General Information for Tax Payers


File and pay electronically:

Electronically filed returns are more accurate than paper filed returns and refunds are typically received faster.


Use direct deposit:

But be sure to double check the routing and account numbers for your account. 


Use New York's free tax assistance sites:

Individuals and families earning $66,000 or less in 2017 can file their state and federal income tax returns online and for free at any of the Free Tax Assistance Sites statewide.


Always file on time:

To avoid penalties and interest, file on time. The penalties are much higher for late filing than late payment. 


Declare all income:

All income is subject to income tax. If you had multiple employers during the year, be sure to provide information for every W-2 you received. Omitted income can cause a delay in processing your return. 


Only claim credits you can provide documentation for (if asked):

Income tax credits can increase your refund or reduce the taxes you owe—but you should only claim credits you can provide documentation for. 


Sign and date the paper return:

You (and your spouse, if you file jointly) must sign your return. If you hire a tax preparer to file your return, the preparer must also sign the return.


Check your refund status online:

Wondering when you'll receive your New York State refund? Check your refund status online. Statuses are updated daily, and you'll know the timeframe for receiving your refund.


Keep a copy of your return for your records.