|
|
|
ONESOURCE Trust & Estate Administration
FastFacts Newsletter
...............................................................
Thomson Reuters
|
|
|
|
THOMSON REUTERS ONESOURCESOFTWARE & SERVICES
YOU KNOW AND TRUST |
|
ONESOURCE 1041 e-Filing
Thomson Reuters industry-leading ONESOURCE Trust & Estate Administration software includes e-filing capabilities for the Federal Fiduciary Income Tax and New York State Fiduciary Income Tax returns (1041 & NY IT-205). This year
ONESOURCE clients were able to successfully file over 4,000 Fiduciary Income Tax Returns.
Our e-filing capabilities are designed to meet the complicated demands of legal and banking professionals who work with fiduciary tax returns. It is also in keeping with the new IRS mandates.
As of January 1, 2012 any firm filing more than 10 Federal Fiduciary Income Tax returns is required to file electronically. ONESOURCE Trust & Estate Administration is leading the way in keeping our clients current with tax law changes.
Our updates to the 1041 program were met with enthusiasm as clients navigated their way through the e-filing system. This past tax season we provided extended support hours and special online training sessions for 1041 e-filing.
1041 e-filing charges remain $6 per federal return and will continue to be invoiced on a monthly basis as you file your returns. Binder numbers are included on the invoice, so that you can match them to your clients. To learn how, click here.
For questions about 1041 e-filing please contact the sales department at 800-331-2533 or refer to our e-filing guide provided below.
ONESOURCE Electronic Filing Guide
|
|
|
|
|
|
2012 706 Federal Estate Tax Pre-Release
ONESOURCE Trust & Estate Administration is pleased to announce a pre-release of the 706 for 2012. This release includes the new Form 2848 released in 3/2012. Also, the Evaluations Interface has been updated.
Note: This 706 release includes PRIOR YEAR FORMS and is NOT intended for filing.
If you are an ESI Direct user, please examine the tool tips and release notes for details regarding changes to the "Use Bid or Bid/Ask" valuation default option.
Please see the Readme file or the application Help menu for further details regarding the releases.
Below is a list of state estate tax programs that have been released for 2012.
Indiana Inheritance Tax Ohio ET-2 PA REV-1500 CT-706 & CT-706NT
If you have questions about your license, please contact your Sales Representative at 800-331-2533.
|
|
Data Analysis Tools Included in FAS at No Additional Cost!
ONESOURCE Trust & Estate Administration is happy to announce that our fiduciary accounting software now includes a new feature called the Data Analysis Tools (DAT).
DAT allows you to: - Quickly edit entries and view the result of those changes immediately.
- Locate recent entries that may be contributing to an "out of proof" situation.
- Track cash flow and/or missing income.
The latest update of the FAS program including the Data Analysis Tools can be downloaded at: http://oteasoftware.com/aspx/login.aspx Please contact your Client Sales Representative at 800-331-2533 if you have any questions.
|
|
ONESOURCE Preparation Service
Did you miss the opportunity to attend one of our Live Sale Events this spring? Too far to travel to the locations where these meetings were held? If so, please consider attending either one or both of our WebEx demonstrations, listed below.
ONESOURCE Trust and Estate AdministrationPreparation Services
ONESOURCE Trust & Estate Administration has over 35 years of experience in providing preparation services for both fiduciary accounting and tax matters. If your firm is dealing with an overflow of work, we can be the perfect 'back office' solution to assist you.
To learn more, please attend one of our WebEx demonstrations detailing our Preparation Services. They will be held at 2:00PM EST on the last Wednesday of each month. To sign up for one of these sessions, click here and follow the instruction prompts.
|
|
Evaluation Services, Inc. & ONESOURCE Collaborate to form ESI Direct
ESI Direct is the most technically advanced and efficient way to generate securities valuations and integrate them into your ONESOURCE 706 or Accounting.
ONESOURCE Trust & Estate Administration and Evaluation Services Inc. have worked together to develop a single, state of the art solution. Rather than installing software to individual PCs, ESIDirect uses the Internet to deliver accurate global stock and bond valuations right into your accounting, or 706 tax preparation applications. Together we have simplified the process by creating one support center, reducing the number of clicks in the workflow by over 50%, and adding the ability to value assets by Ticker, CUSIP, or SEDOL number. Finally, there is a 21st century solution to keep up with the fast paced world of the contemporary Trust & Estate professional.
Together, we created a solution that is fast, economical, scalable, and easy to use.
Advantages of ESI-Direct:
1. Innovative Technology - "Cloud Computing"
a. One application instead of two
b. Internet service instead of software
- No installation CD's
- Always current
2. Simplified and faster work flow
a. 50% fewer clicks
b. Accepts Tickers, Sedols, & CUSIPs
c. Automatically saves descriptive information to
the common asset file.
3. First Class Customer Service
a. One support desk instead of two
b. Weekly ENewsletter
With its ease of use and half the keystrokes of the older evaluation import process, ESI Direct can have you up and working in no time at all. Call 800-331-2533 to set up your account today. |
|
Online User Group Update
We are updating our online user group format. Previously, online groups were a mix of sales, product updates and demonstrations, and generally lasted about 90 minutes.
Going forward we will host Product Information Sessions. These will be streamlined to 30 minutes focusing on one topic per session, followed by a question and answer period.
Our first sessions are scheduled for Wednesday, June 20 at 2PM and Tuesday, June 26 at 11AM. The topic will be 706. These will be information sessions not training classes.
Register for one of our new improved user group Product Information Sessions by selecting a date below:
Wednesday, June 20 @2PM
Tuesday, June 26 @11AM |
|
New & Improved Common Asset List
As of the last quarterly update, our Common Asset List includes more than 98,000 issues. If you do not already have our Common Asset list you may want to consider adding it. If you know the Asset ID/Ticker or CUSIP number the Common Assets Search feature will display and facilitate an automated update of the security name, sort name, asset type, tax class, & income type. This feature can greatly reduce the amount of time spent entering original asset, subsequent asset, and purchase entries.
If you have any questions regarding the latest Common Asset List update or would like to purchase the program, please contact sales at 800-331-2533. |
|
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
|
|
|
|
|
|
