Introducing: InheriTax 2024

InheriTax: PA REV-1500 Software

Questions? View our FAQs

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
It’s $1,000 to purchase for one license and $575 to renew.  Each user must have a license. Your annual term begins when you purchase.  Add to Cart when you’re ready to purchase!

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.

Features and Benefits

Includes PA REV-1500, PA Inventory and Register of Wills & Orphans’ Court Forms

No training is needed

Unrivaled email & phone support

Provides up to nine supplemental returns per estate

Transfers all general estate information automatically to every form

Creates envelopes and address labels with data from each estate

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