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IT-201-I (2025) Page 25 of 41 • If you marked personal or business savings on line 83a, enter your savings account number from a preprinted savings account deposit slip, your passbook or other bank records, or from your bank. The account number can be up to 17 characters (both numbers and letters). Include hyphens (-) but omit spaces and special symbols. Enter the number from left to right. On the sample check below, the account number is 9999999999. Notes: • The routing and account numbers may appear in different places on your check. • Before you file, contact your bank if you need to verify routing and account numbers or confirm that it will accept your direct deposit or process your electronic funds withdrawal. If you encounter any problem with direct deposit to, or electronic withdrawal from, your account, call 518-457-5181. Allow six to eight weeks for processing your return. Line 84: Electronic funds withdrawal Enter the date you want the Tax Department to automatically withdraw your payment from your bank account. Enter a date that is on or before the due date of your return. If we receive your return after the due date or you do not enter a date, we will withdraw the funds on the day we accept your return. Enter the amount from line 80 you want electronically withdrawn. We will only withdraw the amount that you authorize. Your payment confirmation will be your bank statement that includes an NYS Tax Payment line item. Notes: • You may only revoke your electronic funds withdrawal authorization if you contact the Tax Department at least 5 business days before the payment date. • If we determine that the amount you owe is different from the amount claimed on your return, we will issue you a refund for any amount overpaid or send you a bill for any additional amount owed, which may include penalty and interest. Reminder: If you complete the entries to request electronic funds withdrawal, do not send a check or money order for the same amount due unless you receive a notice. Step 10: Sign and date your return Third-party designee Do you want to authorize a friend, family member, return preparer, or any other individual (third-party designee) to discuss this tax return and questions arising from it with the New York State Tax Department? • If No, mark an X in the No box. • If Yes, mark an X in the Yes box. Sample JOHN SMITH 999 Maple Street Someplace, NY 10000 Date 1234 15-0000/0000 Pay to the Order of Dollars SOME BANK Someplace, NY 10000 For Do not include the check number 9999999999 1234 $ 111111111 X X Sample routing number Sample account number – Print the designee’s name, phone number, email address, and any five numbers the designee chooses as their personal identification number (PIN). – If you want to authorize the paid preparer who signed your return to discuss it with the Tax Department, print the preparer’s name and phone number in the spaces for the designee’s name and phone number (you do not have to provide an email address or PIN). If you mark the Yes box, you (and your spouse, if filing a joint return) are authorizing the Tax Department to discuss with the designee any questions related to this return. You are also authorizing the designee to give and receive confidential taxpayer information relating to: • this return, including missing information, • any notices or bills arising from this filing that you share with the designee (they will not be sent to the designee), • any payments and collection activity arising from this filing, and • the status of your return or refund. This authorization will not expire but will only cover matters relating to this return. If you decide to revoke this designee’s authority at any time, call the Individual Contact Center for assistance. You are not authorizing the designee to receive your refund, bind you to anything (including any additional tax liability), or otherwise represent you before the Tax Department. If you want someone to represent you or perform services for you beyond the scope of the third-party designee, you must designate the person using a power of attorney (for example, Form POA-1, Power of Attorney). For additional information on third-party designees and other types of authorizations, see Power of attorney and other authorizations or visit our website at www.tax.ny.gov (search: POA-1). Paid preparer’s signature If you pay someone to prepare your return, the paid preparer must also sign it and fill in the other blanks in the paid preparer’s area of your return. A person who prepares your return and does not charge you should not fill in the paid preparer’s area. Paid preparer’s responsibilities: Under the law, all paid preparers must sign and complete the paid preparer section of the return. Paid preparers may be subject to civil and/or criminal sanctions if they fail to complete this section in full. When completing this section, enter your New York tax preparer registration identification number (NYTPRIN) if you are required to have one. If you are not required to have a NYTPRIN, enter in the NYTPRIN excl. code box one of the specified 2-digit codes listed below that indicates why you are exempt from the registration requirement. You must enter a NYTPRIN or an exclusion code. Also, you must enter your federal preparer tax identification number (PTIN) if you have one; if not, you must enter your Social Security number.