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Approved software for tax preparers for tax year 2004 / processing year 2005

The Electronic Filing Unit has compiled a list of software developers/companies who were approved to file Minnesota Individual Income Tax Returns electronically for tax year 2004 / processing year 2005.

The previous year’s approved software list (tax year 2003/processing year 2004) is also available.

The Minnesota Department of Revenue does not endorse any one specific software program. The wording and content has been submitted by each individual company. The cost for the software product is subject to change so please ask the software company for the current pricing.

Software
Company


Product
Name


Passed
Testing


Supporting
Tax Types


Minnesota
Forms Not
Supported


2nd Story Software

TaxACT

12/30/04

M1

M1: M1LS

01/05/05

M1PR

M1PR: Supports all forms

Accounting and Computer Alliance (ACA)

Direct Alliance

01/06/05

M1

M1: M15 (short)

12/30/04

M1PR

M1PR: Corr

ATX Forms

MAX
Saber


01/10/05

M1

M1: KF, KPI, & KS

CCH Incorporated

ProSystemfx

01/12/05

M1

M1: Supports all forms

01/12/05

M1PR

M1PR: Supports all forms

03/17/05

M3

M3 ETP & Bank

Creative Solutions

UltraTax

12/30/04

M1

M1: Supports all forms

12/22/04

M1PR

M1PR: Supports all forms

02/14/05

M3

M3 Supports all forms

Drake Software

Drake Tax Solution

12/30/04

M1

M1: JOBZ

12/30/04

M1PR

M1PR: Supports all forms

H & R Block

Rapid Refund

01/05/05

M1

M1: Supports all forms

Intuit Inc.

Proseries

01/13/05

M1

M1: M1MTC,M15 (Regular), M1NC, JOBZ & Reciprocity

Jackson Hewitt Inc.

ProFiler

12/29/04

M1

M1: M1CRN, M1LS, M1MTC, ETP, JOBZ, KF, KPI & KS

12/29/04

M1PR

M1PR: Supports all forms

Lacerte Software Corporation

Lacerte Tax

01/20/05

M1

M1: Supports all forms

NTS Services Corp.

EFI

02/07/05

M1

M1: JOBZ

Orrtax Software Solutions

Intellitax for Dos

01/18/05

M1

M1: MN2441, M1CRN, M1MTC, ETP, KF & Multiple M1WPG2

Orrtax Software Solutions

Intellitax for Windows

021/13/05

M1

M1: MN2441, M1CRN, M1MTC, ETP, KF & Multiple M1WPG2

PDP Tax Services

Electra 1040
PDP Trans Option


01/06/05

M1

M1: M15 (short)

Petz Enterprises, Inc.

CrossLink

12/30/04

M1

M1: JOBZ

Profit Developers, Inc.

PDI Efile Interchange

01/07/05

M1

M1: KF, KPI & KS

Rhodes Computer Services

TaxSlayer

01/04/05

M1

M1: M1CRN, M1MTC & JOBZ

01/04/05

M1PR

M1PR: Supports all forms

RIA

RIA-CD

01/07/05

M1

M1: Supports all forms

02/14/05

M3

M3: Supports all forms

RIA

RIA-RS

01/05/05

M1

M1: Supports all forms

02/14/05

M3

M3: Supports all forms

Smartrak Group, Inc.

eFile Express

12/30/04

M1

M1: Supports all forms

12/30/04

M1PR

M1PR: Supports all forms

Softax Inc.

Softax (WIN)

12/30/04

M1

M1: M15 (short)

12/30/04

M1PR

M1PR: Corr

Taxworks

Taxworks
TaxView - (TRE)
GreatTax - (Nelco)


12/29/04

M1

M1: JOBZ

Universal Tax Systems, Inc.

Tax Wise

12/28/04

M1

M1: JOBZ

Vandana Electronic Filing Service, Inc.

TaxSimple

03/18/05

M1

M1: MN2441, M1CRN, ETP, M1NC, KF, KPI & KS

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2nd Story Software (TaxACT)
5925 Dry Creek Lane NE
Cedar Rapids, IA 52402
Sales Department: (800) 573-4287 or email address: sales@taxact.com
Customer Service: (319) 373-4514 or email address: support@taxact.com

www.taxact.com


TaxAct Preparer's 1040 Edition give you the forms and tools you need to prepare multiple tax returns and manage your growing client list - at a price you'll love! With its quick and easy set up and powerful client-management features to keep you in touch with your clients, this handy software makes your job easier than ever! Package price is $99.00. E-filing options are available to suit all size practices. All 43 State Editions are available for $12.95 each or $51.80 for them all.

Electronic Filing:
The cost to file your returns electronically are as followed:


  • Federal Unlimited - $350.00
  • State Unlimited - $150.00
Preparer's Edition Per Return EF Pricing are as follows:

Preparer's Edition per return EF Pricing

Returns

Federal

State

1 - 50

$7.95

$3.50

51- 100

$4.95

$2.50

101 - 150

$1.95

$1.95

151+

FREE

FREE



Preparer's Edition upfront flat fee EF Pricing

Number of returns

Federal

State

Unlimited

$350.00

$150.00

Only offers third party transmitting.

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Accounting and Computer Alliance (Direct Alliance)
109 South Water Street
Kent, OH 44240
Customer Service: (330) 678-8899 or email address: acainc@raex.com
Sales Department: (330) 678-8899 or email address:
acainc@raex.com

ACA, Inc. develops and supports Direct Filing software that allows you to file direct to the IRS and direct to the State of Minnesota. It is used in conjunction with the 1040 and state software developed by Softax, Inc, Exact-Tax and Lacerte Software. For more information about ACA product contact John Carnes or Laurie Betzhold at the above customer service number.

The cost to file your returns electronically are as followed:

  • Federal - $425.00
  • State - $100.00
  • RAL/ERC - $100.00
  • Network - $100.00
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ATX Forms (MAX, Saber)
P.O. Box 1040
Caribou, ME 04736
Sales Department: (877) 728-9776 or email address: sales@atxinc.com
Customer Service: (800) 638-8291

www.atxforms.com


MAX:

MAX integrates all your tax work. Because its interface is hands-down easier to use, MAX has quickly become the preferred solutions for over 40,000 tax professionals. Its core technology allows for easy updating to accommodate tax law changes swiftly. Its feature lists is full of technologies usually found in software costing three times as much. Cost is $775.00.

MAXPLUS:

We’ve bundled the items most requested by professionals using MAX and are offering that bundle at a considerable savings. With MAXPlus you get all the features of MAX with the addition of Unlimited E-file, Unlimited Web Organizer, Printed Instruction Manual & Video CD, and Super Support Service (extended hours & priority service). Cost is $985.00.

Saber:

With a focus on how you do business, Saber is the program for you. It’s the most cost-effective solution, giving you the resources for everything from Individual to Business returns and everything in-between. The following products for Saber are:

  • Saber1040: - offers over 200 forms and integrated worksheets. Preparing a 1040, 1040A, 1040EZ, 1040NR or 1040X is fast and easy. Cost is $220.00.
  • Tax Office 1040: - takes Saber1040 and adds Unlimited State Programs, Unlimited E-file, and much more for the most comprehensive individual tax prep solution available. Cost is $555.00.
  • SaberPRO: - Includes 706, 709, 720, 940.941, 990, 1040, 1041, 1065, 1120, 1120S, 5500 plus over 500 integrated forms and worksheets. This if for you if you specialize in Individual and Bushiness tax prep but don’t need the scope of MAX. Cost is $440.00.
  • SaberBIZ: - includes the six more popular business programs and more than 250 integrated forms and worksheets. Business tax specialist need 940/941, 990, 1041, 1065, 1120 and 1120S. Cost is $330.00.
  • Saber W-2/1099 – includes all W-2’s, 1099’s, 990’s, 941’s and all State unemployment forms in one simple package. It also includes electronic filing of W-2’s and 1099’s with the IRS and SSA. Cost is 110.00.
  • Saber PR11 – our Pay-Per-Return system includes 11 FREE returns, using any state and federal programs necessary. Additional returns are just $11.00, including both federal and state together. A perfect option if you only have a few returns to do. Cost is $110.00.
  • Unlimited E-file – Includes Federal State with No transmission fees. Cost is 100.00.
Offers third party transmitting through NTS.

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CCH Incorporated (ProSystemfx)
9111 East Douglas – Suite 200
Wichita, KS 67207
Sales Department: (800) 739-9998
Customer Service: (800) 739-9998


http://www.prosystemfx.com/

The software our company offers is ProSystemfx. We offer a complete line of Income Tax Preparation software including Minnesota Electronic Filing. Direct filing within the software is currently not available. However, and option is available within the software to create the electronic return and transmit through a third party other than CCH.

For pricing information on ProSystemfx other than electronic filing, please call our Sales Department at the above number.

Only offers third party transmitting.

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Creative Solutions (UltraTax)
7322 Newman Blvd.
Dexter, MI 48130
Sales Department: (800) 968-8900 or email address:
sales@creativesolutions.thomson.com

Customer Service: (800) 968-0600 or email address: csi.service@thomson.com

http://www.creativesolutions.com

UltraTax electronic filing offers automatic error checking reports to ensure that returns are complete and accurate prior to being transmitted to the IRS and states. UltraTax also provides detailed information to alert practitioners to the status of a given tax return, such as receipt of a return when acknowledged by the IRS or a state. MN UltraTax users have the option to electronically filing the M1PR, Property Tax Refund separately or with the M1, MN Individual Tax Return.

Electronic filing capabilities for federal 1040, 1120, 1065, 1041, and 990 are included at no additional charge in UltraTax software. UltraTax supports state electronic filing for all states that accept 1040 returns electronically, along with MN, MA and NJ 1065 states, MA 1120 and MI SBT. Standard electronic filing transmission is subject to per-return transmission fee.

The cost to file your returns electronically are as followed:

  • Transmission fees for 1040 are $2.00 per federal and $1.00 per state return.
  • Fees for other business returns are $5.00 per federal and $2.50 per state return.
  • UltraTax unlimited 1040 electronic filing module is $1,000.00
  • UltraTax unlimited business electronic filing module is $1,000.00
Only offers third party transmitting.

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Drake Software (Drake Tax Solution)
235 East Palmer Street
Franklin, NC 28734
Sales Department: (800) 890-9500 or email address: info@drakesoftware.com
Customer Service: (828) 524-8020 or email address:
support@drakesoftware.com

http://www.drakesoftware.com/

Drake Tax Solution is a complete professional tax preparation package. Since 1977, Drake has remained committed to giving our customers the finest products and the greatest value possible. Our package includes 1040, 1040NR, 1041, 1065, 1120, and 1120S, 706, 709, 990, 990PF, telephone, e-mail and online support, Bank software, FREE all state package, FREE electronic filing, organizers and network ready.

The cost to file your returns electronically are as followed:

  • Early season renewal price is $995.00 and has been that amount since 1990.
  • First year customers the price is $1,395.00 with up to a $400.00 discount for early commitment/purchase.
Drake only offers third party filing.

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H & R Block (Rapid Refund)
545 Metro Place South – Suite 350
Dublin, OH 43017
Customer Service: (800) 457-9525


Offers third party transmitting for H & R Block products only.

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Intuit Inc. (Proseries)
6220 Greenwich Drive
San Diego, CA 92122-5913
Sales Dept - ProSeries: (800) 934-1040 or: www.proseries.com
Customer Service: (800) 374-7313 or:
www.turbotaxsupport.com/windows

Products:

  • TurboTax
  • TurboTax for the Mac
  • ProSeries
For the cost to file your returns electronically you will need to contact their sales department.

We only support third party filing.

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Jackson Hewitt Inc. (ProFiler)
100 Arthur Andersen Parkway - Suite #200
Sarasota, FL 34232
Sales Department: (800) 668-8264


http://www.jacksonhewitt.com

Only offers third party transmitting for Jackson Hewitt product.

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Lacerte Software Corporation (Lacerte Tax)
6220 Greenwich Drive
San Diego, CA 921224
Sales Department: (800) 964-6436
Customer Service: (800) 933-9999


http://www.lscsoft.com

Lacertes’ EF program is a tax calculation and e-file software.

For complete software package costs, contact the Sales department.

Lacerte offers third party transmission using Intuit and direct filing using ACA Software.

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NTS Services Corp. (EFI)
205 Enterprise Drive
Pekins, IL 61554
Sales Department: (309) 353-5632 x 701 or email address: sales@ntslink.com
Customer Service: (309) 353-5632 x 703 or email address:
support@ntslink.com

http://www.ntslink.com

NTS Serices Corp is a Electronic filing interface, used for transmitting and receiving electronically filed returns.

For complete software package cost contact the Sales Department.

Offers direct transmitting using Softax Software.

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OrrTax Software Solutions (IntelliTax)
153695 SE 30th Place.
Bellevue, WA 98007
Sales Department: (800) 377-3337 or email address: sales@orrtax.com
Customer Service: (425) 649-HELP (4357) or email address: support@intellitax.com

www.orrtax.com


Orrtax Software, Inc. was founded in 1986 and is relied upon by more than 20,000 tax professionals throughout the country. We offer both a Windows and DOS version. We offer a variety of products and services designed with flexibility in mind, including:

  • Federal & State Individual Tax Preparation
  • IntelliTax Business Plus, Windows-based Tax Software for 1065, 1120, 1120S and 1041
  • Toll-free Electronic Filing via our own Filing Center
  • Financial Products
  • Full-range of Productivity Tools
For complete software package costs: Call our sales department for a current pricing.

Only offers third party transmitting.

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PDP Tax Services (Electra 1040, PDP Trans Option)
5443 Ridge Road - Suite 205
Parma, OH 44129
Sales Department: (800) 359-1040
Customer Service: (440) 842-1231


For complete software package costs: $25.00 signup and then $1.00 to $4.00 per return fee or $624 for unlimited.

Only offers third party transmitting using Softax Software.

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Petz Enterprises, Inc. (CrossLink)
7575 West Linne Road
Tracy, CA 95376
Sales Department: (800) 345-4337 or email address: sales@petzent.com
Customer Service: (800) 835-2720 ext 2 or email address:
customerservice@petzent.com

http://www.petzent.com

Petz Enterprises, Inc. is a comprehensive tax capabilities, instant calculations, integrated depreciation, and advanced productivity features provide a powerful engine for the successful tax business. Individual income tax only, Professional edition On-line (web-based) user transmits direct to MN

For complete software package costs: Contact sales@petzent.com for pricing information.

Only offers third party transmitting.

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Profit Developers, Inc. (PDI efile Interchange)
1948 SE Port St Lucie Blvd.
Port St. Lucie, FL 34952
Sales Department: (772) 337-2921 or email address: sales@profitdevelopers.com
Customer Service: (800) 270-3643 or email address:
customersvc@profitdevelopers.com

For complete software package costs: 25 State returns for $50.00, 75 State returns for $75.00 and unlimited returns for $150.00.

Only offers third party transmitting using CCh Prosystem FX, CSI Ultra Tax, Intuit Proseries Professional, Express and Basic, TAX, Dunphy Systems and Taxware. Both Indirest and Direct transmission software is available.

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Rhodes Computer Services (TaxSlayer)
610 Ronald Reagan Drive
Evans, GA 30809
Sales Department: (888) 420-1040 or email address: sales@taxslayer.com
Customer Service: (706) 868-0985 or email address:
www.taxslayerpro.com/support

http://www.taxslayerpro.com

TaxSlayer offers a tax preparation system that requires users to download a free software program that will be used to prepare both federal and state tax returns. Once the program is downloaded from the TaxSlayer site, all work takes place on the user's computer. Standard Features: complete 1040 package, all states package, RAL system with check writing, full networking capability, business package, technical support, and bookkeeping program.

For complete software package costs: List price $895.00 includes entire package.

Only offers third party transmitting.

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RIA- CD & RS (Gosystem CD & RD)
2395 Midway Road
Carrollton, TX 75006
Sales Department: (800) 327-8829 or: www.riag.com
Customer Service: (800) 327-8829


http://www.riag.com

Only offers third party transmitting.

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Smartrak Group, Inc. (eFile Express)
P.O. Box 41322
Plymouth, MN 55441
Sales Department: (763) 559-2335 or email address: sales@efile-express.com
Customer Service: (763) 551-9833 or email address: support@efile-express.com

www.efile-express.com


This is the ONE! The e-file solution you've been looking for. Extremely easy-to-use. Powerful, Low-cost. Enter your tax data into electronic forms, then securely e-file your encrypted tax return via the Internet. Supports Minnesota and IRS forms. Download the FREE software in seconds, then eFile Express for less.

Cost:
Software and electronic forms can be downloaded for FREE.


E-Filing Fees:

  • Federal return - $7.00
  • State return - $7.00
  • Both federal and state return - $14.00
Only offers third party transmitting.

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Softax, Inc. (Softax)
130 Crestview Drive
Maplewood, MN 55119
Sales Department: (651) 731-5318 or email address: softax@msn.com
Customer Service: (651) 731-5318 or email address: softax@msn.com

http://www.softax-inc.com/


Softax is a menu-driven, form-based, easy to use, professional income tax preparation program. Tax year 2004 will our 23rd year of providing income tax professionals with top quality income tax software. You already know how to use the program. You can enter your client’s tax data into the computer in any order you wish. The data is automatically posted wherever it is needed, and the return is instantaneously updated each time you return to the Main Menu. You may save, reload and change your client data as often as you wish, and print all or any part of the return at any time. We are a Midwest company, and concentrate on providing state programs for MN, WI, IL, IA, ND and NE

Software Product Pricing:
The Softax Federal tax preparation program is priced at $549, and there is no limit on the number of returns you may prepare. You may purchase a single state program for $100, or all of the six states that we support for a total of $200. Toll-free telephone support is included. To give you flexibility, Softax is designed to work with any of three efile transmitters:


  • ACA [Accounting and Computer Alliance: (330) 678-8899],
  • NTS [National Transmission Service: (800) 687-1096], and
  • PDP [Professional Data Processing: (800) 359-1040]
PDP charges only $25 for their program and charges $2.50 federal and $.50 state for transmission fees. ACA is a direct filing program and costs $425 federal and $100 state, but has no additional transmission fees. NTS offers a free program, but charges $5.95 federal and $3.95 state for transmission fees. PDP is ideal for the low volume user, and ACA is a money-saver for the high volume user. All three have RAL (refund anticipation loan) capability. Call Ron Schlangen at Softax [(651) 731-5318 or (800) 279-5318] for current pricing and options.

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TaxWorks (Taxworks, TaxView (TRE), GreatTax (Nelco), TE PRO, 1040 ProPak (wwwtax))
350 North 400 West
Kaysville, UT 84037
Sales Department: (800) 230-2322
Customer Service: (800) 843-1139 or email address:
support@taxworks.com

http://www.taxworks.com

Taxworks offers the most powerful tax preparation software available. Professionals have used our software for 29 years. We offer efiling for 1040 and all state returns, as well as Federal 1065 and K-1’s. We have 13 years of efilng expertise. We pride ourselves with a professional window’s product that is easy to use. Receive toll-free support from our trained staff. Bank service options available.

For complete software package costs: Call our sales department for a current pricing.

Only offers third party transmitting.

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Universal Tax Systems, Inc. (TaxWise)
6 Mathis Drive NW
Rome, GA 30165
Sales Department: (800) 755-9473 or email address: sales@taxwise.com
Customer Service: (706) 624-4200 or email address:
customer.support@taxwise.com

http://www.taxwise.com

TaxWise, Solutions for the Tax Professional. From comprehensive tax preparation software to Efiling and Marketing Assistance Programs, TaxWise offers you the tools to create and maintain your business. Some companies provide you with software while TaxWise provides revenue-generating solutions.

For complete software package costs: Call our sales department for a current pricing.

Offers third party and direct transmitting.

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Vandana Electronic Filing Service Inc. (TaxSimple)
8 Emery Avenue
Randolph, NJ 07869
Sales Department: (866) 729-7798 or email address: sales@taxsimple.com
Customer Service: (973) 328-6521 or email address:
support@taxsimple.com

http://www.taxsimple.com

Established in 1083, TAX$IMPLE is a full screen, user friendly menu driven software for federal 1040, 1120, 1120S, 1065, 1041, 706, 709, and 990. Federal programs are fully integrated with state and city. Electronic filing is also available for direct or indirect filers. In addition, we offer Refund Anticipated Loans. Year end products are available for W-2, 1099 and Payroll. For more information call (800) 989-8955.

For complete software package costs: Call our sales department for a current pricing.

Only offers third party transmitting.

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Related links for tax preparers