Guide
Form ST-120 Resale Certificate
Learn how to use the NY State Resale Certificate to avoid overpaying sales tax on supply purchases — and how to stay compliant during audits.
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Guides
Tax & Accounting Guides
Practical, expert-written guides to help you navigate taxes, accounting, and financial planning with confidence.
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Guide
IT-201 Full-Year Resident Income Tax Return
A complete guide to Form IT-201 — the NY State return for full-year residents. Covers add-backs, the resident credit, NY-specific deductions, and credits you may be missing.
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Guide
Form DTF-802 Statement of Transaction
Buying a business in New York? Form DTF-802 is the one piece of paper that protects you from inheriting the seller's unpaid sales tax liabilities. Here's exactly how it works.
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Guide
Form TP-584 Real Estate Transfer Tax Return
The mandatory combined return for every NY real estate sale. Covers NYS Transfer Tax, the Mansion Tax, NYC RPTT, who pays what, penalties, and 15 key FAQs.
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Guide
IT-203 Nonresident & Part-Year Resident Return
The NY return for nonresidents and part-year residents. Covers the 183-day rule, domicile tests, income sourcing, the telecommuting trap, and how to avoid double taxation.
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Guide
IT-2105 Estimated Tax Payment Form
Who must make quarterly estimated tax payments to New York, how to calculate safe harbor amounts, the four payment deadlines, and how to avoid the underpayment penalty.
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Guide
IT-201-ATT Other NY State Tax Credits & Taxes
The attachment to Form IT-201 for claiming NY tax credits and reporting additional taxes. Covers the EITC, Empire State Child Credit, MCTMT, Supplemental Tax, and more.
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Guide
IT-272 College Tuition Credit & Deduction
How to choose between the NY College Tuition Credit and the Itemized Deduction — eligibility rules, income phase-outs, the federal interaction, and step-by-step instructions.
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Guide
IT-214 Real Property Tax Credit
New York's refundable "circuit breaker" credit for qualifying homeowners and renters — who qualifies, how the calculation works, what documentation you need, and common errors to avoid.
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Guide
IT-255 Solar Energy System Equipment Credit
Claim 25% of your NY solar installation costs (up to $5,000) as a non-refundable credit — with a 5-year carryover. Covers qualifying equipment, the calculation, and how it interacts with the federal credit.
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Guide
IT-213 Empire State Child Credit
NY's refundable child tax credit — significantly restructured for 2025. Covers both the new age-based fixed amounts ($1,000/$330 per child) and the pre-2025 "33% of federal credit" calculation.
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Guide
IT-215 NY & NYC Earned Income Credit
A refundable credit for working individuals and families — 30% of the federal EITC (rising to 45% in 2026), plus a separate NYC component. Covers eligibility, part-year rules, and the joint/separate filing split.
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