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 |
2023 |
2022 |
2021 |
|---|---|---|---|---|---|
|
Wolters Kluwer Suite 300 |
TaxWise |
https://taxna.wolterskluwer.com/professional-tax-software/taxwise Support 866 641 9473 Sales 800 755 9473 |
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) |
X |
X | |
|
Wolters Kluwer Suite 200 |
ATX |
https://taxna.wolterskluwer.com 866 345 4172 |
X | ||
|
THOMSON REUTERS Casey Teichman |
GOSYSTEM ONESOURCE-THOMSON REUTERS | https://cs.thomsonreuters.com/gosystem/
800 968 8900 |
X |
X | X |
| On-Line Taxes, Inc. 724 Jules Street Saint Joseph, MO 64501 |
OLTPRO Desktop |
https://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 |
X |
X | X | |
| ONESOURCE Trust Tax 2395 Midway Road Carrollton, TX 75006 |
THOMSON REUTERS |
https://tax.thomsonreuters.com/us/en/onesource/fiduciary-tax-software 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 |
| HRB Development, LLC 1 H & R Block Way Kansas City, MO 64105 |
BlockWorks | http://www.hrblock.com/
1 800 HRBLOCK |
X | ||
| Intuit, Inc. 5601 Headquarters Drive Plano, TX 75024-5839 |
Lacerte | https://proconnect.intuit.com/lacerte/ 844 818 3677 | X | ||
| Intuit 5601 Headquarters Drive Plano, TX 75024-5839 |
ProConnect Tax Online | https://proconnect.intuit.com/tax-online/ 844 877 9422
|
|||
| Thomson Reuters 1500 Spring Garden Street 4th Floor Philadelphia, PA 19130 |
ONESOURCE Trust & Estate Administration |
http://onesourcetrust.thomson.com/estate |
|||
|
Lackner Group,Inc. 800 North Bell Avenue Suite 290 |
6-in-1 Estate Administration System |
Technical Support: 412 279 2121 Sales: 800 709 1041 |
X |
X | |
| Intuit, Inc. 7535 Torrey Santa Fe Rd San Diego, CA 92122 |
Proseries |
https://proconnect.intuit.com/proseries/ 800 434 6818 |
X | X | |
|
Crosslink Professional Tax Solutions, LLC Lathrop, CA 95330 |
CrossLink | https://www.crosslinktax.com/
800 345 4337 |
X |
X | X |
|
TaxAct, Inc. Suite 150 Dallas, TX 75019 |
TaxAct Professional | https://www.taxact.com/professional/
319 536 3571 |
X |
X | X |
|
TaxAct, Inc. Suite 150 Dallas, TX 75019 |
TaxAct | https://www.taxact.com/
319 373 3600 |
X |
X | X |
|
Advanced Tax Solutions, LLC 1603 Capitol Ave Cheyenne, WY 82001 |
MyTaxPrepOffice |
https://app.mytaxprepoffice.com/login Telephone: 702 431 2432 |
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 92129 |
TurboTax |
https://proconnect.intuit.com/proseries/ 1 800 434 6818 |
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 |