Department of Taxation and Finance                                                   TR-2000 (10/19)

                                                                                           E-ZRep
                       Tax Information Access and Transaction Authorization Form
Part 1 – Taxpayer information (if married, each spouse must submit a separate form, even if the spouse files a joint return)
Taxpayer’s SSN or EIN               Taxpayer’s name (first name, middle initial, last name, or legal name of business)

Part 2 – Tax professional information
Name of company providing tax professional services or individual’s name if self-employed (hereinafter, the tax professional)

Part 3 – Tax matters covered by this authorization (select at least one)
For the tax matters indicated below, the tax professional is authorized to (1) access the taxpayer’s account information and perform transactions online 
through the Tax Department’s Online Services, and (2) receive confidential information from the Tax Department.
                        Business                                                                             Individual/Fiduciary
    All current and future services                                                           All current and future services
     (no other entry is required in Part 3 if this box is marked) ..........                   (no other entry is required in Part 3 if this box is marked) ........
    Payments, bills, and notices ............................................                 Payments, bills, and notices ............................................
    Sales tax ............................................................................    Personal income tax .........................................................
    Employment and withholding taxes................................                          Respond to department notice ........................................
    Corporation tax .................................................................         Change of address............................................................
    Other taxes  .......................................................................      Casual sale tax ..................................................................
    Registrations and account updates ................................
    Annual transaction information.......................................
    Respond to department notice ........................................
    File exchange  ...................................................................

Part 4 – Expiration date
If the taxpayer wishes to limit the period of time for which this authorization is effective, enter the expiration           Expiration date (mm-dd-yyyy)
date here. This date will be applied to all services selected above. If no date is entered, this authorization for 
the services selected above will remain in effect until revoked.
Part 5 – Signature
I certify that I am the individual named in Part 1 above, or, if the taxpayer              taxpayer’s signature for such transactions. I further understand and agree 
named in Part 1 is other than an individual, I certify that I am acting on                 that I must examine the information reported in those transactions and 
the taxpayer’s behalf in the capacity of a corporate officer, partner (except              verify that the information submitted is true, correct, and complete. The 
a limited partner), member or manager of a limited liability company, or                   tax professional has my consent to complete these transactions on the 
fiduciary, and that I have the authority to execute this Tax Information                   taxpayer’s behalf. If the transaction includes authorization for electronic 
Access and Transaction Authorization Form on behalf of the taxpayer.                       funds withdrawal, I certify that the New York State Tax Department, 
I understand and agree that by signing and providing this form to                          through its designated financial agents, is authorized to initiate such 
the tax professional, I am authorizing the tax professional to access                      electronic funds withdrawal(s) from the financial institution account 
the taxpayer’s account information online and to receive confidential                      indicated in the transaction, and that the financial institution is authorized 
information from the Tax Department for the tax matters authorized on                      to debit the entry to the account. I understand and agree that payment 
this document.                                                                             transactions will be processed upon transaction submission and payment 
                                                                                           authorization cannot be revoked, unless otherwise stated at the point of 
In addition, if I have authorized the tax professional to file returns or other            submission of the payment transaction.
documents and/or make payments on the taxpayer’s behalf online, I                          I further understand and agree that I can revoke the tax professional’s 
understand and agree that the tax professional’s submission of authorized                  access and authority to receive information and execute taxpayer 
transactions, together with this signed authorization, will serve as the                   transactions at any time.
Signature                                                          Print name                                                             Date

Retention information                                                                      If the taxpayer wants to revoke a prior authorization, access our website 
The tax professional must retain a copy of this authorization form for the                 at www.tax.ny.gov or call us at (518) 485-7884.
duration of the authorization plus three years, and make a copy available                  The execution of Form TR-2000 does not revoke any power of 
to the Tax Department upon request. Do not mail this form to the Tax                       attorney that is currently in effect for the same tax matters listed in 
Department.                                                                                Part 3 above. This form is not a power of attorney (POA).
No revocation of prior tax information authorization(s)
Executing and providing this authorization to the tax professional does not 
automatically revoke any prior authorizations that have been completed.