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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

2023

2022

2021

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
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)

X

X

Wolters Kluwer
225 Chastain Meadows Ct NW

Suite 200
Kennesaw, GA 30144

ATX

https://taxna.wolterskluwer.com

866 345 4172

X

THOMSON REUTERS

Casey Teichman
2395 Midway Road
Carrollton, TX 75006

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
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

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
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
1 800 331 2533

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
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/

319 373 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 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

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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