Trust and Estate/
706 Estate Tax Return Software
706 Estate Tax Federal and state 706 estate tax return software for increased control
Easily generate federal and state estate/inheritance tax returns. Speed up the process with the 706 Estate Tax module of ONESOURCE Trust & Estate Administration.
- Automate tax functions
- Calculate tax return, prior transfer credit, foreign death, and more
- Track state information and calculate the state death tax deduction
As you work, the 706 module calculates the tax return, including prior transfer credit and generation-skipping transfer taxes. It even calculates:
- Section 2032A valuation
- Section 6166
- Interest and penalty
- Data entry for inter-related calculations is made simple by requiring two bits of information: percent of residue and percent of taxes payable out of surviving spouses or charity’s share of residue.
- State information as you work — no more double entries. State returns are available for:
- Connecticut (Taxable and Non-Taxable)
- New Jersey (Inheritance and Estate tax)
- New York
Our 706 estate tax return software can be used as a standalone product, or integrated with other ONESOURCE Trust & Estate Administration modules
The Fiduciary Calendar module is integrated and included with the 706 module and other ONESOURCE Trust & Estate Administration modules.
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