How to Obtain a Tax Exempt Form in New York
- 1). Visit the New York Department of Taxation and Finance website to download the tax exempt form. Click "Find forms and instructions" to search for the form specific to your particular exemption. Online tax exempt forms are available in two printable types. The first type of form is available for blank printing, which you fill in by hand. The second type is available for fill-in where you may complete your details on the computer prior to printing the form.
- 2). Call the New York Department of Taxation and Finance form ordering line to order exemption forms by mail. Call 518-457-5431 if you are instate or have free long distance, or call toll-free at 800-462-8100 if you are out of state or without long distance telephone service. You must tell the operator the type of tax exemption form you need in addition to your name and address, and your tax ID number if you are obtaining tax exempt forms for a business to receive the form thorough the mail.
- 3). Dial the Department of Taxation and Finance's fax-on-demand line at 800-748-3676 to have your tax exempt forms faxed to your office or home fax machine. The fax-on-demand line can handle most tax and finance documents, and the automated system provides instructions to guide you through the ordering process.
- 4). Request a tax exempt form from your tax preparer prior to or at the time of filing your taxes. Many tax preparers keep tax exempt documents on hand for clients, especially during tax season. Otherwise, your tax preparer will be able to quickly access and provide you with a tax exempt form.
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