Document type sign assignment of partnership interest new york free
Good morning everyone. I am Leslie Zimmerman and I'm so
glad to be here with you today. Welcome to our overview of the
new an improved eservices We want you to know that we
listened. We listen to your comments and we listen to your
suggestions. And we revamped the site. It has a new look and
feel and added functionality presenting with me today by
Dimitri enough and Dolores Voyer. Rounding out the staff. Our subject matter experts here
to answer your questions. Today with me and we have Grace
Wong, director of the Refunds unit and tax audit is Eartha
Jackson, Virginia Chen, Kinuthia McDavid and Annette McLean.
Today's moderator is Stephanie Gross. A special shout out to my
tax rap partner from last year, Roger Blaine, and to Barry
Horowitz and the New York State. Multi state and local taxes for
their useful suggestions and edits. If any of our friends are
out there this morning, I expect you to say hi to us. In the QA chat. Just some housekeeping. During a presentation you can
ask questions in the keyway section of our event. The keyway
section can be accessed by clicking the icon on the top
right of your screen. Cooking the keyway icon will
bring up the chat screen where you can type in your questions. We will try to respond to your
questions at the end of the presentation. If we don't get to
answer your questions, we plan to issue an email to everyone
who registered with the answers and we will include email
addresses and phone numbers. And now a few words to set the tone
from my first Deputy Commissioner Michael Heiman. Hello, welcome to the Department
of Finance Web and R on the new and improved ease services. My
name is Michael Heiman. I am the first Deputy Commissioner of the
Department of Finance. We hope you will enjoy the new E
services features that you will learn about today. Our goal is
to improve the user experience and make it easier than ever. If
you do business with us today, you will learn about several
upgrades we have made to eservices. These include a new
Action Center that will provide at a glance. You have important
information and required actions such as upcoming due dates and return filing. An improved and
easier to navigate layout. Step by step guidance
throughout the submission process, eliminating the
guesswork and expanded. Send us a message. Features for
getting in touch with us on behalf of our entire agency.
Thank you for being a customer of the Department of
Finance and welcome to the new and improved E services.
We look forward to serving you for many years to come. Thank you Michael and by the
way, for some trivia, this picture on our E Services page
was taken from the audit divisions offices at 375 Pearl. Now I would like to welcome
our Deputy Commissioner of Treasury and Payment
Services, Jeffrey Shea, who would like to say a few
words. Good morning. My name is Jeffrey
Sheer IAM DOF's, deputy commissioner for Treasury and
Payment Services, which includes both the payment operations and
the Collections division, and I am very pleased to welcome all
of you to this overview of improvements that we have made
to the E services component of our business tax system or BTS E
services is the most important part of BTS because it is the part. That our customers,
including all of you see and use the best system, architecture
and programming, mean little. If the customers cannot get the
information they need and take essential actions such as making
payments, filing returns in getting questions answered. Eservices already has done much
to improve the customer experience by letting taxpayers
and their representatives see the current status of their
accounts rather than having to ask DOF staff to supply basic
information over the phone and through Mail and email while
protecting the privacy of that information. The latest upgrades
make eservices even easier to use. For example, the new
landing page for East Services not only has that great picture
of the East River and the prominent login box, but it also
has panels on the bottom. That group functions by broad
categories such as payment refunds and quick actions be
upgraded. Eservices also includes a brand new feature. Or you can send us a message.
This feature walks representatives quickly through
the basic information needed by asking you to select a customer
and account and the message category and type by displaying applicable list. It also makes
it easy for you to include an attachment and confirms when the
message has been sent. The standard formatting of
account type, message, category, and type enables us to quickly
route the message to the best DOF person. To address your
question or concern. I want to thank Leslie Zimmerman
and her entire excellent team who will walk you through the
details shortly. I also want to thank you for attending today's
session and wish you a healthy 2021. We at DOF look forward to
a time after this pandemic when we can see all of you in person
at attacks, rap or other conference. Even if you were
asking challenging questions. I now turn the presentation
back to Leslie. Thanks Jeff. So
our current version of E services is version 10 and we're
upgrading to version 12. Version 12 office in new look.
An improved functionality. It has a simpler, more
responsive design which adjusts to any size screen your
computer, your tablet or your cell phone. Here is the Action
Center. It is in easy reference for an at a glance view of
important information and upcoming due dates. You have more flexibility as
there are more options available on every screen. No more
clicking back to find what you need and the step by step
submission processes guide you through from beginning to end. There's a new landing page and
it's broken down into two sections, alag in section and
quick access panels for direct links to many functions. The
panel layout with similar functions grouped together for easy use. Let's start with the
quick access panels. We've made our most useful
functions more easily accessible with a panel layout. Each small
panelists, a group of functions you can easily access. You can make or cancel a
quickpay payment from here. And you can find
your refund here. Use our quick actions like
filing a return. And you can request letters of
forms, such as a voluntary disclosure agreement, which is
new to E services. If you get stuck at any point to
have questions, you can always refer to our help section to
view FAQ an if you still are unable to find an answer, you
can use the contact US link and we will respond as soon as possible. Let's look at the top
section of our landing page. You'll still find important
dates and information from the Department at the top of the
page in the attention section. Checking this banner often will
keep you updated on the latest information from finance. Your login section is displayed
on the right. You will need a user name and password to access E services. Let's take a look. Are you signing in for the first time? Click on create one to
create a username using our step by step sign up process. Did you
forget your username or password? Click the link for
help resetting your username or password. This is a good
opportunity for us to see the new step by step processes. If
you've forgotten your password, it's simple to reset. Filling your username and the
email associated with your profile and select submit,
you'll get a confirmation on your screen and an email will be
sent to the email address we have on file. You'll receive
that email within a few minutes, including a link to reset your
password. This link will bring you to the reset screen. We often hear that when a user
was full access leaves the company they don't pass on their
answer to the secret question for password reset. If this
happens to you, you can contact us through the contact US link
on the landing page and we will help you access E services. Filling your new password
following the password guidelines and click submit. You'll immediately receive a
message that your password has been reset. Clicking OK brings
you back to the E Services landing page. Did you forget
your username? Click the link for help. If you forgotten you
username, select the link at the bottom of the screen. To recover your username, fill
in the requested information and click submit. You'll see a
confirmation on your screen and shortly thereafter receive an
email with the username. You can then log into E services. OK, let's log in. If
you already have an account registered with the service, is
your current username and password will not change. Log in
as you normally would. And now I'd like to turn the
program over to Dimitri Internet who will take you
through the home page. Good morning everyone. My name
is Jimmy Trading off and I'll take you through some of the
account related screens and show you the enhancements that are
being implemented with version 12. Once you log in using your
username and password, you will arrive at your newly updated
homepage homepage just like the landing page is organized with
panels for easy access under your customer information you
will find handy tabs for organizing your activities. The
first tab favorites. This tab is easily customizable and allows
you to set up quick views for accounts you frequently work on. Next step is the summary tab. It
shows all of your accounts at a glance with links to the most common actions. Each account is
displayed and its own panel with links specific to each account. The next Step Action Center
shows you all the important announcements and upcoming
actions you will need to attend to. Just like the summary, tab each tab. Summary Tab account
will have its own panel with specific outstanding actions. Based on the
information provider on this slide, we can see that Alice's
restaurant needs to file a return on a commercial rent tax
account and few more things on a Corporation tax account. Next in line is the setting step. Which allows you to update
your preferences, such as changing Mail delivery to paperless. User can easily
choose paperless by clicking on the Mail delivery link. Next in line is
the setting step. To choose paperless user will
need to choose email from list of available options. Keep in
mind this settings can be customized for each account to
your preferences. We are always looking for ways
to do more for our customers and if we look inside the last tab,
caldmore will see additional tools available to you. Under the more tab you will find
panels for specific actions. Such a submission searches
viewing letters and managing payments and returns. You will also be able to
manage name and address changes, request account
access to clients account and view the help options with
frequently asked questions. Last but not least, under
WhatsApp you will have quick actions such as adding an
account, requesting a tax clearance, or a payment plan,
and one of the latest tools is to send us a direct message
using a messaging which the lowest lawyer will talk about next. Good morning, my name
is Dolores Foyer and I'll be highlighting. This new feature. Many of you have
already taken advantage of this feature, so let's take
a quick tour. Sending a message to finance is
never been quicker or easier. This step by step process guides
you through with minimal typing and clicking. Select send
us a message under the messages panel. The system will automatically
show you all customers associated with this E services
profile, or you can choose to ask a non specific question. Let's choose Alice's restaurant. Next, you'll choose which
account your question is about. Then your category general
account questions such as questions about returns,
payments or refunds or collections activities such
as statements of account or payment plans. We've chosen general, so the
system now gives us a list of general question types. Carefully choosing your message
type will help us help you more quickly and efficiently. Here you can add the details of
your inquiry. Would you like to add an attachment? Choose add at the bottom
right of your screen. The system will ask you to
choose your attachment from your files at a description
and select OK. You'll see that your attachment
has been successfully added. Click submit and your message
will be sent. You'll see a notice in E
services and receive an email verifying that your
message has been sent. E services will send you an
email when there's a reply to your message. Log into E
services. To view the response. From there you can view, reply,
or archive your message. 1 great advantage of send us a message
is that all of your correspondence with finance will
remain associated with your customer within E services where
it's readily available and easily accessed. Thank you. Leslie
Let's go
over some
dates to
remember. Friday, January 22nd. Tomorrow
BTS and E services will be shutting down at 5:30 PM. Any submissions not completed
before this time will not be saved, so be sure to complete
your submissions by tomorrow at 5:30 Leslie. Thank you Ann on
Saturday and Sunday we are going to be testing the output so both
BTS&E services will be down. But on Monday morning 6:00 AM.
Looking forward to you helping us as we roll out the New East
Services. Send us a message and go paperless. Are exciting. New
features in East Services for 2021 and coming soon video
tutorials for many of the most common functions. So don't
forget to log in and explore. Starting Monday, January 25th. Thank you all for being here. We
really appreciate all you do for us and looking forward to seeing
you again in the not too distant future. For now I'm turning this
over to Stephanie Gross in order to take some questions from our
QA section Stephanie. Thank you Leslie. So my name is
Stephanie Gross. I'm so happy to be here with you today, joining
us as a team of experts. City tax auditors Eartha Jackson,
Annette McLean, VA Chinh, Kinuthia McDavid, and you can
call our key key as well as our Director of Refunds, Grace Wang. So you submitted questions when
you registered for today's webinar. We want to thank you
again for these thoughtful questions, so we're going to
answer some of them for you today. For those that have been
entering questions, Anna Live Q&A. We're trying to keep up and
we really appreciate those questions as well. For any
questions, we do not get to answer. During this webinar, we
will reply to you via email with the answers to all the questions
submitted. So let's get started when logging into E services. If I if I forgot my secret
question, what should I do Kiki? Good morning everyone. If you
have forgotten the answer for the secret question that you set
up when you sign up for E Services, please feel free to
contact us at the Business Contact center by dialing 311 an
if you are outside of the New York City area, you can dial 212
New York, which is 212-639-9675 and you will be connected to 311. Once you are connected to
an operator, you should ask to speak with us by requesting to
be transferred to the Department of Finance, Business Contact
Center and once you're connected to that to us, we will be able
to assist you with resetting your password and helping you log in. Thanks Kiki. So
I filed my extension on time. Why was it deemed invalid Eartha? Good morning. The requirement for a valid NYC
extension are as follows. First, it has to be timely filed. This application should
be filed no later than 2 1/2 months after the year end for
the S Corp and UPT partnership. Or 3 1/2 months after the
year end for C Corp anubi T individuals. The second
criteria is a properly estimated tax. This includes estimated
payments an any payments made with the extension. A properly estimated tax
must be either a not less than 90% of the current
year's tax or be not less than 100% of the previous
taxable year. If that year consisted of 12 months. After fulfilling these criteria,
you will receive an automatic extension of six months after
the due date for the filing of your completed tax return. A corporate taxpayer that has
received an automatic 6 month extension may request up to two
additional 3 months extension by filing the NYC Exp .1. Are UBT taxpayer may not request
an additional extension. If a Corporation ceases
before the period an A final return or an extension must
be filed on or before the 15 days after the date that the
Corporation ceases. Finance will not grant an
extension to a taxpayer that fails to meet all these requirements. Is the tax return
for which the extension was requested is filed after the due
date. The Department may assess late penalties and interest. If the taxpayer has obtained a
valid automatic extension, only interest will be charged on any
balance due with the return. Thank you. Wow, thank you
earth a great answer. The next question. I made a
fedwire payment or a Ch and it hasn't been processed.
How do I fix this, Annette. Good morning and it seems to be
having some technical difficulties. Common issues with
fedwire payments is that. We need the correct confirmation
information from the bank. The process is as follows. Fedwire in ACH require
your bank to initiate the payment and notify us of
an incoming wire payment. You need to notify your bank
that you wish to make a wire transfer to finance. Give them
our bank information and ADA number, which are get a pencil ready. The account
number 009355930443. I'll repeat that in
case you haven't, didn't get your
pencil ready in time 009355930443. And the 88 number
is 026009593 again 026009593. Now don't worry if
you didn't get that down, we will send
it to you in our after meeting email. Once the wire is complete, you
will be given a confirmation number by the institution. Log on to your E services
account and select the tax type year and then select make a payment. Please be careful to
select the appropriate payment type between fedwire
or AC H credit in the applicable box. Enter the
wire confirmation number. Please note that if you enter
your bank account number, a payment cannot be
transmitted. Many customers have done this before and
we'd like to make that very clear to you. It's the
finance account number which I stated earlier that you
need to enter. To make a payment from your bank
account, choose AC H Debit. Thanks, Dolores next question.
During Kovid I didn't pay a full year rent. How do I file my
commercial rent taxes? Virginia. Good morning everyone. So if a
tax commercial rent tax taxpayer deferred sits rent payment or
does not pay rent in any period in which it is required to pay rent. The commercial rent tax
statute requires the taxpayer to include the deferred rent or
rent that remains unpaid in its base rent computation. However,
if a landlord abates a commercial rent tax, taxpayers
rent so that the taxpayer is no longer required to pay the rent
for a period. The commercial rent tax
statute does not require the taxpayer to include the abated
rent or rent that is no longer hold in its base rent
computation for that period. Thanks Virginia. I'm trying to
file a commercial rent tax on E services and getting an error
message. What do I do? Dolores, you wanna take this on? Sure thing. You will not be
able to submit a return if you did not fill out the small
business tax credit form. To make this correction,
return to the premises page of the return and check on
Box Seventeens Link. This will allow you to complete
the credit information. Stephanie thank you. Alright,
next question is in reference to see MVT commercial motor Vehicle
tax. So I surrendered my plate. Do I still owe for the C MVT. Dimitri? Yes hi, this will
depend on when you surrounded the blade blades that are
surrendered prior to the due date of June 20th will have charges reversed. Plates that
are surrendered past the due date of June 20th will be liable
for the yearly tax. Do there is no proration. For early termination. Keep in mind that
you could manage your plates online and with version 12
enhancements manage your plates. Link is now conveniently located
on your Account account panel. Great. How do I
qualify for the small business tax credit Virginia? So in order
to qualify for the small business tax credit, you must
meet both the income and rent factor. Total income must be
less than 10,000,000 and base rent before rent reduction must
be at least 250,000 but less than 550,000. However, you will
receive a sliding scale credit. Against the tax, if total
income is more than 5 million but less than
10,000,000, and or if the base rent before rent
reduction is 500,000 but less than 550,000. Thanks Virginia, so the next
question I have I can't find the New York City 300 form.
How do I file it? Form is only submitted when the
mailing your payment. If using services from the drop down
menu, select mandatory installment as the payment side.
Please note that if you are a C Corp required to make a
mandatory first installment payment, it must be a separate
payment made by the required due date. Prior year
overpayments cannot be credited until the return is
filed which will not be timely. Thanks Dmitry. How do I
change our address in my account, Kiki. Hello so if you need to update
the address of your account, you can simply log into E services
and from the home page you would select the more tab that is
located at the end of the role of tabs that are displayed and
then you would navigate to the name an address is panel which
should be the second panel on the second roll. And that's of
course if you have a full window displayed it may be different on
a tablet or a phone. You will then select the manage. Name an address is link and once
that is selected you will be redirected to a new page which
is titled name and addresses and there you can select the
addresses tab an you can update the primary address, the billing
address and you can even update the address for a specific tax
accounts if you happen to have to file and pay for two
different types of accounts. Thanks Kiki so last year due
to Kovid filing due dates were changed. Are there any
plans to change the filing due dates this year Dolores. At this time, all payments and
returns are due as normal on the stated due dates. We will be
updating the E services portal if and when we have any new information. Great. So how do
I obtain a clearance letter from my medallion plate, Dimitri? With version 12 you can now
request a tax clearance letter directly from your account by
viewing your quick actions under the more tab explained earlier. Clearance letter can also be
obtained by visiting eservices and submitting a request from
the home page under the Services tab. How do I
request abatement of penalty for the underpayment penalty Eartha? Unlike late penalties that can
be abated due to reasonable cause, underpayment penalty is
not discretionary and therefore not subject to this consideration. Once assessed,
the only recourse available to adjust this penalty is Tefila
NYC 222 slash 221 form NYC 222221 will enable taxpayers
to determine if they paid the correct amount of estimated
tax by the proper due date. There are several
exceptions on this form that avoids this penalty. Completing
this form will let you know if the penalty should be adjusted
based on an exception. This form can also be attached to your tax
return at the time of filing. For preemptive action to avoid
billing if an exception is met, thank you. Things Eartha is
there any plan to incorporate audit tracker or requesting
legal opinions on East services for clients? Dolores. At this time we're not aware of
any plans to include this, but if we receive any information
from our audit or legal departments will pass it along.
Excuse me in the mean time, if you have any audit related
questions, put them in the chat and we will answer them or move
them to the appropriate division. Great, so how do I
make a payment without having to log in? This is a really good
question and it gives us a chance to highlight a new
feature that we're adding to E services coming soon. There will
be tutorials produced by us for most of our. Most popular features. Dimitri is going to load one of
these tutorials for our quick pay function. This will give you
an idea of what's coming up and the types of things that we will be able to. Help you with
without having to give us a call or send us an email. NYC eservices tutorials. Quick pay. This tutorial will walk you
through the quick pay process. Quick pay allows you to pay a
bill without first creating an eservices username. Along with an official bill,
please have your banking or credit card information handy. The quick pay menu option is
located under the payments panel on the home page. Click on make a payment quick
pay to start the process. For additional payment options,
you will be given the opportunity to sign in or sign up. Continue with the quick
pay link to make a payment without logging in. You must have an official bill
in order to make a quick pay payment. You may pay any
eligible Bill received within the past year. Once you have the official bill. Banking or credit card
information handy. Click next to continue. Select your payment type. Indicate that you are paying a
bill and click next to continue. Verify your billing information. Into the letter ID
of the bill you have handy. If you are making a
real property transfer tax RPT payment into
UCR FN or document ID. Click next to continue. Into your payment details. Select the payment type and
enter your payment amount. Click next to continue. Into your contact information. Provided contact name, email,
phone number and address. Click next
to continue. Enter the E Check payment information. Provide your bank
account and routing number. Confirm your payment amount. Click submit to complete
your payment. You will be asked to confirm the amount again. Click OK
to complete the payment. A confirmation page will follow. Click on printable view to print
the confirmation details. Click OK to be redirected
to the homepage. Please note the following. Confirm the transaction. This is only a payment request. It is your responsibility to
review your bank statements, confirm that this transaction
was successful. Amend the payment. If you want to make a change, it is not too late. While the
payment is still pending, you can use the email and
confirmation code to cancel the payment. Great, thank you so much Dimitri
for showing that Quickpay tutorial. We do have plans to
create more tutorials. We're definitely hoping to use some of
these great questions we've received to think of new
tutorials that we can make that can help answer your questions.
One question received. I just wanted to share with everyone.
This is being recorded. We will make the recording available. We
do see some have had technical difficulties with their sound. And of course, we do apologize
if that was on our end, but we believe sharing the recording
you'll be able to watch it over. And of course keep in
touch with us with other questions you have. And now we have some refund
related questions with our Director of Refunds, Grace Wang.
So Grace, how do I find out the status of my refund? Good morning everyone. Finding
out the status of your refund is very easy. As noted earlier in
the presentation. You can use the where's my refund link on
the page and you don't even have to log in to get this
information. All you have to do is select the account type and
fill in a few pieces of information, including either
the EIN, the SSN, type of return that you're at, the type of
account you're asking for, an the dollar amount. If you don't
know the dollar amount, you can also use the. Email feature email us
to get that information. Great. How can I get a stale
refund check reissued? In order to get a stale dated
Refund, Check reissued, you can just use the again. The new
email feature. You can email us and the easiest way is if you
have a copy of the check, you can attach that check to us and
we'll know which check that you're asking us to reissue. But
you can also provide the check information in the body of the
message by including key information such as the check
number, the amount of the check and also the date of the check,
so we can either issue a replacement check. Even faster
we can also issue you a direct. Deposit or an AC H deposit into
your account and all you have to do is just provide us with your
AC H routing number and your account number and we can
reissue the check as a direct deposit instead of doing a check. Now I received a refund
check but would rather apply it to my account. What do I need to do? Again, similar to the last
question, all you have to do is send us an email through the
messaging feature an again if you want to attach a copy of the
check, that would be the easiest, but you can also again
provide us with the key check information such as the amount
of the check and the check number, and we can look it up in
our system we can go ahead and cancel an void the refund and then credit that. Mount
back to the account. And you might have answered this
Grace, but does the agency do electronic refunds? Yes we do,
and we actually do encourage people to use direct deposit or
electronic refunds. That gets your refund to you faster. So
normally you would make that choice when the return is
filed. You would either pick a paper check or direct deposit
if you've already filed it and you ask for a paper check and
you would like direct deposit instead, you can always email
us and if we have not processed the refund yet we can change it
into a direct deposit. Again, we need your AC H routing
number and the account number and we can go ahead and proceed
with that request. Looking great, I see a lot of
questions asking us a very basic question about how do we get to
E services. We posted the URL in the Q&A but I would like to
announce it for the others who are listening. It's a very short
URL, so get your pencils ready again and you would go to www.nyc.gov slash. Eservices
it's all one word. There's no hyphen ESERVICES, so I'll
say that again, it's WWW dot.
Nyc.gov/Eservices Another question we received as
how can we make sure our email address and our registration list? Well received, any written
responses to questions posted on this presentation. We will refer
to this list of Q&A's right after this presentation and the
questions that we did not get so will be responded. An email to
everybody on the list. So if your email is on the list you
will get a response. Great thanks. Thanks Dmitry.
Thanks Dolores and I thank you to everyone who has
attended who is asked questions to our terrific
team. So we have your emails based on
your registration, but if you like us to contact you any other
way, you can also give us that as well. We're going to share a
link as a Dolores just said to our E services. So we just want
to thank you all so much for coming. We can't wait to see
you. Hopefully next time in person on until then be safe and
thank you again.
