Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
-
Corporations
-
Governments
Success stories
-
A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
-
Tax, audit & accounting
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
Purchase
-
Buy books
-
Contact sales
Resources
-
Product training
-
Product communities
-
Developers
Highlights
-
2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Adjust the income of a business, farm, or rental for state law differences or source allocations
The calculation of Schedules CA and CA (540NR) begins with data entered in the federal C, Rent, F, and 4835 screens. For part-year and nonresident returns, activities with postal code
CA
that aren't allocated using the state allocation spreadsheet will transfer 100 percent to California sources. Activities with any other postal code will transfer 0 percent to California sources. When you enter data in the state allocation spreadsheet, California source amounts are calculated by multiplying the total income and total expenses by the Percent of federal allocated to state
entered in the federal StCO screen with postal code CS
(California Source).note
When the federal StCO screen with postal code
CS
is blank, UltraTax CS uses the amounts in the StCO screen with postal code CA
.Depreciation
California depreciation adjustments automatically transfer from information entered in the asset module. Information transfers to the CADepr screen from the
CA
(California state tax) treatment for all assets. When you force amounts in the federal input screen, UltraTax CS uses 100 percent of the forced amounts entered for total source calculations. For part-year and nonresident returns, depreciation expense allocates to California source calculations using the entry in the Percent of federal allocated to state
field in the StCO screen for the activity.note
California Schedule CA Reconciliation Report displays the income and expenses calculated by UltraTax CS. To adjust California net income for income or expense differences, use the field available in the state input screen for each activity. All calculations include adjustments made in these fields, including Form 6198, At-Risk Limitations, and Form 3801, Passive Activity Loss Limitations.
Schedule R is available in the
California Non Calculating
folder to calculate the percentage to enter in the state allocation spreadsheet.