Approved Estate and Trust Tax Software
We have tested these software vendors and approved them for use submitting Estate and Trust Tax Returns.
This does not mean that a software package includes every possible schedule or attachment, or that it will meet the needs of all filers. It is the filer’s responsibility to contact the provider to determine if the software meets their needs.
Approved Estate and Trust Tax Software and Vendors
| Vendor | Product |
|---|---|
| Advanced Tax Solution, LLC | MyTaxPrepOffice.com |
| Bloomberg Industry Group | SuperForm |
| CCH Incorporated | CCH ProSystem fx |
| Drake Software | Drake Tax |
| Instead, LLC | Instead |
| Intuit Inc | Lacerte |
| On-Line Taxes, Inc | OLTPro Desktop |
| On-Line Taxes, Inc | OLTPro Web |
| TaxSlayer | TaxSlayer Pro |
| Thomson Reuters | GoSystem |
| Thomson Reuters | UltraTax CS |