The sample reports are presented to show a few of the capabilities of the numerous Court, Management, and Tax reports which the TEdec System can generate for you.
1. Court Reports are generated on a specific jurisdictional basis.
- CA Inventory
- NY Formal Accounting
- PA Accounting
- CA Accounting – Estate
- CA Accounting – Trust
- FL Accounting Of Personal Representative
- Informal Accounting – Nat’l Fiduciary Accounting Standard
- NY Article 81 – Annual Inventory and Account
2. Tax Reports
TEdec Bridges to Lacerte® Tax Software and to CCH ProSystems fx Tax Software for preparation of the IRS Forms 706 & 1041.
Estate Tax Returns:
- IRS Form 706, US Estate Tax Return
- NYS Form ET-706, New York State Estate Tax Return
- TEdec Estate Tax Schedules
Fiduciary Income Tax Returns:
- IRS Form 1041, Income Tax Return For Estates and Trusts
- NYS Form IT-205, New York State Fiduciary Income Tax Return
- Federal Income Tax Summary & State Income Tax Summary with Worksheet