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 2022 Annual Tax Compliance Kit