Third-Party Software for Fiduciary, Estate and Trust e-File Returns

Overview

To electronically file a Wisconsin fiduciary income tax return for an estate or trust, you can either:

While the department does not charge for electronic filing of tax returns, third-party vendors typically charge a fee for their software products and services. These products vary in price and features. Filers should keep in mind:

Approved Vendor List

These sites are approved by the Wisconsin Department of Revenue (DOR). Their software products have been tested to ensure DOR can receive and process the tax return; however, DOR does not guarantee any aspect of the software, its features or performance. Please make sure the software vendor company supports all of the forms and schedules you need to electronically file your fiduciary, estate or trust tax return.

Product Name/Company Web Address Wisconsin Forms Supported
ATX (CCHSFS-ATX)
Telephone (800) 638-8291
atxinc.com Form 2 (Estates and Trusts)
Schedule CC
Drake Software
Telephone (828) 524-8020
drakesoftware.com Form 2 (Estates* and Trusts)
Go System - One Source
Telephone (800) 968-8900
cs.thomsonreuters.com/gosystem Form 2 (Estates and Trusts)
Schedule CC
Lacerte
Telephone (800) 765-7777
lacertesoftware.com Form 2 (Estates and Trusts)
ONESOURCE Trust Tax
(Thomson Reuters)
Telephone (888) 885-0206
onesource.thomsonreuters.com/solutions.trust-tax/trust-tax-us/ Form 2 (Estates and Trusts)
Schedule CC
ProSeries (Intuit)
Telephone (858)215-8287
proseries.com Form 2 (Estates and Trusts)
ProSystem fx (CCH)
Telephone (800) 739-9998
cchgroup.com Form 2 (Estates and Trusts)
Schedule CC
TaxSlayer Pro
Telephone (706) 868-0985
taxslayerpro.com Form 2 (Estates and Trusts)
TaxWise (CCHSFS)
Telephone (770) 857-5000
taxwise.com Form 2 (Estates* and Trusts*)
UltraTax CS/CS Professional Suite
Telephone (800) 968-8900
cs.thomsonreuters.com/UltraTaxCS Form 2 (Estates and Trusts*)
Schedule CC

* − In Progress

Benefits of Electronic Filing

For more information about vendor products, security, pricing, features, technical support, and other aspects, visit their websites or contact them by phone. It's worth repeating: these products differ in price and features. Look at the total package; investigate all your options.

February 11, 2013