Follow the steps to accurately complete the NY IT-633 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Indicate your filing status by marking the appropriate box for calendar-year filers or enter the tax period's beginning and ending dates if applicable.
3. Fill in your name(s) as shown on your tax return and enter your taxpayer identification number.
4. Select the tax year of the benefit period by marking an X in the corresponding box from the options provided.
5. If you are claiming the credit as a partner in a partnership, shareholder of a New York S corporation, or beneficiary of an estate or trust, mark the appropriate box.
6. Proceed to Schedule A – Eligibility. Begin with Part 1 and answer the questions regarding the qualification of your business.
7. If your business qualifies, move on to Part 2 where you will compute the average number of net new jobs for the current tax year.
8. If the average number of net new jobs is five or greater, proceed to Schedule B.
9. In Schedule B, provide detailed information for each net new job created, including employee’s name, social security number, and credit amount calculations.
10. Continue to complete each subsequent section including the investment tax credit component, training tax credit component, and real property tax credit component, ensuring you fill out all relevant fields and sections.
11. Once all sections are completed, review your entries for accuracy before proceeding to save changes, download, print, or share the form as needed.

Begin filling out your NY IT-633 form online today to ensure timely and accurate submission.