The TAX/PACK Professional© Family

TAX/PACK 1041 Federal Fiduciary Return

TAX/PACK Professional 1041 features 60 supporting forms and schedules, collated batch printing, year-to-year asset tracking for up to 999 assets, conprehensive year-to-year data transfer, and a single key tax return recompute.

Program Features

Whether you handle only a few simple trusts or have an extensive estate and trust practice, you will appreciate these features:

  • On-line help to guide return preparation

  • User-definable beneficiary distribution allocation worksheets

  • Automatic annualizing of income and preferences for alternate minimum tax in short years.

  • Extensive worksheets for tax-exempt income / charitable distribution / income distribution allocations and estate tax deductions.

  • Diagnostics to aid in reviewing the returns.

  • Ability to view forms on screen.

  • A one-page Form 1041 summary.

  • Request for Prompt Assessment of final return.

  • Statement and Waiver of Form 706 Deductions

  • Form SSN for EIN applications.

  • Notice of Fiduciary Relationship

  • Support for up to 99 beneficiaries per estate or trust.

  • Beneficiary reports and mail labels.

Extra Features and Utilities

Additional features include client notes, pop-up preparer scratchpad, calculators and calendard, amortization schedules and the ability to view and/or print blank tax forms. Standard utilities include client billing, letters and mailing labels as well as utilities for data management and backup. A built-in timer tracks billable return preparation time for both the preparer and assistants.

Printing

We recommend using a HP PCL compatible printer with Alpine's optional laser form software for the highest quality output. Please consult with an Alpine Data technical representative for non-laser printing options.

Technical Support and Updates

Our friendly, professional technical support staff is available through Alpine Data's toll-free tech support lines. Program updates are sent on disk several times during the tax season. Updates are also readily available either from our bulletin board using the built-in TAX/COMM program or via our update page on the internet.

Business Program Bundles

TAX/PACK Professional 1041 is available separately or as a part of a cost-saving suite including 1065, 1041, 1120 and 1120S. See the price guide for details.