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Department of Taxation and Finance

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

2019

2018

2017 

Wolters Kluwer
225 Chastain Meadows Ct

Suite 200
Kennesaw, GA 30144

TaxWise

www.cchsfs.com

 866 641 9473

X X X
CS Professional Suite Thomson Reuters
6300 Interfirst Drive
Ann Arbor, MI 48108
UltraTax CS https://tax.thomsonreuters.com/cs-professional-suite/    

800 968 0600

X X X
TaxSlayer
945 Broad Street
Agusta, GA 30901
TaxSlayer Pro

www.taxslayerpro.com 

888 420 1040(Sales)

706 868 0985(Support)

X X X

Wolters Kluwer
225 Chastain Meadows Ct NW

Suite 200
Kennesaw, GA 30144

ATX

https://taxna.wolterskluwer.com

866 345 4172

X X X
THOMSON REUTERS
2395 Midway Road
Carrollton, TX 75006
Thomson Reuters 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

https://taxna.wolterskluwer.com/professional-tax-software/prosystem-fx/tax-suite

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: 1 888 706 1041

X X X
Drake Software
235 East Palmer Street
Franklin, NC 28734
Drake Tax

www.drakesoftware.com

Sales Phone Number: 800 890 9500

Technical Support Phone Number: 828 524 8020

X X X
H & R Block
1 H & R Block Way
Kansas City, MO 64105
BlockWorks www.hrblock.com

1 800 HRBLOCK

X X X
Intuit, Inc.
5601 Headquarters Drive
Plano, TX 75024-5839
Lacerte https://proconnect.intuit.com/lacerte/            844 818 3677 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
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
Lackner Group,Inc.                     
Carnegie Office Park, 800 North Bell Avenue 
Suite 290  Pittsburgh, PA 15106
6-in-1 Estate Administration System www.lacknergroup.com

Technical Support: 412 279 2121

Sales: 800 709 1041

X X X
Intuit, Inc.
7535 Torrey Santa Fe Rd
San Diego, CA 92122
Proseries www.proseries.com

800 934 1040

X X X

Crosslink Professional Tax Solutions, LLC
16916 S. Harlan Road

Lathrop, CA 95330

CrossLink www.CrossLinkTax.com

800 345 4337

X X X

TaxAct, Inc.         
1425 60th Street NE
Cedar Rapids, IA 52402

TaxAct Professional https://www.taxact.com/professional/

800 573 4287

X X X
TaxAct, Inc.
1425 60th Street NE
Cedar Rapids, IA 52402
TaxAct https://www.taxact.com/

800 373 3600

X X X
Advanced Tax Solutions, LLC
1603 Capitol Ave 
 Suite 310 A254
Cheyenne, WY  82001
MyTaxPrepOffice

https://app.mytaxprepoffice.com/login

Telephone: 702 431 2432

X X
CS Professional Suite
6300 Interfirst Drive
Ann Arbor, MI 48108
Onvio Tax

https://tax.thomsonreuters.com/onvio      

800 968 8900

X X X
Intuit, Inc.
7535 Torrey Santa Fe Rd
San Diego, CA 92122
TurboTax Business

www.turbotax.com                                           800 446 8848

X X
Taxsoftware.com
P. O. Box 347
Glen Echo, MD 20812
Taxsoftware.com

 1 301 320 7080

On-Line Taxes, Inc.
724 Jules Street
Saint Joseph, MO 64501
OLTPro Web

https://www.OLTPRO.com

1 877 658 4776

X X X

CrossLink Professional Tax Solutions, LLC

16916 S. Harlan Road

Lathrop, CA 95330

CrossLink Online

https://www.crosslinktax.com

800 345 4337

X

 

 

 

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