Software Developers

2015 Approved Software Products

Software products that have been approved for Fed/State electronic filing

Professional

TaxACT (TaxACT Estates and Trusts 2015)

Official Company Name: TaxACT
Product Name: TaxACT Estates and Trusts 2015
Mailing Address: 1425 60th Street NE, Cedar Rapids, IA, 52402
Helpline: 319-373-4514
Website Address: www.taxact.com

Limitations

  • Social Security Number is not supported as an E.I.N.

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: 816-232-9095
Website Address: www.OLTPRO.com

Limitations

  • No support for W-2 withholding

Thomson Reuters (CS Professonal Suite-UltraTax)

Official Company Name: Thomson Reuters
Product Name: CS Professonal Suite-UltraTax
Mailing Address: 7322 Newman Blvd., Dexter, MI 48130
Helpline: 800-968-0600
Website Address: https://tax.thomsonreuters.com

Limitations

  • Social Security Number is not supported as an E.I.N.

Thomson Reuters (Gosystem/ONESOURCE )

Official Company Name: Thomson Reuters-Gosystem/ONESOURCE
Product Name: Gosystem/ONESOURCE
Mailing Address: 2395 Midway Road, Carrollton, TX 75006
Helpline: 800-968-8900
Website Address: https://cs.thomsonreuters.com/gosystem/

Limitations

  • Form OHW2
  • IRS1099R
  • State 1099G
  • State 1099Misc
  • IRSW2G

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: https://tax.thomsonreuters.com/products/brands/onesource/

Limitations

  • IRS 1099 not supported
  • IRS W-2 not supported
  • Amended returns not supported

CCH Small Firm Services (ATX)

Official Company Name: CCH Small Firm Services
Product Name: ATX
Mailing Address: 225 Chastain Meadows Ct., NW, Kennesaw, GA 30144
Helpline: 866-345-4172
Website Address: www.atxinc.com

Limitations

  • Social Security Number is not supported as an E.I.N. 

Wolters Kluwer, CCH (Prosystem fx)

Official Company Name: Wolters Kluwer, CCH 
Product Name: Prosystem fx
Mailing Address:  9111 E Douglas, Suite 400, Wichita, KS  67207
Helpline: 800-739-9998
Website Address: http://wolterskluwer.com

Limitations

  • Social Security Number is not supported as an E.I.N.
  • Only income reporting form supported is IRS 1099-R

Intuit, Inc (Intuit Tax Online)

Official Company Name: Intuit, Inc
Product Name: Intuit Tax Online
Mailing Address: 5601 Headquarters Drive, Plano, TX  75024
Helpline: 800-933-9999
Website Address: http://accountants.intuit.com/tax/online/

Limitations

  • Social Security Number is not supported as an E.I.N.
  • No support for W-2
  • No support for 1099-DIV
  • No support for 1099-OID
  • No support for 1099-INT
  • No support for multiple direct deposits

Intuit, Inc (Lacerte Software)

Official Company Name: Intuit, Inc
Product Name: Lacerte Software
Mailing Address: 5601 Headquarters Drive, Plano, TX  75024
Helpline: 800-933-9999
Website Address: http://accountants.intuit.com/tax/lacerte/

Limitations

  • Social Security Number is not supported as an E.I.N.
  • No support for W-2
  • No support for 1099-DIV
  • No support for 1099-OID
  • No support for 1099-INT
  • No support for multiple direct deposits

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, Suite 290, 800 North Bell Avenue, Carnegie, PA  15106
Helpline: 412-279-2121
Website Address: www.lacknergroup.com

Limitations

  • Social Security Number is not supported as an E.I.N.
  • No support for 1099-R
  • No support for W-2

Online

TaxACT (TaxACT Estates and Trusts Online 2015)

Official Company Name: TaxACT
Product Name: TaxACT Estates and Trusts Online 2015
Mailing Address: 1425 60th Street NE, Cedar Rapids, IA, 52402
Helpline: 319-373-4514
Website Address: www.taxact.com

Limitations

  • Social Security Number is not supported as an E.I.N.