New York State Tax Forms

As a taxpayer, you may be required to complete various forms throughout the tax process. The New York State Department of Taxation and Finance offers a variety of forms to help taxpayers manage their tax obligations. In this list, we will explore some of the most commonly used forms in New York State, including Offer in Compromise, Statement of Financial Condition, Application for Relief from Responsible Person Liability, and more.

• DTF-4 - Offer in Compromise For Liabilities Not Fixed and Final, and Subject to Administrative Review; see Publication 220
• DTF-4.1 - Offer in Compromise For Fixed and Final Liabilities; see Publication 220
• DTF-4.2 - Compromise of Spousal Share of Liability On Joint Tax Return; see Publication 89 and Publication 220
• DTF-5 - Statement of Financial Condition
• DTF-5.1 - Application for Undue Economic Hardship Exemption from Driver’s License Suspension Program
• DTF-8 - Application for Relief from Responsible Person Liability Under the Sales Tax Law
• DTF-8-ATT - Attachment to Form DTF-8
• DTF-9.1 - Notice of Taxpayer Rights; formerly Notification of Your Right to Protest an Action Taken by the New York State Department of Taxation and Finance (This form was combined into Form CMS-1-MN)
• DTF-17 - Application to Register for a Sales Tax Certificate of Authority. Use Publication 910 to locate the appropriate NAICS code for your sales tax registration. Also see Publication 750
• DTF-17-ATT - Schedule of Business Locations For a Consolidated Filer
• DTF-17.1 - Business Contact and Responsible Person Questionnaire
• DTF-29 - Language Access Complaint Form
• DTF-65 - Authorization for Release of Tax Return Information
• DTF-70 - Brownfield Redevelopment Report. This form is obsolete
• DTF-75 - Employee Affidavit for the Hire a Veteran Credit
• DTF-95 - Business Tax Account Update
• DTF-96 - Report of Address Change for Business Tax Accounts; Description of Form DTF-96
• DTF-122 - Certification of Agency Appointment by a New York Governmental Entity; available by calling (518) 485-2889
• DTF-202 - Tax Information Access and Non-Disclosure Agreement
• DTF-202/202-ATT - Agreement to Adhere to the Secrecy Provisions of the Tax Law and the Internal Revenue Code (For School District Income Verification (SDIV) Program); this form has been discontinued. See Form DTF-202, Tax Information Access and Non-Disclosure Agreement
• DTF-215 - Earned Income Tax Credit - Recordkeeping Suggestions for Self-employed Persons
• DTF-216 - Claim for Child and Dependent Care Credit - Recordkeeping Suggestions for Child Care Expenses
• DTF-275 - Identity Theft Declaration
• DTF-280 - Tax Information Authorization; this form has been discontinued. See Form POA-1, Power of Attorney
• DTF-281 - Survivor's Affidavit (For personal income tax replacement refund check requests, which must be completed by a qualified recipient as explained at line 2 on the form, and accompanied by the refund check. No other requests will be processed.)
• DTF-350 - Group Affidavit
• DTF-406 - Claim for Highway Use Tax (HUT) Refund
• DTF-505 - Authorization for Release of Photocopies of Tax Returns and/or Tax Information
• DTF-620 - Application for Certification of a Qualified Emerging Technology Company
• DTF-621 - Claim for QETC Employment Credit
• DTF-622 - Claim for QETC Capital Tax Credit
• DTF-624 - Claim for Low-Income Housing Credit
• DTF-625 - Low-Income Housing Credit Allocation and Certification
• DTF-625-ATT - Low-Income Housing Credit Annual Statement
• DTF-626 - Recapture of Low-Income Housing Credit
• DTF-630 - Claim for Green Building Credit
• DTF-664 - Tax Shelter Disclosure for Material Advisors
• DTF-686 - Tax Shelter Reportable Transactions - Attachment to New York State Return
• DTF-686-ATT - New York Reportable Transaction Disclosure Statement and Request for a Determination
• DTF-716 - Application for Registration of Retail Dealers and Vending Machines for Sales of Cigarettes and Tobacco Products
• DTF-719-MN - Renewal Application for Registration of Retail Dealers and Vending Machines for Sales of Cigarettes and Tobacco Products
• DTF-723 - Application for Show Permit and Notice of Show
• DTF-727 - Report of Show
• DTF-728 - Application for Entertainment Promoter Certificate
• DTF-730 - Report of Entertainment Event
• DTF-801 - Certificate of Indian Exemption for Certain Property or Services Delivered on a Reservation
• DTF-802 - Statement of Transaction - Sale or Gift of Motor Vehicle, All-Terrain Vehicle (ATV), Vessel (Boat), or Snowmobile.  Link to New York State Department of Motor Vehicles
• DTF-803 - Claim for Sales and Use Tax Exemption - Title/Registration Motor Vehicle, Trailer, All Terrain Vehicle (ATV), Vessel (Boat), or Snowmobile
• DTF-804 - Statement of Transaction - Claim for Credit of Sales Tax Paid to Another State - For Motor Vehicle, Trailer, All Terrain Vehicle (ATV), Vessel, or Snowmobile
• DTF-805 - Schedule of Multiple Transactions - Casual Sale of Motor Vehicle
• DTF-806 - Application for Refund or Credit of Sales or Use Tax Paid on a Casual Sale of Motor Vehicle
• DTF-820 - Certificate of Nonresidency of New York State and/or Local Taxing Jurisdiction
• DTF-911 - Request for Assistance from the Office of the Taxpayer Rights Advocate
• DTF-950 - Certificate of Sales Tax Exemption For Diplomatic Missions And Personnel
• DTF-996 - Notice of Taxpayer Rights (formerly Form DTF-996.25-MN)
• DTF-4157 - Complaint About New York State Tax Return Preparer
• ET-14 - Estate Tax Power of Attorney
• ET-20 - Stipulation Reserving Domicile
• ET-30 - Application for Release(s) of Estate Tax Lien - For decedents who died on or after January 1, 2011
• ET-85  - New York State Estate Tax Certification - For decedents who died on or after January 1, 2019
• ET-92 - Application for release of Safe Deposit Box; see notice about address change
• ET-95 - Claim for Refund of New York State Estate Tax; see notice about address change
• ET-99 - Estate Tax Waiver Notice; see notice about address change
• ET-117 - Release of Lien of Estate Tax
• ET-130  - Tentative Payment of Estate Tax - For an estate of an individual who died on or after January 1, 2019
• ET-133 - Application for Extension of Time To File and/or Pay Estate Tax - For an estate of an individual who died on or after January 1, 2019
• ET-141 - New York State Estate Tax Domicile Affidavit
• ET-190 - Computation of Credit For Estate Tax on Prior Transfers
• ET-411 - Computation of Estate Tax Credit For Agricultural Exemption
• ET-412 - Computation of Estate Tax Credit for Gift Tax; see notice about address change
• ET-415 - Application for Deferred Payment of Estate Tax - For decedents who died on or after January 1, 2019
• ET-416 - Computation of Estate Tax Credit For Closely Held Businesses
• ET-417 - Computation of Family-owned Business Exclusion; see notice about address change
• ET-417-D - Computation of the Family-Owned Business Interest Deduction; see notice about address change
• ET-418 - Computation of Qualified Conservation Easement Exclusion; see notice about address change
• ET-419 - Computation of Exclusion for a Victim of Nazi Persecution; see notice about address change
• ET-500 - Generation-Skipping Transfer Tax Return for Distributions - For distributions made after December 31, 2010, and on or before March 31, 2014
• ET-501 - Generation-Skipping Transfer Tax Return for Terminations - For terminations made after December 31, 2010, and on or before March 31, 2014
• ET-706 - New York State Estate Tax Return - For decedents who died on or after January 1, 2022
• FT-122 - Fuel Tax Exempt Purchase Certificate for an Agent of a New York Governmental Entity; available by calling (518) 485-2889
• FT-123 - IDA Agent or Project Operator Exempt Purchase Certificate for Fuel
• FT-400/401 - Application for Reimbursement of NYS Petroleum Business Tax (PBT) on Motor Fuel/Diesel Motor Fuel for an Omnibus Carrier/Nonpublic School Operator
• FT-420 - Refund Application for Farmers Purchasing Motor Fuel
• FT-500 - Application for Refund of Sales Tax Paid on Petroleum Products
• FT-504 - Claim for Refund of Taxes Paid on Fuel by a Government Entity
• FT-505 - Claim for Refund of Taxes Paid on Government Entity Credit Card Purchases of Fuel
• FT-505.1 - Government Entity Credit Card Refund or Credit Election
• FT-935 - Certification of Taxes Paid on Motor Fuel
• FT-936 - Statement of Exportation of Motor Fuel By Purchaser
• FT-937 - Certificate of Exemption for Qualified Hospitals, Volunteer Fire Companies and Volunteer Ambulance Services.
• FT-939 - Certificate of Tax Exemption for a Qualified Indian Nation or Tribe on Purchases of Motor Fuel and Diesel Motor Fuel
• FT-940 - Certification of Use of Motor Fuel Purchased in Volume
• FT-941 - Terminal Operator's Monthly Report of Diesel Motor Fuel and Motor Fuel Inventory
• FT-941.1 - Terminal Operator's Individual Account Reconciliation
• FT-942 - Diesel Motor Fuel and Motor Fuel Transporter’s Monthly Report
• FT-943 - Quarterly Inventory Report by Retail Service Stations and Fixed Base Operators
• FT-945/1045 - Prepaid Sales Tax on Motor Fuel/Diesel Motor Fuel Return
• FT-945/1045-A - Monthly Schedule FT Motor Fuel/Diesel Motor Fuel PrompTax Payments. This form has been discontinued.
• FT-945/1045-W - Prepaid Sales Tax – Motor Fuel Wholesaler’s Detail Report
• FT-946/1046 - Motor/Diesel Motor Fuel Tax Refund Application
• FT-949 - Application for Refund of Prepaid Sales Tax on Motor Fuel Sold Other Than at Retail Service Stations
• FT-950 - Application for Refund of Prepaid Sales Tax on Motor Fuel Sold at Retail Service Stations
• FT-959 - Special Fuel Tax Return for Unregistered Distributors (Hurricane Sandy Recovery Period)
• FT-960 - Uniform Manifest for Interstate (Importation) Movements of Motor Fuel and Diesel Motor Fuel
• FT-970 - Uniform Manifest for Intrastate Movements of Motor Fuel and Diesel Motor Fuel
• FT-1000 - Certificate of Prepayment or Payment of Taxes on Diesel Motor Fuel
• FT-1000-A - Certification of Exclusion of Sales, Diesel Motor Fuel and Petroleum Business Taxes from Selling Price (For transactions exempt from all these taxes)
• FT-1001 - Exemption Certificate for Diesel Motor Fuel Interdistributor Transactions
• FT-1002 - Certification of Use of Diesel Motor Fuel Purchased in Volume
• FT-1003 - Statement of Exportation of Diesel Motor Fuel by Purchaser
• FT-1004 - Certificate for Purchases of Non-Highway Diesel Motor Fuel or Residual Petroleum Product for Farmers and Commercial Horse Boarding Operations
• FT-1006 - Application for Refund of the New York State Diesel Motor Fuel Tax by an Omnibus Carrier
• FT-1007 - Application for Refund of Prepaid Sales Tax on Highway Diesel Motor Fuel Sold at Retail Service Stations.
• FT-1010 - Application for Refund of Prepaid Sales Tax on Diesel Motor Fuel Sold Other Than at Retail Service Stations
• FT-1011 - Credit for Partial Refund of the New York State Motor/Diesel Motor Fuel Tax by a Taxicab Licensee.
• FT-1012 - Manufacturing Certification for Non-Highway Diesel Motor Fuel and Residual Petroleum Product
• FT-1013 - Exemption Certificate for Retail Sellers of Aviation Gasoline. Use for transactions on or after December 1, 2017. For transactions on or before November 30, 2017, use Form FT-1013 (4/17).
• FT-1014 - Certification for Non-Highway Diesel Motor Fuel and Residual Petroleum Product Used for Commercial Purposes (Other Than Manufacturing or Farming)
• FT-1020 - Exemption Certificate for Certain Taxes Imposed on Diesel Motor Fuel and Propane. Use for transactions on or after December 1, 2017. For transactions on or before November 30, 2017, use Form FT-1020 (6/12).
• FT-1021-A - Certification for Purchases of Non-Highway Diesel Motor Fuel or Residual Petroleum Product by Certain Exempt Organizations
• IFTA-21 - New York State International Fuel Tax Agreement (IFTA) Application; this form replaced Forms IFTA-1 and IFTA-9
• IFTA-100 - IFTA Quarterly Fuel Use Tax Return
• IFTA-100-V - Payment Voucher and Instructions for IFTA Returns Filed Electronically
• IFTA-101 - IFTA Quarterly Fuel Use Tax Schedule
• IFTA-105 - Rate Sheet for IFTA Packet
• IFTA-105.1 - IFTA Final Use Tax Rate and Rate Code Table 2
• IFTA-115 - Alternative Tax Rate Claim for Fuel Use Tax Refund
• IFTA-116 - Fuel Use Tax Refund for B20 Fuel
• IFTA-202 - IFTA Decal Placement Illustration

Completing the appropriate form is an essential part of managing your tax obligations in New York State. Whether you are seeking relief from liability or registering for a sales tax certificate, there is a form designed to meet your needs. By understanding the purpose of each form, you can ensure timely and accurate compliance with all relevant tax laws and regulations. Be sure to consult with a tax professional if you have any questions about which forms apply to your specific situation.