⇒

Free Nys Dtf 95 Form

The NYS DTF-95 form is a crucial document used by businesses to update their tax account information with the New York State Department of Taxation and Finance. This form allows for changes in business name, address, contact details, and other important information. It's essential for maintaining accurate records and ensuring compliance with state tax regulations.

Open My Document Now

Jump Links

The New York State Department of Taxation and Finance (DTF) Form DTF-95 serves as a crucial tool for businesses seeking to update their tax account information. This form allows businesses to make essential changes, including updates to their name, identification number, contact details, and business activities. For those who only need to report an address change, the DTF offers an online option, streamlining the process for many tax types. However, it is important to note that this form cannot be used for entity changes, such as altering the legal structure of a business. The DTF-95 is divided into several steps, guiding users through the necessary fields to ensure that all relevant information is accurately captured. Businesses must specify the tax types they wish to update, ensuring that changes are effectively applied across their accounts. Additionally, the form includes sections for updating information about owners, officers, and affiliated persons, which is vital for maintaining accurate records. Finally, the form concludes with a certification section, requiring the signature of an authorized individual to validate the updates. Understanding the DTF-95 is essential for business owners to remain compliant with state tax regulations and to facilitate smooth operations as their businesses evolve.

Similar forms

Form DTF-96: This form is specifically for reporting address changes for business tax accounts. It serves a similar purpose as the DTF-95 but focuses solely on updating addresses without the additional information required for other business details.
Form SS-4: Used to apply for an Employer Identification Number (EIN), this form is crucial for businesses. Like the DTF-95, it requires specific business information, such as ownership details and business structure.
Form NYS-1: This form is for reporting New York State withholding tax. It is similar in that it requires business identification and tax type information, but it focuses specifically on tax withholdings rather than general business updates.
Form CT-3: The New York Corporation Franchise Tax Return requires detailed business information, including ownership and business activities. Like the DTF-95, it demands accuracy in reporting business details for compliance purposes.
Form IT-201: This is the New York State Resident Income Tax Return. While it is aimed at individuals rather than businesses, it similarly collects personal information and requires updates when there are changes in circumstances.
Form ST-120: This form is used for sales tax exemption certificates. It requires business information and is similar in its need for accurate reporting of business activities and ownership details.
Form TR-570: The New York State Tax Registration Application is used for registering a business for various tax types. Like the DTF-95, it collects essential business information to ensure compliance with state tax laws.

Form Preview

DTF-95	Department of Taxation and Finance
	Department of Taxation and Finance
(12/20)	Business Tax Account Update

For office use only

•If you are only reporting an address change, the fastest and easiest way is online (not available for all tax types). Visit our website (see Need help? in Form DTF-95-I, Instructions for Form DTF-95) and select the option to change your address. Use this form to update your business name, identification number, telephone number, address, owner/officer/responsible person/affiliated person information and business activity.

•You may not use this form to request an entity change. See Legal restrictions in the instructions before completing this form.

Step 1

All business tax types

Withholding/

Petroleum

Limited liability company (LLC) or

Select tax type(s)

on file with NYS Tax Dept.

MCTMT

business (all fuels)

limited liability partnership (LLP)

to be updated.

Corporation

IFTA

Alcoholic

Other (list below):

beverages

Sales and use

Highway use

Cigarette/tobacco

Tax type

Account number

products

Step 2	Current information on file (complete all items)
Identify your	Identification number (with suffix, if any)
business.

Legal name (see instructions)

Trade name (DBA)

Business telephone number			Business fax number
(	)		(	)
Email address

Physical address (number and street)

City		County			State ZIP code

Country if not U.S. (see instr.)		For corporations - Year of incorp.:
		For corporations - Year of incorp.:
		State of incorporation:

Step 3	Updated information (enter only changed items)
Enter updated	*New identification number (with suffix, if any)
information.

*New legal name (see instructions for special requirements)

New trade name (DBA)

New business telephone number		New business fax number
(	)	(	)
New email address

Mark an X here if updating address information in Section A. Your reason(s) for update(s):

* The new information you report here will be effective for all tax types on file. All other changes will be made to only the tax types you marked in Step 1.

Step 4a

Add

Name of owner/officer/responsible person

Ownership (%)

Social Security number

Enter owner/officer/

Title

Telephone number

Effective date

responsible person

Remove

(

)

information and

Revise

Home address (number and street)

City, village, or post office

State

ZIP code

mark an X in the

appropriate box(es);

Name of owner/officer/responsible person

Ownership (%)

Social Security number

see instructions for

Add

legal restrictions.

Title

Telephone number

Effective date

Attach additional

Remove

(

)

sheets if necessary.

Revise

Home address (number and street)

City, village, or post office

State

ZIP code

Step 4b

Add

Name of affiliated person

SSN for individual or EIN for business*

Enter affiliated

Ownership (%)

Effective date

Telephone number

person (AP) information

Remove

(

)

and mark an X in the

Revise

Address (home address for individuals)

City, village, or post office

State

ZIP code

appropriate box(es).

Ownership (%) must be

Name of affiliated person

SSN for individual or EIN for business*

5% or less to remove an

Add

AP. For more information,

Ownership (%)

Effective date

Telephone number

see instructions.

Remove

(

)

Attach additional

Address (home address for individuals)

City, village, or post office

State

ZIP code

sheets if necessary.

Revise

Step 5

Mark an X here if you sold your business, and enter the

Describe your new business activity (if changed) and enter

information below

your new NAICS business activity code(s) in the box(es)

Report sale of

below if known (see instructions):

business or change

Name of buyer

of business activity.

Address of buyer

Buyer’s EIN

Date of sale

NAICS

Important: You may not use this form to close your account. In most cases you must file a final return;

corporations must complete a dissolution process. See Closing a business in the instructions.

Page 2 of 2 DTF-95 (12/20)

Step 6

Sign and mail your update. For where to file see instructions.

Sign here

I certify to the best of my knowledge and belief that this report is true, correct, and complete, and that I am authorized to report account updates.

Signature

Title		Date
Print contact name
Print contact name	Contact’s daytime telephone number
	( )
Email address of contact person

For office use only

Previous doc loc number

Address changes for business tax accounts

If not doing so online, you may report an address change for businesses on Form DTF-96, Report of Address Change for Business Tax Accounts. To prevent you from having to complete two forms when you need to change your address and other business information at the same time, we have included the address change information on this form. You should be able to report all your changes on Form DTF-95.

Note: If you wish to change the address for more than one tax type, and the address is different for each tax type, you must either attach another Form DTF-95 or Form DTF-96 for each additional tax type or, using the same format, create and attach a separate listing that contains all the address information, indicates the tax type(s) for that address, and your identification number.

Important: Complete steps 1, 2, and 6 before continuing below. Mail the completed form to the address listed in Step 6 of the instructions.

Section A

List your new
List your new	New	Note: To change the physical address for petroleum business, alcoholic beverages, and cigarette					Effective date of this address change
address(es);	New	tax types, see Legal restrictions in the instructions.
address(es);	physical	tax types, see Legal restrictions in the instructions.
enter only
enter only		Physical location of business (number and street) - Do not enter a PO box here.					New telephone number
if different	address						(	)
from current
from current		City	County	State	ZIP code				Country if not U.S. (see instr.)
information.
Note: The
Note: The	New	Business or firm name to which NYS Tax Department mailings are to be sent				Effective date of this address change
address(es)	New
address(es)	mailing
you list in
you list in		Name of person to whom NYS Tax Department mailings are to be sent (optional)
Section A will	address
be used for		New number and street or PO box				New contact telephone number
the tax types						(		)
you marked in		City	County	State	ZIP code				Country if not U.S. (see instr.)
Step 1.

Common mistakes

Completing the NYS DTF-95 form can be straightforward, but several common mistakes can lead to delays or complications. One frequent error is failing to provide the correct identification number. This number is crucial for the New York State Tax Department to accurately process your update. Double-check that you have included the correct identification number, including any suffixes, if applicable.

Another common mistake involves neglecting to fill out all required fields in the current information section. Omitting essential details such as your legal name, trade name, or business telephone number can result in processing delays. Ensure that every item in Step 2 is completed thoroughly to avoid unnecessary complications.

Some individuals mistakenly believe that updating their address alone can be done through this form. While the DTF-95 allows for address updates, it is important to note that if you are only changing your address, you may want to use the online option or Form DTF-96 instead. Using the wrong form can cause confusion and slow down the process.

In Step 3, only enter the items that have changed. A common error is to repeat information that has not changed, which can create inconsistencies in your records. Make sure to clearly indicate only the updated information to streamline the processing of your form.

When listing owners or responsible persons in Step 4, it is crucial to provide accurate ownership percentages. Errors in this section can lead to issues with the ownership records of your business. If you are unsure about the ownership percentage, verify it before submission to avoid complications.

Additionally, failing to sign and date the form can result in rejection. The signature certifies that the information provided is accurate and that you are authorized to submit the updates. Always ensure that you have signed the form before mailing it.

Some people may overlook the instructions regarding legal restrictions. If you plan to make significant changes, such as an entity change, this form is not appropriate. Understanding these restrictions can save you time and prevent potential issues.

Lastly, be cautious about mailing the form to the correct address. Many individuals neglect to check the instructions for the appropriate mailing address, which can lead to delays in processing. Always confirm the mailing address listed in Step 6 before sending your form.

More About Nys Dtf 95

What is the purpose of the NYS DTF-95 form?

The NYS DTF-95 form is used to update various business tax account details with the New York State Department of Taxation and Finance. This includes changes to your business name, identification number, telephone number, address, and information about owners or responsible persons. It is essential for ensuring that your business's tax records are accurate and up to date.
Who should use the DTF-95 form?

This form is intended for businesses registered in New York State that need to update their tax account information. It is applicable to various business structures, including corporations, limited liability companies (LLCs), and partnerships. However, it should not be used for entity changes, such as changing the business structure itself.
What information do I need to provide on the DTF-95 form?

You must provide both current and updated information. This includes your business's legal name, trade name, identification number, contact details, and physical address. If there are changes to ownership or responsible persons, you will need to include their names, ownership percentages, and contact information as well.
How do I report an address change using the DTF-95 form?

If you are changing your business address, you can indicate this in Section A of the form. Make sure to provide the new physical address, and ensure it is not a P.O. Box. If you are updating addresses for multiple tax types, you may need to attach additional forms or create a separate listing detailing each address change.
Can I use the DTF-95 form to close my business account?

No, the DTF-95 form cannot be used to close your business account. If you need to close your account, you typically must file a final return and, for corporations, complete a dissolution process. Refer to the instructions for specific guidance on closing a business.
What should I do if I only need to change my address?

If you only need to report an address change, the fastest way is to do it online, provided that option is available for your tax type. If you choose not to use the online method, you can still report the change using the DTF-95 form.
How do I submit the completed DTF-95 form?

After completing the form, sign it and mail it to the address specified in Step 6 of the instructions. Ensure that all required sections are filled out accurately before submission to avoid delays in processing your updates.

Misconceptions

Misconception 1: The DTF-95 form can be used to change the legal entity of a business.

This form is strictly for updating business information such as name, address, and contact details. It does not allow for entity changes.

Misconception 2: You must always use a paper form to update your business information.

If you are only changing your address, you can do this online for many tax types, which is faster and more efficient.

Misconception 3: The DTF-95 form can be used to close a business account.

Misconception 4: You can report changes for multiple tax types on a single DTF-95 form.

You can update several items, but if the address differs for each tax type, you will need to attach additional forms or create a separate listing.

Misconception 5: You do not need to provide a reason for the updates you make on the form.

While not mandatory, it is advisable to state your reasons for changes, especially if they involve significant updates.

Misconception 6: The DTF-95 form is only for corporations.

This form is applicable to various business structures, including LLCs and partnerships, not just corporations.

Misconception 7: You can change your business's physical address by simply entering a P.O. Box.

The form requires a physical address; P.O. Boxes are not acceptable for this purpose.

Misconception 8: The DTF-95 form does not require a signature to be valid.

A signature is mandatory to certify the accuracy of the information provided. Without it, the form may be rejected.

Misconception 9: Any changes made on the DTF-95 form will automatically apply to all tax types.

Only the changes marked in Step 1 will apply to the selected tax types. Be sure to check your selections carefully.

Fill out More Forms

Landlord Never Sent Lease Renewal Nyc - This form solidifies the relationship between landlord and tenant, providing a clear basis for the next lease term.

Dmv Plate Drop Off - Mail your application along with the actual plates to the designated Albany address.

How to Dissolve a Corporation in Ny - Timely filing of the New York 4 16 form is crucial to ensure that rights are protected.

Key takeaways

Filling out the NYS DTF-95 form is essential for businesses to keep their tax information accurate and up-to-date. Here are some key takeaways to ensure a smooth process:

Use Online Options for Address Changes: If you are only changing your address, consider using the online service for faster processing. This option may not be available for all tax types, so check the NYS Tax Department website for details.
Understand What Can Be Updated: The form allows updates to business names, identification numbers, contact information, and business activities. However, it cannot be used to request an entity change.
Complete All Required Sections: Ensure that you fill out all items in the current information section. This includes your legal name, trade name, and contact details to avoid processing delays.
Specify Updated Information: In the updated information section, only enter the items that have changed. This helps the tax department accurately process your updates without confusion.
Report Ownership Changes: If there are changes in ownership or responsible persons, provide their details, including ownership percentage and contact information. Be aware of legal restrictions regarding ownership removals.
Sign and Mail Promptly: After completing the form, sign it and mail it to the address specified in the instructions. Timely submission is crucial to ensure that your updates are processed without delay.

Nys Dtf 95: Usage Guide

Filling out the NYS DTF-95 form is a straightforward process that helps you update your business tax information. Whether you’re changing your business name, address, or other details, following the steps carefully will ensure that your updates are processed smoothly.

Choose Your Tax Type: In Step 1, select the tax type(s) you have on file with the New York State Tax Department that you want to update.
Provide Current Information: Complete Step 2 by entering your current business information, including your identification number, legal name, trade name, contact numbers, email address, and physical address. Make sure to include your incorporation year and state if applicable.
Enter Updated Information: In Step 3, fill in only the items that have changed. This could include a new identification number, legal name, trade name, or contact details. Mark an X if you are updating your address.
Owner/Officer Information: Step 4a is for adding, removing, or revising information about your owners or officers. Include their name, ownership percentage, Social Security number, title, and contact details. Don’t forget to mark the appropriate boxes for any changes.
Affiliated Person Information: In Step 4b, provide details for any affiliated persons. This includes their name, Social Security number or EIN, ownership percentage, and contact information. Again, mark the boxes for any changes.
Business Sale or Activity Change: Step 5 is where you describe any sale of your business or changes in business activity. Provide the name and address of the buyer, their EIN, the date of sale, and the new NAICS code if applicable.
Sign and Submit: Finally, in Step 6, sign the form, certify that the information is correct, and include your contact details. Mail the completed form to the address specified in the instructions.

⇓ Nys Dtf 95 PDF