What we handle
- Registering your business for a Certificate of Authority with New York State
- Filing quarterly, annual or monthly returns, based on your assigned schedule
- Working out which of your sales are taxable
- Catching up on missed or late filings
- Responding to New York State sales tax notices
What to have ready
We'll confirm your exact list when we talk. Most clients need:
- Business formation documents and EIN
- Your New York sales tax ID, if you're already registered
- Sales records for the period — POS reports, invoices or bank deposits
- Records of items you bought for resale
- Past sales tax returns and any notices from the state
Please don't email your Social Security number or tax forms. After we talk, we'll tell you exactly how to send your documents.
Common questions
Do I have to file if I had no sales?
Generally, yes. Registered vendors in New York must file a return for every period on their schedule, even when sales were zero.
I'm behind on sales tax returns. What now?
Call us. We'll gather your sales records, file the missing returns and help you deal with any notices.
Do I need to collect sales tax on everything I sell?
Not always. Some goods and services are exempt in New York. We'll review what you sell and tell you what's taxable.
