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October 9th, 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
  • IL-700
  • CT-706 and CT-706NT
  • NY ET-706 
  • MD MET-1
  • PA REV-1500
  • NJ-ITR

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

 

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Fall User Group Meetings


 

ONESOURCE Trust & Estate Administration would like to invite you to join us in Philadelphia, PA; Boston, MA; Stamford, CT; and New York, NY for a free User Group Meeting. 

 

Meetings will be held from 10:00 AM until 1:00 PM. 

 

Lunch will be provided. 

 

The User Group Meeting agenda features:

 

  • 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. 

Please contact our sales department at 800-331-2533 if you have any questions regarding these events. 
FAS and 706 Now Includes Fiduciary Calendar 
 
Just a reminder that last year ONESOURCE Trust & Estate Administration announced that our Fiduciary Accounting and 706 programs include the Fiduciary Calendar at no extra cost.  Key features of the calendar program are listed below.
  • A detailed checklist composed of several specific ticklers.
  • A general calendar designed for the management of trust & estate deadlines.
  • System automatically calculates when 1041, 706, 709, state inventory and other items are due.
  • Reports include: Master Checklist, Estate Tax Checklist, Expected Income Checklist.
Product Information Sessions

Product Information Sessions are presented quarterly online via Webex. The goal of these sessions is to keep our clients up to date on our software and offer tips and tricks that they may find useful. Sessions run approximately one hour and include time for questions and answers.
Some of our past sessions focused on:
  • Real Estate transactions
  • Calendar program
  • Accounting Merge feature
  • Using the Valuations Interface
  • Computation of Residue in the 706
  • How to post assignments of short calls and puts
We invite you to submit your ideas for future sessions by clicking here. 
zCalc Estate Planner - Update to 2015 Program
 
ONESOURCE Trust & Estate Administration recently announced an update to the 2015 Estate Planner Software, zCalc. Please review the Help files for more details on this version's changes.

This year's installation serial number is: F299D72Z75

This update includes new state-specific estate tax functionality in various functions, planners & calculators. 
Please review the release notes and Help files for more information.

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.
 
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.
See us at an Upcoming Trade Show

Trade shows and professional conferences offer an ideal opportunity for us to meet with our clients and educate attendees on the software. Stop by our booth to discuss the benefits of using our software and to learn what is new at ONESOURCE Trust & Estate Administration. Throughout the year you can see us at many different trade shows across the country.  Look for us in the coming months at the following events:
 
 

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