Get Ny Ta-100 2017-2026

The NY TA-100 is an essential form for petitioners seeking to address disputes with the New York State Tax Division. Completing this form online is a streamlined process that allows users to submit their petitions accurately and efficiently.

Follow the steps to complete the NY TA-100 online.

1. Click ‘Get Form’ button to obtain the form and open it in the editing interface.
2. In Section I, enter the name of the petitioner, the relevant tax article, and the tax period you are challenging. This information can be found on the notice you received.
3. In Section II, provide the petitioner's contact information, including their taxpayer ID number, address, email, and phone number. This information is necessary for tax administration purposes.
4. If the petitioner has a representative, fill in Section III with the representative’s name, contact info, and qualifications, ensuring a Power of Attorney form is attached if necessary.
5. In Section IV, check the appropriate box to state the reason for the petition, such as redetermination of a deficiency or denial of a refund.
6. For Section V, enter the notice or assessment number(s) associated with the dispute. Remember to attach a legible copy of the notice.
7. In Section VI, specify the type of tax in question by checking the relevant box(es), such as personal income tax or sales and compensating use taxes.
8. Section VII requires you to state the amount of tax determined and the amount contested. For refunds, use parentheses for positive amounts.
9. In Section VIII, list the reasons for the dispute. Provide clearly numbered paragraphs detailing each error made by the Commissioner of Taxation and Finance.
10. In Section IX, indicate whether a conciliation conference was requested and provide details if applicable.
11. For Section X, indicate if you wish to proceed in the Small Claims Unit, ensuring that you meet the eligibility criteria.
12. Finally, sign and date the petition. If signed by someone other than the taxpayer, include the duly executed Power of Attorney.
13. Check and confirm any attached documents, such as the notice, Power of Attorney, or conciliation order.
14. Once reviewed, save changes to the form, then download, print, or share as needed to ensure successful submission.

Start filling out your NY TA-100 online today for a clear and efficient petition process.