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Navigating healthcare and support services in New York can be a complex process, especially for individuals living with chronic illnesses or disabilities. A key resource in this navigation is the Access NY Supplement A form, a crucial document designed to simplify access to vital programs. This form serves as an entry point for a range of services and benefits tailored to meet the specific needs of people who face significant health challenges, including those who may not be able to work for at least 12 months due to their condition, or who have a disability or impairment expected to last for the same duration. Furthermore, the Medicaid Buy-In program for Working People with Disabilities (MBI-WPD) is highlighted within the form's context, offering a pathway for eligible individuals to earn more while retaining essential Medicaid coverage, thereby addressing a significant barrier to employment for many with disabilities. The intricacies of the form and its associated programs underscore New York State's commitment to supporting its residents in maintaining health and independence, but also highlight the importance of understanding and correctly navigating the system to access these critical supports.

Access Ny Supplement A Sample

NEW for 2020! Do you have less than or equal to $100,000.00 in Philadelphia taxable gross receipts? If yes,

you are not required to file the BIRT return. (See BIRT Instructions)

No

CITY OF PHILADELPHIA

Staples

 

DEPARTMENT OF REVENUE

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1

2

2

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2020 BIRT-EZ

DUE DATE: APRIL 15, 2021

2020 BUSINESS INCOME & RECEIPTS TAX

For business conducted 100% in Philadelphia

Taxpayer Name and Address

City Account Number

EIN

SSN Taxpayer E-mail Address

If this is a change of address, check this box:

 

 

If your business terminated in 2020, enter the termination date AND file a CHANGE FORM.

/

/

YOU MUST COMPLETE WORKSHEET "S-EZ"

COMPUTATION OF TAX DUE OR OVERPAYMENT

If this is an amended return place an "X" here:

1. NET INCOME PORTION OF TAX (from Page 2, Line 6).

 

 

If there is no tax due, enter "0"

1.

2. GROSS RECEIPTS PORTION OF TAX (from Page 2, Line 11).

 

 

If there is no tax due, enter "0"

2.

3. Tax Due for the 2020 Business Income & Receipts Tax (Line 1 plus Line 2)

3.

4.

MANDATORY 2021 BIRT Estimated Payment (See Instructions)

4.

5.

Total Due by 4/15/2021 (Line 3 plus Line 4)

5.

ESTIMATED PAYMENTS AND OTHER CREDITS

 

6a.

Include any estimated and/or extension payments of 2020 BIRT previously made,

 

 

and any credit from overpayment of the 2019 BIRT and/or 2020 NPT return

6a.

6b.

Credit from Special Credit Schedule (SC). (Cannot exceed amount on Line 3)

6b.

6c.

Total payments and credits. (Line 6a plus Line 6b)

6c.

7.

Net Tax Due (Line 5 less Line 6c).

 

 

If Line 6c is greater than Line 5, enter "0"

7.

8.

Interest and Penalty

 

 

Refer to web site for current percentage

8.

9.

TOTAL DUE including Interest and Penalty (Line 7 plus Line 8).

 

 

Use payment coupon. Make check payable to: "City of Philadelphia"

9.

OVERPAYMENT OPTIONS If Line 6C is greater than Line 5, enter the amount to be:

10a.

Refunded. Do not file a separate Refund Petition

10a.

10b.

Applied to the 2020 Net Profits Tax Return

10b.

10c. Applied to the 2021 Business Income & Receipts Tax

10c.

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Under penalties of perjury, as set forth in 18 PA C.S. §§ 4902-4903 as amended, I swear that I have reviewed this return and accompanying statements and schedules, and to the best of my knowledge and belief, they are true and complete.

Taxpayer Signature________________________________________ Date_______________________Phone #_________________________

Preparer Signature_________________________________________ Date_______________________Phone #_________________________

2020 BIRT-EZ P1 (Fillable) 10-14-2020

BIRT-EZ Page 1

2020 BIRT-EZ

TAX COMPUTATION SCHEDULES

2

1

3

2

0

City Account Number

If business is operated inside and outside of Philadelphia, you must file the BIRT Regular return available at www.phila.gov/revenue. Reminder - You MUST use the same method (METHOD I or METHOD II) that you elected on the first Business Income & Receipts Tax return filed.

NET INCOME PORTION

Place "X" in box to indicate a loss.

 

 

1.

METHOD II. Net Income (or loss) as properly reported to the Federal Government

1.

 

OR

 

2.

METHOD I. Net Income (or loss) in accordance with Accounting System

2.

3. Statutory Net Income Deduction from Worksheet S-EZ, Line S5, below

3.

4.

Loss Carry Forward, if any

4.

5.

Taxable Income or loss. (Amount on Line 1 OR Line 2 minus Line 3 minus Line 4)

5.

6.

TAX DUE (Line 5 X .0620). If Line 5 is a loss, enter zero here and on Page 1, Line 1

6.

GROSS RECEIPTS PORTION

 

Do not report negative numbers for gross receipts.

TAXABLE GROSS RECEIPTS from:

7a.

 

 

 

 

 

 

7a.

Sales and/or rentals of tangible personal property

 

 

 

7b.

Services

7b.

 

 

 

 

 

 

 

7c.

Rentals of real property

7c.

 

 

 

 

 

 

 

7d.

Royalties

7d.

 

 

 

 

 

 

 

7e.

Gains on sales of capital business assets

7e.

 

 

 

 

 

 

 

7f.

Gains on sales of stocks, bonds, etc. (Not applicable to individuals.)

7f.

 

 

 

 

 

 

 

7g.

Dividends. (Not applicable to individuals.)

7g.

 

 

 

 

 

 

 

7h.

Interest. (Not applicable to individuals.)

7h.

 

 

 

 

 

 

 

7 i. Other. (Describe) ____________________________________________

7i.

 

 

 

 

 

 

 

8. TAXABLE GROSS RECEIPTS before Statutory Exclusion. (Add Lines 7a through 7i.)

8.

 

 

 

 

 

 

 

 

9. Statutory Exclusion (Lower of Line 8 or $100,000.00)

9.

 

 

 

 

 

 

 

 

10.

Net taxable Gross Receipts (Line 8 minus Line 9)

10.

 

 

 

 

 

 

 

 

11.

TAX DUE. (Line 10 X .001415). Enter here and on Page 1, Line 2

11.

 

 

 

 

 

 

 

 

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Worksheet S-EZ - Use to calculate Statutory Net Income Deduction

 

 

 

 

 

 

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S1.

Enter the lower of Line 8 above or $100,000.00

S1.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

S2.

Enter Net Income from Line 1 or Line 2. If loss, enter zero

S2.

 

 

 

 

 

.00

 

 

 

 

 

S3.

Enter Taxable Gross Receipts from Line 8 above

S3.

 

 

 

 

 

.00

 

 

 

 

 

S4.

Divide Line S2 by Line S3. (Cannot be greater than 1.0000)

S4.

 

 

.

 

 

 

S5.

Statutory Net Income Deduction (Line S1 times Line S4. Cannot exceed $100,000)

 

 

 

 

 

 

 

S5.

 

 

 

 

 

.00

 

Enter here and on Line 3, above.

 

 

 

 

 

 

 

2020 BIRT-EZ P2 (Fillable) 10-14-2020

BIRT-EZ Page 2

CITY OF PHILADELPHIA - DEPARTMENT OF REVENUE

2020 BIRT SCHEDULE SC

SPECIAL CREDIT SCHEDULE

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1

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2

Important Note

0

City Account Number

Schedule SC is to be used by a taxpayer participating in any of the BIRT Tax Credit Programs (listed below) in order to claim the applicable credit on their 2020 BIRT return. A taxpayer must have made an application to participate in and been accepted into the respective program by the Revenue Department. Also, the taxpayer must fulfill all statutory and regulatory requirements to participate in the respective Tax Credit Program (e.g., entering into commitment agreements with the Department and complying with its terms and conditions, tax compliance, etc.). A taxpayer not meeting all the requirements for participation in the respective BIRT Tax Credit Program will not receive the applicable credit.

For more information on the various BIRT Tax Credit Programs, please refer to the Department's website at http://www.phila.gov/Revenue/taxpro/Pages/TaxCredits.aspx.

1.Credit for Contributions to Community Development Corporations,

 

(Nonprofit Organizations engaged in developing and implementing

1.

 

Healthy Food Initiatives and Nonprofit Intermediaries)

2.

Credit for New Job Creation

2.

3.

Green Roof Tax Credit

3.

4.

Philadelphia Re-Entry Employment Program for

 

 

Returning Citizens Tax Credit ("PREP")

4.

5.

Sustainable Business Tax Credit

5.

6.

Credit for Employment of Returning Veterans of the Armed Forces

6.

7.

Life Partner and Transgender Care Health Benefits Tax Credits

7.

8.

Distressed Business Tax Credit

8.

9.

Keystone Opportunity Zones Tax Credits (KOZ/KOEZ/KOIZ)

 

 

from KOZ Worksheet Line 10

9.

10.

Strategic Development Area Tax Credit

10.

11.

Economic Development District Tax Credit

11.

12.

Healthy Beverage Tax Credit

12.

13.

TOTAL CREDITS (Add Lines 1 through 12)

13.

Enter the amount of Line 13 on Page 1, Line 6b of the 2020 BIRT or BIRT-EZ Return. (Cannot exceed amount on Page 1, Line 3.)

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2020 Sch. SC (Fillable) 10-19-2020

BIRT - Sch. SC

File Overview

Fact Number Description
1 The Access NY Supplement A form is integral to applying for certain health care programs in New York State, including Medicaid.
2 This form helps determine eligibility for applicants who are elderly, blind, or disabled.
3 It collects detailed information about income, resources, and household composition to assess need and eligibility.
4 Governing laws include the Social Services Law and the Public Health Law of New York State, establishing the legal framework for Medicaid and related health programs.
5 The Medicaid Buy-In program for Working People with Disabilities is supported through information collected on this form, offering a way for those who work to keep their Medicaid coverage.
6 Eligible applicants through this form may include those with long-term illnesses or disabilities, expected to last 12 months or more, impacting their ability to work.
7 Completing and submitting this form accurately is crucial for applicants to receive the appropriate level of assistance and healthcare coverage they are entitled to.

Access Ny Supplement A: Usage Guidelines

The Access NY Supplement A form is a necessary step for those seeking additional support through certain healthcare programs in New York. After your initial application is submitted, completing this supplemental form allows you to provide detailed information about your health condition, which could qualify you for further assistance. It is a critical component for applicants who need more significant medical coverage due to chronic illnesses or disabilities. Understanding and accurately completing this form can significantly impact the level of care and support you receive.

  1. Begin by carefully reading through the entirety of the form to ensure understanding of all requested information.
  2. Enter your personal information in the designated sections, including your full legal name, contact details, and any identification numbers associated with your healthcare coverage.
  3. Detail your medical condition in the space provided. Include the diagnosis, date of diagnosis, treating physician's name, and contact information. If you have multiple conditions, be sure to list each one clearly.
  4. Provide a complete history of your medical treatment including dates of hospitalizations, names of all medical providers, and any medications you are currently taking.
  5. Explain how your condition affects your daily activities and ability to work, if applicable. Be specific about any limitations or ongoing care requirements you have.
  6. If you are applying under the Medicaid Buy-In program for Working People with Disabilities, include information about your employment status, employing entity, and income level to demonstrate eligibility.
  7. Review the section regarding household information and accurately report the number of individuals living in your household, their relations to you, and their financial contributions if any.
  8. Sign and date the form in the designated section to confirm the accuracy and completeness of the information provided. If you have a legal guardian or healthcare proxy, they should sign on your behalf.
  9. Before submitting, double-check all entries for accuracy and completeness to avoid delays in processing. Missing or incorrect information can lead to unnecessary complications.
  10. Submit the completed form to the appropriate state department as instructed, either via mail or in person, depending on the guidelines provided with the form.

After submission of the Access NY Supplement A form, the processing period will begin. During this time, your application and supplementary information are reviewed to determine your eligibility for additional healthcare support. You may be contacted for further details or clarification, so ensure that all contact information provided is current and accurate. Additionally, it is advisable to keep a copy of the completed form for your records. Understanding each step of the process and complying with all requirements can enhance the likelihood of receiving the necessary assistance promptly.

FAQ

Understanding the Access NY Supplement A form can be challenging. Here are answers to some frequently-asked questions to help you navigate through it:

  1. What is the Access NY Supplement A form?

    The Access NY Supplement A form is a document that New York State residents fill out when they are applying for Medicaid. This supplemental form is specifically for individuals who are either aged, blind, or disabled, or for those applying on behalf of someone who fits these criteria. It asks for additional details about one’s medical condition, income, and assets to determine eligibility for Medicaid coverage.

  2. Who needs to fill out the Access NY Supplement A form?

    Not everyone applying for Medicaid in New York State needs to complete the supplement A form. It's specifically designed for:

    • Individuals who are 65 years or older,
    • People who are legally blind or disabled,
    • Residents applying for Medicaid with a spend down,
    • Those seeking coverage for community-based long-term care services such as home healthcare or personal care services.

  3. Can I fill out the Access NY Supplement A form online?

    As of the last update, New York State does not provide an online submission process for the Access NY Supplement A form specifically. Applicants must download, print, fill out, and then mail or hand-deliver the completed form to their local department of social services. However, it’s recommended to check with the New York State Department of Health or your local social services office for any updates on submission methods.

  4. What documents do I need to provide along with my Access NY Supplement A form?

    When submitting the Access NY Supplement A form, you will need to furnish proof to support the information provided. This might include:

    • Identification documents (e.g., state ID or passport),
    • Proof of age, if applicable,
    • Documentation of your disability status,
    • Financial statements to verify income and assets,
    • Medical records if you are applying for long-term care services.
    Make sure to include copies and keep the original documents for your records.

  5. Where do I submit the completed Access NY Supplement A form?

    The completed form, along with any required documentation, should be submitted to your local Department of Social Services. The address and contact details for these offices are available on the New York State Department of Health’s website. Ensure you receive a receipt or confirmation of your submission, as this can be crucial if you need to follow up on your application.

Common mistakes

When filling out the Access NY Supplement A form, people often make several common mistakes that can delay the processing of their application or even lead to denial of benefits. Understanding these pitfalls can significantly enhance the chances of a successful application.

  1. Not providing complete information: One of the main issues is leaving sections incomplete. Every question on the form is there for a reason, and not answering fully can cause processing delays.
  2. Incorrect information: Mistakenly providing wrong dates, names, or numbers can not only delay the process but also affect your eligibility. Double-checking details for accuracy before submission is crucial.
  3. Forgetting to sign and date the form: This might seem minor, but an unsigned or undated form is often not processed until corrected, leading to unnecessary delays.
  4. Not attaching required documentation: Supporting documents are key to verifying the information on your form. Failure to attach these can halt the application until the necessary proofs are provided.
  5. Omitting household income or assets: All sources of income and assets must be disclosed. Leaving out any part of this can be seen as non-compliance and affect your eligibility.
  6. Not acknowledging chronic illness or disabilities correctly: For those applying under specific conditions like chronic illness or disability, accurately describing these conditions and providing appropriate medical evidence is essential. Miscommunication here can lead to incorrect eligibility assessments.

Common as they may be, these mistakes are entirely avoidable. Every section of the Access NY Supplement A form serves a purpose in determining your eligibility for benefits. Paying close attention, providing accurate information, and ensuring completeness can significantly smoothen the pathway to receiving assistance.

In addition to these common errors, applicants should consider the specific requirements and instructions provided with the form. Departments often update forms and their accompanying instructions, so checking for the most current version before applying is a good practice. Careful preparation and thorough review of all materials before submission can help avoid these mistakes and facilitate a smoother review process.

Documents used along the form

When filing the Access NY Supplement A form, various other forms and documents are often required to complete the application process effectively. Understanding these documents simplifies the preparation for applicants, ensuring a more streamlined submission.

  • Proof of Income: This document is necessary to verify the income level of the applicant. It can include recent pay stubs, tax returns, or social security benefits statements.
  • Proof of Identity: A government-issued photo ID, such as a driver’s license or passport, is required to confirm the identity of the person applying.
  • Proof of Citizenship or Legal Residency: Birth certificates, naturalization certificates, or Green Cards are needed to prove U.S. citizenship or lawful presence in the country.
  • Medical Certification Form: For those claiming a disability, a medical certification by a healthcare provider is necessary to document the nature and extent of the disability.
  • Medicaid Buy-In Program for Working People with Disabilities Application: For disabled individuals who are working, this application allows them to receive Medicaid benefits while earning above the conventional income limits.
  • Proof of Residence: Utility bills, a lease agreement, or a mortgage statement can serve as evidence of residency within the state.
  • Medicare Benefit Statement: If applicable, a current Medicare card or statement is required to show any Medicare benefits that the applicant is receiving.
  • Insurance Coverage Details: Information about any other health insurance coverage is necessary to determine Medicaid eligibility and coordination of benefits.

Collecting these documents ahead of time can significantly expedite the application process. Each document plays a crucial role in depicting the applicant’s eligibility and need for the benefits provided by the Access NY Supplement A and associated health coverage programs. Ensuring that all information is current and accurately reflects the applicant's situation is paramount for a successful application.

Similar forms

The Medicaid Application form shares similarities with the Access NY Supplement A form in collecting detailed personal, financial, and health-related information to determine eligibility. Both forms require applicants to provide comprehensive income details, insurance information, and residency status, essential for assessing an individual's Medicaid eligibility and ensuring they meet the specific requirements for coverage under state and federal guidelines.

The Social Security Disability Insurance (SSDI) application form, while focused on determining eligibility for disability benefits, parallels the Access NY Supplement A form in its requirement for detailed health information and documentation of a disabling condition. Both forms assess the severity and duration of the applicant's condition, verifying it meets the criteria for benefits or assistance, but with SSDI specifically targeting those unable to work due to disability.

The Supplemental Nutrition Assistance Program (SNAP) application form also mirrors the Access NY Supplement A form in its collection of financial data to ensure applicants meet the income guidelines. While SNAP focuses on assistance for purchasing food, and Access NY Supplement A serves broader health coverage purposes, both seek to support individuals and families in need by evaluating their financial situation and resources.

The Medicare Savings Programs (MSP) application, much like the Access NY Supplement A form, is designed for individuals seeking assistance with Medicare expenses. Both forms evaluate the applicant's financial status and health coverage needs, aiming to provide benefits to those who qualify based on income and resource limits, highlighting a shared goal of making healthcare more affordable for low-income populations.

The Health Insurance Marketplace application is akin to the Access NY Supplement A form through its role in health coverage enrollment. Both forms guide individuals and families through selecting appropriate health plans based on their healthcare needs, income, and eligibility for financial aid. They play crucial roles in connecting eligible applicants with coverage options, emphasizing the importance of accessible healthcare services.

Dos and Don'ts

When filling out the Access NY Supplement A form, it's important to follow guidelines to ensure your application is accurately processed. Here’s a list of things you should and shouldn't do:

  • Do read the entire form before you start filling it out. This ensures you understand all the requirements.
  • Do use black or blue ink if the form is to be submitted in paper format. This makes the form easier to read and scan.
  • Do provide complete and accurate information. Any missing or incorrect information can delay the processing of your form.
  • Do include copies of required documents. Check the form instructions for a list of what you need to include.
  • Do proofread your answers. Look for any errors or omissions before submitting the form.
  • Do sign and date the form. An unsigned form may be considered invalid.
  • Do keep a copy of the completed form and any documents you submit for your records.
  • Do ask for help if you need it. If you're unsure about any questions, it's better to seek clarification than to guess.
  • Do check the deadline for submission (if applicable) and submit the form on time.
  • Do follow any specific submission guidelines provided with the form, such as mailing instructions or online submission portals.
  • Don’t use pencils or non-standard ink colors. This can make the form hard to read or photocopy.
  • Don’t leave sections blank unless instructed. If a section does not apply to you, write “N/A” (not applicable).
  • Don’t submit the form without the required documentation. Missing documents can result in processing delays.
  • Don’t forget to list all household members if required. Omitting people can affect your eligibility or benefits.
  • Don’t ignore questions that are difficult to answer. Seek assistance if you’re not sure how to respond.
  • Don’t include false, misleading, or unverifiable information. This can lead to your application being denied or legal action.
  • Don’t submit original documents unless specifically requested. Always send copies and keep the originals.
  • Don’t alter the form in a way that makes questions or instructions unclear. Alterations can cause confusion.
  • Don’t assume you are disqualified from benefits without applying. Eligibility requirements can be complex.
  • Don’t send the form to the wrong office or agency. Ensure you have the correct submission information.

Misconceptions

When discussing the ACCESS NY Supplement A form, it's crucial to dispel some common misconceptions that may hinder individuals from accessing the benefits they're entitled to. Understanding these points accurately can ensure that those eligible receive the assistance they need without unnecessary confusion or delay.

  • Misconception 1: The form is only for individuals with permanent disabilities. Truth: It’s also for people who have a chronic illness or impairment that makes it difficult or impossible for them to work for at least 12 months, not exclusively permanent disabilities.

  • Misconception 2: You must be unemployed to apply. Truth: The form can be for those employed as well. The Medicaid Buy-In program for Working People with Disabilities is one example where working individuals with disabilities can apply to receive benefits.

  • Misconception 3: The form is too complicated to fill out without professional help. Truth: While the form does require detailed information, guidance is available, and many people can complete it with careful reading or with assistance from local health offices.

  • Misconception 4: If I make too much money, I automatically don't qualify. Truth: This form is used in determining eligibility for programs like the Medicaid Buy-In for Working People with Disabilities, which allows higher income levels than regular Medicaid.

  • Misconception 5: It's only for adults. Truth: While many of the services and programs the form pertains to are for adults, there are instances and programs where children with chronic illnesses or disabilities might also be relevant parties to the form.

  • Misconception 6: Completing the form guarantees assistance. Truth: While the form is a step towards getting help, eligibility for different programs depends on a variety of factors including income, disability status, and other criteria.

  • Misconception 7: The information provided is shared freely with other agencies. Truth: The information collected is confidential and is used strictly for the purposes of assessing eligibility for health coverage and services.

  • Misconception 8: All family members must fill out separate forms. Truth: Depending on the situation, families applying together may not need to complete separate forms for each member, particularly in the case of dependents.

  • Misconception 9: Once submitted, the form cannot be updated. Truth: Changes in circumstances, such as income or health status, should be reported as they may affect eligibility, and the form can be updated accordingly.

Addressing these misconceptions ensures that individuals seeking assistance through the ACCESS NY Supplement A form can do so with a clear understanding of their eligibility and the application process. This proactive approach helps in making informed decisions about their healthcare options.

Key takeaways

  • The Access NY Supplement A form is necessary for certain categories of individuals, including those who are chronically ill, to apply for specific health coverage programs in New York. This includes people unable to work for at least 12 months due to a health condition.
  • Applicants must accurately and completely fill out the form to ensure their eligibility is correctly assessed. This includes providing detailed medical and disability-related information.
  • The form allows individuals with disabilities who are working and aged 16 to 64 to apply for the Medicaid Buy-In program for Working People with Disabilities (MBI-WPD), enabling them to earn more without losing Medicaid coverage.
  • It supports higher income levels than the regular Medicaid program, aiming to encourage individuals with disabilities to enter or remain in the workforce without the fear of losing their Medicaid benefits.
  • After submitting the Access NY Supplement A, ongoing communication with the New York State Department of Health may be required to update personal information, report changes in income, or provide additional documentation as requested.
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