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TEdec Sample ReportsTEdec 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

 

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