TR-2000 (10/19)
Department of Taxation and Finance
E-ZRep
Tax Information Access and Transaction Authorization Form
Name of company providing tax professional services or individual’s name if self-employed (hereinafter, the tax professional)
For the tax matters indicated below, the tax professional is authorized to (1) access the taxpayer’s account information and perform transactions online
through the Tax Department’s Online Services, and (2) receive condential information from the Tax Department.
If the taxpayer wishes to limit the period of time for which this authorization is effective, enter the expiration
date here. This date will be applied to all services selected above. If no date is entered, this authorization for
the services selected above will remain in effect until revoked.
Expiration date (mm-dd-yyyy)
Retention information
The
tax professional
must retain a copy of this authorization form for the
duration of the authorization plus three years, and make a copy available
to the Tax Department upon request. Do not mail this form to the Tax
Department.
No revocation of prior tax information authorization(s)
Executing and providing this authorization to the
tax professional
does not
automatically revoke any prior authorizations that have been completed.
I certify that I am the individual named in Part 1 above, or, if the taxpayer
named in Part 1 is other than an individual, I certify that I am acting on
the taxpayer’s behalf in the capacity of a corporate ofcer, partner (except
a limited partner), member or manager of a limited liability company, or
duciary, and that I have the authority to execute this Tax Information
Access and Transaction Authorization Form on behalf of the taxpayer.
I understand and agree that by signing and providing this form to
the tax professional, I am authorizing the tax professional to access
the taxpayer’s account information online and to receive condential
information from the Tax Department for the tax matters authorized on
this document.
In addition, if I have authorized the tax professional to le returns or other
documents and/or make payments on the taxpayer’s behalf online, I
understand and agree that the tax professional’s submission of authorized
transactions, together with this signed authorization, will serve as the
Business
All current and future services
(no other entry is required in Part 3 if this box is marked)
..........
Payments, bills, and notices ............................................
Sales tax ............................................................................
Employment and withholding taxes................................
Corporation tax .................................................................
Other taxes .......................................................................
Registrations and account updates ................................
Annual transaction information.......................................
Respond to department notice ........................................
File exchange ...................................................................
Signature Print name Date
Individual/Fiduciary
All current and future services
(no other entry is required in Part 3 if this box is marked) ........
Payments, bills, and notices ............................................
Personal income tax .........................................................
Respond to department notice ........................................
Change of address............................................................
Casual sale tax ..................................................................
Part 4 – Expiration date
taxpayer’s signature for such transactions. I further understand and agree
that I must examine the information reported in those transactions and
verify that the information submitted is true, correct, and complete. The
tax professional has my consent to complete these transactions on the
taxpayer’s behalf. If the transaction includes authorization for electronic
funds withdrawal, I certify that the New York State Tax Department,
through its designated nancial agents, is authorized to initiate such
electronic funds withdrawal(s) from the nancial institution account
indicated in the transaction, and that the nancial institution is authorized
to debit the entry to the account. I understand and agree that payment
transactions will be processed upon transaction submission and payment
authorization cannot be revoked, unless otherwise stated at the point of
submission of the payment transaction.
I further understand and agree that I can revoke the tax professional’s
access and authority to receive information and execute taxpayer
transactions at any time.
Part 5 – Signature
If the taxpayer wants to revoke a prior authorization, access our website
at www.tax.ny.gov or call us at (518) 485-7884.
The execution of Form TR-2000 does not revoke any power of
attorney that is currently in effect for the same tax matters listed in
Part 3 above. This form is not a power of attorney (POA).
Taxpayer’s SSN or EIN Taxpayer’s name (rst name, middle initial, last name, or legal name of business)
Part 2 – Tax professional information
Part 1 – Taxpayer information
(if married, each spouse must submit a separate form, even if the spouse les a joint return)
Part 3 – Tax matters covered by this authorization (select at least one)
