Dtf 505 Form PDF Details

Understanding the intricacies of tax documentation can often feel overwhelming for many taxpayers. Among the numerous forms the Department of Taxation and Finance mandates, the DTF-505 form stands as a critical document for those needing authorized photocopies of their tax returns or specific tax information. This necessity may arise for a variety of reasons, from legal requirements in business transactions to personal record-keeping. To successfully request this information, the form necessitates the completion of several sections, including taxpayer identification details, the exact tax information or returns required, and the method of delivery, particularly if the request includes sending the information to a third party or an authorized representative. Moreover, it underscores the importance of providing a form of identification to validate the taxpayer's signature, ensuring the protection of sensitive information. Instructions accompanying the DTF-505 form provide clarity on its use, including how to request paper copies of returns not available online and the applicable fees, while also highlighting the critical step of certifying the form by the taxpayer or an authorized individual. This form serves as an essential tool in maintaining transparent and accessible tax records, reinforcing the importance of accurate and timely communication between taxpayers and the Department of Taxation and Finance.

QuestionAnswer
Form NameDtf 505 Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesreturn your request, dtf 505 form new york, dtf 505 form, how to nys dtf tax

Form Preview Example

Department of Taxation and Finance

DTF-505

Authorization for Release of Photocopies of

Tax Returns and/or Tax Information

(3/20)

 

This form must be signed by the taxpayer or the taxpayer’s authorized representative, and a form of identification to validate your signature must be provided (such as a photocopy of your driver license or non-driver ID card).

Part A – Taxpayer information

Taxpayer’s name

Taxpayer’s SSN or EIN

Joint taxpayer’s name

Joint taxpayer’s SSN

Street address

Telephone number (include area code)

City, state, ZIP code

Part B – Tax return information (attach additional sheets if necessary)

If you are authorizing the release of only information verifying the timely filing of tax returns listed below, mark an X in the box (see instr.) ..

 

Column A

Column B

Column C

 

 

 

 

Tax type (Mark an X in the appropriate boxes for the type

Tax years requested

Information requested

of tax information requested.)

(List all years or periods

 

 

 

 

 

requested for the tax

 

 

 

types in Column A.)

 

 

 

 

 

Income tax

 

 

 

 

 

 

Sales tax

VIN number (only if requesting Form DTF-802)

 

 

 

 

 

 

 

 

 

Wage reporting/W-2 info

 

 

 

 

 

 

Corporation tax

 

 

 

 

 

 

Withholding tax

 

 

 

 

 

 

Other (list)

 

 

 

 

 

 

If the copies must be certified mark an X here.

Reason for request

 

 

 

 

 

 

 

Part C – Third party or authorized individual information (Complete this section only if the return or information is to be sent to someone other than the taxpayer.)

Print name of third party or authorized individual

Print firm’s name (if applicable)

Street address (number and street or PO Box)

City, state, ZIP code

Telephone number (include area code)

Part D – Certification

I certify that I am either the taxpayer whose name is shown on the return, or the taxpayer’s representative authorized to obtain the tax return or information requested.

Printed name of taxpayer or authorized representative

Title

 

 

Signature of taxpayer or authorized representative

Date

 

 

506001200094

Page 2 of 2 DTF-505 (3/20)

Instructions

General instructions

Use this form to request copies of paper returns or e-filed returns not

available through Online Services.

You may be able to access certain tax information online. Visit our

website (see Need help?) to create an Online Services account to view and print a copy of your e-filed return for the following tax

types:

•Sales and use

•Corporation

•Fuel use

Refer to the website for the most current information.

Payment and mailing information

There is a charge of twenty-five cents ($.25) per page. Send no payment now. The amount due will be billed to you in the letter we send upon completion of your request.

Mail your completed request, along with a copy of a form of identification from which your signature can be validated, to:

NYS TAX DEPARTMENT

DISCLOSURE UNIT

W A HARRIMAN CAMPUS

ALBANY NY 12227-0870

If not using U.S. Mail, see Publication 55, Designated Private

Delivery Services.

Important information

We will return your request if the form is incomplete or you did not provide a legible copy of your valid identification. It takes approximately 30 days for your request to be processed

once all the necessary information has been received. To avoid delays, be sure to:

•specify as best you can the type of information being requested,

•provide the reason for your request,

•include a daytime phone number,

•sign Part D of this form, and

•provide a form of identification from which your signature can be validated.

Specific instructions

Part A – Taxpayer information

Complete this section for all requests.

Part B – Tax return information

If you want us to provide only information regarding whether the returns and years requested were timely filed, mark an X in the box in Part B. If you mark this box, we will not provide copies or any other return-specific information.

Mark an X in the appropriate boxes in Column A and list the years or periods requested in Column B. List the specific information you would like to receive in Column C. If you need certified copies, mark

an X in the box in Column A.

If you are requesting proof of sales tax paid on a purchase of a motor vehicle, or a copy of your Form DTF-802, Statement of Transaction – Sale or Gift of Motor Vehicle, Trailer, All Terrain

Vehicle (ATV), Vessel (Boat), or Snowmobile, provide the vehicle identification number (VIN) in the space provided.

Part C – Third party or authorized individual information

Complete this section only if you are requesting that the information be sent to someone other than you.

Part D – Certification

This form must be signed by the taxpayer or the taxpayer’s

authorized representative, and you must provide a form of identification from which your signature can be validated (such as a

legible photocopy of your valid driver license or non-driver ID card). If the request applies to a joint return, only one spouse is required to sign.

If the taxpayer is unable to sign, you must submit a power of attorney, power of appointment, or other evidence to establish that you are authorized to act on behalf of the taxpayer or are

authorized to receive the taxpayer’s tax information. A representative can sign Form DTF-505 for a taxpayer only if this authority has been specifically delegated to the representative on a power of

attorney (for example, Form POA-1, Power of Attorney). Attach a copy.

For a corporation, the signature of the president, secretary, or other principal officer is required.

For partnerships, any person who was a member of the requesting partnership during any part of the tax period can sign the form.

For entities other than individuals, you must attach the authorization

document. For example, this could be the letter from the principal officer authorizing an employee of the corporation or the Letters

Testamentary authorizing an individual to act for an estate.

Privacy notification

New York State Law requires all government agencies that maintain a system of records to provide notification of the legal authority

for any request for personal information, the principal purpose(s) for which the information is to be collected, and where it will be

maintained. To view this information, visit our website, or, if you do not have Internet access, call and request Publication 54, Privacy Notification. See Need help? for the Web address and telephone

number.

Need help?

Visit our website at www.tax.ny.gov

• get information and manage your taxes online

• check for new online services and features

Telephone assistance

 

Personal Income Tax Information Center:

518-457-5181

Corporation Tax Information Center:

518-485-6027

Sales Tax Information Center:

518-485-2889

Withholding Tax Information Center:

518-485-6654

Miscellaneous Tax Information Center:

518-457-5735

To order forms and publications:

518-457-5431

Text Telephone (TTY) or TDD

Dial 7-1-1 for the

equipment users

New York Relay Service

506002200094

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Writing part 1 of return your request

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