Description

U.S. Estate Tax (Form 706) Software – 2025 Edition

Windows & Mac Versions Available

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🎥 YouTube Demonstration Video

See the software in action: Watch Now

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Prior year versions also available HERE

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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.

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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.

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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.

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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

• 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