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Online Services - Tax professional account creation checklist

Use the checklist below to create your Tax Professional Online Services account. You will need to know the following information to successfully create your account.

Note: You can create a tax professional account only if you:

  • are an owner or officer of a firm (or an employee with authorization from an owner or officer of a firm); and
  • have an Electronic Filer Identification Number (EFIN) on file with the Internal Revenue Service (IRS). (If you don't have an EFIN, you must file an application online with the IRS to obtain one.)

We suggest that you print this checklist for your records.

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Have at hand your taxpayer identification number: _______________________.

You must provide the taxpayer ID number—employer identification number (EIN) or social security number (SSN)—associated with your EFIN. 

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Have at hand your six-digit Electronic Filer Identification Number (EFIN): _______________________.

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If your EFIN is associated with your EIN, you will need the filing information from corporation, sales, or withholding tax returns you have filed within the last 12 months. Select all taxes that apply.

Checkbox Corporation tax: _______________________

If you filed a... Obtain the amount from...
CT-3 or CT-3-A Part 3, Line 1
CT-3-S Line 22
CT-33 or CT-33-NL Line 1

Checkbox Sales and use tax: _______________________

If you filed a... Obtain the amount from...
ST-100, ST-101, or ST-810 Page 3, Column C, Box 12

Checkbox Withholding tax: _______________________

If you filed a... Obtain the amount from...
NYS-1 Line 4
NYS-45 Line 15

If you have not filed any returns within the last 12 months, select “No New York State returns were filed” when prompted to “Select the tax types of all NYS tax returns the business has filed in the past 12 months” during your account creation. 

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If your EFIN is associated with your SSN, you will need your federal adjusted gross income (FAGI) from a New York State income tax return you have filed for one of the past five years.

Checkbox Federal adjusted gross income (FAGI): _______________________

If you filed... Obtain the amount from...
IT-201 or IT-203 Line 19

Select “No” to the question “Have you filed a New York State personal income tax return on your own behalf for one of the past five years?” when creating your account if you:

  • have not filed a Form IT-201 or Form IT-203 for one of the past five years, or
  • have only filed Form IT-214, Real Property Tax Credit, or Form NYC-210, School Tax Credit.

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Have at hand your contact information (name, address, email, and phone number).

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Choose a username (8-60 characters consisting of only letters, numbers, and these special characters: .@_-): _______________________. Be sure to save your username in a secure place. We cannot reset usernames.

Choose a temporary password (8-20 characters): _______________________.

Passwords:

  • are case sensitive,
  • include at least one number and three letters,
  • may not use the same character more than two times in a row, and
  • may contain special characters.

Note: This is a temporary password only. Be sure to write it down. We cannot retrieve the temporary password for you. You'll be required to change your temporary password the first time you login.

 

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