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Visit our new Resource Center Webpage
Have you visited our new Resource Page? To access it simply log into your account at OTEAsoftware and enter your account number and validation code. Then click on RESOURCE CENTER at the top of the page. Or click here RESOURCE CENTER to go directly to the site.
We've loaded it with useful information including: previous issues of Fast Facts, fiduciary report samples, and a list of recorded trainings and product demonstrations. You can also access many state tax sites. Feel free to contact us with any suggestions for helpful information you'd like to see on our RESOURCE site. |
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ONESOURCE Preparation Service
Are you currently struggling with an overflow of trust and estate work at your firm? Would you like some additional software options to help make your data entry processes more efficient? Or, might you like to investigate the option of allowing us to assist you with your existing backlog of work? If any of these options sound appealing, please consider attending our WebEx demonstration.
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. |
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FAS Accounting Reports Updated for
CT, MA, NJ, PA
ONESOURCE Trust & Estate Administration recently announced updates to the following FAS Accounting Report Format programs:
- Connecticut
- Massachusetts
- New Jersey
- Pennsylvania
Please visit our new software download site at OTEAsoftware to perform the downloads.
If you have questions about your license, feel free to
contact your Sales Representative at 800-331-2533.
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Online Product Information Sessions
Scheduled for November
ONESOURCE Trust & Estate Administration will be holding online Product Information Sessions at 2:00PM on Thursday, November 8th and Wednesday, November 14th.
We will be reviewing the new 2012 706 with a focus on DSUE and Portability.
Look for more information in your email soon. These emails will include links to register for the events.
If you have any questions, feel free to contact the sales department at 800-331-2533 or via email at: ONESOURCESales.TrustEstate@thomsonreuters.com |
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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. |
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Software Tips & Tricks
The 2012 706 program with final forms has finally been released! There are significant changes to the first four pages of the form as well as a new Schedule PC, Protective Claim for Refund. Most of the changes to the first four pages facilitate calculating and reporting the Deceased Spousal Unused Exclusion (DSUE) amount. The bulk of information required for electing or opting out of the portability election may be found in a new Part 6 of Form 706 (on page 4). For additional information about this new version, please be sure to read the application notes (Help/Application Notes), the online Help File and the 2012 IRS instructions (Help/IRS Tax Instructions). And keep an eye out for your invitation to our online Product Information Sessions in November when we'll be reviewing the new program. |
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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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