Top 9 Best Gift Tax Return Software of 2026

Drake Software is built for preparers who need consistent Form 709 schedule handling across iterations, including Schedule A support for exclusions and the allocation entries that feed unified credit style computations. Prior-year gift import supports carryforward planning when clients have recurring gifts, and the worksheet structure reduces the risk of leaving required schedule fields unpopulated. Drake Software also provides an IRS e-file provider workflow geared toward preparing e-file acknowledgment outputs and preparer signature handling.

A tradeoff with Drake Software is that setup discipline matters when returns require detailed valuation inputs, donee schedule details, and documentation that must be entered in the right order. Drake Software fits best when a preparer runs recurring gift returns for the same client population and wants automation around prior-year carryforward plus worksheet guided completion.

TaxSlayer Pro fits gift tax return workflows where interview-driven data capture matters more than document-first editing. Gift allocations and related worksheets are organized so the user can move from individual gift facts to the unified credit computation steps without losing context. Prior-year carryforward reconciliation is handled as a preparation phase rather than a manual spreadsheet task, which reduces the risk of missed lifetime exemption impacts.

A key tradeoff is that advanced scenarios like GST exemption allocation and complex trust gift structures can require careful sequencing of interview screens to ensure the right schedules populate. TaxSlayer Pro is a strong choice when preparation volume requires repeatable data entry and when the office relies on prior-year gift import to reduce re-keying.

UltraTax CS is a fit for preparers who need consistent gift-splitting consent capture, donee and valuation support, and multi-year context when calculating unified credit. The processing flow is built to reduce manual recomputation by carrying forward prior-year gift information and reconciling carryforward amounts into the current Form 709.

A key tradeoff is that the office setup must be disciplined so client, trust, and valuation inputs land in the correct places for worksheets like Schedule A and the actuarial factor driven portions of remainder interest valuations. UltraTax CS works best for teams that handle recurring gift programs with recurring documentation patterns, rather than ad hoc one-off filings with minimal internal process.

TaxAct is gift tax return software used to prepare Form 709 workpapers with an audit trail inside the interview and worksheet flow. It emphasizes recurring gift inputs like donee identity, valuations, and exclusions so preparers can carry context forward while completing the unified credit computation.

The software supports gift-splitting workflows with the consent steps needed to reflect both donor accounts in the final return package. Guidance is organized around form section completion, which reduces backtracking when pages are revisited after prior-year carryforward review.

CCH Axcess Tax prepares Form 709 gift tax returns with workflows built for multi-year tracking and document assembly. The software supports annual exclusion tracking and lifetime exemption election calculations within a consistent return data flow.

CCH Axcess Tax also provides import paths for prior-year gift data and produces the schedules commonly needed for split-gift consent and donee reporting. Governance controls for preparers, reviewers, and account access are designed around firm operations rather than single-return entry.

Lacerte Tax helps gift tax workflows run inside Intuit’s accountant-focused tax environment, with Form 709 preparation tied to the same underlying return logic used for other federal filings. It supports recurring planning needs such as annual exclusion tracking and lifetime exemption elections, and it carries those outcomes into unified credit computation for consistent reporting.

The software’s gift-specific schedules and worksheets are designed to keep valuation inputs, consent items, and election selections connected to the final return output without manual reshuffling. For practices managing multiple clients, it offers repeatable preparation patterns that reduce re-entry of prior-year gift assumptions.

ATX Tax Software focuses on gift tax preparation workflows with form-specific guidance for Form 709 and the supporting schedules. The software supports annual exclusion and lifetime exemption computations, including elections such as split-gift handling and generation-skipping allocation where applicable.

Gift valuation inputs and carryforward logic help keep prior-year and current-year reporting consistent during return creation. ATX also supports MeF-ready e-file output paths and organizer-based client data entry for repeat filings.

ProConnect Tax from Intuit focuses on Form 709 gift tax return workflows for preparers who already operate inside the ProConnect ecosystem and want fewer handoffs between intake and return preparation. The software wires its gift tax inputs into a structured 709 preparation flow, including asset and valuation support patterns used for annual exclusion tracking and lifetime exemption election calculations.

It also supports common add-on schedules and worksheets needed for reporting, and it provides MeF-ready output for e-filing. Admin controls and preparer workspace patterns help teams keep shared client data consistent across multiple gift filings.

MyTaxPrepOffice prepares gift tax return Form 709 workflows with an interview style that tracks key gifting facts like donor, donee, and gift valuation basis. The software organizes reporting fields for Schedule A style detail, including present interest determination support and valuation date entry that carries through to the final return.

Gift-splitting and certain worksheet-driven computations can be handled within the same return context, which reduces manual copy steps between forms. For teams that need repeatable annual processing, the tool focuses more on per-return data capture than deep integration, so it fits best when the return lifecycle stays inside the application.