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New York paid preparer requirements and state e-file mandate

by Intuit Updated 1 year ago

What's the NY paid preparer requirements and e-file mandate?

The New York State Department of Taxation and Finance requires tax preparers and e-filers to include certain information (specified below) in all NY state returns.

What do you need to include?

According to New York State, all return filers must include the following information on all paper and e-filed returns (if applicable):

  • Preparer's name
  • Firm's name (or yours, if self-employed)
  • Address
  • Preparer's NYTPRIN or NYTPRIN exclusion code (as applicable)
  • Preparer's PTIN or Social Security number
  • Firm's EIN
  • Preparer's signature

New York State e-file mandate

The New York State e-file mandate states that taxpayers and tax return preparers using approved e-file tax software to prepare taxpayer returns are required to e-file authorized tax documents.

For more information, visit the New York Tax Department's e-file resources page.

Lacerte Tax

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