Tax professionals
Welcome to our home for tax professionals. Here, you'll find everything you need to successfully assist your clients, including resources for:
- accessing and protecting your client's information online, and
- managing your client's filings, bills, and notices.
You'll also find information about your responsibilities as a tax preparer, such as the e-file mandate and your continuing education requirements.
Tax professional Resources
Assist your client online
Access your client's information
Learn about your responsibilities
Find what you're looking for
Important Information
Changes to Article 9-A MFI and estimated tax requirements
For tax years beginning on or after January 1, 2026, mandatory first installment (MFI) and estimated tax requirements have changed for some corporations.
The first estimated income tax due date for tax year 2026 is April 15
Your client can pay their estimated income tax online using their Individual Online Services account or tax preparation software. Both are convenient, secure, and easy.
Protect yourself from data security breaches
Here are some tips and best practices that can help you protect your clients’ data and your own business.
Scan, snap, submit!
If your client receives Form DTF-32, DTF-33, DTF-36, TD-210.2, TD-210.3, or TD-210.7, they have an uncashed check from us.
For the fastest processing of a new check, they should complete the form we mailed, then:
- Scan the QR code on the letter.
- Snap a photo of the completed form.
- Submit the photo.
Additional Tools
Plan Ahead
Pay your client's bill or notice
You can make a payment or request a payment plan for your client using one of our convenient online options.
Learn what we're mailing
Did your client receive a letter, bill, notice, or check? Visit our letter resource center for the latest information on what we're mailing.