Set up your New York filing

When setting up your New York return, you'll need to provide the following information.

If you're unsure about any of this information, check your state sales tax registration certificate or call the New York Department of Taxation and Finance at 518-485-2889 (press 4 for all other calls.)

Do you have a physical presence in New York?

Physical presence may include: an office, storefront, employee, salesperson, contractor, warehouse, inventory, or trade show attendance.

  • If you answer YES, you'll be asked how many physical locations you have. You’ll then be asked to provide the address for your in-state physical location.
    • Note: TaxJar only supports users who have a single physical location in the state of New York.

Your New York tax account details

You'll need your sales tax registration information, which was provided to you by the state when you received your sales tax permit.

When did your tax registration take effect?

Enter the date your business first became liable for New York sales tax. This is when your collection obligations began and should match the date you gave the state when you registered.

Username

Your username for New York State PrompTax.

Password

Your password for New York State PrompTax.

Tax filing frequency

This is your filing frequency as assigned by the state or local tax authority. If you’re not sure, contact the tax authority.

You'll then see the first tax return we expect to file for you, based on the current date and the filing frequency you selected.

Review and submit

Take a moment to review your filing application. Once you've confirmed that all information is correct, click Submit.

Next step: Approve TaxJar’s Power of Attorney request

To finish your setup in New York, authorize TaxJar to access your tax account. We’ll send you instructions to the address on your TaxJar account.

  • IMPORTANT: Your TaxJar account is created using the email address associated with your Stripe account, so if the TaxJar team needs to contact you, this is the email address we use by default. (Follow these instructions if you want to change this email address within your TaxJar account).

    • What to expect after that

    After you approve the Power of Attorney request, here's what will happen:

    • Automatic filing enabled: After access is confirmed, TaxJar will process your application. Then you'll be ready to file.
    • File your first tax return: TaxJar will email you at the beginning of each filing period to review your return before it's submitted.