Trust Tax

Trust Tax

The market-leading approach to fiduciary tax

Get comprehensive solutions from the trust tax leader serving financial institutions around the U.S. Rely on ONESOURCE Trust Tax for the software and support you need to prepare and file your fiduciary tax returns. Our automated process helps you bridge the data from existing systems and create clear, compliant reporting and documentation.

The market-leading approach to fiduciary tax

For more than 40 years, we have been the trusted resource that most fiduciaries and trust tax managers use. ONESOURCE Trust Tax from Thomson Reuters has the software to meet every U.S. federal and state requirement.

ONESOURCE Trust Tax provides wealth managers with an integrated compliance solution that automates the fiduciary tax process from data management to 1099 and 1042-S reporting. To accomplish this, our software interfaces with every trust accounting system available.

Others utilize our trust tax and 1099 software, the most comprehensive solution available. It automates the fiduciary tax process, handling every type of return, including estimates. We also offer web delivery of tax documents, which can save time and money by giving beneficiaries direct access to their information and documents.

Your trust tax data is securely stored on Thomson Reuters servers, with regular system updates and daily data feeds. There’s a central location to find every document, and find it fast when you need it. We’ve also doubled up on security by having a full data recovery plan, along with ongoing document data backups.

ONESOURCE Trust Tax offers

  • Trust Tax

    The most complete software on the market, handling every type of state and federal return.

  • 1099 & 1042-S Solutions

    A comprehensive tax information reporting solution for financial institutions.

  • Web Delivery Service

    This optional service lets you provide beneficiaries instant access to documents via a secure website.

FACT: ONESOURCE has over 150,000 global users. Want to learn more? Click here.