New York – New E-ZRep System for Tax Professionals

SALT Report 1914 – The New York Department of Taxation and Finance announced the implementation of E-ZRep which allows tax professionals to conduct business with the Department on behalf of a client. Once a client has submitted the Tax Information Access and Transaction Authorization Form – TR-2000 to their tax professional, the tax professional will have the authority to receive and access their client’s tax information and perform a list of transactions through Online Services, such as:

  • Access and receive confidential information about their clients’ business or individual tax matters,
  • Speak to a tax department representative directly on behalf of a client and receive confidential taxpayer information related to filings, assessments, and notices, and
  • Conduct client transactions through a Tax Professional Online Services account

E-ZRep allows the Client to limit their tax professional’s authorization to specific tax types, however, the Client can’t limit the authorization to specific tax filing periods.  Therefore, if a Client provides authorization for sales tax, the tax professional will have access to the sales tax information for all filing periods.

Further, E-ZRep differs from a power of attorney in that tax professionals will be unable to impose limitations for tax periods, tax types, and tax matters on behalf of their client.

For Further Information:

New York Department of Taxation and Finance – E-ZRep Form TR-2000 Tax Information Access and Transaction Authorization

TR-2000.1