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Estate Tax Return in Intuit Lacerte Tax (Form 706) icon

Estate Tax Return in Intuit Lacerte Tax (Form 706)

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Download your free Estate Tax Return (Form 706) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Estate Tax Return in Intuit Lacerte Tax (Form 706)' templateEstate Tax Return in Intuit Lacerte Tax (Form 706)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedOrganize and request client information2 AutomatorsSchedule meeting with the executor for the estate tax return (Form 706)CompletedMeet with executor to assess situation and take appropriate actionCompletedUpdate and send the Client Request for the upcoming estate tax return work (via Intuit Link or client task)CompletedKick-off tax prep

This is the Intuit Lacerte Tax work template for estate tax returns (e.g. 706). When creating this template, be sure to select the work type for the appropriate Form as Tax: 706. There are four roles in this work template for Admin, Preparer, Reviewer and Client Manager (for the initial and tax review meetings).

The template is set to kick-off, complete, file and confirm with the client within 5 weeks (barring client slow down or internal issues).

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  • .XLSX File

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