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The ProSystem fx Tax - Fiduciary module lets you easily manage all types of estate and trust returns. You'll gain efficiency with powerful state and K-1 options such as:
- Simple Trust
- Complex Trust
- Decedent’s Estate
- Grantor Trust
- Custodial / Agency Account
- Electing Small Business Trust
- Split Interest Trusts (Charitable Lead Trust, Grantor Charitable Lead Trust, Charitable Remainder Annuity Trust, Charitable Remainder Unitrust, Pooled Income Fund)
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Distribution and Schedule K-1 Options for Complete Control
Whether you're working on a Simple Trust, Decedent's Estate, or Custodial/Agency Account, you'll benefit because ProSystem fx Tax - Fiduciary:
- Provides extensive computations for Form 1116.
- Distributes income based on amounts, decimals, or a combination of both.
- Allows for specific allocation of income classes, certain deductions, and credits to selected beneficiaries.
- Provides for a variety of distribution options, including first and second tier beneficiary allocations, per-beneficiary distributions, and the Section 66(b) (65-day) election.
- Creates detailed statements supporting all deduction allocations.
- Produces tax information letters for grantors, custodial/agency accounts and non-resident beneficiaries.
- Provides an option to create a beneficiary tax information letter in conjunction with a Schedule K-1.
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Decrease Non-billiable Hours Through Tight Integration
ProSystem fx Tax drastically reduces wasted time on redundant manual data-entry and works with your existing software through integration with the ProSystem fx® Office, as well as Microsoft® Office products. You can:
- Store a PDF or selected pages of the tax return in Document.
- Automate project status updating in Practice Management.
- Transfer depreciation and asset disposition information to and from Fixed Assets.
- Import or export benficiary data with Microsoft® Excel.
- Import asset, depreciation and disposition information from Sage FAS asset management software.
ProSystem fx Tax - Fiduciary also integrates with:
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ProSystem fx Tax - Fiduciary includes these federal forms and schedules:
Form 1041-ES
Form 1041
- Schedule C
- Schedule C EZ
- Schedule D*
- Schedule E
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K-1
Form 56
Form 56-A
Form 982
Form 1041-A
Form 1041-T
Form 1045
Form 1116*
Form 2210
Form 2210F
Form 2848
Form 3468
Form 3800
Form 4136
Form 4255
Form 4562
Form 4684
Form 4720
Form 4797*
Form 4810
Form 4835
Form 4952*
Form 5227
Form 5884
Form 6198*
Form 6252*
Form 6478
Form 6765
Form 6781
Form 7004
Form 8082
Form 8275
Form 8275-R
Form 8453-F
Form 8582*
Form 8582-CR
Form 8586
Form 8594
Form 8621
Form 8801
Form 8821
Form 8822
Form 8824
Form 8826
Form 8844
Form 8846
Form 8855
Form 8868
Form 8879-F
Form 8886
Form 8903
Form 8910
Form 8925
Form 90-22.1
Form 926
* Includes AMT version
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State, City and County Returns
- Alabama
- Alabama PPT
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island *
- South Carolina
- Tennessee
- Utah
- Vermont
- Virginia
- West Virginia *
- Wisconsin
* Composite Return also available
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