Q&A with the Pennsylvania Department of Revenue

Scenario: Issues e-filing fiduciary returns

Nov 04, 2015

We are having issues e-filing fiduciary returns. Our software system told us that they are waiting on the DOR to have permission to e-file Pennsylvania fiduciary returns. It is our understanding that Pennsylvania is still testing products, and are not ready yet.


We would like to have some type of idea as to when and if we will be able to e-file PA41s for 2015 returns?  


The Department has been accepting tax year 2014 PA41 returns through the Fed/State e-file program since February, 2015.  The following vendors are currently approved to file PA-41 returns electronically:

Drake Software
CCH - Small Firm Services - ATX
CCH - Small Firm Services - TrustUS
Thomson Reuters
CCH - Incorporated - ProSystem FX
The Lackner Group, Inc.

OneSource is still currently testing; however, they did not begin testing until August 12, 2015.  If there is a specific vendor that the PICPA would like us to contact, please provide us with the name of the vendor and we will reach out to them.

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These documents provide a summary of the answers provided by the Department of Revenue to the PICPA Committee on State Taxation at its annual question and answer session. These documents are classified as revenue information issued for informational purposes only for the convenience of PICPA members. Pursuant to 61 Pa. Code Section 3.4, these documents should not be relied upon for any purpose or used in tax appeals. Taxpayers requiring a binding opinion on their specific fact situation may request a written letter ruling under 61 Pa. Code Section 3.3.