LoginTax Preparation Outsourcing
ONESOURCE Trust Tax services are used by over 500 trust tax organizations. Our experienced team of trust accountants can identify a solution for your fiduciary tax issues.
Thomson Reuters tax experts review your situation, listen to you, and develop a tailor-made tax compliance solution for your company. View our ONESOURCE Trust Tax services brochure.
ONESOURCE Trust Tax services include:
- Account setup
- Initial and ongoing review and correction of tax data
- Federal and state tax return preparation for: simple and complex trusts, grantor trusts, estates, charitable trusts, foundations and information returns including 1099s and 5498s
- Electronic filing
- Tax letters
- Quarterly tax estimates
- Tax Information Manager
- Optional, customized services
- Preparing federal and state 1041 tax returns, 1099s, 5498s and 706s and electronic filing when appropriate.
- Professional agency and tax letters and preparing quarterly estimates when required.
- Preparing 5227/1041A returns for charitable accounts and 990 returns for foundations; preparing 1040s upon request.
ONESOURCE Trust Tax offers full outsourcing services. If you simply need additional resources, Thomson Reuters can supplement your staff with fiduciary trust tax experts as part of the co-sourcing option. Taking advantage of our professionals provides a smooth process for transferring returns, while helping you manage the tax compliance process.
Administrator Workstation
Whether your trust tax department takes advantage of ONESOURCE Trust Tax outsourcing or co-sourcing options, the Administrator Workstation will keep your trust administrators connected to the tax department and tax process by providing immediate access to up-to-the-minute tax.
The Administrator Workstation connects you to the trust tax process by providing immediate access to trust tax information. Link your trust tax administrators to ONESOURCE Trust Tax services professionals who will ensure that you are in compliance.
