New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
To determine whether a form or worksheet is included in the electronic file, see the tables below.
Calculating Forms
Form Number | Form Name | Included in e-file | Auto PDF | Not included in e-file; must be paper filed | If attached, entire return must be paper filed |
---|---|---|---|---|---|
IT-204 |
Partnership Return - Report of Income, Deductions, Credits, etc. |
X |
|
|
|
IT-204.1 |
New York Corporate Partners’ Schedule K |
X |
|
|
|
Y-204 |
Yonkers Nonresident Partner Allocation |
X |
|
|
|
IT-212 |
Investment Credit |
X |
|
|
|
IT-370-PF |
Application for Automatic Extension of Time to File for Partnerships and Fiduciaries |
X |
|
|
|
IT-225 |
New York State Modifications |
X |
|
|
|
IT-241 |
Claim for Clean Heating Fuel Credit |
X |
|
|
|
IT-398 |
New York State Depreciation Schedule for IRC Section 168(k) Property |
X |
|
|
|
IT-399 |
New York State Depreciation Schedule |
X |
|
|
|
IT-604 |
Claim for QEZE Tax Reduction Credit |
X |
|
|
|
IT-606 |
Claim for QEZE Credit for Real Property Taxes |
X |
|
|
|
IT-639 |
Minimum Wage Reimbursement Credit |
X |
|
|
|
IT-644 |
Workers with Disabilities Tax Credit |
X |
|
|
|
TR-579-PT |
E-File Signature Authorization |
X |
|
|
|
CT-2658 |
New York Corporate Partner’s K-1 |
|
|
X |
|
IT-2658 |
New York Partner’s Schedule K-1 |
|
|
X |
|
IT-2659 |
Estimated Tax Penalties for Partnerships |
|
|
X |
|
IT-204-LL |
Partnership, Limited Liability Company, and Limited Liability Partnership Filing Fee Payment Form |
X |
|
|
|
IT-579-LL |
E-File Signature Authorization |
X |
|
|
|
IT-203-GR |
Group return for Nonresident Partners |
|
|
|
X |
IT-2105 |
Estimated Income Tax Voucher for Individuals (Group Return) |
|
|
|
X |
IT-370 |
Application for Automatic Six-Month Extension of Time to File for Individuals (Group Return) |
|
|
|
X |
TR-99 |
Application for Permission to File a Group Return |
|
|
|
X |
DTF-350 |
Group Affidavit |
|
|
|
X |
Non-calculating forms
Form Number | Form Name | Included in e-file | Auto PDF | Not included in e-file; must be paper filed | If attached, entire return must be paper filed* |
---|---|---|---|---|---|
IT-212ATT | Claim for Historic Barn Rehab Credit and Employment Incentive Credit | X | |||
IT-223 | Innovation Hot Spot Deduction | X | |||
IT-236 | Credit for Taxicab…Accessible to Persons with Disabilities | X | |||
IT-238 | Claim for Rehabilitation of Historic Properties Credit | X | |||
IT-242 | Claim for Conservation Easement Tax Credit | X | |||
IT-243 | Claim for Biofuel Production Credit | X | |||
IT-246 | Claim for Empire State Commercial Production Credit | X | |||
IT-248 | Claim for Empire State Film Production Credit | X | |||
IT-249 | Claim for Long Term Care Insurance Credit | X | |||
IT-250 | Claim for Credit for Purchase of an Automated External Defibrillator | X | |||
IT-251 | Credit for Employment of Persons with Disabilities | X | |||
IT-252 | Investment Tax Credit for the Financial Services Industry | X | |||
IT-252ATT | Employment Incentive Credit for the Financial Services Industry | X | |||
IT-253 | Claim for Alternative Fuels Credit | X | |||
IT-256 | Claim for Special Additional Mortgage Recording Tax Credit | X | |||
IT-261 | Claim for Empire State Film Post Production Credit | X | |||
IT-602 | Claim for EZ Capital Tax Credit | X | |||
IT-603 | Claim for EZ Investment Tax Credit and EZ Employment Incentive Credit | X | |||
IT-605 | Claim for EZ Investment Tax Credit and EZ Employment Incentive Credit for the Financial Services Industry | X | |||
IT-607 | Claim for Excelsior Jobs Program Tax Credit | X | |||
IT-611 | Claim for Brownfield Redevelopment Tax Credit | X | |||
IT-611.1 | Claim for Brownfield Redevelopment Tax Credit | X | |||
IT-611.2 | Claim for Brownfield Redevelopment Tax Credit (Pending release date) | X | |||
IT-612 | Claim for Remediated Brownfield Credit for Real Property Taxes | X | |||
IT-613 | Claim for Environmental Remediation Insurance Credit | X | |||
IT-631 | Claim for Security Officer Training Tax Credit | X | |||
IT-634 | Empire State Jobs Retention Program Credit | X | |||
IT-635 | New York Youth Works Tax Credit | X | |||
IT-636 | Beer Production Credit | X | |||
IT-637 | Alternative Fuels and Electric Vehicle Recharging Property Credit | X | |||
IT-638 | Tax Elimination Credit | X | |||
IT-640 | START-UP NY Telecommunications Services Excise Tax Credit | X | |||
IT-641 | Manufacturer's Real Property Tax Credit | X | |||
IT-642 | Empire State Musical and Theatrical Production Credit | X | |||
IT-643 | Hire a Veteran Credit | X | |||
IT-645 | Recapture of START-UP NY Tax Benefits | X | |||
IT-646 | Employee Training Incentive Program Tax Credit | X | |||
IT-647 | Farm Workforce Retention Credit | X | |||
DTF-621 | Claim for QETC Employment Credit | X | |||
DTF-622 | Claim for QETC Capital Tax Credit | X | |||
DTF-624 | Claim for Low Income Housing Credit | X | |||
DTF-626 | Recapture of Low Income Housing Credit | X | |||
DTF-686 | Tax Shelter Reportable Transactions | X | |||
DTF-686ATT | NY Reportable Transaction Disclosure Statement and Request for a Determination | X |
* Any return that contains one of these forms is ineligible for electronic filing.
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