A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return.
The estate tax return organizer should be used with the preparation of Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return. Provide it to your client to get started with tax planning and preparation.
The template is available as a fillable PDF and in Word (for Word versions, see the 2025 Annual Tax Compliance Kit zip
Resources
2025 Estate Tax Return Organizer – Form 706
Dec 19, 2025 · 717.8 KB Download
SECTION
EXCLUSIVE
Resource available
Download the 2025 Estate Tax Return Organizer – Form 706
File name: 2025 Form 706 Estate Tax Return Organizer.pdf
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