Corporate Electronic Filing

The Indiana Department of Revenue (DOR) offers electronic filing (MeF) for the IT-20S. Electronic filing is available for S-corporations and partnerships. DOR will expand electronic filing to other corporation types in the future.

DOR encourages tax practitioners, S-corporations and partnerships to take advantage of this electronic filing option. Filing electronically provides increased security, simplifies the filing process and allows better filing accuracy.

DOR is in the process of certifying multiple participating IT-20S and IT-65 application vendors. Some are closer to certification than others. Once certified, vendors must then make the product available to clients. At this point, the timeline is controlled by the application vendors. As vendors progress through the certification process for 2017 taxes filed in 2018, the table below will be updated.

All table data has been updated as of: January 16, 2018

Electronic Filing Products - Testing Status

 Product Name IT-20S Testing Phase IT-65 Testing Phase
ATX Testing Testing
BlockWorks Not Testing Testing
CCH ProSystem FX Testing Not Testing
Crosslink Certified Not Yet Available Certified Not Yet Available
CS Professional Suite - UltraTax CS Certified and Available Certified and Available
Drake Software 2016 Testing Testing
GoSystem Tax & OnesourceIT Certified and Available Certified and Available
Lacerte Inc. Certified Not Yet Available Not Applicable Testing Testing
OLTPro Desktop Certified and Available Certified and Available
OLTPro Web Not Testing Not Testing
PARS Efiler Not Applicable Not Testing
ProConnect Tax Online Certified Not Yet Available Not Applicable
ProSeries Certified and Available Not Applicable
TaxAct Not Testing Not Testing
TaxAct Professional Not Testing Not Testing
Tax Series Not Applicable Not Testing
TaxSlayerPro Certified and Available Certified and Available

Who should tax practitioners and CPAs contact with concerns or problems filing the IT-20S or IT-65?

Tax questions should be referred to the DOR’s corporate tax information line, (317) 232-0129.

Questions regarding unacknowledged and rejected returns should be directed to the practitioner’s transmitter. If the transmitter is not able to resolve an issue with a rejected return, practitioners and CPAs may contact the electronic filing coordinator.

What should tax practitioners and CPAs do with the forms they usually mail to DOR?

Customers and preparers should retain copies of the forms they would have submitted to DOR if filing by paper. They should be kept with the Declaration of Electronic Filing for the three year retention period detailed on that form. In some cases, DOR will request supporting documentation for an electronic return.

What is the grace period for rejected filings?

There is a five calendar day perfection period. During that time, if a rejected return is resubmitted and accepted, the postmark of the original return will be used.