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1041 2015 Final Forms Released
ONESOURCE Trust & Estate's 1041 Fiduciary Income Tax Program for 2015 is now available for download. The recently released version - 2015.1.0.6 - includes final forms. E-filing is enabled in this release.
*Note* E-filing with our program has undergone some changes to ease the process this year. Please review the "What's New" section of the E-file Guide.
Visit www.oteasoftware.com to access the download.
If you have questions about your license, contact your Sales Representative at 800-331-2533.
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 Federal 709 Final Forms Released ONESOURCE Trust & Estate has released the 709 Gift Tax program for 2015. This new release includes final forms for filing your 2015 returns. The 709 module handles:
- Net Gifts
- Calculation of the generation-skipping tax on direct skips
- Importing of information from the donor's prior return
- Split gifts with spouse including an import from the spouse's 709
- Crummey trust gifts
- And much more
The final release can be downloaded at www.oteasoftware.com .
If you have questions about your license, please contact your Sales Representative at 800-331-2533. |
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Federal 706 with Form 8971 for 2015
On Tuesday, February 19, 2016 the IRS announced, a change in the filing deadline of statements required under section 6035. The filings and statements need not be filed or furnished until March 31, 2016, rather than the previously announced February 29, 2016 deadline. The notice further recommends that executors and other persons who are required to file an estate tax return wait to prepare the statements required under section 6035 until the Treasury Department and IRS issue further guidance.
We recently announced an update to our 2015 Federal 706 that will allow users to prepare Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent, directly in our software.
As a best practice, we advise clients to create a copy of their 706 using the "Save As" feature for purposes of reviewing and preparing Form 8971 so as to not change or alter previously filed returns. We have scheduled online training for Friday, March 4, 2016 to share additional best practices.
If you have questions about your license, please contact your Sales Representative at 800-331-2533.
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706 and NY ET-706 Update
In December ONESOURCE Trust & Estate announced an update to the Federal 706 and NY ET-706 for 2015.
*Note* The update for the NY ET-706 for 2015 includes forms and calculations for dates of death 4/1/2015 through 12/31/2015. The Federal 706 update is required for this update to function.
Please visit our software download site at www.oteasoftware.com to perform the download.
(Product names in parentheses are the line item name from the product page).
If you have questions about your license, please contact your Sales Representative at 800-331-2533.
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Free Online Training Sessions for the 709
Free 709 training sessions are now available. All sessions are presented via WebEx. Sessions begin at 2:30 PM eastern time and run for approximately 90 minutes. Each session is limited to 60 participants, so register early by clicking on one of the dates below. Free CPE Credits are included with the training sessions.
709 Online Training:
- Program overview
- Creating returns from prior year
- Creating charitable and non-charitable donees
- Entering gifts
- GST exemption calculations
- Review gift tax forms and schedules
- Printing the 709 and supporting schedules
Register Below:
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zCalc Estate Planner - 2016 Program Released
ONESOURCE Trust & Estate Administration is pleased to announce the 2016 release of the Estate Planner Software, zCalc. Please review the Help files for more details on this year's changes.
This year's installation serial number is: F266D52Z76
Important: You will have 14 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 utilize solely the Function Library need install only that item.
If you have questions about your license, please contact your Sales Representative at 800-331-2533
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CSV Import Project 
We are actively working on a CSV Data Import Tool and need your help. Please contact us if you are able to share some sample files with us.
- The CSV Import Tool will allow clients to match electronic data files with required OTEA data fields and ultimately run a process to auto populate entries into the OTEA software where it can be used to complete various Tax and Accounting reports.
Benefits
- Early adapters will help shape the direction of the Import Tool.
- Once the User has perfected the import they will save hours of time previously spent on manual data entry which ultimately will allow them to handle more business.
- Less time will be needed to balance Accountings as importing will eliminate errors associated with manually inputting data.
- CSV files may be easily scrubbed prior to importing
If you are interested in helping us with this project, please contact your Sales Representative at 800-331-2533.
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Free Product Information Session
Topic: Review 1041 e-Filing for 2015 return
Product information sessions have been scheduled for:
The session will last approximately 45 minutes, followed by an opportunity for topic related questions. Click on your preferred date and time to register.
**IMPORTANT** To attend an online User Group, you must have access to the internet and an outside phone line.
Contact your Customer Sales Representative at 800-331-2533 with questions.
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