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.
The Tax Department is developing guidance for corporation and personal income tax filers whose 2017 tax year returns are affected by the federal Tax Cuts and Jobs Act, as well as by certain New York State Tax Law provisions in the recent New York State Budget. We encourage affected filers to request the appropriate extension of time to file their 2017 returns. Please sign up for our Subscription Service and select Corporation Tax or Personal Income Tax for email updates about how to reflect these legislative changes on your 2017 return.
Featured services
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Assist my client online
From your client’s first estimated tax payment to resolving an issue, your Tax Professional Online Services account provides 24/7 access to the tools you need.
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Access my client’s information
With your client’s permission you can access their information and assist them online. There’s no faster, more convenient way to resolve your client’s tax issue.
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Learn about my responsibilities
Review the e-file mandate for tax professionals and the requirements for registration and education.
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