BNA Estate & Gift Tax 706 Preparer

Available from BNA Fixed Assets™ by Bloomberg BNA

BNA 706 Preparer makes filing estate tax returns quick, accurate, and cost-effective, enabling you to file on time and, just as importantly, with confidence. A BNA exclusive – two years of calculations – lets you finalize 706s due in the current form year and start work on returns before the next form release – a great advantage when dealing with a high volume or complicated estate tax returns.

Speed Estate Tax Form Preparation: Features & Benefits
Make short work of your Form 706 preparation with simplified data entry features:

Intuitive and user-friendly entry screens guide you through the form, automatically filling in appropriate schedules – subtotals are automatically posted back to the original schedule
Use favorite features like cut and paste, spell-check, and sticky notes
Easy right-click access to line-by-line IRS instructions, Help, and diagnostics tools
Time-savers make you more productive when preparing estate tax returns:

Securities data import from such valuation programs as EstateVal, APPRAISE, and Wallace Pricing
Customizable user preferences include the ability to create templates and return sets that include predetermined forms, schedules, and reporting options
Program can be set to automatically update Section 7520 rates

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