LawFirmSoftware.com Form 706 Software is a focused Windows desktop application for attorneys, CPAs and tax professionals who prepare federal estate tax returns.
LawFirmSoftware.com Form 706 Software is a focused Windows desktop application for attorneys, CPAs and tax professionals who prepare federal estate tax returns.
If your practice prepares Form 706 only occasionally, a specialized application can be easier to evaluate than a large subscription package. Our current Form 706 edition is $399, or Forms 706 and 709 are bundled for $499.
Form 706 is generally due nine months after the decedent’s date of death, subject to weekend/holiday rules and valid extensions.
For 2026 decedents, the IRS lists a $15,000,000 basic exclusion and filing threshold under the general filing test.
Yes. A common reason is to elect portability of a deceased spouse’s unused exclusion amount (DSUE).