Designed for Complex Estate Tax Work
Organize decedent, executor, beneficiary and asset information in one return file. The software is designed to help professionals move through Form 706 and its related schedules in a clear, repeatable workflow.
Planned Core Capabilities
- Form 706 data entry and calculations
- Estate asset schedules and supporting statements
- Marital and charitable deduction information
- Portability and DSUE-related data entry
- Print preview, print and PDF output
- Save, reopen and revise client return files
- Import and export tools for common data
Filing workflow: Form 706 software is presented as a professional preparation, printing and PDF product. Any electronic-filing functionality should only be advertised after successful IRS approval and testing.