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Instructions for completing Form ST-809 for reporting New York State and Local Sales and Use Tax for Part-Quarterly Filers.

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How to fill out New York State and Local Sales and Use Tax Return for Part-Quarterly Filers

1. Gather your sales records for the quarter.
2. Calculate the total sales amounts for taxable and non-taxable sales.
3. Determine the tax due by applying the correct sales tax rate to taxable sales.
4. Complete Part 1 of the form with your business information.
5. Fill out Part 2 with the total sales and tax collected.
6. Report any exempt sales in Part 3.
7. Calculate any credits or adjustments in Part 4.
8. Fill out Part 5 with your total tax due and any payments made.
9. Sign, date, and submit the return by the due date.

Who needs New York State and Local Sales and Use Tax Return for Part-Quarterly Filers?

1. Businesses in New York State making sales of taxable goods or services.
2. Any entity required to collect sales tax from customers.
3. Part-quarterly filers who collect sales tax and need to report their sales and use tax.

People Also Ask about

What is a quarterly filer?

Quarterly filing is form filing that takes place once every three months for a total of four times per year.

What are the quarters for New York sales and use tax?

NY Sales Tax Quarters: March 1 through May 31, June 1 through August 31, September 1 through November 30, and December 1 through February 28/29. 16th – New Jersey State Sales Tax Returns for Quarterly Filers for Oct. 1, 2024–Dec. 31, 2024 are due.

What are the sales tax quarters in NY?

These are the sales tax quarters in New York: First quarter: December through February. Second quarter: March through May. Third quarter: June through August. Fourth quarter: September through November.

What are the 4 quarters for taxes?

Quarterly tax payments are due four times a year. As the IRS explains, a year has four payment periods with the following quarterly payment due dates: April 15, June 15, Sept. 15 and Jan. 15.

What are the sales tax quarter dates?

In most states, the quarterly sales tax due dates are generally as follows: Q1 (December 1–February 28) is due by March 20. Q2 (March 1–May 31) is due by June 20. Q3 (June 1–August 31) is due by September 20.

What is NY state sales and use tax?

Purchases above $110 are subject to a 4.5% NYC sales tax and a 4% NY State sales tax. The City Sales Tax rate is 4.5%, NY State Sales and use tax is 4% and the Metropolitan Commuter Transportation District surcharge of 0.375% for a total sales and use tax of 8.875 percent.

What is living quarters in New York?

Determining if you maintain a permanent place of abode in New York City depends on specific factors outlined by the New York State Department of Taxation and Finance. A permanent place of abode is generally defined as a residence you maintain, suitable for year-round use, regardless of ownership.

What form do I use to pay quarterly taxes?

Use Form 1040-ES to figure and pay your estimated tax. Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings from self-employment, interest, dividends, rents, alimony, etc.).

For pdfFiller’s FAQs

What is New York State and Local Sales and Use Tax Return for Part-Quarterly Filers?

The New York State and Local Sales and Use Tax Return for Part-Quarterly Filers is a tax form that businesses in New York use to report and pay sales and use taxes collected from customers. Part-quarterly filers typically submit this return every three months, although their tax obligations may not match this frequency.

Who is required to file New York State and Local Sales and Use Tax Return for Part-Quarterly Filers?

Businesses with a certain level of sales tax liability are required to file this return as part of their tax obligations. Specifically, part-quarterly filers are usually those whose annual sales tax liability is between $300 and $2,000.

How to fill out New York State and Local Sales and Use Tax Return for Part-Quarterly Filers?

To fill out the return, businesses must report their total sales subject to tax, any exempt sales, and the total sales tax collected during the reporting period. Additionally, they will need to provide any necessary adjustments and calculate the amount owed or the refund due.

What is the purpose of New York State and Local Sales and Use Tax Return for Part-Quarterly Filers?

The purpose of this return is to ensure that businesses report their sales tax liabilities accurately and pay the correct amount of sales tax owed to the state and local governments. It helps maintain compliance with tax laws and regulations.

What information must be reported on New York State and Local Sales and Use Tax Return for Part-Quarterly Filers?

The return must include details such as total sales, exempt sales, tax collected, any adjustments, and the total amount due or refundable. It may also require information about the business, such as its name, address, and identification number.