Form Tr 152 PDF Details

The intricacies of managing tax information and securing authorized access to such can often seem daunting without the correct guidance. Specifically, for individuals or entities needing to retrieve photocopies of tax returns or related tax information, the Department of Taxation and Finance provides a structured path through the DTF-505 form, known as the Authorization for Release of Photocopies of Tax Returns and/or Tax Information. This essential document serves a crucial role, necessitating the signature of the taxpayer or their authorized representative, coupled with identifiable proof such as a driver license, to validate the requestor’s legitimacy. It encompasses sections totaling the taxpayer's personal details, specifics of the tax return or information in question, and instructions for directing the information to a third party if needed. This form is particularly versatile, covering a wide range of tax types including income, sales, and corporation taxes among others, and provides options for requesting certified copies or detailing the specific tax years and information required. The certification part reiterates the importance of the requestor’s authority, either as the taxpayer or as a representative, ensuring that such sensitive information is handled securely and appropriately. Given the procedural requirements, including potential fees and identification validation, alongside a 30-day processing window, understanding the form’s nuances is paramount in navigating the tax information release process efficiently. Additionally, the form’s structure emphasizes the importance of specifying the information requested to avoid processing delays, and it lays out the implications of requesting the release of information to third parties or authorized individuals, stressing the significance of accurate completion and compliance with New York State Law regarding privacy notifications.

QuestionAnswer
Form NameForm Tr 152
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesform tr125, fillable nys125, print copy of form 2819, froms tr 960

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

Joint taxpayer’s name

Street address

City, state, ZIP code

Taxpayer’s SSN or EIN

Joint taxpayer’s SSN

Telephone number (include area 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 Signature of taxpayer or authorized representative

Title 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.

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?

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.

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

How to Edit Form Tr 152 Online for Free

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The software will require you to prepare the Withholding tax, Other list, If the copies must be certified, Reason for request, Part C Third party or authorized, Print name of third party or, Print firms name if applicable, Street address number and street, City state ZIP code, Telephone number include area code, Part D Certification, I certify that I am either the, Title, Signature of taxpayer or, and Date field.

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