CORRECTED DATES - ONESOURCE FastFacts Winter 2013 Newsletter

It is important to note that an update has been released for the Web Registration program. It is required that the Web Registration be updated for all program installations after 8/8/2012. The Web Registration program can be found at the bottom of your OTEAsoftware.com licensed product list.

If you need assistance with the Web Registration update please contact support at 800-488-5567.

For questions regarding any of your ONESOURCE licenses contact your sales representative at 800-331-2533.

2012 1041 Draft Forms Released

ONESOURCE Trust & Estate Administration is pleased to announce the initial release of the 1041 Federal Fiduciary Income Tax program, which includes prior year and DRAFT forms. This version is NOT intended for filing.

Note: 1041 e-filing charge for the 2012 filing year is $8 per federal return and will 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.

See the Readme file or the application Help menu for further details regarding the releases.

If you have questions about your license, please contact your Sales Representative at 800-331-2533.

Visit our software download site at www.oteasoftware.com to install this update.

2012 706 Federal Estate Tax

Final Forms Update

ONESOURCE Trust & Estate Administration has recently updated the 706 Federal Estate Tax. This version, which includes the previously-released Final Forms intended for filing, now includes the IRS Final Instructions for 2012.

See the the application notes in the program's Help menu for further details regarding the releases.

If you have questions about your license, contact your Sales Representative at 800-331-2533.

Resource Center Webpage

ONESOURCE Trust & Estate Administration has constructed a Resource Page just for you! 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. This is your resource center so feel free to contact us with any suggestions for helpful information you'd like to see on the site.

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 one of our monthly online Preparation Services 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.

Update for FAS Accounting, NY & CT Formats

Updates are currently available for the FAS Accounting program as well as the CT and New York Report Formats.

FAS Accounting - Version 2.5.4.11

New York Report Format - Version 2.2.21.3

Connecticut Report Format - Version 2.1.23.6

See the Readme file or the application Help menu for further details regarding the releases.

Visit our software download site at www.oteasoftware com to perform the downloads.

Important: It is required that the Web Registration be updated for all program installations after 8/8/2012.

If you have questions about your license, please contact your Sales Representative at 800-331-2533.

2012 709 Final Forms Available

ONESOURCE Trust & Estate Administration is pleased to announce the release of the 709 Federal Gift Tax program for 2012. This release includes the final forms.

Please see the Readme file or the application Help menu for further details regarding the releases.

Please visit our software download site at www.oteasoftware.com to perform the downloads. For training information regarding the 2012 709, please see the article below which contains times, dates, and signup information.

If you have questions about your license, please contact your Sales Representative at 800-331-2533.

Online Training for 1041 & 709

In February we will be holding online training sessions for both the 1041 and 709 programs via WebEx. The 1041 sessions will include training for 1041 e-filing capabilities.

To register, please click on the link below for the date and time that fits your schedule.

1041 Sessions

02/05/13 - 2:30pm
02/07/13 - 2:30pm
02/12/13 - 2:30pm
02/14/13 - 2:30pm
02/20/13 - 2:30pm

709 Sessions

02/21/13 - 2:30pm
02/26/13 - 2:30pm

02/28/13 - 2:30pm

Extended Support Hours for Tax Season

Beginning Wednesday, January 2 through Monday, April 15 support hours will be extended to 8:00 a.m.(ET) until 8:00 p.m.(ET) Monday through Friday.

Support 800-488-5567

Technical support option 1

Content support option 2

ONESOURCE Trust & Estate Administration

To contact us: