Form 706 Estate Tax Software
Prepare Form 706 and related schedules for federal estate tax returns.
- Automatic calculations and validations
- Schedules, statements and attachments
- Professional print and PDF output
- Local client and return storage
Prepare federal estate and gift tax returns with focused software built for law firms and tax professionals. Form 709 includes electronic filing support.
No unrelated legal forms. LawFirmSoftware.com is dedicated to federal estate and gift tax preparation.
Prepare Form 706 and related schedules for federal estate tax returns.
Prepare gift tax returns with electronic filing support.
Focused workflows for attorneys and tax professionals who prepare estate and gift tax returns.
Built-in calculations and validations help reduce errors and incomplete returns.
Keep confidential client data on your Windows computer rather than an online cloud account.
Create organized printouts and PDF files for filing, review and client records.
| Feature | Form 706 | Form 709 |
|---|---|---|
| Primary Use | Federal estate tax return preparation | Federal gift and generation-skipping transfer tax return preparation |
| Electronic Filing | Professional print/PDF filing workflow | Yes — e-file available |
| Print/PDF | Yes | Yes |
| Client Data | Stored locally | Stored locally |
We focus exclusively on Forms 706 and 709, delivering practical software for estate and gift tax professionals.
Two products, built around two demanding federal returns.
Clear workflows designed to reduce repetitive data entry.
Call (608) 444-6575 or email info@lawfirmsoftware.com.