01
Enter
Manually enter a sales-tax amount on an eligible job quote and see it separately from the service total.
CORELY PRO TAX ASSISTANCE
Sales tax made easier to follow.
Corely Pro currently records tax amounts you enter manually on quotes. Tax calculation during payment is planned for beta 9 and is not yet available.
This guide also explains the New York registration path in plain language. Corely does not register, file, pay, hold, or remit tax on your behalf.
Read the official NYS registration guidanceHOW CORELY PRO CAN HELP
Four clearer steps around every job.
02
Track
Keep tax-related amounts connected to the job record for a clearer transaction history.
03
Understand
Review the job, tax, Corely fee, and payout as distinct parts of the transaction.
04
Set aside
Use tracked amounts to decide what to move into a separate account you control.
A separate business account can make tax money easier to manage, but that account remains yours. Corely shows information and keeps job records; it does not store tax reserves or move funds for you.
IF YOU MAKE TAXABLE SALES
Register before making taxable sales.
New York generally requires a Certificate of Authority when a business makes taxable sales of goods or services. The state says to apply at least 20 days before beginning business.
How to registerIF YOU ARE NOT SURE
Check whether your work is taxable.
Taxability can depend on the service, materials, customer, and transaction. Use New York's official guidance or speak with a qualified tax professional before collecting sales tax.
Do I need to register?Important: an application confirmation is not a Certificate of Authority. New York says you may not legally make taxable sales until the certificate has been issued.
NEW YORK REGISTRATION GUIDE
From first question to certificate.
Registration is a state process completed on official New York websites. Corely can help you understand the sequence, but it does not submit the application for you.
STEP 1
Determine taxability
Confirm whether the goods or services you sell are subject to New York sales tax.
STEP 2
Identify your business structure
Apply using the legal form you actually operate under, such as a sole proprietorship, LLC, corporation, or partnership.
STEP 3
Know which IDs apply
The application may use an SSN or ITIN for a person and an EIN for a business, depending on your structure.
STEP 4
Gather business details
Prepare your legal name, physical business address, contact details, owner or officer information, and activity details.
STEP 5
Apply through Business Express
Create a New York Business account, complete the online application, and save or print the confirmation page.
STEP 6
Receive and display the certificate
Wait for New York to issue the Certificate of Authority, then display it at the registered business location.
Business structure note
You do not have to form an LLC to register for New York sales tax.
A sole proprietor can apply. An LLC is a separate legal-structure choice with broader liability and tax consequences. Register under the structure you actually use, and seek professional advice if you are deciding whether to change it.
APPLICATION CHECKLIST
Gather the details before you begin.
- Legal business name and any DBA or assumed name
- Actual physical business address, not only a PO box
- Business structure and formation date, when applicable
- Owner, partner, member, officer, or responsible-person details
- SSN or ITIN for required responsible-person identification
- EIN when your structure or hiring plans require one
- Description of the goods or services you expect to sell
- Projected first date of taxable sales and filing details
IDENTIFIERS, IN PLAIN LANGUAGE
A person, a business, and a state filing are not the same thing.
The right number depends on what is being identified. A Certificate of Authority registers sales-tax activity; it does not create a legal entity or replace a federal taxpayer ID.
PERSON
SSN
A Social Security number identifies an individual. New York may request it for a sole proprietor or another responsible person.
PERSON
ITIN
An Individual Taxpayer Identification Number is an IRS tax-processing number for certain people who are not eligible for an SSN.
BUSINESS
EIN
An Employer Identification Number identifies a business for federal tax purposes. Structure and hiring plans affect whether one is required.
Keep identifiers private.
Never send an SSN, ITIN, or EIN to Corely through this page. Enter sensitive information only on verified government websites or with a trusted professional.
NONCITIZEN SCENARIOS
Start with the identifier you are eligible to use.
Citizenship alone does not determine which tax identifier applies. Immigration and work-authorization questions are separate from this sales-tax overview.
SCENARIO A
You have an SSN
Use it only where the official application requires responsible-person identification.
SCENARIO B
You have an ITIN but no SSN
New York's instructions recognize an ITIN for responsible-person information. Confirm the remaining business-ID requirements for your structure.
SCENARIO C
You are not eligible for an SSN
Review the IRS ITIN rules. An ITIN is for federal tax processing and does not provide immigration status or work authorization.
SCENARIO D
You have neither an SSN nor ITIN
Contact New York Taxation and Finance or a qualified professional before applying. Do not guess or use another person's identifier.
AFTER REGISTRATION
The certificate starts the responsibility.
Collect correctly
Charge sales tax only when applicable and only after the Certificate of Authority is issued.
Keep records
Maintain complete sales and purchase records, including taxable and nontaxable transactions.
Keep funds separate
Consider moving collected tax into a separate business account you control so it is not mistaken for income.
File and pay
Submit every required return on time and remit the amount due directly to New York State.
COMMON QUARTERLY CALENDAR
Most new vendors begin with quarterly returns.
New York may later change a business to annual or part-quarterly filing. Always follow the filing frequency and notices assigned to your account.
Review official filing requirementsSales-tax quarterTypical due date
March 1 to May 31June 20
June 1 to August 31September 20
September 1 to November 30December 20
December 1 to February 28 or 29March 20
Zero sales still requires attention: if New York requires a return for a filing period, submit it even when you made no taxable sales or owe no tax.
THE CORELY WORKFLOW
Clarity from quote to filing prep.
Corely Pro supports the operational record around your jobs. It does not replace your state account, bookkeeping, return, or tax professional.
- 01Decide whether the job is taxable
- 02Manually enter the tax amount on your quote
- 03Track the amount with the job
- 04Move funds to your own account
- 05Review records for filing
- 06File and pay through New York State
Corely Pro helps with
- Manually entered tax amounts and transaction visibility
- Organized job, fee, tax, and payout information
- A clearer record to review before filing
You remain responsible for
- Determining taxability and maintaining registration
- Controlling collected funds and complete records
- Filing returns and paying New York State on time
BUSINESS DETAILS THAT MATTER
Address, locations, and legal form.
Use a physical address
The application asks for the actual street address where business records are kept. A PO box alone is not the physical location.
Register each location
New York generally issues a Certificate of Authority for each applicable place of business, with consolidated-filing options in some cases.
Reapply after a structure change
A certificate is not transferable when the legal form changes, such as moving from a sole proprietorship to an LLC.
FREQUENTLY ASKED QUESTIONS
Straight answers to common starting questions.
Do I need an LLC before registering for New York sales tax?
No. New York's registration process accommodates multiple entity types, including an individual or sole proprietorship. An LLC is one possible business structure, not a prerequisite for receiving a Certificate of Authority. Choosing a legal entity affects issues beyond sales tax, including liability and other tax considerations.
Can I apply as a sole proprietor?
Yes. New York's application instructions expressly recognize individual and sole-proprietor businesses. The legal business name is generally the owner's legal name.
Do I need an EIN?
For Certificate of Authority filing purposes, New York says an EIN is needed if the business is an entity other than a sole proprietorship or plans to hire employees. If a sole proprietorship does not need an EIN, New York may assign a temporary New York ID for filing purposes.
Can I use my SSN?
A sole proprietor or other responsible person may be asked to provide an SSN for personal identification. Never send an SSN to Corely or enter one on this public page. Complete sensitive fields only through official government services.
What if I have an ITIN instead?
New York's registration instructions recognize an SSN or ITIN for responsible-person information. An ITIN is an individual tax-processing number and does not provide immigration status or work authorization.
Is an EIN the same as an ITIN?
No. An EIN is a federal tax identifier for a business. An ITIN is an individual taxpayer identifier for certain people who need a federal tax number but are not eligible for an SSN.
I'm not a U.S. citizen. Can I still register?
Citizenship by itself is not the deciding identifier. The application depends on the business structure and required taxpayer identification. If you lack both an SSN and ITIN, contact the New York State Department of Taxation and Finance or a qualified professional before applying.
Does getting a Certificate of Authority create an LLC?
No. Sales-tax registration and business-entity formation are separate processes.
What if I later change from a sole proprietorship to an LLC?
A Certificate of Authority is not transferable when the legal form of a business changes. New York says the old certificate must be surrendered and a new one may be required for the new entity. Review the official amendment guidance before changing structure.
What if my business operates from multiple locations?
New York generally requires a Certificate of Authority for each applicable business location. Businesses may have options to file separately or use consolidated filing, depending on how the locations are registered.
OFFICIAL RESOURCES
Continue on a government website.
Rules and forms can change. Use these primary sources for current instructions, eligibility details, and applications.
How to register for New York State sales taxNew York State Department of Taxation and FinanceDo I need to register for sales tax?New York State Department of Taxation and FinanceCertificate of Authority applicationNew York Business ExpressEmployer Identification Number informationInternal Revenue ServiceIndividual Taxpayer Identification Number informationInternal Revenue Service