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                            Print, sign, and submit the original signed form.
                                  Department of Taxation and Finance

                                  Authorization for Release of Photocopies of                                                                 DTF-505(4/17)
                                  Tax Returns and/or Tax Information

Part A – Taxpayer information
 Taxpayer’s name as shown on return                                                                                   Taxpayer’s SSN or EIN as shown on return

 Joint taxpayer’s name as shown on return                                                                             Joint taxpayer’s SSN as shown on return

 Street address as shown on return                                                                                    Telephone number
                                                                                                                      (             )
 City, state, ZIP code as shown on return                                                                             VIN number (only if requesting Form DTF-802)

 Current name or names (if different from name(s) above)

 Current address (if different from address above)

Part B – Tax return information (attach additional sheets if necessary)
                                        Column A                                                                                     Column B
  Tax type(Mark an  Xin one box in each row for the type of tax information requested.)                           Tax year(s) requested(List all years or periods 
                                                                                                                      requested for the tax type in Column A.)
 Income tax        Corporation tax           Withholding Tax        Sales tax

 Other (tax type):
 Income tax        Corporation tax           Withholding Tax        Sales tax

 Other (tax type):
 Income tax        Corporation tax           Withholding Tax        Sales tax

 Other (tax type):
 If you are authorizing the release of only information verifying the timely filing of tax                        If the copies must be certified for court or administrative 
 returns listed above, mark an  Xhere.  ..........................................................................proceedings, mark an  Xhere.  ......................................
 Reason for the request

Part C – Third party information (Complete this section only if the return or information is to be sent to a third party, such as a 
mortgage company.)
 Print name of authorized individual

 Print firm’s name (if applicable)

 Street address (number and street or PO Box)

 City, state, ZIP code                                                                                                Telephone number
                                                                                                                      (             )
Part D – Certification
 I certify that I am either the taxpayer whose name is shown on the return, or the taxpayer’s representative authorized to obtain the tax 
 return or information requested. If signed by a corporate officer, partner, guardian, tax matters partner, executor, receiver, administrator, 
 trustee, or party other than the taxpayer, I certify that I have the authority to execute Form DTF-505 on behalf of the taxpayer.
 Printed name of taxpayer or authorized individual                                                                    Title

 Signature of taxpayer or authorized individual                                                                       Date

 This form must be signed by the taxpayer or the taxpayer’s authorized representative, and you must provide a form of identification to 
 validate your signature (such as a photocopy of your driver license or non-driver ID card). If the request applies to a joint return, only one 
 spouse is required to sign.

         506001170094

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Page 2 of 2 DTF-505 (4/17)
Instructions

General instructions Column B – List the years or periods for the tax information
You may be able to access certain tax information online. Visit our requested in the corresponding row in Column A. Mark an X
website (see Need help?) to create an Online Services account in the appropriate box if you need certified copies for court or
to view and print a copy of your e-filed return for the following tax administrative proceedings.
types: Provide the reason for your request and any additional information
• Sales and use that will help us process your request. If you need more space, enter
• Corporation see attached in this section and attach the relevant information.
• Fuel use
Part C – Third party information
Refer to the website for the most current information. Complete this section only if you are requesting that the information
be sent to someone other than you.
Use this form to request copies of e-filed returns not available
through Online Services, or paper returns. We will send a photocopy
of the return, if available; otherwise, we will send a return transcript. Part D – Certification
This form must be signed by the taxpayer or the taxpayer’s
Note: Our personal income tax return transcripts show only the authorized representative, and you must provide a form of
information entered on the return as originally filed. We do not offer identification from which your signature can be validated (such as a
tax account transcripts like those provided by the Internal Revenue legible photocopy of your valid driver license or non-driver ID card).
Service. If the request applies to a joint return, only one spouse is required to
Enclose a check or money order payable in U.S. funds to the sign.
Commissioner of Taxation and Finance. The minimum fee is If the taxpayer is unable to sign, you must submit a power of
$2.00. This fee covers the cost of processing the request at the attorney, power of appointment, or other evidence to establish
rate of twenty-five cents ($.25) per page. We do not accept blank that you are authorized to act on behalf of the taxpayer or are
checks, credit cards, or debit cards. If you are unsure of the number authorized to receive the taxpayer’s tax information. A representative
of pages, send us a check for $2.00 and we will bill you the amount can sign Form DTF-505 for a taxpayer only if this authority has
due. been specifically delegated to the representative on a power of
Mail your completed request to: NYS TAX DEPARTMENT attorney (usually Form POA-1, Power of Attorney). Attach a copy.
DISCLOSURE UNIT For a corporation, the signature of the president, secretary, or other
W A HARRIMAN CAMPUS principal officer is required.
ALBANY NY 12227-0870
If not using U.S. Mail, see Publication 55, Designated Private For partnerships, any person who was a member of the requesting
Delivery Services. partnership during any part of the tax period can sign the form.
We will return your request if the form is incomplete or you did For entities other than individuals, you must attach the authorization
not provide a legible copy of your valid identification. It takes document. For example, this could be the letter from the principal
approximately 30 days for your request to be processed once all the officer authorizing an employee of the corporation or the Letters
necessary information has been received. To avoid delays, be sure Testamentary authorizing an individual to act for an estate.
to:
Privacy notification
• specify as best you can the type of information being requested,
New York State Law requires all government agencies that maintain
• provide the reason for your request, a system of records to provide notification of the legal authority
• include a daytime phone number, for any request for personal information, the principal purpose(s)
• enclose a check for the processing fee, for which the information is to be collected, and where it will be
maintained. To view this information, visit our website, or, if you do
• sign Part D of this form, and not have Internet access, call and request Publication 54, Privacy
• provide a form of identification from which your signature Notification. See Need help? for the Web address and telephone
can be validated. number.

Part A – Taxpayer information
Complete this section for all requests. If you are requesting proof Need help?
of sales tax paid on a purchase of a motor vehicle, or a copy of
your Form DTF-802, Statement of Transaction – Sale or Gift of Visit our website at www.tax.ny.gov
Motor Vehicle, Trailer, All Terrain Vehicle (ATV), Vessel (Boat), or • get information and manage your taxes online
Snowmobile, provide the vehicle identification number (VIN) in the • for new online services and features
space provided.
Telephone assistance
Part B – Tax return information Business Tax Information Center: (518) 457-5342
Complete one row for each type of tax information you are Personal Income Tax Information Center: (518) 457-5181
requesting.
To order forms and publications: (518) 457-5431
Column A –Mark an Xin one box in each row, as applicable. Text Telephone (TTY) Hotline(for persons with
Mark an Xin the appropriate box if you want us to provide only hearing and speech disabilities using a TTY): (518) 485-5082
information regarding whether the returns and years requested were Persons with disabilities: In compliance with the
timely filed. If you mark this box, we will not provide copies or any Americans with Disabilities Act, we will ensure that our
other return-specific information. lobbies, offices, meeting rooms, and other facilities are
accessible to persons with disabilities. If you have questions
about special accommodations for persons with disabilities, call
506002170094 the information center.

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