New York: Determining your Filing Frequency

Important Note About New York Filing Frequencies/Periods

New York uses its own "sales tax year," which begins on March 1 and ends on February 28 (or 29 in a leap year). As a result, the quarterly filing periods are:

• Quarter 1: March 1 – May 31

• Quarter 2: June 1 – August 31

• Quarter 3: September 1 – November 30

• Quarter 4: December 1 – February 28/29

These do not align with the calendar year quarters (Jan–Mar, Apr–Jun, etc.), so when checking your assigned filing periods or using a filing schedule, always confirm that you're using the correct, New York–specific quarter definitions.

How to Confirm Your New York Filing Frequency

• Log into tax.ny.gov using your business account

• Optional: Click the Tax Services tile 

• Click the Sales Tax button under the Account Summary section 

• Refer to the available filing periods (buttons):

  • If Annual periods are displayed, select Annual in Taxually. 

    • Additionally, enter the ending month of your annual reporting period in Taxually. For example, if the periods are for January-December, enter “December”. If they are for July- June, enter “June”.

  • If Quarterly periods are displayed, review the forms listed under the Filings section to determine your assigned frequency:

    • Part Quarterly (Select "Monthly") filers have ST-810 and ST-809 forms

    • Quarterly filers only have ST-100 forms (and are not part of the PrompTax payment program)

    • Quarterly Prepay filers only have ST-810 forms (and are part of the PrompTax payment program.)

      • You can reference this guide if you would like extra confirmation on determining if you are part of the PrompTax program.

Need help?

We are here to support you! Please contact us