Professional Form Preparation Guides
Tax & ERISA Form Software Resources
Practical guides for IRS Forms 706 and 709, ERISA Form 5500 filing, schedules, electronic filing workflows and software selection.
Practical Guides for Specialized Federal Forms
These resources are organized around the same focused areas as the software: federal estate and gift tax returns and ERISA annual reporting. Use them to understand filing structure, compare software workflows and identify questions to verify in the current IRS or Department of Labor instructions.
For estate and gift tax work, start with Form 706 filing requirements, Form 706 schedules, Form 709 filing requirements and the comparison of Forms 706 and 709. For employee benefit plan reporting, start with the Form 5500 software guide, electronic EFAST2 filing overview and the Form 5500 versus Form 5500-SF guide.
Estate & Gift Tax Resources
Choosing Form 706 Software | Estate Tax Software GuideCompare Form 706 estate tax software features including schedules, calculations, portability data, print/PDF output, local storage and support.Form 706 Filing Requirements | Estate Tax Return GuideUnderstand common Form 706 filing reasons, portability elections, filing timing and the records professionals should organize before preparing an estate tax return.Form 706 Schedules Explained | Estate Tax Return GuideA practical overview of major IRS Form 706 estate tax schedules for assets, deductions, marital transfers, charitable transfers, GST tax and special elections.Form 709 Filing Requirements | Gift Tax Return GuideReview common Form 709 filing situations, gift splitting, GST reporting, calendar-year reporting and records to gather before preparing a gift tax return.Form 706 vs Form 709 | Estate Tax vs Gift Tax ReturnsCompare IRS Form 706 estate tax returns with Form 709 gift tax returns, including who files, when the transfer occurs, common reporting issues and software needs.Estate Tax Software for Law Firms | Form 706 & 709How law firms can evaluate estate and gift tax software for Forms 706 and 709, including workflow, local data, schedule coverage, review and transparent pricing.
ERISA Form 5500 Resources
Choosing Form 5500 Filing Software | ERISA Software GuideCompare Form 5500 filing software features including Form 5500-SF support, schedules, validation, EFAST2 workflow, XML, amendments, local data and support.How to File Form 5500 Electronically | EFAST2 GuideLearn the basic EFAST2 electronic filing workflow for Form 5500 and Form 5500-SF, including preparation, validation, signatures, submission and status review.Form 5500 vs Form 5500-SF | ERISA Filing GuideCompare Form 5500 and Form 5500-SF, including their general roles, why eligibility matters, electronic filing and what to verify before preparing an ERISA annual return.Form 5500 Schedules Explained | ERISA Filing GuideOverview of common Form 5500 schedules for insurance, service providers, DFE information, financial transactions, financial information, actuarial information and retirement plans.Correcting Form 5500 | Amended ERISA Filing GuideLearn how to approach a Form 5500 correction or amended filing, including identifying the error, using the correct filing year, updating schedules and resubmitting through EFAST2.