Taxerity is heading to New York
We’re launching New York state-coded deduction review — sign up below and we’ll email you the day we ship.
Drop your work email — one message, no drip.
What we’re shipping for NY
New York coverage planned for the launch release
New York coverage is planned, not a current availability claim. The eventual state- coded review will require verification against the official DOR portal and the references available when the release is made.
We are evaluating a NYC unincorporated business tax review path against the UBT-2014 return shape. Any state-coded citation shown is bounded to the catalog entry and does not imply complete filing coverage.
We mirror New York’s IT-201 (resident) and IT-203 (non-resident) deduction set against the same section-citation depth Taxerity already ships on the seven coverage states.
Quarterly estimates on the NY schedule (April, June, September, January) surfaced in the same review pass as the federal cadence — one review surface, both jurisdictions.
Coming with the NY launch
What NY filings will cover at launch
The five review surfaces committed for the day NY ships. If you’ve signed up below, this is what lands in the review pass the moment we go live.
The planned resident IT-201 workflow will be scoped to selected NYC and Yonkers topics, including the resident surcharge; availability is not a complete-return claim.
Planned IT-201 and IT-203 review paths are coming soon. Confirm the supported return shape and source coverage before relying on them.
Payroll-side Metropolitan Commuter Transportation Mobility Tax trigger surfaced alongside the state liability so the metered-zone liability does not sit buried in the year-end review pass.
Unincorporated Business Tax (NYC-UBT, form UBT-2014) treatment for sole-prop and single-member-LLC schedules that flow NYC-side business income onto the resident IT-201.
Original plus amended IT-201-X so a post-filing correction walks the same review surface as the original return — no separate review pass.
Verified NY Tax Guidance
Figures the editorial team re-checked against the live NY TSB-M Memorandum portal before publication — tap any “Verified against” caption to land on the originating TSB-M page.
- Top personal income tax rate (TY 2025)
- 10.30% on taxable income above the top bracket threshold (rate schedule surfaced by TSB-M on Tax Law §601)
- Pass-through entity tax (PTET) election
- Annual irrevocable election window — resident partners / S-corp shareholders may elect PTET on Form IT-65.1 to offset the $10,000 SALT cap
- Metropolitan Commuter Transportation Mobility Tax (MCTMT)
- 0.34% employer-side tax on quarterly payroll wages allocated to MCTD > $312,500 per quarter (Tax Law §1290 series)
- NYC resident credit against NY State IT-201
- Resident credit on Form IT-201 line 19 offsets NY State liability dollar-for-dollar against the corresponding NYC income-tax liability for NYC residents
- Standard deduction (Tax Law §691)
- Inflation-adjusted amounts surfaced in the annual TSB-M: Married Filing Jointly / Single / Head of Household tiers
- Dependent exemption (Tax Law §616)
- $1,000 per qualifying dependent (NY returns; phased-out at higher AGI per the current annual TSB-M)
Effective Apr 15, 2025 · TSB-M TSB-M-25-1 Verified against NY TSB-M Memorandum (TSB-M-25-1) ↗
Effective Feb 3, 2021 · TSB-M TSB-M-21-1 Verified against NY TSB-M Memorandum (TSB-M-21-1) ↗
Effective Jun 15, 2022 · TSB-M TSB-M-22-7 Verified against NY TSB-M Memorandum (MCTMT) ↗
Effective Aug 1, 2019 · TSB-M TSB-M-19-3 Verified against NY TSB-M Memorandum (IT-201 §611(g)) ↗
Effective May 15, 2024 · TSB-M TSB-M-24-2 Verified against NY TSB-M Memorandum (Tax Law §691) ↗
Effective May 15, 2024 · TSB-M TSB-M-24-3 Verified against NY TSB-M Memorandum (Tax Law §616) ↗
In the meantime, run the national review →
Taxerity Pro already covers seven other states today — start a 14-day free trial against the federal return shape and be the first in line when NY ships.