NYtax_creditmixedrefundable

Excelsior Jobs Program

NY-EXCELSIOR · New York

Summary

Refundable tax credit on corporate franchise tax and personal income tax; five components (Jobs Tax Credit, Investment Tax Credit, Real Property Tax Credit, R&D Credit, Excelsior Capital Grant); annual targets and "preliminary schedule of benefits" with ESD-issued Certificate of Tax Credit.

Benefit

Percentage
Flat
Duration
Max annual
(taxpayer)
Max total
(taxpayer)
Carryforward

Program metadata

Distribution
taxpayer_earned
Claimant subject
business
Refund/transfer election
refundable_only
Program family
Effective
Sunset
Application deadline
Transfer discount

Hard requirements (2)

  • min_new_jobsMinimum net new jobs varies by component and industry; simplified threshold of ≥10 for pilot
  • min_wage_pctAverage wage of new jobs must meet or exceed 100% of average statewide wage

Preference / tiering rules (0)

None.

NAICS industries (0)

Any.

Geo zones (1)

  • statewide · Statewide (ESD-allocated, annual targets by region)

Tags (7)

  • a03_pending: true
  • a03_blocker_reason: Milestone schedules (annual Certificate of Tax Credit issuance); state-agency allocation gate (ESD); 5 components
  • clawback_provision: true
  • requires_application: true
  • pre_approval_required: true
  • allocation_method: discretionary
  • annual_cap_amount: 200000000

Tax bases

  • corporate_income_taxprimary
  • personal_income_taxprimary

Source

https://www.tax.ny.gov/bus/business-incentives.htm
New York Economic Development Law Article 17; NY Tax Law Articles 9-A and 22
Last verified: 2026-04-19