Form 706 Software for Estate Tax Return Preparation
Form 706 can require coordinated asset schedules, deductions, elections, beneficiary information and supporting statements. A dedicated estate tax return software workflow helps keep those items together instead of spreading the return across disconnected spreadsheets and forms.
This Form 706 software is intended for attorneys, accountants, tax professionals and other preparers who want a focused Windows application for federal estate tax return preparation.
What a Form 706 Workflow Needs to Organize
- Decedent and executor information
- Real estate, securities, cash, insurance and other estate assets
- Debts, administration expenses and other deductions
- Marital and charitable deduction information
- Portability and deceased spousal unused exclusion information when applicable
- Generation-skipping transfer information and supporting schedules
Form 706 Resources
Choosing Form 706 SoftwareFeatures to compare before buying estate tax return software.Form 706 Filing RequirementsUnderstand the filing question before starting the return.Form 706 SchedulesA practical guide to the major estate tax schedules.Form 706 vs. Form 709Estate tax and gift tax returns serve different purposes.
Designed for Complex Estate Tax Work
Organize decedent, executor, beneficiary and asset information in one return file, with a clear workflow through Form 706 and its related schedules.
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
Filing workflow: Form 706 software is presented as professional preparation, printing and PDF software. Electronic-filing functionality is not advertised unless it is supported and successfully tested for the applicable tax year.