706 Estate Tax Return Module

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Easily generate federal and state estate inheritance tax returns. Speed up the process with the 706 module of ONESOURCE Trust & Estate Administration.

  • Automate tax functions
  • Calculate tax return, prior transfer credit, foreign death, and more
  • Track state information and calculate the state death tax deduction

As you work, the 706 module calculates the tax return form, including prior transfer credit and generation-skipping transfer taxes. It even calculates:

  • Section 2032A valuation
  • Section 6166
  • Interest and penalty
  • State information as you work — no more double entries

The 706 module can be used as a standalone product, or integrated with other ONESOURCE Trust & Estate Administration modules

View the ONESOURCE Trust & Estate Administration 706 module brochure