Automate your estate and gift calculations
Handle complex calculations and compliance requirements.
Accurate and complete
Our estate and gift tax system automates the preparation of estate and gift tax returns, providing extensive features to handle complex calculations and compliance requirements.
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Complete 706/709 forms and schedulesProduce form 706, including continuation schedules and supporting schedules. Produce form 709 for both taxpayer and spouse, including notice of allocation of GST tax exemption.
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Powerful calculationsPerform the interrelated calculation of the marital deduction and charitable deduction. Calculate the community property exclusion. Calculate regular interest and penalties for late payment and late filing.
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Comprehensive automationCarry QTIP trust amounts to schedule M. Produce the election to pay estate taxes in installments. Process power of attorney and declaration of representative for forms 706 and 709.
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Automated 706/709 workflows
My favorite Wolters Kluwer software product is definitely CCH Axcess Tax. We have clients with some really complicated things going on, and the software gives us all the tools we need to fulfill their tax filing requirements. Whether it's a state estate tax form, a city tax, farm, gift tax filings, trusts and estates, it's really a one-stop shop for us to handle all of our clients' tax filing needs.