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BNA 709 Preparer: Gift Tax Return Software

Confident Gift Tax Form Preparation

BNA Estate & Gift Tax™ 709 Preparer simplifies gift tax form preparation, saving you time and effort while ensuring accuracy. You’ll complete returns faster and with greater confidence, while streamlining and improving client communications with automated letters and reports about the client’s gift tax return.

Speed Up Gift Tax Form Preparation: Features & Benefits

Make short work of your Form 709 preparation with simplified data entry features:

  • Intuitive and user-friendly entry screens guide you through the form, automatically filling in appropriate schedules – subtotals are automatically posted back to the original schedule
  • Use favorite features like cut and paste, spell-check, and sticky notes
  • Easy right-click access to line-by-line IRS instructions, Help, and diagnostics tools

Time-savers make you more productive when preparing gift tax returns:

  • Imports prior year data, transferring to supporting forms as necessary
  • Automatically allocates annual exclusions and The Allocation of Annual Exclusions report shows in detail how the limitation of the annual exclusion is applied when there are multiple gifts or large gifts to a donee
  • Customizable user preferences include the ability to create templates and return sets that include predetermined forms, schedules, and reporting options

See the Full List of Features (PDF) »

Gift Tax Calculations

Confidently file gift tax returns knowing that program’s gift tax calculations are accurate and complete:

  • Calculates split gifts accurately with automatic posting of gift information and direct import from the spouse’s 709 return
  • Automatic support for marital deduction
  • Supports generation-skipping transfers (GST)