Approved software developers for fiduciary e-file
To participate in the New York State e-file program, you must use tax preparation software that has been tested by the Tax Department. Our testing process ensures tax returns are properly formatted and can be processed when we receive them. Tax Department testing does not imply that we endorse the quality of the software (see also E-file - important information regarding electronic filing).
The vendors and products below are approved for fiduciary e-file.
|
Software developer |
Product name |
For more information |
2017 |
2016 |
2015 |
| CCH Small Firm Services 225 Chastain Meadows Ct NW Suite 200 Kennesaw, GA 30144 |
TaxWise | www.cchsfs.com
866 641 9473 |
X | X | X |
| CS Professional Suite 6300 Interfirst Drive Ann Arbor, MI 48108 |
UltraTax CS | https://tax.thomsonreuters.com/cs-professional-suite/
800 968 8900 |
X | X | X |
| TaxSlayer 3003 Allen Drive Evans, GA 30809 |
TaxSlayer Pro | www.taxslayerpro.com
888 420 1040 |
X | X | X |
| CCH Small Firm Services 225 Chastain Meadows Ct NW Suite 200 Kennesaw, GA 30144 |
ATX | www.cchfs.com
866 345 4172 |
X | X | X |
| THOMSON REUTERS 2395 Midway Road Carrollton, TX 75006 |
ONESOURCE Income Tax & GoSystem Tax RS | https://cs.thomsonreuters.com/gosystem/
Sales phone number: 800 968 8900 |
X | X | X |
| On-Line Taxes, Inc. 724 Jules Street Saint Joseph, MO 64501 |
OLTPRO Desktop | www.OLTPRO.com
Phone Number: 877 658 4776 |
X | X | X |
| CCH Inc., a Wolters Kluwer business 9111 E Douglas, Ste 400 Wichita, KS 67207 |
CCH ProSystem fx Tax |
Sales: 800 739 9998, Option 1 Tax Customer Service: 800 739 9998, Option 3 |
X | X | X |
| Thomson Reuters 2395 Midway Road Carrollton, TX 75006 |
ONESOURCE Trust Tax | https://tax.thomsonreuters.com/onesource/trust-tax/
Sales/Customer Support Phone Number: 1 800 327 8829 |
X | X | X |
| Drake Software 235 East Palmer Street Franklin, NC 28734 |
Drake Software | www.drakesoftware.com Sales Phone Number: 800 890 9500 Customer Support Phone Number: 828 524 8020 |
X | X | X |
| H & R Block 1 Block Way Kansas City, MO 64105 |
BlockWorks | www.hrblock.com
1 800 HRBLOCK |
X | X | X |
| Intuit 5601 Headquarters Drive Plano, TX 75024-5839 |
Lacerte | https://proconnect.intuit.com/lacerte/ 844-877-9422 | X | X | X |
| Intuit 5601 Headquarters Drive Plano, TX 75024-5839 |
ProConnect Tax Online | https://proconnect.intuit.com/tax-online/ 844-877-9422
|
X | X | X |
| Thomson Reuters 1500 Spring Garden Street 4th Floor Philadelphia, PA 19130 |
ONESOURCE Trust & Estate Administration | http://onesourcetrust.thomson.com/estate
|
X | X | X |
| Lackner Group,Inc. Carnegie Office Park, 800 North Bell Avenue Suite 290 Pittsburgh, PA 15106 |
6-in-1 | www.lacknergroup.com
412-279-2121 |
X | X | X |
| Intuit, Inc. 7535 Torrey Santa Fe Rd San Diego, CA 92122 |
Proseries | www.proseries.com
800 934 1040 |
X | X | X |
| Petz Enterprises,LLC P.O. Box 611 Tracy, CA 95378-0611 |
CrossLink | www.CrossLinkTax.com
800 345 4337 |
X | X | X |
|
TaxAct |
TaxAct Professional | https://www.taxact.com/
319-373-3600 |
X | X | X |
| TaxAct 1425 60th Street NE Cedar Rapids, IA 52402 |
TaxAct Online | https://www.taxact.com/
319-373-3600 |
X | X | X |
| Advanced Tax Solutions, LLC 1603 Capitol Ave Suite 310 A254 Cheyenne, WY 82001 |
MyTaxPrepOffice | www.mytaxprepoffice.com
Customer Support: support@mytaxprepoffice.com |
X | X | X |
| CS Professional Suite 6300 Interfirst Drive Ann Arbor, MI 48108 |
Onvio Tax |
https://tax.thomsonreuters.com/onvio 800-968-8900 |
X | ||
| Intuit, Inc. 7535 Torrey Santa Fe Rd San Diego, CA 92122 |
TurboTax Business |
www.turbotax.com 800-446-8848 |
X | ||
| Taxsoftware.com P. O. Box 347 Glen Echo, MD 20812 |
Taxsoftware.com |
1-301-320-7080 |
X |
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