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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.
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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.
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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.
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Tax, audit & accounting
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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.
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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.
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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.
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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.
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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.
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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.
Screen CA1310 - California Refund for Deceased Taxpayer (1040)
Overview
Use this screen to complete the California version of Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, when the California return shows a tax refund. Information is automatically used from data input in the federal 1310 Screen. Use this screen if the information is different from the federal information.
Claimant Information
Use this section to enter information to claim a refund on behalf of a deceased taxpayer. Information automatically transfers to California Form 1310 from data input in the federal 1310 Screen. Use this section to enter California information, if different from federal.
note
For electronically filed returns, a representative must be selected when one or both of the taxpayers is deceased. Select the type of Representative on the CAELF Screen, located in the CA Electronic Filing folder, and enter the
Executor or Guardian name
on the Gen Screen, located in the California General folder. UltraTax CS defaults the spouse as the representative when only one spouse is deceased and the filing status is married filing joint.