Fiduciary Tax Preparer
Fiduciary Tax Preparer
To optimize operational efficiency and improve customer service, Treasury mandated e‑filing of individual income tax (IIT) returns. Fiduciary returns are included in the IIT e-file mandate.
Tax preparers who complete 11 or more IIT and/or fiduciary returns are required to e-file all eligible returns. Software developers producing tax preparation software or computer-generated forms must support e-file for all Michigan IIT and fiduciary forms that are included in the software package.
- Tax Year 2020 Electronic Filing
- Tax Year 2019 Electronic Filing
- Tax Year 2018 Electronic Filing
How to Participate in e-filing
- Complete the IRS application process to participate in the IRS e-file Program. It takes about 45 days to process the application. Read more about e-file and the IRS application process at www.irs.gov.
- Once your Federal application is completed and approved, the IRS will forward your information to the State of Michigan and you are automatically accepted into the Michigan e-file program. Then you are ready to start e-filing!
- Taxpayers can browse the IRS Authorized e-file Provider locator service to find a preparer who offers e-file.
- For complete information regarding the Michigan e-file program, please review the Electronic Filing Programs Fiduciary Tax Preparer Handbook.
Choosing Tax Preparation Software
You will need to purchase tax preparation software that supports e-file. When choosing software, you should consider the following:
- Software must be accepted by the IRS and the State of Michigan.
- What Michigan and federal forms are supported
- Software should support Fed/State and State Standalone e-filing.
- How returns are transmitted.
- Volume discounts and/or charges for rejections or retransmissions.
- Number of software updates issued.
- Communication of updates (Web site, modem, express mail, regular mail).
- Technical support.
Software developers producing tax preparation software and computer-generated forms must support e-file for all eligible Michigan forms that are included in their software package.
View a list of companies that offer e-file software for filing Michigan and federal tax returns for 2020.
Other Helpful Information
Customer Contact Center
(for fiduciary tax return status or specific account questions)
Forms, Documentation and E-File Services
Web site: www.MIfastfile.org
(for tax preparers, transmitters and software developers only)
Note: Forms, Documentation and E-File Services staff is unable to provide return status information or address specific taxpayer account issues.
Web site: www.irs.gov