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
CCH Small Firm Services 225 Chastain Meadows Ct NW Suite 200 Kennesaw, GA 30144	ATX	www.cchfs.com 866 345 4172	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	www.cchgroup.com Sales: 800 739 9998, Option 1 Tax Customer Service: 800 739 9998, Option 3	X	X	X
Taxsoftware.com P. O. Box 347 Glen Echo, MD 20812	Taxsoftware.com	1-301-320-7080			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
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 1 800 331 2533		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 1425 60th Street NE Cedar Rapids, IA 52402	TaxAct Professional	https://www.taxact.com/ 319-373-3600		X	X
TaxAct 1425 60th Street NE Cedar Rapids, IA 52402	TaxAct Online	https://www.taxact.com/ 319-373-3600		X	X
Advanced Tax Solutions, LLC 1603 Capitol Ave Suite 310 A254 Cheyenne, WY 82001	MyTaxPrepOffice	www.mytaxprepoffice.com Customer Support: support@mytaxprepoffice.com Telephone: 307-222-6858		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

Updated: February 21, 2018