Overview
To electronically file a Wisconsin fiduciary income tax return for an estate or trust, you can:
- Purchase and use third-party software.
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 Address | Wisconsin Forms Supported |
|---|
ATX
(CCH Small Firm Services) |
taxna.wolterskluwer.com
| Form 2 Estate, Form 2 Trust |
BlockWorks
(H&R Block Inc) |
hrblock.com/ | Form 2 Estate, Form 2 Trust |
CCH ProSystem
fx
(CCH Incorporated) |
taxna.wolterskluwer.com | Form 2 Estate, Form 2 Trust* |
Drake Tax
(Drake Software) |
drakesoftware.com | Form 2 Estate, Form 2 Trust |
GoSystem/ONESOURCE
(Thomson Reuters) |
cs.thomsonreuters.com/gosystem | Form 2 Estate, Form 2 Trust, Schedule CC, Form 1-ES |
Lacerte
(Intuit Inc) |
proconnect.intuit.com/lacerte | Form 2 Estate, Form 2 Trust |
MyTaxPrepOffice.com
(Advanced Tax Solutions LLC) |
app.mytaxprepoffice.com | Form 2 Estate, Form 2 Trust, Form 1-ES |
OLTPro Desktop
(On-Line Taxes, Inc) |
oltpro.com | Form 2 Estate, Form 2 Trust, Form 1-ES |
OLTPro Web
(On-Line Taxes, Inc) |
oltpro.com | Form 2 Estate, Form 2 Trust, Form 1-ES
|
ProConnect Tax Online
(Intuit Inc) |
proconnect.intuit.com/tax-online | Form 2 Estate, Form 2 Trust |
ProSeries
(Intuit) |
accountants.intuit.com/tax/proseries | Form 2 Estate, Form 2 Trust |
TaxSlayer Pro
(TaxSlayer, LLC) |
taxslayerpro.com | Form 2 Estate, Form 2 Trust |
UltraTax CS
(CS Professional Suite) |
tax.thomsonreuters.com | Form 2 Estate, Form 2 Trust |
| |
* 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.
October 10, 2023