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:

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 AddressWisconsin Forms Supported
ATX
(CCH Small Firm Services)
taxna.wolterskluwer.comForm 2 Estate, Form 2 Trust, Schedule CC
BlockWorks
(H&R Block Inc)
hrblock.com/Form 2 Estate, Form 2 Trust
CCH ProSystem fx
(CCH Incorporated)
taxna.wolterskluwer.comForm 2 Estate, Form 2 Trust, Schedule CC
Drake Tax
(Drake Software)
drakesoftware.comForm 2 Estate, Form 2 Trust, Schedule CC
GoSystem/ONESOURCE
(Thomson Reuters)
cs.thomsonreuters.com/gosystemForm 2 Estate, Form 2 Trust, Schedule CC, Form 1-ES
Lacerte
(Intuit Inc)
proconnect.intuit.com/lacerteForm 2 Estate, Form 2 Trust
MyTaxPrepOffice.com
(Advanced Tax Solutions LLC)
app.mytaxprepoffice.comForm 2 Estate, Form 2 Trust, Schedule CC, Form 1-ES
OLTPro Desktop
(On-Line Taxes, Inc)
oltpro.comForm 2 Estate, Form 2 Trust, Schedule CC, Form 1-ES
OLTPro Web
(On-Line Taxes, Inc)
oltpro.comForm 2 Estate, Form 2 Trust, Schedule CC, Form 1-ES
ProConnect Tax Online
(Intuit Inc)
proconnect.intuit.com/tax-onlineForm 2 Estate, Form 2 Trust
ProSeries
(Intuit)
accountants.intuit.com/tax/proseriesForm 2 Estate, Form 2 Trust
TaxSlayer Pro
(TaxSlayer, LLC)
taxslayerpro.comForm 2 Estate, Form 2 Trust
TaxWise
(Universal Tax Systems, Inc)
taxna.wolterskluwer.com/Form 2 Estate, Form 2 Trust
TurboTax Business
(Intuit, Inc)
turbotax.intuit.comForm 2 Estate, Form 2 Trust
UltraTax CS
(CS Professional Suite)
tax.thomsonreuters.comForm 2 Estate, Form 2 Trust, Schedule CC
  * Testing 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.

October 8, 2020