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Why do I owe so much for NY taxes? (Quarterly filers)

Overview

You see an amount due that is higher than expected or off by type (for example you were expecting a prepayment to be made this month) 

Environment

AvaTax Update

Avalara Returns

Resolution

This is because New York is on a unique quarterly filing schedule - off by one month from other states. As a result, we are filing your taxes for the entire New York state quarterly period this month:

Q1: March 1 through May 31;

Q2: June 1 through August 31;

Q3: September 1 through November 30; and

Q4: December 1 through February 28/29.


(*Source: https://www.tax.ny.gov/pubs_and_bulls/tg_bulletins/st/filing_requirements_for_sales_and_use_tax_returns.htm)

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The Tax liability worksheet summary return detail report will show you the prior accrual amount:

    • Go to Reports > Liability & tax return reports
      STEP1.png
    •  Report category: Select 'Liability & tax return reports' 

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    • Report name: Select 'Tax liability worksheet summary return detail'
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    • Set the date range
    • Click Generate and Download report ( This report will be exported as an Excel (.xls) file )
  • Even though it isn't labeled as such, the B&O amount is placed in column AC: Other Adjustments.