Overview

Business taxpayers and tax practitioners now have the ability to electronically request a Summary of Restricted Credits through myPATH. This summary can be requested at any time and is made available in PDF form in the Letters section to print or download the same business day. 

A more detailed version of the Statement of Account is also available on myPATH. The Detailed Statement of Account includes information on credits applied to liabilities in a given tax period. 

Log on to myPATH to request a Summary of Restricted Credits and Detailed Statement of Account. 

Restricted Tax Credit Bulletin 2019-01 -- Claiming Donation-Based Tax Credits after the Tax Cuts and Jobs Act [PDF]

Restricted Tax Credit Bulletin 2018-02 -- Claiming Educational Tax Credits after the Tax Cuts and Jobs Act [PDF]