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May 2017
2017 Federal 706 and NY ET-706 Release

ONESOURCE Trust & Estate Administration is pleased to announce the release of the Federal 706 and NY ET-706 Estate Tax programs for 2017.  

Forms in these releases are finalized and are able to be filed. 

Note:  The Federal 706 for 2017 program now includes the new strong password requirements. Please view the Password Requirements FAQ document here for more information.

Passwords created for the 709 and 1041 programs released after December 2016, or PA Rev 1500 and NJ ITR for 2017 programs, are shared with this release.

The released programs are 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.
Federal 706 for 2016 and MA-706 for 2017 Product Updates

ONESOURCE Trust & Estate Administration is pleased to announce the update to the Federal 706 for 2016 and the release of the Massachusetts M-706 Estate Tax program for 2017.  

*Special note* This Federal 706 for 2016 update is required for Massachusetts users only to allow access to old and new forms.
The Federal 706 for 2016 update and Federal 2017 release must be installed before the M-706 for 2017 install will function.  See the release notes for more information regarding accessing the MA M-706 in the Federal 2016 program.

Note:  The 706 for 2017 now requires a strong password to log in.  Please view the Password Requirements FAQ to the right for more information.

Please visit our software download site at www.oteasoftware.com to perform the download. (Product names in parentheses are the line item name from the product page).

If you have questions about your license, please contact your Sales Representative at 800-331-2533.
zCalc Estate Planner 2017 Release
zCalc Screenshot

In February ONESOURCE Trust & Estate Administration announced the  release of the 2017 version of our Estate Planner Software, zCalc.  
 
This year's installation serial number is: F306D81865

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 only utilize the Function Library need install only that item. 
 
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.
Live Spring User Group Meetings
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ONESOURCE Trust & Estate Administration would like to invite you to join us in Philadelphia, PA; Morristown, NJ and New York, NY for a free User Group Meeting.

Meetings will be held from 9:30 AM until 1:00 PM. 
Lunch will be provided. 
The User Group Meeting agenda features:
  • What's new at ONESOURCE 
  • FAS/706/709/1041 - news and Frequently Asked Questions            
  • Interactive Q & A - Including your submitted questions
Submit questions and register for the free User Group Meeting and lunch by clicking on the meeting location below.
FAS Accounting and Format Updates

ONESOURCE Trust & Estate Administration is pleased to announce updates to the FAS Accounting, as well as the following accounting reports:
  • Guardianship
  • Massachusetts
  • National Standard
  • Ohio
  • Vermont
  • Virginia
  • Maryland
Please visit our software download site at www.oteasoftware.com to perform the download. (Product names in parentheses are the line item name from the product page).

If you have questions about your license, please contact your Sales Representative at 800-331-2533.
Important Reminder: Check your 1041 E-file Status

It is imperative that all preparers confirm the status of any e-filed returns to ensure timely filing and to retrieve a copy of the Acceptance Acknowledgement.

To quickly check your E-File Status follow these steps: 
  •  Launch the 1041 program (It is not necessary to open a return).
  •  Go to the E-File menu and select Check Return Status.
  •  When the E-File Transmission Manager (see first image below) launches a list of your  submitted returns and their current status will display. 
  •  Statuses can be viewed with the Reports button (this will show statuses for ALL binders)  or by double-clicking on the respective binder. 
  •  To view or print details on any one binder double click on the entry to access the individual  E-File status report (see second example image). It is the preparer's responsibility to  correct and resubmit any rejected returns within the allowed Federal and State Perfection  periods. The Federal IRS has a 10 day transmission perfection period (5 Days for a  rejected extension). New York has a 7 day perfection period to correct submission and re-  file electronically, New Jersey follows Federal with a 10-day period. For additional  information on resubmitting rejected returns you may consult IRS Publication 4163 Rev.12-  2016 and New York Publication 90.
See the 2016 E-Filing Guide under the E-file menu for additional information.

If you have questions about your license, please contact your Sales Representative at 800-331-2533.
Contact us:
 
Sales
Phone:  800-331-2533
Fax: 855-775-6383  
     
Support
Phone:  800-488-5567
 
ONESOURCE Trust & Estate
2395 Midway Road
Carrollton, Texas 75006