Web Redesign Initiative. Susan Powell Director of Web Content NYS Department of Taxation and Finance

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1 Web Redesign Initiative Susan Powell Director of Web Content NYS Department of Taxation and Finance (518)

2 Web redesign initiative Identify and implement changes to meet the needs of various audiences individual & business taxpayers, tax professionals, vendors, other NYS agencies & legislative staff, local governments, other states, etc. 14,000+ PDFs, 2,000+ web pages, over 20 online services 2007 web stats - over 6 m. visitors viewed nearly 67 m. pages

agencies & legislative staff, local governments, other states, etc.

3 Frequently viewed information Sales tax forms & withholding tax forms Business taxpayer page Starting a business page Online Tax Center FAQs Three key publications NYS Guide for New Businesses (Pub 20) A Guide to Sales Tax in New York (Pub 750) NYS and Local Sales and Use Tax Quick Reference Guide (Pub 850)

key publications NYS Guide for New Businesses (Pub 20) A Guide to Sales Tax

4 Improvement opportunity examples find information by tax type, task, and who you are provide tax guidance in clear language provide industry-specific specific sales tax guidance know where you are in the site (navigation path)

clear language provide industry-specific specific sales

5 Revised home page

6 Revised businesses page

7 Revised publications page

8 Improving navigation with breadcrumbs

9 Helping taxpayers avoid filing errors & penalties

10 Online services Responding to taxpayer requests Sales tax on utilities rate jurisdiction lookup Withholding tax jurisdiction lookup

11 Sales tax on utilities jurisdiction and rate lookup

12 Sales tax on utilities jurisdiction and rate lookup

13 Withholding tax jurisdiction lookup

14 Withholding tax jurisdiction lookup

15 On the horizon Spanish web content Researching streaming media updates on tax law changes, instructional videos (e.g., how to register as a sales tax vendor)

16 Electronic Filing and Online Tax Center News! Lynne Belokopitsky Director of e-servicese NYS Department of Taxation and Finance (518)

17 Two e-file e mandates The Article 22 e-file e mandate passed in 2005 The new business tax e-file and e-payment mandate passed in 2008

18 The Article 22 e-file e mandate Legislation passed in 2005 authorized the Commissioner to require certain tax return preparers to e-file e Article 22 returns and extensions: individual income tax partnerships* withholding tax fiduciary *electronic filing is required for partnership (including IT LL returns) filed on or after January 1, 2009.

individual income tax partnerships* withholding tax fiduciary *electronic filing is

19 Who is subject to the Article 22 e-file e mandate? Return Preparers that were subject to the mandate in a previous year or who: Prepared more than 100 combined individual income tax and partnership returns for tax year 2007 in 2008; and Use tax preparation software Must e-file e all of their clients individual and partnership returns and extensions beginning on January 1, 2009.

than 100 combined individual income tax and partnership returns for tax year 2007 in 2008; and

20 The business tax e-file e mandate Legislation passed in 2008 allows the Commissioner to mandate the e- e filing and e-payment e of certain tax documents. tax preparers and self-filers filers excludes PrompTax payments excludes Article 22 returns

21 Who is subject to the business tax e-file mandate? Return preparers who: Prepared more than 100 Article 9-A 9 A Corporation tax documents (returns, extensions and estimated tax documents) in 2008; and Use tax preparation software Must e-file e all of their clients Article 9-A 9 A Corporation tax documents and e-pay e any balance due beginning January 1, 2009.

22 Who is subject to the business tax e-file mandate? Self-filers filers who are using approved NYS e- e file software to prepare an Article 9-A 9 Corporation tax documents must e-file e and e-pay.

23 The Online Tax Center for Businesses To access these services you must register The person who completes the registration has access to all available OTC services You can add users and delegate specific access to individual users Each user has their own username and password You manage account access!

24 OTC registration To complete the registration you need to know: The EIN All of the NYS tax return types that the entity has filed in the past 12 months Shared secrets for Corporation, Sales, and Withholding Tax returns

29 NYS41264 XXXXXXXX NYS41264

39 Wage Reporting Screen

40 Employee Wage & Withholding Screen

41 Unemployment Insurance Screen

42 Withholding Tax Screen

43 Scroll Down

44 Return Verification Screen

45 Payment Information Screen

47 New! WR Upload is required starting November 1, 2008 You can no longer mail wage reporting data on magnetic media to DTF. The format is the same, but the delivery method has changed.

55 Questions? e-file Hotline OTC Hotline

Hello, my name is Annmarie Tracey and I am from the New York State Department of Taxation and Finance and I work in the taxpayer contact center.

Hello, my name is Annmarie Tracey and I am from the New York State Department of Taxation and Finance and I work in the taxpayer contact center. Today we are going to discuss online service accounts. There