I happen to be a CPA in New York and have used
(or avoided using; you'll see why later) these
forms for two tax seasons. [I've been on this
group for over ten years but mostly lurk now
after having been roundly chastised some years
ago for asking for advice about video software
for the machine I had built.] These forms are
supposed to be a printable paper alternative to
the preferred (and in many cases mandatory)
e-file. You are not expected to send a pdf file
to the state; they have nowhere for you to e-mail
it to (or to otherwise communicate with them in
that manner). You are supposed to type in the
blanks, print out the completed form and mail
it in, and it shouldn't be so hard to do so.
Until last year, the state used standard fill-in
pdf forms; you just opened the form, typed in
the available fields with your own numbers/text,
and printed the results. Last year, they
modified several of the primary forms to
generate 2D barcodes based on the field entries
to expedite the scanning and processing thereof;
the new forms also compute totals where needed
and, somewhat problematically, calculate the tax
due and the amount to be paid or refunded. (The
problem, I found, is that often the computed
taxes do not match those in the tax tables in
the published instruction book for the income
amount.)
When you open a 2D file (I use Adobe Reader on
various machines running XP, Vista, and 8.1,
with no problems), it first displays an
instruction sheet; when you click anywhere on
the sheet it goes away and presents the rest
of the form. The green PRINT button is clearly
visible in the upper-left corner of the first
page, next to a blue LINKS button and opposite
a red RESET one. When you have completed the
form (occasionally being guided or corrected
in your entries if needed), you need to use the
PRINT button to print it. The Reader's Print
and Print Preview functions will not work;
while the print menu will pop up, the preview
window will just display an order to use the
button instead and that's all the menu will
print, followed by blanks for any additional
pages in the form.
This all applies to those fill-in forms with
"2d" in their URL/file name before ".pdf".
Other less-used forms with just "fill_in" at
the end still use the old format. The problem
is that for the 2d forms, the state doesn't
provide a version in the old format as an
alternative; instead all they provide is a
non-fill-in form which you can print out and
complete by hand. It's hard to find but it
can be located at the bottom of the main web
page for each enhanced form. This is harder
for everybody, including them, but it's their
way of forcing use of the enhanced form. It
also turns out to be the only option if you
need to override the automatic results of the
enhanced form, or if you just want a copy to
mock up. The one you want is:
https://www.tax.ny.gov/pdf/current_forms/it/it201.pdf
(For other forms you may want in their non-2D
versions, you can save time digging through
the site by just entering the same URL but
replacing "it201" with the number you want,
e.g. "it2", "it201d", etc.)
I hope that's useful.