Estate Tax Software

Form 706 Software for CPAs

CPAs often coordinate Form 706 values with gift-tax history, appraisals, fiduciary records and beneficiary information. Focused software can keep the return calculations and schedules in one file.

Updated September 6, 2026 • Verify current agency instructions before filing.

CPAs often coordinate Form 706 values with gift-tax history, appraisals, fiduciary records and beneficiary information. Focused software can keep the return calculations and schedules in one file.

Useful CPA workflow features

  • Form 706 calculations and schedule totals
  • Adjusted taxable gift information
  • Deduction and credit schedules
  • Portability/DSUE workflow
  • Professional print and PDF output
  • Reopen and revise returns as values are finalized

Related estate tax resources

Form 706 Due Date CalculatorCalculate the general filing deadline.Form 706 SchedulesNavigate the major schedules.Form 706 SoftwareWindows estate tax software — $399.

Frequently Asked Questions

What is the Form 706 filing deadline?

Form 706 is generally due nine months after the decedent’s date of death, subject to weekend/holiday rules and valid extensions.

What is the 2026 estate tax filing threshold?

For 2026 decedents, the IRS lists a $15,000,000 basic exclusion and filing threshold under the general filing test.

Can an estate file Form 706 below the threshold?

Yes. A common reason is to elect portability of a deceased spouse’s unused exclusion amount (DSUE).