Federal Estate & Gift Tax Preparation

Estate & Gift Tax Software for Forms 706 & 709

Prepare federal estate tax and gift tax returns in one professional Windows desktop package with dedicated Form 706 and Form 709 workflows.

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$399combined current tax-year editionView Pricing

Federal Estate & Gift Tax Software in One Suite

Use dedicated workflows for Form 706 estate tax returns and Form 709 gift and generation-skipping transfer tax returns without buying a broad tax platform. The suite is designed for law firms, tax professionals and estate-planning practices that need both return types.

Estate & Gift Tax Guides

Choosing Form 706 SoftwareCompare estate tax software workflow, schedules and support.Form 706 Filing RequirementsReview common reasons an estate may file Form 706.Form 709 Filing RequirementsReview common gift and GST reporting situations.Form 706 vs. Form 709Compare estate tax and gift tax return purposes.

Two Specialized Tax Products, One Package

Use focused preparation workflows for federal estate tax returns and federal gift and generation-skipping transfer tax returns while keeping client data on your Windows computer.

Form 706 Estate Tax

  • Form 706 data entry and calculations
  • Estate asset schedules and supporting statements
  • Marital, charitable, portability and DSUE-related information
  • Professional print and PDF filing copies

Form 709 Gift Tax

  • Gift, exemption and prior-gift history
  • Gift-splitting and generation-skipping transfer information
  • Built-in validation and return review
  • Print/PDF and supported IRS MeF workflow
Electronic filing: Form 706 is presented as professional preparation, print and PDF software. Form 709 electronic-filing availability depends on the tax year and ERICH Incorporated completing applicable IRS approval and testing requirements.