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
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.
Screen NYLetter - New York Client Documents and Elections (1040)
Show all hidden content
Overview
Use this screen to enter client-specific transmittal letter information and for selecting election statements to attach to this client's return.
Custom Paragraphs
Use this section to create custom paragraphs.
Paragraph Number
Enter the paragraph number or use F4 to display a list of available paragraphs. Select the number that corresponds to the paragraph statement required for this client. An entry in these fields prints the selected paragraph in the client document. UltraTax CS prints up to 5 paragraphs with the return.
These fields become available after you have created a custom paragraph. To open the Document Editing window where you can create a custom paragraph, select
Setup
, 1040 Individual
, the New York
tab and select Letter Insert
or Filing Instruction
, then the Custom Paragraphs
tab. For details, see Client documents overview.Paragraph Description
UltraTax CS automatically updates this field with the custom paragraph description associated with the selection made in the
Paragraph Number
field.Election Statements
Use this section to select election statements to be attached to this client's return. Statements are created by selecting
Setup
, 1040 Individual
, the New York
tab, then Tax Elections
. UltraTax CS comes with several blank state election statements that can be customized for specific needs. For details, see Editing or creating tax elections.Election Number
Enter the election number that corresponds to the election statement required for this client. UltraTax CS prints up to 3 election statements with the return.
Election Description
UltraTax CS automatically updates this field with the election description associated with the selection made in the
Election Number
field.Unincorporated Business Tax
Use this section to insert custom variables in the New York unincorporated business tax filing instructions.
Name to use for first / second return
If the taxpayer / spouse has more than 1 business unit, make an entry in this field to change the name of the business that appears on the filing instructions and/or mailing slipsheet.