Get Form St-809 New York State And Local Sales And Use Tax Return For Part-quarterly (monthly) Filers

This guide provides a comprehensive overview of how to complete the Form ST-809 for New York State and local sales and use tax returns for part-quarterly (monthly) filers. By following these step-by-step instructions, users will gain clarity on each section and field of the form, ensuring accurate completion.

Follow the steps to fill out the form effectively.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred browser or document editor.
2. Enter your sales tax identification number in the designated field.
3. Fill in your legal name as it appears on the Certificate of Authority, as well as your 'doing business as' (DBA) name if applicable.
4. Input your address, including the number and street, city, state, and ZIP code.
5. Review the tax period stated on the form to ensure you are filing for the correct period: December 1, 2023 – December 31, 2023.
6. Indicate whether there have been any changes in your business information. If yes, provide the new mailing address and check the corresponding box.
7. Move to Step 1 to calculate tax due. Complete either Part 1 or Part 2, but not both. For Part 1, use the long method: input total gross sales, taxable sales, and purchases subject to tax.
8. Calculate the sales and use tax due by following the prompts, including entering any applicable credits for prepaid sales tax.
9. If using Part 2, the short method, enter the same quarter of the previous year and calculate accordingly.
10. Once all calculations are complete, review your entries for accuracy, ensuring all necessary figures are accounted for.
11. Sign the completed return, indicating if you wish to designate a third party to discuss the return with the Tax Department.
12. Complete any additional required information, such as contact details for the designee or preparer.
13. Save your changes, ensuring you have a copy for your records. After reviewing, you can download or print the form. Finally, submit the return electronically or mail it, ensuring it is postmarked by the due date of January 22, 2024.

Complete your Form ST-809 online today to comply with New York State sales tax requirements.