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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

2017 

2016

2015

CCH Small Firm Services
225 Chastain Meadows Ct NW Suite 200
Kennesaw, GA 30144
TaxWise www.cchsfs.com

 866 641 9473

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

 800 968 8900

X X X
TaxSlayer
3003 Allen Drive
Evans, GA 30809
TaxSlayer Pro www.taxslayerpro.com 

 888 420 1040

X
CCH Small Firm Services
225 Chastain Meadows Ct NW Suite 200
Kennesaw, GA 30144
ATX www.cchfs.com

866 345 4172

X X
THOMSON REUTERS
2395 Midway Road
Carrollton, TX 75006
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
CCH Inc., a Wolters Kluwer business
9111 E Douglas, Ste 400
Wichita, KS 67207
CCH ProSystem fx Tax

www.cchgroup.com

Sales: 800 739 9998, Option 1

Tax Customer Service: 800 739 9998, Option 3

X X X
Taxsoftware.com
P. O. Box 347
Glen Echo, MD 20812
Taxsoftware.com 1-301-320-7080 X
Thomson Reuters
2395 Midway Road
Carrollton, TX 75006
ONESOURCE Trust Tax https://tax.thomsonreuters.com/onesource/trust-tax/

Sales/Customer Support Phone Number: 1 800 327 8829

X X
Drake Software
235 East Palmer Street
Franklin, NC 28734
Drake Software www.drakesoftware.com

Sales Phone Number: 1 800 890 9500
Customer Support Phone Number: 1 828 524 8020
X X
H & R Block
1 Block Way
Kansas City, MO 64105
BlockWorks www.hrblock.com

1 800 HRBLOCK

X
Intuit
5601 Headquarters Drive
Plano, TX 75024-5839
Lacerte https://proconnect.intuit.com/lacerte/

1 844 591 8069

X X
Intuit
5601 Headquarters Drive
Plano, TX 75024-5839
ProConnect Tax Online https://proconnect.intuit.com/tax-online/

 

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 www.lacknergroup.com

412-279-2121

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

1 800 934 1040

X X
Petz Enterprises,LLC
7575 W. Linne Rd
Tracy, CA 95304 
CrossLink www.CrossLinkTax.com

1 800 345 4337

X X

TaxAct          
1425 60th Street NE
Cedar Rapids, IA 52402

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

319-373-3600

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

319-373-3600

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

Customer Support: support@mytaxprepoffice.com
Telephone: 307-222-6858

X X

 

 

 

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