Trust Tax Form Delivery Electronic & print tax form delivery

Trust Tax Form Delivery

Confidence doesn’t happen by accident

ONESOURCE Trust Tax gives clients several options to make the printing and delivery of tax forms more efficient. These options include printing tax forms at a Thomson Reuters facility and utilizing mail service to send forms directly to the recipients. There are also electronic delivery options that can provide your clients with real-time access to their tax documents.

With Web Delivery from Thomson Reuters ONESOURCE Trust Tax your clients are able to access their tax documents themselves whenever they need them without calling your support team. This optional service provides account holders and beneficiaries with immediate online access to 1099s, K-1s, grantor and agency letters, tax information statements, and more through your institution’s secure website. Clients do not have direct access to ONESOURCE Trust Tax; they simply see a link on your website enabling them to retrieve copies of their tax documents.

Tax documents available through web delivery:

  • Form 1099
  • Schedule K-1
  • Form 5498
  • Form 1098
  • Form 1042-S
  • Grantor Letter
  • Agency Letter
  • Tax Information Statement