Tax Professional Online Service Accounts & Redesign

Transcription

1 Tax Professional Online Service Accounts & Redesign Tax Practitioner Institute Online Services Enterprise Services Bureau New York State Department of Taxation and Finance

2 Tax Professional Account Benefits View a detailed summary of clients accounts Filings Payments Open bills Contact information Access over 75 online services Web file certain tax returns and make payments View a consolidated statement of liabilities and pay bills Respond to notices online 2

3 Information Needed to Create a Tax Professional Account Identification number Electronic Filing Identification Number (EFIN) associated with your EIN or SSN Based on what ID your EFIN is associated with, you will need to verify: EIN Tax return information for Sales, Withholding, and Corporation tax returns filed within the past 12 months, or Sales, Withholding, or Corporation tax returns have not been filed within the past 12 months SSN Your Federal Adjusted Gross Income (FAGI) from an income tax return filed within the past three years, or No income tax returns have been filed within the past three years Contact information 3

4 Electronic Filing Identification Number (EFIN) What is an EFIN? A non-transferrable six-digit number assigned by the IRS to identify firms that have completed the application to become an authorized IRS e-file provider. How do I get my own EFIN? To receive your own EFIN, you need to apply online through the IRS s website: 4

5 Creating a Tax Professional Account with your EIN 5

6 Creating a Tax Professional Account with your SSN 6

7 Tax Professional Account Summary 7

8 E-ZRep TR-2000 Tax Information Access and Transaction Authorization Completed and signed by your clients Used to add clients to your OLS tax professional account Authorizes you to: Access the client s account information online Speak to a Department representative and receive confidential information for specified tax matters File returns or other documents and make payments on the client s behalf online Obtain copies of electronically filed tax returns 8

9 E-ZRep TR

10 E-ZRep TR

11 Information needed to add a client? Business client A signed TR-2000 form Federal EIN or New York State issued TF number Information from one of the following business tax type returns filed by the client within the past 12 months: Corporation OR Sales OR Withholding Individual client A signed TR-2000 form Social security number Federal adjusted gross income from an income tax return filed by the client within the past three years OR An assessment number from a New York State issued tax bill. (L-XXXXXXXXX-X) 11

12 Electronic TR

13 Tax Professional Redesign Next year the Tax Department will release a redesigned Online Services account for Tax Professionals. The redesign will allow you to: Create an account in two simple steps Add clients to your account using new verification options View your clients notices and bills Easily add account users and assign them access to clients Enjoy streamlined navigation 13

14 New Create Account 14

15 New Create Account continued 15

16 New Create Account continued 16

17 New Tax Professional Landing Page 17

18 New Tax Professional Landing Page 18

19 Client Messages 19

20 Client Messages 20

21 Adding Clients 21

22 Adding Employees and Assigning a Role 22

23 Employee Summary and Role 23

24 General Information Online Services Tax Professional Account Creation Checklist Watch Demonstrations and Videos 24

25 Connect with the Department Tax Practitioner Hotline (518) NYSTaxDepartment NYSTaxNews NYSTax Online Demos Subscription Service 25

26 Online Services Individual Services File your personal income tax return (IT-201) Pay bills and notices Respond to department notice Claim your real property tax credit (IT-214) Request an installment payment agreement Change of address Claim your New York City school tax credit (NYC-210) Pay an open audit case Web file MCTMT annual return Make an income tax return payment View and print your statement Claim your family tax relief credit View and cancel scheduled payments Register myself as a tax preparer View and print wage reporting transcript (W-2) Make an estimated tax payment Resubmit my tax preparer payment MCTMT payment summary View and cancel a scheduled estimated tax payment Reprint my tax preparer certificate Web file a casual sale tax return Make an extension payment Business Services Sales tax web file Sales Tax Sales tax advance payment Renew sales tax certificate of authority View and cancel a scheduled sales tax payment Sales tax refund request Manage sales tax responsible persons Casual sale web file PrompTax sales and use tax PrompTax prepaid sales tax on motor fuel NYS-1 web file Employment and withholding taxes MCTMT upload NYS-45 upload NYS-45 web file Wage reporting upload View/cancel a scheduled withholding tax payment MCTMT web file NYS-1 upload START-UP NY employer reporting PrompTax withholding tax/mctmt Corporation tax File a corporation tax extension CT-400 estimated tax 26

27 Online Services continued Business Services (Continued) Other Highway use tax web file Taxicab web file Beverage container web file View/cancel a highway use tax scheduled payment Waste tire web file Beverage container registration E-file an international fuel tax agreement return View/cancel a scheduled waste tire payment Franchisor information Print a previously e-filed IFTA return View/report Indian tax exempt cigarette sales Motor vehicle insurers information Alcoholic beverage wholesaler information Respond to department notice Business change of address File exchange Estimated tax bulk upload PrompTax petroleum business tax Pay bills and notices Bills and Notices Pay an open audit case Request an installment payment agreement View and print your statement NYS Restaurant Application (pilot) NYS Cross Agency NYS License Center Business & Individual Tools Voluntary disclosure application Penalty and interest calculator New hire reporting Jurisdiction/rate lookup by address Cigarette agents and dealers lookup MCTMT form 1099-G online Sales tax vendor lookup Report tax evasion and fraud Volunteer Income Tax Assistance NAICS code lookup File a tax preparer complaint Register for STAR Corporation tax allocation percentage inquiry PrompTax Apply for extension of time to file OSCAR for motor carriers Check refund status Form 1099-G online Property tax freeze lookup Income execution payment calculator Family tax relief credit lookup 27