Trust Tax Software

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With over 1.5 million tax returns processed annually, ONESOURCE Trust Tax provides the most comprehensive trust tax compliance software available. Access virtually every type of trust tax return including estimates and 1041, 1099, 990, 5227, and 1041A forms.

ONESOURCE Trust Tax software offers you the look and feel of an in-house tax system, yet frees you from hardware and software investments.

Comprehensive tools that effectively manage tax data through the year include:

Account Binders Your trust users will be able to process tax returns, access source data, basic account information and much more.

Custom Registers Enable your trust tax administrators to perform full searches, sorts and filters, to ensure that when information is changed in a single entry those affected trust tax accounts will also be changed. With ONESOURCE Trust Tax, you can grant multiple users access to view this information without making duplicate files or records.

Quarterly Estimates Easily access your trust tax data for up-to-the-minute status or to edit existing data. Choose from a number of reports to download and print, or export data from TrustEase into other software programs.

Training and Support Online product support provides easy access to release information and product updates, quick tips and solutions, and enables users to submit questions and check the status of an existing inquiry.

Security To ensure your data is safe and easily accessible, we developed and maintain our own multi-tier secure data center. Your data is maintained and housed in Thomson Reuters' secured data center - we never resort to third-party hosting.

Tools

Improve communication, reduce operating costs and increase productivity. ONESOURCE Trust Tax software tools increase your level of control and enhance your ability to respond to client inquires. Features include:

Workflow Management View every detail of the trust tax process with the workflow management tool. From checking the status of the return to identifying who is working on the trust account, you will always have the most current information.

Administrator's Workstation Link your tax department to your trust tax administrators, and control access to the information. Administrators can view the information they need to respond to customer inquiries without interrupting tax department staff.

Web Delivery Service Provide trust beneficiaries with complete online trust tax services and convenient, easy access to trust account information. At your institution's online banking website, Trust 1099 recipients simply log in and click to review, print, and save a copy of trust tax information.

Mail Delivery Service Eliminate the time-consuming tasks of printing, inserting, postal verification, and mailing processed returns. With mail delivery service, you can send 1099 and 5498 forms and attachments directly to recipients from our specialized production facilities.