In General
With Ohio Estate Tax (WOET), we followed the Puritas Springs
Software philosophy—that is building an easy-to-use and reasonably priced
program specially created for small and medium-sized law offices. In addition to
being a stand-alone product, this is the central application in the Probate Triple Pack that
lets you take probate information, export it to the Ohio Estate Tax
program, and then to the W706. And you do it all from a
single set on entries! If there was ever a probate time saver, this program is
it.
Partial Feature List
Aside from cranking out professional-looking forms with lightening
speed, what else ranks as an important consideration when purchasing new
software? Price, of course! That's another area where we excel. We've
always tried to provide more software for the money than any other
company. At $159.99 we feel this is true of WOET!
|
|
Print shop quality printed forms.
Approved by the Ohio Department of Taxation. WOET forms look print-shop-perfect on any Windows
compatible printer.
|
|
|
Bigger is Better. Our forms have a new slightly larger font size
that is easier to read.
|
|
|
New Main Window Interface. Combines the user-friendliness of a
Wizard with readily accessible help and quick access to all forms.
Click here to see the new interface.
|
|
|
All calculations are performed dynamically and automatically.
|
|
|
WOET is a standalone program. It is not a word processor or spreadsheet template that must be
completed manually or that requires additional software or hardware to
generate printed returns. However, WOET will export any of
its forms to your word processor in the event you wish to use special
print functions, fax or email forms, make pdf copies, etc.
|
|
|
Vista-compatible, context-sensitive help means you can highlight a menu command,
press <F1> and go straight to the related
help topic.
|
|
|
Imports Basic Ohio Probate Forms files.
|
|
|
Exports U.S. Estate Tax files.
|
|
|
Dozens custom continuation pages for better organization and a more
comprehensible final product.
|
|
|
Worksheets are provided for entering cotenants/joint tenants, assets and debts. Each
allows you to work with centrally located information that you can
effortlessly change, delete, insert, append and organize.
|
|
|
One-click access to on-line
stock and mutual fund valuations (your own ISP is required).
|
|
|
Auto fit - makes your entries fit in the required space even if
your text is too long.
|
|
|
Copy/Paste compatible with most Windows programs.
|
|
|
Tutorial included in the on-disk, pdf manual for stepping beginners
through a sample estate tax return.
|
|
|
Upgrades available by download—you can stay up-to-date on
late-breaking changes by downloading your upgrade from our web site. Any day
of the week, anytime of the day or night.
|
|
|
Network Version Available. Makes network installation,
maintenance and use easier than ever before.
|
|
|
Free downloadable demo.
|
Listing of Included Forms
| Form 2 |
Ohio Estate Tax Form - page 1 |
| Form 2 |
Recapitulation - page 2 |
| Form 2 |
Information - page 3 |
| Schedule A |
Real Property |
| Schedule B |
Stocks and Bonds |
| Schedule C |
Mortgages, Notes and Cash |
| Schedule D |
Insurance |
| Schedule E |
Part I - Joint and Survivorship Property |
| Schedule E |
Part II - Joint and Survivorship Property |
| Schedule F |
Other Miscellaneous Property |
| Schedule G |
Transfers During Lifetime |
| Schedule H |
Powers of Appointment |
| Schedule I |
Annuities, Pensions, Retirement Plans |
| Schedule J |
Debts and Administrative Expenses |
| Schedule K |
Charitable Bequests |
| Schedule M |
Part I - Bequests to Surviving Spouse |
| Schedule M |
Part II - Bequests to Surviving Spouse |
| Form 2-X(i) |
Amended Ohio Estate Tax Resident Return |
| Form 3 |
Ohio Resident Additional Tax Return |
| Form 3G |
Ohio Resident GST Tax Return |
| Form 3N |
Ohio Nonresident Additional Tax Return |
| Form 4 |
Ohio Nonresident Estate Tax Return |
| Form 5 |
Ohio Estate and Additional Tax Return Filing
Notice |
| Form 12 |
Application for Consent to Transfer |
| Form 12A |
Nonresident Application for Consent to Transfer |
|
Form 13 |
Application for Consent to Transfer Insurance Proceeds |
| Form 14 |
Resident Tax Release |
| Form 14A |
Nonresident Tax Release |
| Form 17 |
Ohio Estate and Additional Tax Estimated
Payment |
| Form 18 |
Close Corporation Valuation Form |
| Form 21 |
Application for Certificate of Release of
Estate Tax Lien |
| Form 22 |
Certificate of Tax Payment/Real
Property Disclosure |
| Form 24 |
Application for Extension of Time to File |
| Form 34 |
Qualified Farm Property Valuation Election
Application |
| Form 36 |
Qualified Farm Property Annual Report
... |
| Form 41 |
Application for Extension of Time to Pay
Estate Tax |
System Requirements
Ohio Estate Tax for Windows (WOET) is a 32-bit Windows application that
was developed in and optimized for Windows Vista although it
runs in any of the following versions of Windows (Windows 98,
Windows 2000 and Windows XP).
WOET requires a Pentium or equivalent processor with at least
64 MB of RAM (128 MB recommended).
WOET comes on a compact disk and requires between 4 and 12
megabytes of hard disk space. WOET works best on a system equipped with a SVGA video card
capable of displaying a minimum of 256 colors.
WOET requires a Windows-compatible printer.
|
