2021 Estate Tax Return Organizer – Form 706
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2021 Estate Tax Return Organizer – Form 706

2 months ago · 431.5 KB Download

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A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return.

The estate tax return organizer should be used with the preparation of Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return. Provide it to your client to get started with tax planning and preparation.

The template is available as a fillable PDF and in Word (for Word versions, see the 2021 Annual Tax Compliance Kit

Download the 2021 Estate Tax Return Organizer – Form 706

File name: 2021-estate-tax-return-organizer-form-706.pdf

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