Forms
Tax Appeals has updated and renumbered its forms. PDF versions of all forms are provided below, in two formats:
- Fillable forms may be completed electronically, printed, signed and mailed to the address provided in the heading of each form.
- - or -
- Forms may be printed, completed by hand, signed and mailed to the address provided in the heading of each form.
FORMS MAY NOT BE SUBMITTED ELECTRONICALLY (via email or fax).
As a reminder, previous form numbers are referenced in the table on the bottom of this page. Forms may also be obtained by calling Tax Appeals at (518) 266-3000.
| Fillable Form # | Completed by Hand | Instructions | Name of Form | Purpose of Form |
|---|---|---|---|---|
| TA-100 | TA-100H | TA-100 (Instructions) | Petition | This form is to be filed by a petitioner (taxpayer) who wishes to have Tax Appeals review and resolve a New York State tax or licensing dispute with the Division of Taxation of the Department of Taxation and Finance. This form is to be filed only in response to a written notice issued by the Division of Taxation advising the taxpayer of a tax deficiency, determination of tax due, denial of a refund or credit application; denial, cancellation, revocation or suspension of a license, permit or registration; or any other notice that gives that person the right to a hearing at Tax Appeals. |
| TA-105 | TA-105H | Power of Attorney | This form must be filed when a taxpayer wishes to designate a representative to act on his/her/its behalf in proceedings before Tax Appeals, unless the representative is otherwise authorized to act on that taxpayer’s behalf (see 20 NYCRR 3000.2). Please note that a copy of a power of attorney previously filed with the Division of Taxation can be used instead of the TA-105 form if the same representative is retained. If a petitioner enlists a new representative upon or after the filing of a petition, the form on this website must be used. | |
| TA-140 | TA-140H | Hearing Memorandum | This form is to be filed by both the petitioner (or petitioner’s representative) and the Office of Counsel of the Division of Taxation to allow the Administrative Law Judge and the parties to properly plan for the hearing. | |
| TA-140A | Hearing Memorandum – Supplemental Information | This Supplemental Information outlines the purpose of the Hearing Memorandum, what its content should include and guidelines for the conduct of a hearing before the Division of Tax Appeals. | ||
| TA-200 | TA-200H | Notice of Exception to Administrative Law Judge’s Determination | This exception form is to be filed by a party who wishes to file an appeal with the Tax Appeals Tribunal regarding a determination issued by a Tax Appeals Administrative Law Judge. | |
| TA-110 | TA-110H | Notice of Withdrawal of Petition and Discontinuance of Proceeding | This form is to be filed by a petitioner to inform the Division of Tax Appeals that a petition is being withdrawn and any proceedings are to be discontinued. | |
| TA-115 | TA-115H | Stipulation for Discontinuance | This form is to be submitted to inform Tax Appeals that the petitioner and the Division of Taxation have agreed to settle all proceedings under the terms of this stipulation. | |
| TA-120 | TA-120H | Notice of Cancellation of Deficiency/Determination and Discontinuance of Proceeding | This form is to be filed by the Division of Taxation when cancelling the deficiency/determination and/or granting the refund claimed. | |
| TA-125 | TA-125H | Stipulation for Discontinuance of Proceeding and Referral of Proceeding to Bureau of Conciliation and Mediation Services | This form is to be filed to end proceedings with the Division of Tax Appeals and allow a petitioner to instead proceed with the Bureau of Conciliation and Mediation Services. | |
| TA-130 | TA-130H | Stipulation for Discontinuance of Proceeding Upon Rescission of a Conciliation Order Dismissing a Request | This form is to be filed to end the current Tax Appeals proceeding and allow a petitioner to return to the Bureau of Conciliation and Mediation Services (BCMS) because a prior BCMS dismissal in the same case has been rescinded. | |
| TA-135 | TA-135H | Withdrawal of Petition for Matter Currently Pending in the Bureau of Conciliation and Mediation Services | This form is to be filed when the petitioner has simultaneous matters before the Bureau of Conciliation and Mediation Services (BCMS) and the Division of Tax Appeals and wants to first proceed at BCMS. |
Below, for reference, are both the revised form number and the form number previously used by Tax Appeals. Please note that all form names remain unchanged.
| Current Form # | Previous Form # |
|---|---|
| TA-100 | TA-10 |
| TA-105 | POA-1 |
| TA-110 | TA-30.1 |
| TA-115 | TA-30.2 |
| TA-120 | TA-34 |
| TA-125 | TA-35 |
| TA-130 | TA-35.1 |
| TA-135 | TA-35.2 |
| TA-140 | TA-2 |
| TA-140A | TA-2.1 |
| TA-200 | TA-14 |