ONESOURCE Fast Facts Spring 2013 Newsletter

Important: An update has also been released for the Web Registration program. This update is mandatory for all installations and updates as of 1/15/2013. If this update is not applied, further registrations will prompt for the update.

in addition the following 2013 state estate tax programs have been released: NJ-ITR, IN-ITR, PA REV-1500.

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

Visit www.oteasoftware.com to perform the downloads.

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

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.

Updates for FAS Accounting Report Formats

Updates are currently available for the following FAS Accounting Reports:

California Report Format - Version 2.0.15.2

Virginia Report Format - Version 2.1.19.5

Ohio Report Format - Version 2.1.14.2

Maryland Report Format - Version 2.0.3.3

Delaware Report Format - Version 2.0.9.2

Rhode Island Report Format - Version 2.1.18.1

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.

Online Product Information Sessions

Two product information sessions are scheduled for June. They will last approximately 45 minutes each with time for questions afterward. The featured topic will be

A detailed review of spin-offs and exchanges

Product information sessions are designed to update our clients on topics of interest related to our software.

To register for a June P.I.S. please click on one of the links below.

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 4,100 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 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.

This past tax season we provided extended support hours and special online training sessions for 1041 e-filing.

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

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 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