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ONESOURCE Trust & Estate Administration
FastFacts Newsletter
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Thomson Reuters
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THOMSON REUTERS ONESOURCESOFTWARE & SERVICES
YOU KNOW AND TRUST
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zCalc 2012 PRODUCT RELEASE
ONESOURCE Trust & Estate Administration has released the 2012 version of the zCalc Toolbox Suite.
This release is rather extensive and it is highly recommended that you familiarize yourself with the Readme file or the application Help menu for details regarding these releases.
The new version of zCalc for 2012 includes the Web Registration process, comparable to the rest of the product line.
This process will communicate with our website to unlock the full functionality of the zCalc application.
In order to register, after the installation of zCalc, you will be able to go to the Help menu, then down to Registration. At that point you will need to input your ONESOURCE Trust & Estate Administration account and validation numbers, then click "Register."
If you have questions about your license, please contact your Sales Representative at 800-331-2533. |
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2011 1041 FINAL FORMS RELEASED
ONESOURCE Trust & Estate Administration is pleased to announce the release of the Federal 1041 for 2011 including Final Forms, as well as the release of the MD MD-504, NC-41, NY IT-205 and PA-41 programs for 2011.
Please be aware that there are several new and unique requirements for installing the 1041 2011 with Final Forms and it is recommended that an IT Representative be involved with the installation process.
Please see the Readme file or the application Help menu for further details regarding the release, e-Filing, and the new installation requirements, as there is extensive information included.
Select one of the following dates for 1041 training:
If you have questions about your license, please contact your Sales Representative at 800-331-2533. |
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2011 709 FINAL FORMS RELEASE
ONESOURCE Trust & Estate Administration is pleased to announce the release of the Federal 709 for 2011.
*Note that this release includes Final Forms and is intended to to be filed.
Please review the Reame file or the application Help menu for furthur details regarding the release, as there is important information related to the release included.
The released program is listed below. Please visit our new software download site at www.oteasoftware.com to perform the downloads.
For the 2011 709 program we will be holding a webex training session on the following date. To register for a session, just click the link related to the session below.
If you have questions about your license, please contact your Sales Representative at 800-331-2533. |
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ONESOURCE PREPARATION SERVICES
With over 35 years' experience providing services to our clients, ONESOURCE Trust & Estate Administration can be the perfect 'back office' solution during this busy tax season, and all year long.
Our dedicated staff of fiduciary accountants and tax specialists can handle any matter, large or small. Even the most unique and complex accountings and tax matters are expertly prepared. You can be confident that all are handled with the highest degree of skill and confidentiality.
Learn more about our preparation service at one of our upcoming WebEx Sales Seminars being held on the following dates. To sign up for one of these sessions, click the link related to the date you would like to attend and fill in the appropriate information on the registration form.
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ONESOURCE 706 SOFTWARE
Over the course of the last 2 years there has been great uncertainty regarding the 706 exemption and legislation. ONESOURCE has been in communication with our clients every step of the way. This culminated in our timely release of the 2010 706 and the 8939 forms required for 2010.
In the fall of 2011 we released the final forms for the 2011 706 program which are required for estates at or above the $5 million exemption.
Look for ONESOURCE to continue to update our clients regarding any changes to the 706 program and for more information regarding the 2012 706 program.
To obtain the latest versions of the federal and state 706 programs, please refer to the website below. If you have any questions related to the 706, contact our sales department at 800-331-2533.
www.oteasoftware.com |
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FREE ONLINE USER GROUP MEETING
Please join us for a Free online User Group/Product Demonstration offered on the following dates:
* Wednesday, February 22, 2012 at 2:30pm EST
* Tuesday, February 28, 2012 at 11:00am EST
Each session will last approximately 90 minutes and will focus on:
* 1041 e-filing
* Foreign tax credit processing
* Improved print processing
* 706 portable exclusion
**IMPORTANT**
To attend an online User Group, you must have access to the internet and an outside phone line.
Select a date to attend
Tuesday February 28, 2012 from 11:00 AM to 12:30 PM EST
or contact your Customer Sales Representative
800-331-2533.
ONESOURCESales.TrustEstate@thomsonreuters.com |
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ONESOURCE SOFTWARE TIPS and TRICKS
Be on the lookout in our upcoming newsletters for our Tips and Tricks section. We will be offering information related to new features in our software programs and providing answers to common questions related to our programs.
Below is our first tip related to the 1041 program.
We've improved how we handle foreign taxes in the 2011 Form 1041 program. You can now enter all of the information necessary to complete Form 1116 directly on a Master Form 1116. The program allocates foreign income and taxes based on the percentage that you provide on the Calc Options tab in User Preferences. You can view (and print) the Master Form 1116 to verify that you've picked up all of your foreign income and taxes. You can also view and print the Fiduciary's Form 1116, which reflects only the foreign income and taxes that are attributable to the fiduciary. You can add a note (for the beneficiary) regarding the foreign income by clicking the Bene Information button on the beneficiary's Schedule K-1. Please refer to the What's New section of 1041 Help for more detailed information. |
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ONESOURCE Trust & Estate Administration
To contact us:
Sales:
Phone: (800)331-2533
Email: ONESOURCESales.TrustEstate@thomsonreuters.com
Support:
Phone: (800)488-5567
Email: ONESOURCESupport.TrustEstate@thomsonreuters.com
Address:
6 East Clementon Road
Suite E-1
Gibbsboro, NJ 08026
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