NYS Taxable Sales and Purchases by Geography and Industry Data

NYS Tax Department has posted the Taxable Sales and Purchases by Geography and Industry Data to Open Data through February 2016.


To view the data click HERE.

Analysis of 2009 Personal Income Tax Returns

From the New York State Department of Taxation and Finance

This report describes the prominent features of New York's personal income tax, with particular emphasis on the 2009 tax year. It also includes taxpayer profiles consisting of number of taxable returns, sources of income, federal adjustments, New York modifications, deductions, dependent exemptions, tax liability and credits by NYAGI class, filing status and return type. In addition, it includes separate sections on income, itemized deduction amounts, exemptions, available credits and information on refundable credits. Finally, it compares statistics for 2009 with those from the prior year for most of these items.

Accompanying this report are statistical tables that cover resident, part-year resident, and nonresident returns. The report also includes a description and statistical information from returns filed by fiduciaries of estates and trusts.

Fall 2011 Statistics of Income Bulletin

The Internal Revenue Service announced availability of the fall 2011 issue of the Statistics of Income Bulletin, which features data for 140.5 million individual income tax returns filed for tax year 2009. Adjusted gross income (AGI) reported on these returns totaled $7.6 trillion.

The Statistics of Income (SOI) Division produces the SOI Bulletin on a quarterly basis. Articles included in the publication provide the most recent data available from various tax and information returns filed by U.S. taxpayers. This issue of the SOI Bulletin also includes articles on the following:

• Partnership returns. For tax year 2009, more than 3 million partnerships filed federal tax returns, reporting $18.8 trillion in total assets and almost $410 billion in total net income.
• Municipal bonds. The majority of municipal bonds were tax-exempt governmental bonds, of which there were 22,000 issued in 2009, raising $340.7 billion in proceeds for public projects, such as schools, transportation infrastructure and utilities.
• Charities, Social Clubs, and Other Tax-Exempt Organizations. For 2008, nonprofit charitable organizations, excluding private foundations, reported $2.5 trillion in total assets and $1.4 trillion in revenue.

Full report here.

Taxation -- 2008 Partnership Returns Tables

Eighteen tables are now available containing Tax Year 2008 statistics for partnerships, including statistics that focus on types of partnerships and specific industrial sectors. Also included are data for partnerships that reported foreign transaction data on the Schedule K, Partners’ Distributive Share Items.

The statistics cover balance sheets, trade or business income and deductions, portfolio income, rental income (including rental real estate income), and total net income. The information is classified by industry and size of total assets.

Call Center to be Operational on May 21

The New York State Department of Taxation and Finance today announced that a federal court judge has signed a temporary restraining order barring the furlough of state employees. This means that the previously-announced May 21 closure of the Department’s call center will not occur. The call center will be fully staffed and Department employees will not be furloughed on that day.

Taxation Call Center closed on May 21

New York State Department of Taxation and Finance Acting Commissioner Jamie Woodward today announced that the Department's call center will be closed on May 21 during a one-day furlough for unionized state employees, and that taxpayers will be able to use the Department's web site to transact business on that day.

To view the entire document please visit HERE.

Hollywood on the Hudson

Personal Income Tax:

Empire State Film Production Tax Credit Report - October 2009
Chapter 60 of the Laws of 2004 created the Empire State Film Production credit to promote film and television production in New York State. The credit is available under Article 9-A, the Franchise Tax on Business Corporations, and Article 22, the Personal Income Tax. As enacted, the credit was limited to $25 million annually and was scheduled to expire on August 20, 2008. The credit has since been amended three times.

Chapters 61 and 62 of the Laws of 2006 increased the annual cap to $60 million and extended the sunset date through December 31, 2011. Chapter 57 of the Laws of 2008 made several significant changes to the program. It increased the credit rate from 10 percent to 30 percent of qualified production costs. It also shortened the credit refund period from 50 percent over two years to 100 percent in one year, Finally, the total amount of credit that can be awarded was increased from $60 million annually in 2008 through 2011 to $65 million in 2008, $75 million in 2009, $85 million in 2010, $90 million in 2011 and 2012, and $110 million in 2013.

Chapter 57 of the Laws of 2009 authorized an additional $350 million allocation for 2009. It also required the use of the credit to be spread across several years, depending on the size of the credit.

The credit is administered by the Governor's Office for Motion Picture and Television Development (MP/TV), which is the entity also responsible for monitoring the status of the credit cap.

Chapter 60 also mandated an annual report evaluating the effectiveness of the tax credit in stimulating the growth of the film industry in the State. This report was prepared by the Office of Tax Policy Analysis (OTPA) and MP/TV using data from applications filed with MP/TV for allocation of film production credits.
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2008-2009 Annual Statistical Report of New York State Tax Collections - Statistical Summaries and Historical Tables

This publication contains a series of statistical tabulations detailing taxes administered by the New York State Department of Taxation and Finance. The information presented includes revenues and selected tax structure and consumption information for the State's major taxes. It also presents data for some locally imposed taxes.

This edition presents information for New York State Fiscal Year 2008-2009 and some historical statistics. New York State's fiscal year is April 1 - March 31.

To download either or both publications, please visit the State Tax Department website.

State Tax Department Plans Greater Responsiveness

New York State Department of Taxation and Finance Acting Commissioner Jamie Woodward announced this week new initiatives to ensure that the department is accessible and responsive to taxpayers.

To view the entire document please visit here.

Federal, State Cigarette Excise Taxes - US, 1995--2009

On April 1, 2009, the largest federal cigarette excise tax increase in history went into effect, bringing the combined federal and average state excise tax for cigarettes to $2.21 per pack and achieving the Healthy People 2010 (HP2010) objective (27-21a) to increase the combined federal and average state cigarette excise tax to at least $2 per pack. This report summarizes changes in the federal excise tax, as well as state excise taxes for all 50 states and the District of Columbia (DC) from December 31, 1995 to April 1, 2009.* The findings indicate that the federal excise tax increased from 24 cents per pack in 1995 to $1.01 per pack in 2009, and the average state excise tax increased from 32.7 cents per pack to $1.20 per pack during the same period. These increases represent a 321% increase in the federal excise tax and a 267% increase in the average state excise tax since 1995.