Federal Estate & Gift Tax Preparation

IRS Form 706 & 709 Software Suite

Prepare estate tax and gift tax returns in one professional Windows desktop package and save $99 versus purchasing both products separately.

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$399combined current tax-year editionView Pricing

Two Specialized Tax Products, One Package

Use focused preparation workflows for federal estate tax returns and federal gift and generation-skipping transfer tax returns while keeping client data on your Windows computer.

Form 706 Estate Tax

  • Form 706 data entry and calculations
  • Estate asset schedules and supporting statements
  • Marital, charitable, portability and DSUE-related information
  • Professional print and PDF filing copies

Form 709 Gift Tax

  • Gift, exemption and prior-gift history
  • Gift-splitting and generation-skipping transfer information
  • Built-in validation and return review
  • Print/PDF and supported IRS MeF workflow
Electronic filing: Form 706 is presented as professional preparation, print and PDF software. Form 709 electronic-filing availability depends on the tax year and ERICH Incorporated completing applicable IRS approval and testing requirements.