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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

2024

2023

2022

Wolters Kluwer
225 Chastain Meadows Ct

Suite 300
Kennesaw, GA 30144

 TaxWise

https://taxna.wolterskluwer.com/professional-tax-software/taxwise

Support 866 641 9473

Sales 800 755 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

CCH Small Firm Service
225 Chastain Meadows Ct NW

Suite 200
Kennesaw, GA 30144

 ATX

https://www.wolterskluwer.com/en/solutions/atx

800 638 8291

X

X

THOMSON REUTERS

Casey Teichman
6160 Warren Parkway

Frisco, TX 75034

 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

https://EngageTax.Wolterskluwer.com

X

X

 X

ONESOURCE Trust Tax
6160 Warren Parkway

Frisco, TX 75034

 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

www.drakesoftware.com

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		 Intuit Lacerte Software

https://accountants.intuit.com/tax-software/lacerte/

Sales: 833 225 7523

Customer service and technical support: 1 800 933 9999  

 X X
Intuit
5601 Headquarters Drive
Plano, TX 75024-5839		 Intuit ProConnect Tax

https://accountants.intuit.com/tax-software/tax-online/

Sales: 833 225 7523

 

 X

Lackner Group,Inc.                     
Carnegie Office Park

800 North Bell Avenue

Suite 290 
Carnegie, PA 15106-4300

 6-in-1 Estate Administration System

https://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

https://proconnect.intuit.com/proseries/

800 434 6818

X

X

Crosslink Professional Tax Solutions, LLC
16916 S. Harlan Road

Lathrop, CA 95330

 CrossLink https://www.crosslinktax.com/

800 345 4337

X

X

 X

TaxAct, Inc.         
3200 Olympus Blvd 

Suite 150

Dallas, TX 75019

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

319 536 3571

X

X

 X

TaxAct, Inc.
3200 Olympus Blvd

Suite 150

Dallas, TX 75019

 TaxAct https://www.taxact.com/

319 536 3571

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

 X
Intuit, Inc.
7535 Torrey Santa Fe Rd
San Diego, CA 92129		 TurboTax 

https://proconnect.intuit.com/proseries/

1 800 434 6818

X

X
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

X
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