New york state department of taxation and finance online services

Tools & Applications

Where's My Refund?

Find the status of your last return and check on your refund.

Check your refund status

Tax Withholding Estimator

Make sure you have the right amount of tax withheld from your paycheck.

Check your withholding

IRS Free File

Prepare and file your federal income taxes online for free.

Try IRS Free File

Your Online Account

Make payments toward your balance and manage profile preferences for account activity.

Go to your account

Get Your Tax Records

Request your transcripts online or by mail.

Get your transcript

Pay Directly From Your Bank Account

Use Direct Pay to securely pay your taxes from your checking or savings account.

Pay your taxes

Identity Protection PIN (IP PIN)

Protect yourself from tax-related identity theft.

Register for your IP PIN

IRS2Go Mobile App

Check your refund status, make a payment, get free tax help and more.

Download the IRS2Go app

Make a payment

Instead of printing a voucher and having your client mail a check, encourage them to make a payment directly from their bank account (free) or by credit card (2.25% convenience fee) using a New York State Department of Taxation and Finance Online Services account. See https://www.tax.ny.gov/pay/ind/pay_income_tax_online.htm for information and instructions. If your client receives a bill after their return is filed, in addition to using the New York State Department of Taxation and Finance Online Services account payment options, they can pay directly from a bank account using the New York State Department of Taxation and Finance Quick Pay tool without having an account. See https://www.tax.ny.gov/pay/all/pay_a_bill.htm for more information and instructions.

Recordkeeping checklist

Before claiming a credit or itemized deduction, review the recordkeeping checklists to ensure your client has the required documents needed in the event additional information is requested after filing. https://www.tax.ny.gov/pit/letters/recordkeeping.htm

Review and verify estimated payments

Before you file your client’s return, you can review the amount of tax that they have prepaid using the New York State Department of Taxation and Finance Online Services. An Online Services account provides a comprehensive overview of payments made to the Tax Department, including estimated tax payments, extension payments, and credits carried forward. Verifying their account balance will avoid discrepancies and prevent a delay in processing their return. See https://www.tax.ny.gov/e-services/acvw/pit-payments.htm for more information.

1099-G Statement for Recipients of State Income Tax Refunds

If your client received a New York State income tax refund last year, you may want to view their 1099-G information. You can view and print their Form 1099-G, Statement for Recipients of State Income Tax Refunds using the New York State Department of Taxation and Finance 1099-G web application. See https://www.tax.ny.gov/pit/file/1099g.htm for more information.

Check Refund Status

Check your client’s refund status without waiting on the phone using the New York State Department of Taxation and Finance Check your refund status tool. It’s the fastest way to check a refund status and the most convenient—it’s available 24 hours a day, 7 days a week, information is updated daily and no Online Services account is needed. See https://www.tax.ny.gov/pit/file/refund.htm for information and instructions Encourage your clients to create their own New York State Department of Taxation and Finance Online Services account and sign up for email alerts. As soon as their return is thoroughly reviewed and processed, they will receive a message with the date their refund is scheduled to be issued. See https://www.tax.ny.gov/help/subscribe.htm for information and instructions.

Power of Attorney web application

If your client wants you to act on their behalf before New York State Department of Taxation and Finance, the fastest way to file a Form POA-1, Power of Attorney is using the New York State Department of Taxation and Finance web application, accessible from an Online Services account. See https://www.tax.ny.gov/poa/ads/webfile_poa1.htm for information and instructions.

Respond to Department Notice

If New York State Department of Taxation and Finance needs more information to process your client’s return, the easiest and fastest way to provide it is using the Respond to Department Notice online service. You can provide explanations, attach documentation, and receive instant confirmation that the response was received. If your client receives a bill or a notice after you filed their return, you can also use the Respond to Department Notice online service to disagree and submit additional information or documentation. See https://www.tax.ny.gov/e-services/acvw/rtdn.htm for information and instructions.

Canceling scheduled electronic payments

Electronic payments transmitted and accepted cannot be cacnceled within UltraTax CS. The taxpayer can cancel a payment online with a scheduled payment date at least two business days in the future.  The taxpayer must log into their Online Services account, then select View and cancel scheduled payments from the menu. See https://www.tax.ny.gov/online/ind.htm for more information. The taxpayer can revoke an electronic payment by calling NYSDTF at 518-485-7884 no later than five business days before the date of the payment withdrawal.

Installment Payment Agreement

Request an installment payment agreement by using Online Services or calling 518-457-5434. See https://www.tax.ny.gov/pay/all/ipa.htm for more information.

How do I pay my NY sales tax online?

Can I view my NYS tax return online?

How do I contact the NYS Department of Taxation and Finance?

Can you pay NY property taxes online?