ONESOURCE Trust Tax

Software for financial institutions worldwide

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Description:

Rely on ONESOURCE Trust Tax for the software you need to prepare and file your fiduciary tax returns. Our automated process helps you bridge the data from existing systems and create clear, compliant reporting and documentation.

ONESOURCE Trust Tax provides wealth managers with an integrated compliance solution that automates the fiduciary tax process from data management to 1099 and 1042-S reporting. To accomplish this, our software interfaces with every trust accounting system available

Features

Benefits

Trust Tax Software
Most comprehensive software available. Automates all phases of the tax process, from the initial bridging of trust accounting data to the final printout of a completed tax return. It handles virtually every type of return, including federal and state estimates, 1041, 1099, 990, 5227 and 1041A Forms.
1099 Compliance for Trusts
Ensure Compliance, simplify and automate process with our software and/or services