ONESOURCE Trust Tax Insight Let administrators and other staff access clients’ tax information through our Insight portal

Why choose ONESOURCE Trust Tax Insight

Immediate access to current tax information is critical when making tax processing decisions and enhancing the overall experience for your clients. The ONESOURCE Trust Tax Insight module of Thomson Reuters ONESOURCE Trust Tax provides tax department stakeholders with up-to-the-minute tax information through an easy-to-use online portal. Tax departments control the configuration and setup of ONESOURCE Trust Tax Insight from within ONESOURCE Trust Tax, so the right people can look up the status of tax returns or can print K-1s, 1099s, and other forms and reports on demand. Share information more easily and spend less time chasing down details so you can boost everyone’s efficiency during busy tax season.

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What you get with our online software add-on for administrators

Improve communication

Connect tax departments to trust administrators, tax liaisons, and relationship managers, so everyone can stay in communication.

Be responsive

Look up the status of client returns, review completed returns, and find letters and reports immediately when clients call.

Enhance planning

After a return is completed, the federal and state computations are available to help assist clients with tax planning.

Hear from your peers

Watch this customer interview with Joe Hull, one of our 2016 Taxologist Award finalists for the Excellence in Trust Tax Management category.


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