Introducing: InheriTax 2024

After months of internal testing, we are ready to offer InheriTax 2024!  It includes all the great functionality of the former version, but also includes the following:

• Simultaneous access for 2+ users is now fully supported – #1 request from our customers. 
• Installed on a cloud server hosted by Lackner – you will be able to access the program from anywhere and we will handle all updates. (This is not a SaaS program so you will not be accessing it via an Internet browser)
• Data is backed up to 4x/day. 
• The Lackner support team can easily pull up your database to help with any support issues.   
• Installation available on Mac computers.
• PDF Factory Pro is included with the install allowing users to easily print to PDF prior to printing on paper. (Windows only)
• Automatic interest rate update

Simple, affordable, and easy-to-use, InheriTax is a basic solution to complete the PA REV-1500 and handle your probate work. InheriTax offers an approachable, intuitive interface. Users simply enter assets, deductions and amounts allocable to each beneficiary and the system does the rest.

• Provides up to nine supplemental returns per estate
• Enter information in only once – saves you time and ensures accuracy
• Drives estate and trust information to appropriate documents for easy filing

• No training is needed
  
  Inheritance tax is imposed as a percentage of the value of a decedent’s estate transferred to beneficiaries by will, heirs by intestacy and transferees by operation of law. The tax rate varies depending on the relationship of the heir to the decedent.