Description
U.S. Estate Tax (Form 706) Software — 2026 Edition
Windows & Mac Versions Available
🎥 YouTube Demonstration Video
See the software in action: Watch Now
Prior year versions also available HERE
Professional-Grade Estate Tax Preparation Made Simple
Our U.S. Estate Tax (Form 706) Software is designed for attorneys, accountants, and financial professionals who demand accuracy, efficiency, and compliance. With built-in intelligence and automation, you’ll save hours of manual work and eliminate costly errors.
Updated for 2026
- $15,000,000 basic exclusion amount — For decedents dying in 2026, the basic exclusion rises to $15,000,000, up from $13,990,000 in 2025. The One Big Beautiful Bill Act made this amount permanent and indexes it for inflation going forward. The program’s rate tables, credit computation, and exclusion figures are updated for the 2026 year of death.
- Generation-skipping transfer tax exemption — The GST exemption tracks the basic exclusion at $15,000,000 for 2026, and Schedules R and R-1 are updated accordingly.
- Top rate unchanged at 40% — The unified rate schedule is built in; you never look up a table.
- Built for the redesigned Form 706 — Fully current with the IRS’s redesigned return and schedules, including the universal continuation page. The program routes your entries to the correct schedule and continuation page automatically.
Portability Returns Made Painless
With the exclusion at $15,000,000, most Form 706 filings are no longer about paying tax — they’re about preserving it. Electing portability of the deceased spousal unused exclusion (DSUE) requires a complete and timely Form 706, even when no tax is owed, and executors of non-taxable estates generally have up to five years from the date of death to make a late election under Rev. Proc. 2022-32.
Our software prepares a complete, filing-ready return for portability elections without forcing you into a full-price professional tax package built for a different job.
Why Choose Our Software?
- Print-Shop Quality Forms — Generate official, professional-grade forms on any printer. Larger font sizes improve readability.
- Automatic Calculations — No more manual math; every calculation is performed instantly.
- Fully Standalone Application — Not a script, spreadsheet, or PDF template — a full-featured program built for compliance.
- Seamless Microsoft Word Integration — Preview and print with Word, WordPad, or any RTF-compatible application.
- Smart Continuation Sheets — Automatic continuation pages aligned with the latest IRS requirements.
- Organized Data Management — Manage beneficiaries, assets, and debts with ease; insert, edit, or reorganize instantly.
- Fast Find Functionality — Locate any record with right-click or Ctrl+F; essential for large estates.
- Built-in Stock & Mutual Fund Valuations — Save time with direct valuation tools.
- Step-by-Step Tutorial — Included PDF manual walks beginners through a sample estate return.
- Easy Upgrades — Stay current with IRS updates; download new versions anytime.
- Network Version Available — Simplifies installation, updates, and use across firms.
Designed for Professionals. Trusted Nationwide.
Whether you’re managing a single estate or handling dozens of client filings, our software delivers the accuracy, compliance, and ease-of-use that professionals rely on.
Download the Form 706 Demo
Note: The free trial version is intended for attorneys, accountants, professionals, and serious non-professionals. To discourage casual one-off downloading, the trial is for the prior tax year and cannot be relied upon for mathematical accuracy (i.e., tax liability, etc.).
Forms & Schedules Included
- Form 706 — U.S. Estate Tax Return (pages 1–5)
- Schedule A — Real Estate
- Schedule B — Stocks and Bonds
- Schedule C — Mortgages, Notes and Cash
- Schedule D — Insurance on the Decedent’s Life
- Schedule E — Jointly Owned Property
- Schedule F — Other Miscellaneous Property
- Schedule G — Transfers During Decedent’s Life
- Schedule H — Powers of Appointment
- Schedule I — Annuities
- Schedule J — Funeral and Administrative Expenses
- Schedule K — Debts of the Decedent
- Schedule L — Net Administration Losses
- Schedule M — Bequests to Spouse
- Schedule O — Charitable, Public & Similar Gift
- Schedule Q — Credit for Tax on Prior Transfer
- Schedule R — Generation-Skipping Transfer Tax (3 pages)
- Schedule R-1 — Generation-Skipping Transfer Tax
- Schedule W — Universal Continuation Schedule
- Worksheet TG — Taxable Gifts Reconciliation
- Line 7 Worksheet — Gift Tax on Gifts After 1976
- Schedule Q Worksheet — Credit for Tax on Prior Transfers
- Form 8971 — Information Regarding Beneficiaries
- Form 8971 Schedule A — Information on Property Acquired
