New York Preparers ?

[grandmabee]

I do only one NY tax return and I am trying to efile and I need a code.  I don't fit any of the codes listed?  I am not an EA or CPA, Attorney.  Does this mean I can't E-file the return?  Thanks

[Jack from Ohio]

I do only one NY tax return and I am trying to efile and I need a code.  I don't fit any of the codes listed?  I am not an EA or CPA, Attorney.  Does this mean I can't E-file the return?  Thanks

What software are you using? 

[Lion EA]

http://www.tax.ny.gov/tp/reg/tpreg.htm

Read the NYS info on their site.  From my poor memory, you have to register to efile NY returns, and you have to efile NY returns.  If you prepare 10, you also pay $100; don't remember if it's 10 or more or if it's more than 10, but if you're preparing 1 only, it doesn't matter, you won't have to pay.  But, you do have to register.  You'll receive your NY number at the end of the registration process.

If you get your EA, you do not have to fuss with NY, except maybe for bank products.  (Thank you NYSEA for your work doing away with registration for EAs!)

PS  There is also an education requirement for the 10 or more (more than 10?) which you can satisfy online by taking the free NY course.  You won't need it for 1 return, but I'm told by NY preparers that it's pretty good.  I'm going to try to take it late this year or early next.

[SaraEA]

Do you have to take this NY education even if you are an EA or CPA?

[grandmabee]

I am using ATX

 

[Lion EA]

No.  But, I heard it was pretty good, so I might take it.  It's free and it's online, so if it's not good, I'll just exit.