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Department of Taxation and Finance

Tax professional resources

Can your clients prove they are entitled to credits and deductions?

Avoid delays in processing returns—claim only the credits, income and deductions your clients can provide required documentation for.

If your clients get an inquiry letter from us (or the IRS) they must supply the acceptable proof. To help you and your clients determine whether they may claim certain credits or itemized deductions, review our detailed checklists for the required documentation.

Required documentation

Please join us at the third annual New York State Tax Summit. We're offering three hours of CPE (Continuing Professional Education) credits in taxation for this event!

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