ONESOURCE Fast Facts Summer 2013 Newsletter

ONESOURCE Trust & Estate Administration recently announced an update to the federal estate tax program for 2013 (draft forms). Please note, these are not the final federal forms. We anticipate that the IRS will be releasing the final forms for the 2013 706 program in the fall. Product update alerts will be emailed when the final forms are available. In the meantime, you can use this pre-release version to enter data from a 2013 date of death.

The following state estate tax programs for 2013 have been released:

NJ-ITR, PA REV-1500, MA-706, IL-700, MD MET-1, NY-ET 706, CT-706 and CT-706NT.

*NOTE* The 706 for 2013 MUST be updated to allow the new state estate tax programs to function.

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.

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.

zCalc Estate Planner Update

ONESOURCE Trust & Estate Administration recently announced an update to the 2013 Estate Planner Software, zCalc. Included are updates to the planners & calculators as well as the function library. Review the release notes and Help files for more details.

Important: Updates can be accessed at oteasoftware.com or from within the program by selecting help on the toolbar and then check for updates on the drop down menu. Firms must re-register this update.

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

Stay Ahead of your Fiduciary Responsibilities by using Preparation Services

ONESOURCE Trust & Estate Administration Preparation Services are the leading back office solution for trust and estate matters nationwide. Our production pipeline reflects that we are now assisting more clients than ever before!

By partnering with us to prepare your fiduciary accountings and tax returns, you can rest easy knowing that a team of dedicated production staff with over 35 years of experience is handling your matters efficiently. Here are some ways in which you can set yourself up for smooth reporting, with both your clients and the courts:

Provide documentation for open matters early so data entry can be completed in advance of filing deadlines.
- I.E. Don't wait for the sale of a final property or a final closing letter before sending estate materials.

Send chunks of data when they become available so that we can complete data entry and intermittent review throughout an open accounting period.
Add your ONESOURCE accountant to the mailing lists for your brokerage houses so that statements can be shipped directly to your contact, thus eliminating a step on your end.

ONESOURCE Trust & Estate Administration offers a wide range of Preparation Services including:

Trust Accountings
Estate Accountings
Guardianship/Conservatorship Accountings
706, 1041 or 709 Federal Tax Returns
State Estate, Inheritance or Fiduciary Income Tax Returns
990/990PF Tax Returns

To learn more about the processes involved with engaging us to prepare your fiduciary matters please attend one of our Preparation Service Seminars, conducted via WebEx. These sessions will be held at 2:00PM EST on the last Wednesday of every month. To sign up, click here and follow the instruction prompts.

**http://onesourcetrust.thomson.com/trusttax/estate/meetings-and-events.asp

Training Update

As the Summer nears an end, and the busy Fall season approaches, it is time to provide an update of our training options:

Online training - Concurrent with the release of the Federal 706 in September/October, we will offer online training sessions for the Fiduciary Accounting and the 706. Watch for email correspondence with dates for these in September. In early 2014 we will be offering sessions for the 1041 and 709.
Recorded training - Free recorded training session can be accessed on our training website located here. You can proceed through these at your own pace, and they are recommended for new users.
Training snippets - Also available at our training center website, are these individual 3 - 5 minute recordings providing training on specific areas clients have asked us about. We are starting these, so expect us to add more over time.
On-site training - Our trainer will come to your office and conduct a personalized training session tailored to your needs. Contact your Customer Sales Representative for details.

A recent training survey asked clients for feedback on how we could improve our training options, and we have incorporated the feedback in this "menu" of options. Thanks again to everyone who replied. While some suggestions did not have enough support to merit the technical and content development required, we believe this menu represents the best training mix we can offer.

Update for FAS Accounting

ONESOURCE Trust & Estate Administration recently announced the release

of an update to the FPS Accounting program. This new FAS release is version 2.5.4.36.

Updates have also been released for the following formats: NH, CT, NY and FL.

Important: Update your 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. Please see the Readme file or the application Help menu for further details regarding the release.

Please visit www.oteasoftware.com to perform the downloads.

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

Live User Groups in New York & Philadelphia

We've scheduled in person user groups and sales seminars for the fall in both New York and Philadelphia. Be on the lookout for more information and signup links for both of these meetings in upcoming email alerts. Below are the scheduled dates & times for the sessions.

We look forward to seeing you there.

New York, NY 11/7/2013

Sales Seminar 8am-9am

User Group 9am-2pm

Philadelphia, PA 11/13/2013

Sales Seminar 8am-9am

User Group 9am-2pm

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