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E-filing | Details |
|---|---|
Grace period | 7 days |
E-filing mandate | Must e-file all individual income tax returns and extension requests when using software that supports e-file. Opt-out / Waiver: None. If there is a reasonable cause, the preparer must maintain documentation. Important: client's desire to opt out of e-file is not a reasonable cause. View cause.htm. |
Accepts state-only filings | Yes. Attach the federal XML created for this State (Default). Only Federal e-file validation errors have to be cleared. E-file Reject Diagnostics do not have to be cleared. |
Return types accepted | Resident Nonresident Part-year Amended Extension Estimate Payments (separate e-files) IT-204-LL NYC-202 NYC-1127 |
Return types not accepted | NYC-202 marked Amended Return |
Accepts returns with these conditions | Refund Zero balance Balance due |
Direct deposit of refunds | Yes |
Accepted forms of payment | Direct debit (EFW) Credit card Check |
Signature requirements | Form TR-579-IT The taxpayer(s) and the ERO / Preparer must sign Form TR-579-IT, New York State E-file Authorization Signature for Forms IT-201, and IT203. Form TR-579-IT establishes that the taxpayer has reviewed his or her return, and authorizes the e-file of the return, and if an electronic funds withdrawal (for payment of the amount owed on the return) has been requested, it verifies that the taxpayer has authorized the electronic funds withdrawal. The ERO/Preparer must retain the TR-579-IT for three (3) years (do not mail it to the NYS Tax Department). The ERO/Preparer must also sign the return electronically by checking a New York State E-file Authorization box that indicates that they have read and agreed to our declaration certification language. Extension: Form IT-370 For a no Balance-Due Extension (Form IT-370) there is no signature requirement for the taxpayer or the ERO /Preparer. You are not required to complete or retain a TR-579.1-IT, New York State Taxpayer Authorization for Electronic Funds Withdrawal for Tax Year 2013 Form IT-370, for these transactions. For a Balance-Due Extension (Form IT-370) e-filed, you must also pay the balance due with an electronic funds withdrawal. The primary taxpayer must sign Form TR-579.1-IT, New York State Taxpayer Authorization for Electronic Funds Withdrawal for Tax Year [Tax Year] Form IT-370, to establish that he/she has authorized the ERO to nclude the information necessary for the Tax Department to initiate the withdrawal. The ERO is not required to sign the TR579-IT form or TR-579.1-IT form for these extensions; however, the ERO must retain the TR-579.1-IT for 3 years (do not mail it to the NYS Tax Department). The ERO/Preparer must also sign the extension electronically by checking the E-file Signature Authorization box that indicates that they have read and agreed to our declaration certification. PIN allowed as signature: Yes |
Drivers license requirements | Required |
Supports PDF attachments | Yes |
Tax year(s) supported for e-filing | Current tax year and two prior tax years |
Special considerations | See Publication 93, New York State Modernized e-File Guide for Return Preparers. To find the location of the document number on a New York-issued ID, refer to //dmv.ny.gov/id-card/sample-photo-documents |