA on your client's behalf.

Bill for unreported federal changes

Federal changes which impact the New York State personal income tax return must be reported within 90 days of the final IRS determination by filing an amended New York return (or 120 days, in the case of a taxpayer making a combined report).
 
If an amended tax return was not filed after the Internal Revenue Service made changes to your client's federal return which impacted their New York return, your client may receive a bill.

  • If your client agrees with the bill, an amended return does not need to be filed. You can simply pay using the payment coupon included or pay online using Online Services or Quick Pay.
  • If your client disagrees with the bill, a response—with documentation if applicable—must be sent by the date stated on the first page of the bill. Please include the assessment number on all correspondence.

If you still have questions, call 518-457-5181.

Statement of proposed audit changes

Your client may receive a statement of proposed audit changes or a similar document, explaining the reason for additional taxes due. Your client has a reasonable time to respond to the audit findings.
 
See College Tuition Credit or College Tuition Itemized Deduction if your client has received a statement of proposed audit changes disallowing the credit or deduction.

Tax changes from the 2018-2019 budget bill

The Tax Department has published summaries of sales, corporation and income tax changes from the 2018-2019 budget bill.

Technical support solutions

If your client is having trouble logging into their online services account, see technical support solutions. This page provides tips, guidance and instructions to help your client resolve their login issues.

Upcoming filing due dates

  • 6/20/18: Sales tax return due for quarterly filers; sales tax return for monthly filers.
  • 7/20/18: Sales tax return due for monthly filers.
  • 7/31/18: Employer's quarterly combined withholding, wage reporting, unemployment insurance return, and Employer's quarterly MCTMT return due date. 

Stay on top of due dates; bookmark our Tax Calendar for Corporation Tax, Personal Income Tax and Sales Tax, Withholding Tax, and Metropolitan Commuter Transportation Mobility Tax (MCTMT).

Contact us

Tax Practitioner Hotline: 518-457-5451

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