ONESOURCE Trust & Estate Administration
Accounting and tax software and service solutions for 706, 1041, 709, court accounting, and estate planning
ONESOURCE Trust & Estate Administration software modules work together as an integrated system or can be used independently as standalone products to meet your individual needs.
Our preparation services will simplify and standardize your court accounting and tax preparation.
Stand-alone and Integrated Modules
Handle all known transactions, including dividend and capital gain reinvestment, short sales, exercise of options, spin-offs, taxable and nontaxable exchanges, and more.
706 for Federal and State Inheritance/Estate Tax
The 706 module enables you to automatically calculate tax returns, including prior transfer credit, foreign death tax credit, generation-skipping transfer taxes, and more.
1041 for Federal and State Fiduciary Income Tax
Prepare, review and file federal and state fiduciary income tax return forms and schedules. Automate most tax functions, from loss limitations to DNI allocations among beneficiaries, and calculate the tax return as you work.
709 for Federal Gift Tax
Generate federal gift tax returns quickly and easily. All calculations are done as you work.
The Fiduciary Calendar module provides a detailed calendar/checklist composed of several specific ticklers, as well as a general calendar designed for the management of trust and estate deadlines.
The Estate Planner is a suite of analytical products and tools that enhance your ability to create, analyze, and present powerful tax and estate planning strategies. It provides vivid reports, graphs, and presentations that help walk clients through the estate planning process.
Court Accounting & Tax Preparation Services
ONESOURCE Trust & Estate Administration court accounting & tax preparation services can greatly improve your business processes, freeing up valuable resources for revenue-generating business.
Provides wealth managers with an integrated compliance solution that automates the fiduciary tax process from data management to 1099 and 1042-S reporting.
ONESOURCE helps you address the complexities of tax and compliance on every level. Across 180 countries, our tax software programs and services help you stay in compliance, avoid penalties and audits, increase efficiency and save vast amounts of time.