Universal Tax System - Approved Vendor - Historical

2020

Products

Form

Series 100 Tax Credit Codes

Limitations -
Do Not Support

Supports State Only Return

ATX

500X

101 – 122, 124 – 126, 128-133,135-147

Form IT-CONSV

Yes

500

101 – 122, 124 – 126, 128-133,135-147

Form IT-CONSV

Yes

501

101 – 122, 124 – 126, 128-133,135-147

Other State(s) Tax Credit
Form IT-CONSV

Yes

501X

101 – 122, 124 – 126, 128-133,135-147

Form IT-CCC75
Form IT-CONSV
Form IT-QJ
Form IT-Addback
Form IT-REIT
Other State(s) Tax Credit

600

101 – 122, 124 – 126, 128-133,135-147

IT-CCC75
IT-CONSV
IT-Addback
IT-REIT

Yes

600S

101 – 122, 124 – 126, 128-133, 135-147

IT-CCC75
IT-CONSV
IT-Addback
IT-REIT

Yes

700

101 – 122, 124 – 126, 128-133, 135-147

IT-CCC75
IT-CONSV
IT-Addback
IT-REIT

CCHTRUSTUS

501

101 – 122, 124 – 126, 128-133, 135-147

Other State(s) Tax Credit
Form IT-CONSV

TAXWISE

500

101 – 122, 124 – 126, 128-133, 135-147

Form IT-CONSV

Yes

500X

101 – 122, 124 – 126, 128-133, 135-147

Form IT-CONSV

600

101 – 122, 124 – 126, 128-133, 135-147

Multiple Schedule 10 Tax Credits
Form 600UET
IT-CCC75
IT-CCC100
IT-CONSV
IT-QEE-TP2
IT-Addback
IT-REIT
Taxwise does not support Foreign addresses for efile returns. Taxwise does not support IT-CA 2009. Taxwise currently supports up to 5 employees
listed on the IT-FC pg1, Sch B, line 4 employee list. Taxwise does not support consolidated returns for efile

600S

101 – 122, 124 – 126, 128-133, 135-147

Multiple Schedule 10 Tax Credits
Form 600UET
IT-CCC75
IT-CCC100
IT-CONSV
IT-QEE-TP2
IT-Addback
IT-REIT
IT-552
Taxwise does not support foreign addresses for efile returns. Taxwise does not support IT-CA 2009. Taxwise currently supports up to 5 employees listed
on the IT-FC pg1, Sch B, Line 4 employee list. IT-FC, Taxwise does not support the email address on pg 1, phone number is supported instead.

700

101 – 122, 124 – 126, 128-133, 135-147

ACH Debit Payments
ACH Debit Refunds
Multiple Schedule 8 Tax Credits
Form IT-CCC75
IT-CCC100
IT-CONSV
IT-Addback
IT-REIT
Taxwise does not support foreign addresses for efile returns. Taxwise does not support IT-CA 2009. Taxwise currently supports up to 5 employees listed on the IT-FC pg1, Sch B, Line 4 employee list. IT-FC, Taxwise does not support the email address on pg 1, phone number is supported instead.

TRUSTUS

501X

101 – 122, 124 – 126, 128-133, 135-147

Other State(s) Tax Credit
Form IT-CONSV

Yes

2019

Products	Form	Series 100 Tax Credit Codes	Limitations - Do Not Support	Supports State Only Return
ATX	500X	101-122 and 124-146	Form IT-CONSV	Yes
	500	101-122 and 124-146	Form IT-CONSV	Yes
	501	101-122 and 124-146	Other State(s) Tax Credit Schedule 4 Multiple Tax Credits Schedule 4B: Refundable Tax Credit (Credit code 145) Form IT-CONSV	Yes
	600	101-122 and 124-146	Multiple Schedule 10 Tax Credits Schedule 10B: Refundable Tax Credits Form 600(S)UET Form IT-CCC75 Form IT-CONSV IT-Addback IT-REIT IT-QJ can only support up to 10 employee	Yes
	600S	101-122 and 124-146	Multiple Schedule 10 Tax Credits Form 600(S)UET Form IT-CCC75 Form IT-CONSV IT-Addback IT-REIT IT-QJ can only support up to 10 employee	Yes
	700	101-122 and 124-146	ACH Debit Refunds Multiple Schedule 8 Tax Credits Form IT-CCC75 Form IT-CONSV IT-Addback IT-REIT	Yes
TAXWISE	500	101-122 and 124-146	IND-CR Credits- 212 – Community Based Faculty Preceptor Tax Credit	Yes
	500X	101-122 and 124-146	Form IT-CONSV	Yes
	600	101-122 and 124-146	Multiple Schedule 10 Tax Credits Form 600UET Form IT-CCC75 Form IT-CCC100 Form IT-CONSV Form IT-QEE-TP2 IT-Addback IT-REIT Taxwise does not support foreign addresses for efile returns. Taxwise does not support IT-CA 2009. Taxwise currently supports up to 5 employees listed on the IT-FC page 1, Sch B line 4 employee list. Taxwise does not support composite returns for efile.	Yes
	600S	101-122 and 124-146	Multiple Schedule 10 Tax Credits Form IT-552 Form 600(S)UET Form IT-CCC75 Form IT-CCC100 Form IT-CONSV Form IT-QEE-TP2 IT-Addback IT-REIT Taxwise does not support foreign addresses for efile returns. Taxwise does not support IT-CA 2009. Taxwise currently supports up to 5 employees listed on the IT-FC page 1, Sch B line 4 employee list. Taxwise does not support composite returns for efile.	Yes
	700	101-122 and 124-146	ACH Debit Payments ACH Debit Refunds Multiple Schedule 8 Tax Credits Form IT-CCC75 Form IT-CCC100 Form IT-CONSV IT-Addback IT-REIT Taxwise does not support foreign addresses for efile returns. Does not support IT-CA 2009. Currently supports up to 5 employees listed on the IT-FC pg 1, Sch B, line 4 employee list for IT-FC. Does not support the email address on pg 1	Yes
TRUSTUS	501	101-122 and 124-146	Other State(s) Tax Credit Schedule 4 Multiple Tax Credits Schedule 4B: Refundable Tax Credit (Credit code 145) Form IT-CONSV	Yes

2018

Products	Form	Limitations - Do Not Support
ATX	500	Form IT-CONSV
	501	Form IT-CONSV
	600	Form IT-CCC75 Form IT-CONSV Form IT-QJ Form IT-Addback Form IT-REIT
	600S	Form IT-CCC75 Form IT-CONSV Form IT-QJ Form IT-Addback Form IT-REIT
	700	Form IT-CCC75 Form IT-CONSV Form IT-QJ Form IT-Addback Form IT-REIT
TAXWISE	500	No limitations reported by vendor
	600S	Multiple schedule 10 tax credits Form IT-552 Form 600(S)UET, Schedule 4, Line 8 Form IT-CCC75 Form IT-CCC100 Form IT-CONSV Form IT-QEE-TP2 Form IT-QJ Form IT-QJ 2017 Form IT-REIT Does not support foreign addresses for efile returns. Supports only up to 5 employees listed on the IT-FC page 1, Schedule B, line 4 employee list. Does not support composite returns for efile. IT-CA 2009 (PDF only)
	700	Multiple schedule 3 tax credits Form IT-CCC75 Form IT-CCC100 Form IT-CONSV Form IT-QJ Form IT-QJ 2017 Form IT-QEE-TP2 Form IT-Addback Form IT-REIT Does not support foreign addresses for efile returns. Supports only up to 5 employees listed on the IT-FC page 1, Schedule B, line 4 employee list. Does not support composite returns for efile. IT-CA 2009 (PDF only)
TRUSTUS	501	IT-CONSV

2017

Products	Form	Series 100 Tax Credit Codes	Limitations - Do Not Support
ATX	500	101-102, 104, 106-121, 125-129, 131-132, 134-136	IT-CONSV
	501	101-102, 104, 106-121, 125-129, 131-132, 134-136	IT-CONSV
	600	101-102, 104, 106-121, 125-129, 131-132, 134-136	Form IT-CA Form IT-CCC75 Form IT-CONSV Form IT-FC Form IT-QJ IT-Addback IT-REIT
	600S	101-102, 104, 106-121, 125-129, 131-132, 134-136	Form IT-CA Form IT-CCC75 Form IT-CONSV Form IT-FC Form IT-QJ IT-Addback IT-REIT
	700	101-102, 104, 106-121, 125-129, 131-132, 134-136	Form IT-CA Form IT-CCC75 Form IT-CONSV Form IT-FC Form IT-QJ IT-Addback IT-REIT
	ST-3	No credits supported	Does Not Support Electronic Filling - Paper - Yes
TAXWISE	500	No credits supported	More than 3 Schedule 2 credits Form IT-CONSV
	600	101-102, 106-121, 126-129, 131-137	Multiple Schedule 9 Credits Form 600UET Form IT-CA Form IT-CCC75 Form IT-CCC100 Form IT-CONSV Form IT-FC Form IT-QEE-TP2 Form IT-QJ IT-Addback IT-REIT
	600S	101-102, 106-121, 126-129, 131-137	Multiple Schedule 10 Credits Form IT-552 Form 600(S)UET Form IT-CA Form IT-CCC75 Form IT-CCC100 Form IT-CONSV Form IT-FC Form IT-QEE-TP2 Form IT-QJ IT-Addback IT-REIT
	700	101-102, 106-121. 126-129, 131-137	Multiple Schedule 2 Credits Form IT-CA Form IT-CCC75 Form IT-CONSV Form IT-FC Form IT-QJ IT-Addback IT-REIT Corporation Foreign Address
TRUSTUS	501	101-102, 104, 106-121, 125-129, 131-132, 134-136	IT-CONSV