Set up filing for New York

Provide your New York tax account information to set up automated filing.

Tax registration effective date

  • The date your sales tax registration started with the state.
  • Check your registration certificate or contact the New York Department of Taxation and Finance at 518-485-2889 to request this information.

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.
  • To find it, log in to your New York Online Services account and go to Filings and Payments. Your filing frequency is based on the next return to be filed.

Sign the E-ZRep Authorization form

  • After you submit your application, TaxJar will provide you the E-ZRep Authorization form via HelloSign. New York requires this form for TaxJar to gain 3rd party access to your state tax account. 
  • Once we gain access, you'll receive a confirmation from the state letting you know Stripe's agent, Mark A. Austin has been given access. Mark is a Stripe Team member and our Point of Contact for the account with the state. Here's an example of this letter. 

What to expect next

After you E-ZRep Authorization form, here's what will happen:

  • Under review: Within a few days, TaxJar will review your submission for accuracy and process your application.
    • 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).
  • 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.