Gift Tax Preparation + Electronic Filing

Form 709 Gift Tax Software

Prepare federal gift and generation-skipping transfer tax returns, validate filing data and electronically file supported Form 709 returns.

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Professional Form 709 Preparation

Track current-year gifts, prior taxable gifts, donor information and return status from a dedicated desktop application.

Planned Core Capabilities

  • Form 709 and supporting schedule preparation
  • Electronic filing through the IRS Modernized e-File system
  • Built-in validation before transmission
  • Prior gift and exemption history tracking
  • Gift-splitting and spouse consent workflow
  • Generation-skipping transfer information
  • Print, PDF and client-copy output
  • E-file acknowledgments and return status
Electronic filing: IRS Modernized e-File supports the Form 709 family. Actual availability in this product depends on ERICH Incorporated completing all applicable IRS software-developer, provider and testing requirements.