Document pack
NJ-NY Two-State Worker Kit: Work-Location Day Log, Withholding Check and Preparer Checklist
Log where you work each day, so the New York share of your pay is backed by a record.
$19 one time · Word and PDF · download link by email
Who it is for
New Jersey residents who commute to New York or work remotely or hybrid for a New York employer.
Not the right fit if
You don't live in New Jersey or work in New York, or you want someone to prepare both returns.
Why it is different
- Rules quoted from tax.ny.gov and the NJ Division of Taxation, with dates.
- Day totals follow the Schedule A lines your preparer fills in.
- Shows the New York share both ways when you're not sure how home days count.
What is inside
- Work-location day log (Excel). One row per day, totals in Schedule A order, the New York share of workdays and a pay stub withholding check.
- Start here: NJ and NY rules. The nonresident return, the telecommuting rule as tax.ny.gov states it, New York City, Schedule NJ-COJ and withholding in both states.
- Withholding check sheet. A quarterly check of each pay stub against your day log.
- Preparer document checklist. Forms, work-day records and the questions your preparer will ask.
A look inside
The first pages, as you will get them
Get it
NJ-NY Two-State Worker Kit
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. An organizer for your own records, not tax or legal advice. Your preparer decides how your days are reported. Not affiliated with New York State or New Jersey. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Questions
Common questions
What do I get and how is it delivered?
The NJ-NY Two-State Worker Kit comes as a zip with three documents, each as an editable Word file and a printable PDF: Start Here NJ NY Rules, Withholding Check Sheet, and Preparer Document Checklist, plus an Excel workbook (Work Location Day Log). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Is this legal or tax advice?
An organizer for your own records, not tax or legal advice. Your preparer decides how your days are reported.
Is it the right fit for me?
It is made for New Jersey residents who commute to New York or work remotely or hybrid for a New York employer. Skip it if you don't live in New Jersey or work in New York, or you want someone to prepare both returns.
Free sample
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