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Form
709 is used
for reporting gifts made during the calendar year.
If you give a single
recipient $13,000 or less in gifts over the course of
the year ($26,000 for a couple), you do not have to pay
taxes on your giving. If you give more, however, you
must fill out Form 709 to inform the IRS of your
giving. You won't have to pay taxes on this gift unless
your lifetime giving exceeds $1 million, but the IRS
requires you to report your giving using Form 709 at the
same time you file your 1040.
Our 709 Software makes preparation and filing
of IRS Form 709 quick, accurate, and cost-effective.
The software displays each form on the screen in a scrollable
format. Information is entered from your keyboard as it would be
typed on the form itself. All calculations are updated
instantly as the data is entered. This is ideal for last-minute
revisions. Common information is transferred within the forms
eliminating the need for redundant typing.
We
do the math! You can override all
calculated results to produce the final product you need.
Features & Benefits
Make short work of
your Form 709 preparation with
simplified data entry features:
- Intuitive and
user-friendly entry screens guide you through
the form, automatically filling in appropriate
schedules – subtotals are automatically posted
back to the original schedule
- Customizable
user preferences include the ability to create
templates and return sets that include
predetermined forms, schedules, and reporting
options
- Sure-stock
client management system
- Easily transport data from one
computer to another or across a network.
- Option to create
PDF files
which can be transmitted electronically
Estate Tax Calculations
Confidently file
estate tax returns knowing that the
program’s estate tax calculations are accurate and
complete.
The
709 Form Software prints
complete forms on plain 8 ½ x 11 letterhead paper with any windows supported printer. Print preview
is built-in.
Data entered may be stored/saved anywhere on
your hard drive, to a shared network drive, or to external diskettes file for quick retrieval.
We also offer:
- FREE
Technical support within first year from purchase date!
- FREE
Updates within the first year from purchase date!
Unconditional money back guarantee within the first thirty days
from the date of purchase.
 All of our software functions on
any Windows operating system. The software has been tested on
Windows 95, 98, 2000, NT, ME (millennium edition), XP,
2003 and Windows Vista. The
software functions on networks or stand-alone personal computers
and is compatible with all printers.
30-Day Unconditional Money-Back Guarantee!
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