Software Developers

2016 Approved Software Products

Software products that have been approved for state electronic filing

DIY/Consumer (Web-Based)

TaxACT, Inc (TaxAct)

Official Company Name: TaxAct, Inc.
Product Name: TaxAct
Mailing Address: 1425 60th Street NE, Cedar Rapids, IA  52402
Helpline: 319-373-3600
Website Address: www.taxact.com

Limitations

  • No software limitations

DIY/Consumer (Desktop)

TaxACT, Inc (TaxACT)

Official Company Name: TaxAct, Inc.
Product Name: TaxAct
Mailing Address: 1425 60th Street NE, Cedar Rapids, IA  52402
Helpline: 319-373-3600
Website Address: www.taxact.com

Limitations

  • No software limitations

Professional/Paid Preparer (Web-Based)

On-Line Taxes, Inc. (OLTPro Web)

Official Company Name: On-Line Taxes, Inc.
Product Name: OLTPro Web
Mailing Address: 724 Jules Street, Saint Joseph, MO  64501
Helpline: 877-658-4776
Website Address: www.OLTPRO.com

Limitations

  • W2
  • 1099B
  • 1099G
  • 1099OID

Thomson Reuters (ONESOURCE Trust Tax)

Official Company Name: Thomson Reuters 
Product Name: ONESOURCE Trust Tax
Mailing Address: 2395 Midway Road, Carrollton, TX  75006
Helpline: 888-706-1041
Website Address: http://thomsonreuters.com/onesource-trust-tax/

Limitations

  • Self-prepared
  • Preparer foreign phone number/address
  • Foreign country/address
  • Foreign phone number
  • Amended return
  • Ohio IT K-1
  • 1099R
  • 1099B
  • 1099DIV
  • 1099G
  • 1099INT
  • 1099MISC
  • 1099OID
  • Prior year returns
  • PDF/binary attachments
  • W2/W2G

Wolters Kluwer (CCH ProSystemfx)

Official Company Name: Wolters Kluwer 
Product Name: CCH ProSystemfx
Mailing Address: 9111 E Douglas, Suite 300
Helpline:
Website Address: www.cchgroup.com

Limitations

  • 1099B
  • 1099G
  • 1099OID
  • W2/W2G

Advanced Tax Solutions, LLC. (MyTaxPrepOffice.com)

Official Company Name: Advanced Tax Solutions, LLC. 
Product Name: MyTaxPrepOffice.com
Mailing Address: 1603 Capitol Ave. Suite 310 A254, Cheyenne, WY  82001
Helpline: 307-222-6858
Website Address: https://MyTaxPrepOffice.com

Limitations

  • Foreign phone number
  • Credit carry-forward of refund to next year
  • 1099B
  • PDF/binary attachments
  • W2

Professional/Paid Preparer (Desktop)

On-Line Taxes, Inc. (OLTPro Desktop)

Official Company Name: On-Line Taxes, Inc.
Product Name: Oltpro Desktop
Mailing Address: 724 Jules Street, St. Joseph, MO 64501
Helpline: 877-658-4776
Website Address: www.OLTPRO.com

Limitations

  • W2
  • 1099B
  • 1099G
  • 1099OID

Thomson Reuters ONESOURCE Income Tax & GoSystem Tax RS (Gosystem/ONESOURCE)

Official Company Name: Thomson Reuters ONESOURCE Income Tax & GoSystem Tax RS 
Product Name: Gosystem/ONESOURCE
Mailing Address: 2395 Midway Rd. BLDG 1, M/S CD-685, Carrollton, TX 75006
Helpline: 800-968-8900
Website Address: https://cs.thomsonreuters.com/gosystem/

Limitations

  • Non-paid preparer
  • Self-prepared
  • Special characters in names and addresses
  • Nonrefundable credits
  • Ohio IT K-1
  • 1099-R
  • 1099B
  • 1099G
  • 1099OID
  • W2/W2G

Wolters Kluwer (CCH ProSystemfx)

Official Company Name: Wolters Kluwer 
Product Name: CCH ProSystemfx
Mailing Address: 9111 E Douglas, Suite 300
Helpline:
Website Address: www.cchgroup.com

Limitations

  • 1099B
  • 1099G
  • 1099OID
  • W2/W2G

CS Professional Suite (UltraTax CS)

Official Company Name: CS Professional Suite
Product Name: UltraTax CS
Mailing Address: 6300 Interfirst Dr, Ann Arbor, MI  48108-9130
Helpline: 800-968-0600
Website Address: https://tax.thomsonreuters.com/cs-professional-suite/ultratax-cs/

Limitations

  • W2/W2G (no support for lines 3,4,5,6,7,8,9,10,11,12,13 or 14)
  • 1099R (no support for account number)

Universal Tax Systems, Inc. (ATX)

Official Company Name: Universal Tax Systems, Inc.
1st Product Name: ATX
2nd Product Name: TrustUS
Mailing Address: 225 Chastain Meadows Parkway Suite 200, Kennesaw, GA  30144
Helpline: 866-345-4172
Website Address: https://www.cchsfs.com/

Limitations

  • Self-prepared
  • Ohio IT-K-1
  • 1099B
  • 1099OID

Intuit Inc. (Lacerte)

Official Company Name: Intuit Inc.
1st Product Name: Lacerte
2nd Product Name: ProConnect Tax Online
Mailing Address: 5601 Headquarters Drive, Plano, TX  75024
Lacerte Helpline: 1-800-933-9999
ProConnect Tax Online Helpline: 1-800-200-7599
Website Address: https://proconnect.intuit.com/lacerte

Limitations

  • Preparer foreign phone number/address
  • (Header) Foreign phone number
  • Ohio IT K-1
  • 1099B
  • 1099DIV
  • 1099OID
  • W2
  • Bankruptcy Estates
  • Dollar values in excess of 2.14 billion

TaxAct, Inc. (TaxAct Professional)

Official Company Name: TaxAct, Inc.
Product Name: TaxAct Professional
Mailing Address: 1425 60th Street NE, Cedar Rapids, IA  52402
Helpline: 319-373-3600
Website Address: www.taxact.com

Limitations

  • No software limitations

The Lackner Group, Inc. (6-in-1 Estate Administration System)

Official Company Name: The Lackner Group, Inc. 
Product Name: 6-in-1 Estate Administration System
Mailing Address: Carnegie Office Park, 800 N Bell Ave, Suite 290, Carnegie, PA  15106
Helpline: 412-279-2121
Website Address: www.lacknergroup.com

Limitations

  • Non-paid preparer
  • Self-prepared
  • Amended return
  • Refundable credits
  • Nonrefundable credits
  • Ohio IT K-1
  • 1099R
  • 1099B
  • 1099DIV
  • 1099G
  • 1099INT
  • 1099MISC
  • 1099OID
  • Prior year returns
  • PDF/binary attachments
  • W2/W2G

Drake Enterprises (Drake Software 2016)

Official Company Name: Drake Enterprises. 
Product Name: Drake Software 2016
Mailing Address: 235 East Palmer Street, Franklin, NC  28734
Helpline: 828-524-8020
Website Address: www.drakesoftware.com

Limitations

  • Bankruptcy Estates
  • Prior year returns