Trust Tax Preparation Software

Key Features

View New 2019 System Requirements – updated for upcoming Windows 7 End of Support


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Save time & optimize trust returns

Flexible enough for all income allocation needs


Don't worry about running through various scenarios and tax calculations. Optimize trust returns with automatic expense allocation or simply select from the various allocation methods to save time. Choose from:

  • Automatically allocate expenses

  • Equal

  • Percentage

  • Fixed amount


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