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Fiduciary Accounting Report Samples

Report Samples

Recorded Trainings & Demonstrations

Thomson Reuters offers recorded online training sessions for ONESOURCE Trust & Estate Administration Fiduciary Accounting, 706, 8971, 8939, 1041, and 709 software. These sessions cover basic program operation and are ideal for new users or those who simply want a refresher course.

Recorded Training Links NEW LINKS ADDED!

Product Information Session - Deceased Spousal Unused Exclusion
August 21, 2012
Click here to view PDF of presentation

Form 8971 and Utility Demo
May 2016
Click here to view the 10 minute demonstration




Resource Links

American Institute of Certified Public Accountants (AICPA)  http://www.aicpa.org

IRS - Department of Treasury  http://www.irs.ustreas.gov

Alaska Department of Revenue  http://www.revenue.state.ak.us/

Arizona Department of Revenue  http://www.azdor.gov

California Franchise Board  http://www.ftb.ca.gov/

Colorado Department of Revenue  http://www.taxcolorado.com

Delaware Division of Revenue  http://www.state.de.us/revenue/

Florida Department of Revenue  http://www.myflorida.com/dor/

Georgia Department of Revenue  http://dor.georgia.gov

Hawaii Department of Taxation  http://www.state.hi.us/tax/tax.html

Idaho State Tax Commission  http://www.state.id.us/tax/home.htm

Illinois Department of Revenue  http://www.revenue.state.il.us/

Kentucky Revenue Cabinet  http://revenue.ky.gov

Maine Revenue Services  http://www.state.me.us/

State of Maryland Comptroller of the Treasury  http://www.comp.state.md.us/

Massachusetts Department of Revenue 
http://www.dor.state.ma.us/

Michigan Department of Treasury  http://www.michigan.gov/treasury

Minnesota Department of Revenue  http://taxes.state.mn.us/Pages/index.aspx

New Hampshire Department of Revenue Administration  http://www.state.nh.us/revenue/

New Jersey Division of Taxation http://www.state.nj.us/treasury/taxation/

New Mexico Department of Revenue  http://www.state.nm.us/tax

New York State Department of Taxation and Finance 
http://www.tax.state.ny.us/

North Carolina Department of Revenue   http://www.dor.state.nc.us/

Ohio Department of Taxation  http://www.state.oh.us/tax/

Oklahoma Tax Commission  http://www.oktax.state.ok.us

Pennsylvania Department of Revenue  http://www.revenue.state.pa.us/

South Carolina Department of Revenue - http://www.sctax.org

South Dakota Department of Revenue http://www.state.sd.us/drr2/revenue.html

Texas Windows on State Government  http://www.window.state.tx.us/

Utah State Tax Commission  http://tax.utah.gov/

Virginia Department of Taxation  http://www.tax.virginia.gov

Washington State Department of Revenue - http://dor.wa.gov

Wisconsin Department of Revenue  http://www.dor.state.wi.us

Wyoming Department of Revenue  http://revenue.state.wy.us/