Approved software developers for fiduciary e-file
Electronic filing for income tax is closed; you cannot submit e-filed income tax returns until the new filing season opens in 2021. We anticipate the season will open in late January.
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 Suite 200 |
TaxWise |
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 |
888 420 1040(Sales) 706 868 0985(Support) |
X | X | X |
|
Wolters Kluwer Suite 200 |
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 |
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 |
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 Lathrop, CA 95330 |
CrossLink | www.CrossLinkTax.com
800 345 4337 |
X | X | X |
|
TaxAct, Inc. |
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 |
1 877 658 4776 |
X | X | X |
|
CrossLink Professional Tax Solutions, LLC 16916 S. Harlan Road Lathrop, CA 95330 |
CrossLink Online |
800 345 4337 |
X |
