What the packet needs
The interview collects donor identity, donor mailing address, donee name and address, relationship, gift date, cash amount, basis, and valuation method. For cash gifts, the valuation method can usually be described as cash transferred at face amount.
What the tool blocks
The current tool blocks split gifts, GST transfers, trusts, current tax due, prior gift-tax history, and donor death during the year. Those facts need a professional workflow before this product should support them.
How the paper workflow ends
The app generates a completed Form 709 plus support pages: filing instructions, taxpayer review checklist, calculation worksheet, gift disclosures, mailing label, and recordkeeping notes. The user still reviews, prints, signs, mails, and keeps proof of mailing.
Start with eligibility
Use the scope gate first. If the facts stay supported, continue into donor and gift entry. If the facts are blocked, do not force the paper workflow.