Multistate
“I received a TR-716 notice stating I must begin filing quarterly sales tax returns in New York, what exactly triggers this change and can I revert to annual filing?”
A TR-716 notice in New York often points to a change in filing frequency based on sales tax activity, filing history, or the state’s view of how much tax is being collected and remitted. The exact trigger can depend on recent return amounts, consistency of reporting, and whether the account still meets the state’s criteria for annual filing. In many cases, the notice reflects a classification change rather than a penalty. Whether annual filing can be restored typically depends on how the account has performed over time and whether the state allows a return to a less frequent schedule. A focused session can map this against your actual situation in plain English.
In your 60-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
“I moved from Virginia to Arizona this year, how do I file taxes in both states?”
“I lived in Virginia and then Arizona this year, how do I do my taxes in both states?”
“As someone who moved from Virginia to Arizona, how do I file state taxes?”
“I paid for business supplies using my personal credit card on behalf of my Florida non-profit, can I still legally use the DR-14 exemption certificate for that purchase?”
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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