TEdec Sample Reports

 

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.

Man Running
1.. Court Reports are generated on a specific jurisdictional basis.
 
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  1. NY Inventory - Rule ss 207.20 (c)
2. NY Formal Accounting
3. PA Accounting
4. FL Accounting Of Personal Representative
5. Information Accounting - Nat'l Fiduciary Accounting Standard
6.
NY Article 81 - Annual Inventory and Account
2..

Tax Reports. TEdec Bridges to Lacerte® Tax Software.

 

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Estate Tax Returns:

1.

IRS Form 706, US Estate Tax Return

2:

NYS Form ET-706, New York State Estate Tax Return

3.

TEdec Estate Tax Schedules

 

Fiduciary Income Tax Returns:

4:

IRS Form 1041, Income Tax Return For Estates and Trusts

5:

NYS Form IT-205, New York State Fiduciary Income Tax Return

6:

Federal Income Tax Summary & State Income Tax Summary with Worksheets

3. Management Reports are available upon request.

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