Solutions
Law firms
Tax, audit & accounting firms
Products
Legal
Trade & supply
Tax, audit & accounting
Corporate tax
Risk & fraud
Books
Purchase
Buy solutions
Buy books
Contact sales
Resources
Product training
Product communities
Developers
Learn
Mail Service Information for ONESOURCE Trust Tax Tools Users
If you are a ONESOURCE Trust Tax Tools user and you use Mail Service, you have the option to set custom account (federal return) and beneficiary milestones for tracking when the recipient package is mailed to the recipient. You can even set Tools so that the status is set and the milestone information is captured simultaneously.
note
- There is no automated process for setting a status or milestone for Mail Service submissions that include tax return projections. A status and or milestone that uses theSet this Status when Letter is mailed check boxis not automatically set by a Mail Service submission for tax return projections. You may want to create a status and/or milestone that can be manually set when tax return projections are submitted to Mail Service.
- Contact your Client Manager if you do not currently use ONESOURCE Trust Tax Tools but want to.
Setting a Status to Track when a Recipient Package Is Mailed to a Recipient
To set a custom account (federal return) or beneficiary status for tracking when the recipient package is mailed to a recipient:
- SelectSETUP,CustomizethenStatus.
- Select the type of status (for example,Account (Federal Return)orRecipient) you want to set for tracking from theSectiondrop-down list.
- SelectSearch.
- Select theSet this Status when Letter is mailedcheck box for the status you want to track.
- SelectSave.
Setting a Milestone to Track when a Recipient Package Is Mailed to a Recipient
To set a custom account (federal return) or beneficiary milestone for tracking when the recipient package is mailed to a recipient:
- SelectSETUP,CustomizethenMilestones.
- Select the type of milestone (for example,Account (Federal Return)orBeneficiary) you want to set for tracking from theSectiondrop-down list.
- SelectSearch.
- Select theLetter mailedcheck box for the milestone you want to track.
- If you want to capture the milestone information at the time the status is set, select the status from theSet Milestone automatically when Status is changed tofield.
- SelectSave.
This article applies to:
- Product: ONESOURCE Trust Tax