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Client needs advise about filing a paper return for 2019 New York state. There is a statement claiming all New York returns must be e-filed.

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📊 Step-by-Step Guide

Step 1: Confirm the e-file mandate applies to the processing year

Use this when you need to understand whether 2019 returns are covered by the mandate.

Tax year 2019 can still be electronically filed and falls under the mandate in processing year 2022.

Step 2: Advise the client that they cannot opt out

Use this when you need to set expectations with the client.

Clients cannot opt-out of e-file.

Step 3: Do not charge a separate e-file fee

Use this when you need to ensure your billing practices comply with the mandate.

You cannot charge a separate fee to e-file a clients return.

Step 4: Determine whether e-file is actually supported

Use this when you need to decide if paper filing is permitted due to support limitations.

If you can't electronically file the return because it's not supported by your approved e-file software or it can't be filed on our website, then you aren't required to e-file it.

Step 5: If you have reasonable cause, keep and provide documentation

Use this when you need to handle exceptions and potential penalties.

If you havereasonable cause not to e-file, you must maintain adequate documentation. You must provide that documentation to us if you or your client receives apenaltybill for failing to e-file.

Step 6: Share the official reference link

Use this when you need to provide the client or your team with the source information.

See here for more information: https://www.tax.ny.gov/tp/efile/mandate_participants.htm

Tags: state,form