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“BNA 706 Preparer is an absolutely great program.”

Richard Stansbury
Richard T. Stansbury, PA

BNA 706 Preparer: Estate Tax Return Software

Confident Estate Tax Form Preparation

BNA Estate & Gift Tax™ 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 706 Preparer  exclusive – two years of calculations – lets you finalize IRS Form 706 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

See the Full List of Features (PDF) »

Estate Tax Calculations

Confidently file estate tax returns knowing that the program’s estate tax calculations are accurate and complete:

  • Federal estate tax calculations and state estate tax calculations for all 50 states (including decoupled states) and Washington, DC (optional NY state form module available)
  • Complex estate tax calculations including interrelated marital and charitable deductions, split interest charitable trusts, CLAT/CRAT, CLUT/CRUT, and pooled income funds
  • Handles zero federal tax
  • Optional links to renowned BNA Tax Management EGT Web Portfolios (available to BNA Tax & Accounting subscribers only) provide immediate access to code, regulations, and quality analysis