Knowledge Base

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Knowledge Base

Forms

Forms

Learn how to create and update court and IHT forms

FAQs for the platform/court forms and IHT forms

How do I prepare an IHT423?

How do I save a court or IHT form to my computer?

Inheritance Tax Forms

How do I prepare an IHT400 form and the relevant schedules?

How do I prepare an IHT403 form?

How do I prepare an IHT205 form?

How do I prepare an IHT409 form?

How do I prepare an IHT421 form?

How do I prepare an IHT435 form?

How do I prepare an IHT436 or IHT402 form?

How do I prepare the reduced rate of Inheritance Tax IHT430 schedule?

How do I prepare an IHT418 schedule?

How does the rounding work on the IHT forms?

How do I add multiple office addresses to my Exizent account?

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Court Forms

How do I prepare a C1 form for Scottish estates?

How do I order executors on the C1 to match the order in the will (Scottish Estates)

How do I group multiple accounts with one institution on the C1 inventory? (for Scottish estates)

How do I prepare a C5 form?

How do I prepare a PA1P or PA1A court form?

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Managing Forms

How do I detach a form in order to edit it?

A newer version of a HMRC form is available, how do I update my existing form to this?