Download New York Dtf 84 Template in PDF

• Form DTF-81: This form is essential for businesses seeking to receive sales tax benefits as a Qualified Empire Zone Enterprise (QEZE). Like the DTF-84, it requires documentation of eligibility and is tied to the employment test. Both forms serve as applications for certification, but DTF-81 specifically confirms the receipt of sales tax benefits, while DTF-84 is the application itself.

• Form ST-121: This document is used for claiming sales tax exemption on purchases made by certain entities. Similar to the DTF-84, it requires proof of eligibility and is aimed at ensuring that businesses do not pay sales tax on qualifying purchases. Both forms necessitate thorough documentation to validate the exemption status.

• Form ST-60: This form is for claiming an exemption from sales tax for purchases made by non-profit organizations. Just like the DTF-84, it requires supporting documentation to substantiate the claim for tax exemption. Both forms are designed to facilitate tax benefits for eligible entities, albeit for different types of organizations.

• Form IT-201: This is the New York State Resident Income Tax Return form. While primarily focused on individual income tax, it shares similarities with the DTF-84 in that both require detailed financial information and documentation to determine eligibility for certain tax benefits. Each form plays a crucial role in the broader context of tax compliance and benefits.

Guide to Filling Out New York Dtf 84

Completing the New York DTF-84 form requires attention to detail and accuracy. This form is essential for businesses looking to apply for sales tax benefits under the Qualified Empire Zone Enterprise (QEZE) program. Gather all necessary documents before you begin, including your Certificate of Eligibility and Empire Zone Retention Certificate (EZRC). Follow the steps below to ensure a smooth application process.

1. Step 1 — Test date: Enter the effective date from your attached Certificate of Eligibility. If you have multiple empire zones, use the date from the earliest certificate.
2. Step 2 — Tax year: Specify the period your business's tax year covers. Use the format mm/dd to mm/dd.
3. Step 3 — Test year and base period:
   • (a) Enter the dates of the last tax year ending before the test date from Step 1.
   • (b) Enter the dates of the three tax years immediately preceding the test year. If fewer than three years are available, enter the dates you have.
   • (c) Indicate if you were certified in the empire zone during your first tax year. Mark Yes or No.
   • (d) If Yes, specify if you are submitting this application during your first tax year. Mark Yes or No.
   • If Yes, indicate whether you hired full-time employees during your first tax year. Mark Yes or No, and if Yes, provide the number of employees and the date of first hire.
4. Step 4 — New business test: If applicable, answer whether your business entity is identical in ownership and operation to an existing business in New York State. Mark Yes or No. If Yes, indicate if the other business operates in a different county.
5. Step 5 — Attach required documents: Include copies of your Certificate of Eligibility and EZRC. Ensure all required documents are attached before submission.
6. Step 6 — Submission: Mail your completed application and attached documents to the address provided: NYSTAX DEPARTMENT SALES TAX REGISTRATION UNIT W A HARRIMAN CAMPUS ALBANY NY 12227. Keep a copy of the application for your records.

After submitting your application, monitor its status. You will receive confirmation once it is processed. If approved, you will then be eligible for sales tax benefits as outlined in the program guidelines.