Form Tr 2000 PDF Details

Engaging with the Department of Taxation and Finance, individuals and businesses occasionally need to navigate the complexities of tax information access and transaction authorizations. The TR-2000 form, revised in August 2021, serves as a critical tool for this purpose, facilitating a range of interactions between taxpayers, their authorized tax professionals, and the tax authority itself. Specifically designed to streamline the process of granting tax professionals the authority to access account information and perform transactions online, this form comprehensively covers several tax-related matters. Taxpayer information, including Social Security or Employer Identification Numbers and names, forms the foundation of Part 1, emphasizing the need for individual submissions even in the case of married couples filing jointly. Part 2 extends to defining the role and identity of the tax professional engaged, while Part 3 outlines the scope of authorization – from business and individual tax matters to specific requirements such as payments, notices, and tax return filings across a variety of tax types. Notably, the form incorporates flexibility regarding the duration of the authorization, with the option to set an expiration date or to leave it open-ended until revoked. Additionally, it underscores the importance of the signature in Part 5, binding the taxpayer to the accuracy and completeness of information submitted by their delegate and governing the authorization for electronic funds withdrawals for tax payments. The responsibility of the tax professional in retaining a copy of this authorization, coupled with the procedures for revoking prior authorizations and the delineation from power of attorney, underscores the form’s role in maintaining tax compliance and facilitating taxpayer representation.

QuestionAnswer
Form NameForm Tr 2000
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesnew york tr2000, ny tr, ny tr tax, ny tr make

Form Preview Example

Department of Taxation and Finance

TR-2000 (8/21)

E-ZREP

Tax Information Access and Transaction Authorization Form

Part 1 – Taxpayer information (if married, each spouse must submit a separate form, even if the spouse files a joint return)

Taxpayer’s SSN or EIN

Taxpayer’s name (first name, middle initial, last name, or legal name of business)

Part 2 – Tax professional information

Name of company providing tax professional services or individual’s name if self-employed (hereinafter, the tax professional)

Part 3 – Tax matters covered by this authorization (select at least one)

For the tax matters indicated below, the tax professional is authorized to (1) access the taxpayer’s account information and perform transactions online

through the Tax Department’s Online Services, and (2) receive confidential information from the Tax Department.

 

Business

Individual/Fiduciary

 

 

 

 

 

 

All current and future services

All current and future services

 

 

(no other entry is required in Part 3 if this box is marked)

(no other entry is required in Part 3 if this box is marked)

 

 

Payments, bills, and notices

Payments, bills, and notices

 

 

Sales tax

Personal income tax

 

 

Employment and withholding taxes

Respond to department notice

 

 

Corporation tax

Change of address

 

 

Partnership tax

Casual sale tax

 

 

Other taxes

 

 

 

Registrations and account updates

 

 

 

Annual transaction information

 

 

 

Respond to department notice

 

 

 

File exchange

 

 

 

 

 

 

 

 

 

 

Part 4 – Expiration date

 

 

If the taxpayer wishes to limit the period of time for which this authorization is effective, enter the expiration date here. This date will be applied to all services selected above. If no date is entered, this authorization for the services selected above will remain in effect until revoked.

Expiration date (mm-dd-yyyy)

Part 5 – Signature

I certify that I am the individual named in Part 1 above, or, if the taxpayer

named in Part 1 is other than an individual, I certify that I am acting on the taxpayer’s behalf in the capacity of a corporate officer, partner (except

a limited partner), member or manager of a limited liability company, or fiduciary, and that I have the authority to execute this Tax Information Access and Transaction Authorization Form on behalf of the taxpayer.

I understand and agree that by signing and providing this form to

the tax professional, I am authorizing the tax professional to access the taxpayer’s account information online and to receive confidential

information from the Tax Department for the tax matters authorized on this document.

In addition, if I have authorized the tax professional to file returns or other documents and/or make payments on the taxpayer’s behalf online, I

understand and agree that the tax professional’s submission of authorized transactions, together with this signed authorization, will serve as the

taxpayer’s signature for such transactions. I further understand and agree

that I must examine the information reported in those transactions and

verify that the information submitted is true, correct, and complete. The

tax professional has my consent to complete these transactions on the taxpayer’s behalf. If the transaction includes authorization for electronic funds withdrawal, I certify that the New York State Tax Department, through its designated financial agents, is authorized to initiate such electronic funds withdrawal(s) from the financial institution account indicated in the transaction, and that the financial institution is authorized to debit the entry to the account. I understand and agree that payment

transactions will be processed upon transaction submission and payment authorization cannot be revoked, unless otherwise stated at the point of submission of the payment transaction.

I further understand and agree that I can revoke the tax professional’s

access and authority to receive information and execute taxpayer

transactions at any time.

Signature

Print name

Date

Retention information

The tax professional must retain a copy of this authorization form for the duration of the authorization plus three years, and make a copy available to the Tax Department upon request. Do not mail this form to the Tax

Department.

No revocation of prior tax information authorization(s)

Executing and providing this authorization to the tax professional does not automatically revoke any prior authorizations that have been completed. If the taxpayer wants to revoke a prior authorization, access our website at www.tax.ny.gov or call us at (518) 485-7884.

The execution of Form TR-2000 does not revoke any power of attorney that is currently in effect for the same tax matters listed in Part 3 above. This form is not a power of attorney (POA).

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1. The ny tr tax necessitates specific details to be inserted. Be sure that the next blank fields are completed:

Tips to prepare tr2000 step 1

2. Soon after completing this section, go to the next stage and fill in the essential details in these fields - Other taxes, Registrations and account updates, Annual transaction information, Respond to department notice, File exchange, Part Expiration date If the, Expiration date mmddyyyy, Part Signature I certify that I, taxpayers signature for such, Signature, Print name, and Date.

tr2000 completion process described (part 2)

Be very careful when filling in taxpayers signature for such and Part Expiration date If the, since this is the part in which many people make errors.

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