ProSystem fx® Tax - Estate and Gift Tax

ProSystem fx Tax – Estate and Gift Tax helps meet all your needs for preparing estate and gift tax returns. It also produces Form 706‚ including Federal Gift tax continuation schedules and supporting schedules.

Additional features allow it to:

• Provide the interrelated calculation of the marital deduction and
  charitable deduction.
• Calculate community property exclusion.
• Produce the election to pay estate taxes in installments.
• Calculate regular interest and penalties for late payment and late
  filing for the Federal Gift tax.
• Produce Form 709 for both taxpayer and spouse‚ including
  Notice of Allocation of GST Tax Exemption.
• Process Power of Attorney and Declaration of Representative
  for Form 706 and Form 709.
• Carry QTIP Trust amounts to Schedule M.
• Import client and tax related data directly from EstateWorks trust
  administration software into Form 706.

Speed up gift and estate tax filing. Contact us today — we’ll get you there.

For a list of the forms, schedules and states supported for the ProSystem fx Tax Estate and Gift module, check the PDF posted on the right side of this page.

Speed up gift and estate tax filing. Contact us today — we’ll get you there.

CCH offers onsite and online training for all levels of professional development, including courses that earn CPE credit. Whether you’re a novice or skilled user, our expert instructors, course content and learning tools offer the tips, tricks and solid explanations you need to transform your work processes.

Available training includes on-demand or online self-study options; Web-based and onsite training; and a variety of seminars and conferences, some at a location near you.

• IT Consulting
• Best Practices Consulting
• ProSystem fx Tax (Foundation) - Administrator
• ProSystem fx Tax (Global) - Administrator
• Introduction to ProSystem fx Tax (Foundation)
• ProSystem fx Tax (Foundation) - Introduction to Individual Returns
• ProSystem fx Tax (Foundation) - Introduction to Corporation Returns
• ProSystem fx Tax (Foundation) - Introduction to Partnership Returns
• Introduction to Electronic Filing
• Electronic Filing Refresher
• Introduction to Worksheet View
• Schedule M-3
• Utilizing ProSystem fx Tax (Foundation) in a Paperless Environment

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.