Designed for Complex Estate Tax Work
Organize decedent, executor, beneficiary and asset information in one return file, with a clear workflow through Form 706 and its related schedules.
Core Capabilities
- Form 706 data entry and calculations
- Estate asset schedules and supporting statements
- Marital and charitable deduction information
- Portability and DSUE-related data entry
- Print preview, print and PDF output
- Save, reopen and revise client return files
Filing workflow: Form 706 software is presented as professional preparation, printing and PDF software. Electronic-filing functionality is not advertised unless it is supported and successfully tested for the applicable tax year.