Training Center
ONESOURCE Fiduciary Accounting System (FAS)
- ONESOURCE Fiduciary Accounting Software Training
- CSV/TXT Import Feature Demonstration
- Manually enter market values
- Enter market values using EVP
Transactions that are common to both
ONESOURCE Fiduciary Accounting and 706- Manually enter an asset
- Create an original asset using EVP
- ESI-Direct
- Add an original asset using the common asset feature
- How to create group headers
ONESOURCE 706
ONESOURCE Form 8971
- ONESOURCE Form 8971 Review for 2015 Dates of Death
- ONESOURCE Form 8971 Export Utility for Pre-2015 Dates of Death
- ONESOURCE Form 8971 Frequently Asked Questions
- ONESOURCE Form 8971 10 minute Demonstration
ONESOURCE 709 for 2022
ONESOURCE zCalc Estate Planner
ONESOURCE Fiduciary Calendar
ONESOURCE Trust & Estate recorded Training Series
Thomson Reuters offers recorded online training sessions for ONESOURCE Trust & Estate Fiduciary Accounting, 706, 8971, 709, and Fiduciary Calendar software. These sessions cover basic program operation and are ideal for new users or those who simply want a refresher course.Files will be downloaded to your computer to be run at your convenience.