Fall User Group Meetings
ONESOURCE Trust & Estate Administration would like to invite you to join us in New York, NY and Boston, MA 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
RSVP
Submit questions and register for the free User Group Meeting and lunch by clicking on the meeting location below.
If you have questions about your license, please contact your Sales Representative at 800-331-2533.
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Federal 706 for 2016 and MA-706 for 2017 Product Updates
ONESOURCE Trust & Estate Administration
previously announced 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.
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Product Updates: FAS Accounting, NJ, PA, NH, MD, NY Report Formats and Calendar
ONESOURCE Trust & Estate Administration
is pleased to announce updates to the FAS Accounting, as well as the following report formats: New Jersey, Pennsylvania, New Hampshire, Maryland and New York. We have also recently updated the Calendar.
Note: The FAS Accounting and the Fiduciary Calendar now include the strong password login requirements.
Additionally: If your firm licenses any of the following programs, passwords created for the 709 and 1041 for 2016, the Federal 706, PA Rev 1500, and NJ ITR for 2017 share the same user logins and passwords with this release.
Please visit our new 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.
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Security Enhancement: Password Requirements
Thomson Reuters is committed to providing the most secure environment possible to safeguard your data. We regularly review our security standards to ensure they align with the most current industry practices and meet or exceed published standards. The Internal Revenue Service and state agencies are working together with industry partners to promote initiatives aimed at preventing fraudulent US tax filings and protecting taxpayers from cyber-attacks. For these reasons, we will be enforcing stricter controls for ONESOURCE user passwords and session timeouts. You can read more about the security initiative here:
IRS: Protect your clients; Protect yourself
ONESOURCE Trust & Estate Administration has already implemented these security enhancements with the release of the 1041 and 709 programs in December 2016, and the 706 Estate and Inheritance programs in March and April 2017. The change has also been implemented in the latest version of FAS, that was recently released.
Password Requirements
ONESOURCE user passwords must meet the following criteria:
- Minimum 8 characters in length
- Must contain at least one lower case (a-z), upper case (A-Z), number (0-9), and special character (punctuation)
- Mandatory password updates at least every 90 days
After this update, users with passwords that do not meet these criteria will be required to create a new password to access ONESOURCE Trust & Estate Administration.
Session Timeout Requirements
ONESOURCE users will be required to login and re-authorize their session after:
- 30 minutes of inactivity
- 24 hours of continuous use
For more information regarding setting up the new password, please see the Password Requirements FAQ in the sidebar (or click this link).
Note
: If you have already created a strong login password for any of the other ONESOURCE Trust & Estate Administration programs released with this feature after December 2016, you will use the same password you already use to access those programs to log into the FAS Accounting after the forthcoming update.
As always, we are here to support and assist you in any way that we can. Please do not hesitate to contact us with any questions or concerns that you may have on this matter. We thank you for the investment you have made in ONESOURCE and we truly value your business.
If you have questions about your license, please contact your Sales Representative at 800-331-2533.
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Federal 706 Update for 2017 and Cusip List
ONESOURCE Trust & Estate Administration
is pleased to announce an update to the Federal Estate Tax program for 2017, along with the Cusip List.
Please visit our new 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.
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