Overview

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

  • Use the department's free Wisconsin e-file application; or
  • Purchase and use third-party software.

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:

  • Software is supplied directly by the developer of that software, not the Wisconsin Department of Revenue. In most cases, you can download or purchase software from an Internet site and pay with a credit card.
  • The purchase price of the software may or may not include preparation of the returns. Electronic filing of your returns may require that you pay an additional fee to the software vendor at the time of filing.
  • Filers should keep a copy of the return and acknowledgement for their records.

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
1040.com
(Drake Software)
1040.comForm 2 Estate, Form 2 Trust, Schedule CC
ATX
(CCH Small Firm Services)
cchsfs.comForm 2 Estate, Form 2 Trust, Schedule CC
CCH ProSystemfx
(CCH Incorporated)
cchgroup.comForm 2 Estate, Form 2 Trust, Schedule CC
Drake 17
(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
Lacerte
(Intuit Inc)
proconnect.intuit.com/lacerteForm 2 Estate, Form 2 Trust
OLTPro Desktop
(On-Line Taxes, Inc)
oltpro.comForm 2 Estate, Form 2 Trust, Schedule CC
OLTPro Web
(On-Line Taxes, Inc)
oltpro.comForm 2 Estate, Form 2 Trust, Schedule CC
ONESOURCE Trust Tax
(Thomson Reuters)
tax.thomsonreuters.com/onesourceForm 2 Estate, Form 2 Trust, Schedule CC
ProConnect Tax Online
(Intuit Inc)
proconnect.intuit.com/tax-onlineForm 2 Estate, Form 2 Trust
ProSeries
(Intuit)
proseries.comForm 2 Estate, Form 2 Trust*
TaxSlayer Pro
(TaxSlayer, LLC)
taxslayerpro.comForm 2 Estate*, Form 2 Trust*
TaxWise
(Universal Tax Systems, Inc)
cchsfs.comForm 2 Estate*, Form 2 Trust*
TrustUS
(CCH Small Firm Services)
cchtrustus.comForm 2 Estate, Form 2 Trust, Schedule CC
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

  • Online or electronic filing offers a number of benefits including speed, accuracy, and convenience.
  • You receive confirmation that the Wisconsin Department of Revenue has received your tax returns.
  • You may initiate an electronic payment at the same time you transmit your return.
  • Amended returns are accepted electronically by the Wisconsin Department of Revenue.

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 13, 2016