Thomson Reuters

Member Description

The ONESOURCE Trust Tax portfolio offers trust tax software and services, as well as workflow and document management solutions, to banks, brokerages, and trust and wealth management firms. ONESOURCE WorkFlow Manager is a breakthrough workflow and document management platform that enables you to standardize, automate, streamline, and manage ALL processes within the trust department. ONESOURCE Trust Tax services include more than 135 tax experts in eight major processing centers nationwide using our own trust tax software to ensure complete accuracy in tax processing and preparation. Specializing in fiduciary taxation since 1963, our preparers understand the unique needs of wealth management professionals and the complexities of fiduciary tax law.


Why Choose ONESOURCE WorkFlow Manager?
? Quickly store or retrieve all documents, including scanned agreements, electronic documentation, client correspondence and related documents.
? Manage all regulatory reviews and hand-offs.
? Assign and monitor work tasks electronically.
? Track compliance and management approvals.
? Easily integrates Microsoft Office, Lotus Notes.
? Adobe Acrobat files Utilize a "Full Text Search" capability across all stored documents.

The ONESOURCE TRUST TAX portfolio includes software and services for:
? Form 1041 for estates, trusts, or bankruptcy estates
? Form 5227 for charitable trusts
? Form 990/990-PF - exempt organizations & private foundations
? Form 1099
? Form 1042-S - NRA reporting
? Income reallocation of mutual funds, REIT type assets
? Qualified/non-qualified dividends
? Return of capital
? State reporting for municipal mutual funds
? Widely Held Fixed Investment Trust Assets (WHFIT) reporting
? Original Issue Discount (OID) reporting
? Unit Investment Trust (UIT)...

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