 Federal 2016 706 Estate Tax with Final Forms Released, along with MA, NJ and NY states The federal 706 Estate Tax program for 2016 is now available for download. This new release includes final forms. State Estate tax programs for Massachusetts, New Jersey, and New York are also available.
Please review the Release Notes for changes to this year's version of each program.
If you have questions about your license, contact your Sales Representative at 800-331-2533. |
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Federal 706 Form 8971 Update
On March 23, 2016 the IRS announced notice 2016-27, a change in the filing deadline of statements required under section 6035. The filings and statements need not be filed or furnished until June 30, 2016, rather than the previously announced March 31, 2016 and February 29, 2016 deadlines.
Notice 2016-27 will be published in IRB 2016-15, dated April 11, 2016.
Click here to read Notice 2016-27 as it appeared in the IRS GuideWire.
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Spring User Group Meetings
ONESOURCE Trust & Estate Administration would like to invite you to join us in Morristown, NJ; Philadelphia, PA; New York, NY; Tampa, FL and Ft. Lauderdale, FL for a free User Group Meeting.
Meetings will be held from 9:30 AM until 1:00 PM.
Lunch will be provided.
The User Group Meeting agenda features:
- What's new at ONESOURCE
- Upcoming Projects
- Form 8971
- Review rules for consistent basis
- Review enhanced 8971 processing
- When to use Export Utility
- Frequently Asked Questions
- 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.
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CSV Import Project 
We are actively working on a CSV Data Import Tool and need your help. Please contact your sales representative at 800-331-2533 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 increase business.
- Reduce time needed to balance accountings as importing will eliminate errors associated with manually inputting data.
- CSV files can be easily scrubbed prior to importing
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FAS Report Formats Updated
The following report formats for FAS have recently been updated:
- Maryland
- Massachusetts,
- Vemont
- Virginia
- Ohio
Important: The web registration download is required for all program installations after 1/15/2013.
If you have questions about your license or are interested in purchasing additional formats, please contact your Sales Representative at 800-331-2533
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