Onesource
Fiduciary Calendar
Automated software for managing trust and estate tax filing deadlines
Why choose Fiduciary Calendar
The Thomson Reuters ONESOURCE Fiduciary Calendar module keeps you on top of your clients' needs at all times. Our detailed calendar and checklists are specially designed for the management of trust and estate tax filing deadlines. No need to input each deadline — the system automatically calculates when the 1040, 1041, 706, 709, state inventory, and other items are due.
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What you get with our fiduciary accounting add-on
A master list of tasks and due dates can be viewed in agenda, monthly, weekly, or daily format.
Checklists include estate tax, inheritance tax, and income tax, as well as state-specific probate and customized reminders.
The Fiduciary Calendar is fully integrated with our Fiduciary Accounting and 706 products.
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Whether you want to automate a single task or handle the entire process, we have the solutions to help you create, execute, and maintain rock-solid trusts.
Ready to start a conversation?
Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you. Or you can call a representative in your region at +1 800 331 2533.