2018 zCalc Estate Planner Released
ONESOURCE Trust & Estate Administration is pleased to announce the release of the 2018 version of the Estate Planner Software, zCalc.
This year's installation serial number is:
F0509D77815
Important
: You will have 14 days of use upon installation before the program will require registration. This can be accessed in advance by going to Help - Registration.
As a reminder, the zCalc ToolBox Suite includes the zCalc Function Library. Users who utilize solely the Function Library need install only that item.
The 2018 release of zCalc addresses the following income changes related to the recent new tax legislation:
- Standard Deductions
- Personal Exemptions (W-4 Impacts)
- Expense/Credit Limitations/Repeals (SALT)
- Itemized Deductions
- New Income Tax Rates and Brackets
- Higher AMT Exemptions
The released program is listed below. Please visit our software download site at
www.oteasoftware.com
to perform the download.
If you have questions about your license, please contact your Sales Representative at 800-331-2533.
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2017 Federal 709 Release with Final Forms
In December,
ONESOURCE Trust & Estate Administration
announced the release of the Federal 709 program for 2017 with final forms.
Key features of our simple to use, comprehensive 709 program include:
- Handles net gifts, calculation of the generation-skipping tax on direct skips, importing of information from the donor's prior year return, Crummey trust gifts, and much more.
- Annual Exclusion Report and interest and penalty calculation.
- All calculations are done as you work.
If you would like more information, please contact a Sales Representative at 800-331-2533.
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NJ-ITR and PA REV-1500 Released for 2018
ONESOURCE Trust & Estate Administration recently announced the release of the NJ Transfer Inheritance and the Pennsylvania Rev 1500 for 2018. These do include the final forms.
Important: If you have not updated or installed the Web Registration since 1/15/2013, it is required.
Please visit our software download site at
www.oteasoftware.com to perform the download of the programs. If you have any questions about your license, please contact our
sales department at 800-331-2533.
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Sales Territories Have Been Updated!
Karen, Jaime and Jerry have all been providing strong customer service/sales for the past 10+ years, and with realigned territories they will be able to bring state specific knowledge and expertise to clients. The new territories are:
Karen has these states, and the city of New York, NY:
AL, AR, CO, CT, DC, DE, FL, KY, MI, MO, MS, NH, NV, NY City (Manhattan), OR, TX and WI.
Jerry has these states:
AK, AZ, CA, GA, IN, KS, MA, ME, MT, NJ, NM, OK, PA, TN, UT and WY.
Jaime has these states, and the state of NY less the city of New York:
HI, IA, ID, IL, LA, MD, MN, NC, ND, NE, NY (except for Manhattan), OH, RI, SC, SD, VA, VT, WA, and WV.
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Updates to FAS Accounting, California, Connecticut, Maryland and Massachusetts Report Formats
ONESOURCE Trust & Estate Administration
recently announced updates to the FAS Accounting program, as well as the California, Connecticut, Maryland and Massachusetts Report Formats.
*Note*: This release of the FAS Accounting includes the ability to export data to ONVIO for 1041 2017 preparation purposes. More information is available in the Help menu.
Please visit our software download site at
www.oteasoftware.com
to perform the download.
If you are not the proper person to receive this notification, please forward to the appropriate person.
If you have questions about your license, please contact your Sales Representative at 800-331-2533.
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