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.

1. Court Reports are generated on a specific jurisdictional basis.

Downloads:

1. CA Inventory
2. NY Formal Accounting
3. PA Accounting
4. CA Accounting – Estate
5. CA Accounting – Trust
6. FL Accounting Of Personal Representative
7. Informal Accounting – Nat’l Fiduciary Accounting Standard
8. 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.

Downloads

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