Gift Tax Return (Form 709) icon

Gift Tax Return (Form 709)


Download your free GGift Tax Return (Form 709) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Gift Tax Return (Form 709)' templateGift Tax Return (Form 709)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 AutomatorsDetermine if the client meets the requirements to file a gift tax returnCompletedUpdate and send the Client Request for the upcoming gift tax return workCompletedCLIENT TASKSInformation needed for your gift tax return4 Automators

This is the best practice process template for preparing and filing gift tax returns (Form 709).

You will find detailed detailed steps that cover everything from organizing, preparing, reviewing, assembling, filing, as well as client engagement. The steps can be carried out by one of four roles within your team — an Admin, Preparer, Reviewer and Client Manager (for the tax review meeting).

If you are using this template in Karbon, you will be able to utitlize automators within the workflow that will update the task due dates, task and work statuses, and assignee based on the progress completed.

Download the Template

Download your Gift Tax Return (Form 709) template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling