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


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
Agile Tax (Thomson Reuters)
Telephone (855) 244-5328 Form 2 (Estates and Trusts)
Telephone (800) 638-8291 Form 2 (Estates and Trusts)
Schedule CC
Drake Software
Telephone (828) 524-8020 Form 2 Trust
Go System - One Source
Telephone (800) 968-8900 Form 2 (Estates and Trusts)
Schedule CC
ITO (Intuit Tax Online)
Telephone (800) 933-9999 Form 2 Trust
Telephone (800) 765-7777 Form 2 (Estates and Trusts)
(Thomson Reuters)
Telephone (888) 885-0206 Form 2 (Estates and Trusts)
Schedule CC
ProSeries (Intuit)
Telephone (858)215-8287 Form 2 (Estates and Trusts)
ProSystem fx (CCH)
Telephone (800) 739-9998 Form 2 (Estates and Trusts)
Schedule CC
TaxSlayer Pro
Telephone (706) 868-0985 Form 2 Estates
  Form 2 (Estates and Trusts)
Schedule CC
UltraTax CS/CS Professional Suite
Telephone (800) 968-8900 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.

January 23, 2015