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1041 e-file

Providers listed on this webpage are Approved IRS e-file Providers; however, they are not part of, nor do they have any special relationship with the Internal Revenue Service.

The following companies have passed the IRS Assurance Testing System (ATS) requirements for Software Developers of electronic Estates and Trusts for returns prior to Tax Year 2015. Meeting the requirements means that the software can provide correct data in the proper format for processing by IRS systems. It does not mean that a software package includes every possible schedule or attachment, or that it will meet the needs of all filers. It is the filer's responsibility to contact the provider to determine if the software meets their needs.

The providers are not listed in any particular order.

Thomson Reuters ONESOURCE Trust Tax
Thomson Reuters ONESOURCE Trust Tax 2395 Midway Road, Carrollton, TX 75006, 1-800-872-1041

Drake Software
235 East Palmer Street, Franklin, NC 28734, 800-890-9500

Agile Tax
Agile Tax 7322 Newman Blvd, Dexter, MI 48130, 1-855-AGILETAX

CS Professional Suite
UltraTax CS, 7322 Newman Boulevard, Dexter, MI 48130, (800) 968-8900

ATX Forms
P. O. Box 1040, Caribou ME 04736, Phone: 800-944-8883, FAX: 207-498-6838
P.O. Box 347, Glen Echo, MD 20812

Thomson Reuters ONESOURCE Trust & Estate Administration
1500 Spring Garden Street, 4th Floor, Philadelphia, PA 19130. Phone:1-800-488-5567

Thomson Reuters CS Professional Suite
7322 Newman Blvd, Dexter, MI 48130, 1-800-968-8900

CCH Small Firm Services - ATX
225 Chastain Meadows Court NW, Suite 200 Kennesaw, Georgia 30144, 1-866-345-4172

TaxACT, Inc.
TaxACT, Inc. 800-573-4287

Lacerte Software
Lacerte Software 1-800-933-9999

Administrative Systems Inc
3360 Tremont Rd, PO Box 218120, Columbus OH 43221-8120, 614-273-1300

TaxWorks, LLC
350 N. 400 W Kaysville, UT 84037, (800) 230-2322

Page Last Reviewed or Updated: 24-Nov-2015