New York Updates Tax Preparer Publication 58

The state's Department of Taxation and Finance outlines new rules for income tax return preparers.

Jan. 28, 2026 at 1:15pm

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The New York Department of Taxation and Finance has issued an updated Publication 58, providing information for income tax return preparers operating in the state. The publication outlines numerous requirements, including registration for certain preparers, mandatory e-filing of returns, distribution of a consumer bill of rights, regulations around refund anticipation loans and checks, posting obligations at preparation sites, and various penalties for noncompliance with the rules.

Why it matters

The updated Publication 58 aims to increase transparency and accountability for tax preparers in New York, ensuring consumers receive proper disclosures and protections when having their taxes filed. This is part of the state's broader efforts to regulate the tax preparation industry and prevent fraud or abuse.

The details

The publication details the Tax Preparer Registration Program, continuing education requirements, signature requirements for paper and electronic returns, and privacy and confidentiality provisions that tax preparers must follow when handling client information. Preparers who do not comply with the new rules could face penalties.

  • The updated Publication 58 was issued on January 28, 2026.

The players

New York Department of Taxation and Finance

The state agency responsible for administering and enforcing New York's tax laws, including the regulations outlined in Publication 58 for income tax return preparers.

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The takeaway

The updated Publication 58 is part of New York's ongoing efforts to protect consumers and ensure the integrity of the tax preparation industry within the state. Tax preparers will need to carefully review and comply with the new requirements to avoid penalties.