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May 28th, 2015

finger-keyboard.jpgFederal and State 706 Forms Released

  

In April, ONESOURCE Trust & Estate Administration released the 2015 706 Federal Estate Tax program, as well as several state programs. Please see the list of states available for 2015 provided below. Visit our software download site at www.oteasoftware.com to perform the download and view the release notes for the program.
 

  • MA 706
  • NJ IT-Estate
  • CT-706 and CT-706NT
  • NY ET-706 (For dates of death prior to 4/1/2015)

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

 

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Spring User Group Meetings

 

*Washington DC      *New York City      *Philadelphia      *Morristown, NJ

 

ONESOURCE Trust & Estate Administration  invites you to join us in Washington DC, New York City, Philadelphia or Morristown, NJ for a free User Group Meeting. 

 

Meetings will be held from 9:30 AM until 1:00 PM. Lunch will be provided.

Our agenda includes:  
 

  • What's new at ONESOURCE
  • Upcoming projects
  • Product review
  • Interactive Q & A - Including your submitted questions
     
Submit questions and register for the free User Group Meeting and lunch by clicking on the meeting location below. 





Feel free to pass this email on to any colleagues who may be interested in attending. Contact our sales department at 800-331-2533 if you have any questions concerning these events. 

**FREE**  Online Training for FAS and 706

 

Free training sessions are available via WebEx for 706 and fiduciary accounting.  All sessions begin at 2:30 PM eastern time and run for approximately 2 hours.  These popular sessions fill up fast, so register today by clicking on a date below.

 

FAS                                               706

Thursday, June 25                      Tuesday, June 30               

Thursday, July 9                         Thursday, July 16

                              

 

Or contact your Sales Representative at 800-331-2533.

 

FAS Formats Recently Updated pillars
 

ONESOURCE Trust & Estate Administration has recently updated several accounting reports formats. Current versions are listed below. 
 

  • Connecticut - 2.2.1.5
  • Virginia - 2.1.1.3
  • Guardianship - 2.3.1.6
  • New Hampshire - 2.0.7.11
  • Maryland - 2.1.1.3
  • Massachusetts - 2.2.2.2
  • Ohio - 2.2.1.1

 

Visit www.oteasoftware.com to download the latest versions of the recently released report formats. If you require additional information or assistance please consult with our sales department at 800-331-2533 M-F 8am-5pm Eastern.

 

2015 zCalc Estate Planner Release

  
zCalc for 2015 is currently available for download. Descriptions of the program updates and changes can be found in the program help file.

 

The zCalc Estate Planner offers the analytical products and tools you depend on to create and present powerful tax and estate planning strategies.  It offers improved integration and greater flexibility under a united brand.  The Estate Planner provides vivid reports and graphs for your clients so that you can:
  • Calculate different planning scenarios
  • Explain complex concepts in a relatively simple manner
  • Create customized client presentations
This year's installation serial number is: F299D72Z75

Important: You will have 45 days of use upon installation before the program will require registration. This can be accessed in advance by going to Help - Registration.

As a reminder, the zCalc ToolBox Suite includes the zCalc Function Library. Users who solely utilize the Function Library need install only that item. 

 

Please visit our new software download site at www.oteasoftware.com to download the 2015 program.


If you have questions about your license or would like to purchase the estate planner, please contact your Sales Representative at 800-331-2533.

Contact us:

 

Sales

Phone:  800-331-2533

Email: ONESOURCESales.TrustEstate@thomsonreuters.com

Fax: 855-775-6383  

     
Support

Phone:  800-488-5567

Email: ONESOURCESupport.TrustEstate@thomsonreuters.com 

 

ONESOURCE Trust & Estate

1500 Spring Garden St. 

4th Floor

Philadelphia, PA 19130