Español | Site Index | About Us | Contact Us 
skip banner navigation New York State Department of Taxation and Finance New York State
Home | Individuals | Businesses | Tax Professionals | Online Services | Forms | FAQs | e-file
Online Tax Center - Terms and Conditions for Tax Preparers and Payroll Service Providers

  1. I certify that I am duly authorized to register with DTF as a Master Administrator on behalf of my company, and to act on behalf of my company with respect to my company’s account maintained in DTF's Online Tax Center.  I further certify that my company is a tax preparation firm or payroll service provider, which is an Electronic Return Originator (ERO) that has been approved by the Internal Revenue Service.

  2. I understand and agree that an Online Tax Center user identification and password will be issued to me for the purpose of enabling me to conduct Online Tax Center functions with DTF on behalf of my company.

  3. I understand and agree that I am responsible for keeping the user identification and password confidential, and must not allow any other person to use them for any reason.

  4. With the express permission of my company, I am authorized to access all of my company’s tax information that is currently available on the Online Tax Center, or will be available in the future, to designate other persons within my company to have access to my company's tax information maintained in the Online Tax Center, and to conduct transactions on behalf of my company using the Center. In the case of my company, a tax preparation firm or payroll service provider, this includes access to tax information of clients of the company who have authorized the company to have access to their tax information online at the Online Tax Center. I understand and agree that I have an obligation to authenticate any person designated by me to act under the provisions of this paragraph. It is also understood and agreed that any person so designated likewise agrees to be subject to all of the terms and conditions set forth herein, including, without limitation, the obligation to keep their user identification and password confidential and to use them only for authorized job-related activities. I also agree to remove access rights from any person so designated if a change of circumstances warrant such removal, e.g., if the person leaves the employ of the company or if their job responsibilities change such that it is no longer appropriate for the person to have such access.

  5. I understand and agree that my company cannot access tax information of a client through use of the Online Tax Center unless that client has specifically authorized my company to access their information online, either by the client’s providing express authorization directly at the Online Tax Center, or via the client’s providing the company with a signed Form TR-2000 “Online Tax Center Tax Information Authorization.”

  6. I understand that access to tax information of clients of my company is granted by DTF at the company level. I understand and agree that as a Master Administrator for my company, I have a responsibility to manage access by employees of the company to both my company’s and client information. I further agree to supervise employee use of the Online Tax Center system and to monitor accesses made to ensure that employee access to information is appropriate, consistent with the access privileges granted each employee by me.

  7. My company and I, and any other person within my company duly designated to have access to the Online Tax Center, are jointly responsible for the security of the company’s Online Tax Center account. My company, my designee(s), and I can be held responsible for any access gained and/or any transactions attempted or completed by any unauthorized person who gains access to the Online Tax Center system or tax information of clients of my company as a result of a failure to safeguard our user identifications and passwords.

  8. I will immediately report to my company and DTF any information that would lead a reasonable person to believe that an unauthorized person had obtained access to any user identification and password duly authorized pursuant to these Terms and Conditions

  9. I will not use my user identification and password for personal use. I will only use them for the purpose of Online Tax Center functions and performing job-related activities authorized by my company.

  10. I will disable my Master Administrator Online Tax Center account if I leave the employ of my company, or if my job responsibilities change such that Online Tax Center administration or access is no longer part of my responsibilities. In such event(s), if an alternate Master Administrator has not been authorized prior to my removal as Master Administrator, my company's Online Tax Center account can only be re-enabled for use by the company’s completion of a new full Online Tax Center registration process by an owner, officer or authorized employee who will become the new Master Administrator.

  11. This agreement will be interpreted and enforced in accordance with the laws of New York State.

  12. I understand that the Online Tax Center web application is being run, in part, through the NYe-Net, which is maintained by the New York State Office for Technology (OFT), and that as an additional condition for use of this application, I am required to agree to the "Acceptable Use Policy for Users of NYe-Net Applications." The terms of that policy are available for viewing here.

  13. DTF may change these Terms and Conditions of Use at any time. You are responsible for checking these terms periodically for changes. If you continue to use the Online Tax Center after we post changes, you are signifying your acceptance of the new terms.

Web Feedback | Accessibility | Disclaimer | Privacy | Security


Last Modified: March 7, 2007