About Bulk Shipments

ONESOURCE Trust Tax allows you to prepare and print tax documents at your organization (referred to as local print) or through Thomson Reuters (referred to as remote print). When remote printing, the print and delivery options available to you are Bulk Shipping and Mail Service.

Bulk shipping allows you to print and mail certain tax documents (for example, tax returns, worksheets and quarterly advice letters) to a single address. The address your bulk shipments are mailed to is defined on the Shipping Addresses page, and the shipping mode (for example, First Class Mail, Second Day Air or Ground) is defined using the

Shipping

options on the Options and Overrides page.

Bulk shipments are separated according to the address identifier selected when the process or print request is submitted. Within each shipment, your printed documents are sorted first by PAN then by the sort sequences defined in the

Sort

options on the Options and Overrides page. If you want to deliver all of your shipments to the same address but you want your shipments separated by department, you can define multiple shipping addresses, each with a different address identifier, but with the same mailing address details.

To print and assemble bulk shipments faster and more accurately, Thomson Reuters uses high-speed roll printers and automated stitching equipment. As a result, accounts that have tax returns or worksheets with more than 40 pages are not stapled or bound together when they are printed using bulk shipping.