TaxWorks Systems
  • 709 Gift

  • 1040 Tutorial
  • Federal 709 Gift Tax
     
    Included in every TaxWorks Professional Package:
    • TaxWorks Federal
    • Toll-Free Support
    • Zip Code Library
    • Fixed Asset Manager
    • Tax Practice Manager
    • Laser Forms
    • Electronic Filing
    • Financial Reports
    • Powerful Hover & Flip
    • Internet Support
    • On-Screen Help
    • Government Forms Generator (2500) Forms
    • Realtime Calculations
    • Email Returns & Organizers
    • Network Compatibility
    • Multi-State Processing
    • Client Instruction Letter
    • Detailed Client Invoice
    • Employer Library
    • Scheduler K-1 for Each Beneficiary
    • Preprinted Proforma for Next Year
    • Computer Detailed Statements
    • Taxpayer Database
    • Diagnostic Report
    • Name, Address & Envelope Labels
    • Auto Fill
    • On-Screen Help
    • Depletion
    • Taxpayer Organizers
    • Windows '00 & XP
    • Integrated Form W-4 For Current Year
    • 2-Year Tax Comparison
    • Invoice Printing Office
    • Preparation/Status Report & Checklist
    • Dated Estimated Tax Reminder Letters
    • Paperless Office
    • Other Included Extras

    Included in the TaxWorks 709 Gift Tax:
    • Easy grid input
    • Produces integrated returns for both Donor and Spouse
    • Automatically splits gifts if electing gift-splitting
    • Automatically deducts 50% for community property
    • Automatically sorts gifts chronologically for gifts subject to both the gift tax and generation skipping transfer tax
    • Automatically calculates marital, foreign spouse and charitable deductions
    • Automatically calculates the GST exemption allocation
    • Provides a summary of all donees and gifts received
    • Provides a summary of the GST exemption used in prior years

    Schedules
    A, B, C
    Forms
    709, Donee and Gift Summary, GST Summary

                 Designed by
    Designed by VELANCO

    ZAVALA Financial Solutions
    1280 E. 9th St. Suite B, Chico, CA 95928
    sales@jczavala.com | Phone: (530) 892-2219