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TEdec Sample Reports Intro

TEdec Sample Reports

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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.

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1.. Court Reports are generated on a specific jurisdictional basis.
 
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1. NY Inventory - Rule ss 207.20 (c)
2. CA Inventory *
3. NY Formal Accounting
4. PA Accounting
5. CA Accounting - Estate *
6. CA Accounting - Trust *
7. FL Accounting Of Personal Representative
8. Informal Accounting - Nat'l Fiduciary Accounting Standard
9.
NY Article 81 - Annual Inventory and Account
     
  * The California forms for the Inventory and Accounting for estates, trusts, and guardianships and conservatorships were designed with the assistance of California Attorneys to be compliant with the California Probate Code Section 1060 et seq and the rules and forms the Judicial Council has adopted to implement same.
   
2..

Tax Reports. TEdec Bridges to LacerteĀ® Tax Software and to CCH ProSystems fx Tax Software for preparation of the IRS Forms 706 & 1041.

 

Downloads (Click On Any Link)

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.