DTF-686 - Department of Taxation and Finance - New York State 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the material advisor’s name, employer identification number (EIN) or social security number, and mailing address. Ensure all details are accurate for proper identification.
3. Fill in the contact information including email address and telephone number. This is crucial for any follow-up communication regarding your submission.
4. In the 'Aggregate material advisor’s fees' section, input the total fees related to the tax shelter. Attach any necessary documentation as specified.
5. Mark the appropriate boxes under 'Type of business organization' to indicate your business structure. If applicable, provide a description in the 'Other' section.
6. Enter the six-digit NAICS business code from your federal tax return. This helps categorize your business activity accurately.
7. Complete the certification section by signing and dating the form, ensuring that all information provided is true and complete.

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