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Level 1
August 7, 2024
New

Form 706 Schedules

Related products:ProSeries
  • August 7, 2024
  • 1 reply
  • 7 views

Would it be possible to change the format of Form 706 so each schedule does not say "See Statement Following?"  Why can't the information entered on the schedules of Form 706 print on the schedules (vs on a statement following the schedule)?  Very frustrating, unprofessional and a waste of paper.

1 reply

sjrcpa
Level 15
August 7, 2024

Yes it's possible. I doubt they'll do it.

It's been that way in Lacerte since I started doing 706s umpteen+ years ago. I think I suggested this then.

The more I know the more I don’t know.