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.
Screen OKAlloc - Oklahoma Source Amounts (1065)
Show all hidden content
Separate Books
Allocating all income on basis of separate books and records
Enter
X
to use amounts entered for income based on separate books and records. If this field is marked, UltraTax CS ignores the apportionment percent and uses the amounts entered to complete Form 514, Page 2, column B. If this field is not marked, and amounts are entered in View then Apportionment for any state, the application completes Form 514, Page 3, Part 4 and the Apportionment Formula.Ordinary Income
Other income
This statement contains all relevant information entered in federal Screens K. To exclude an item from the state return, delete the amount, enter a zero, or delete the entire line item from the statement. UltraTax CS displays the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers.
Deductions
Other deductions
This statement contains all relevant information entered in federal Screen K-2. To exclude an item from the state return, delete the amount, enter a zero, or delete the entire line item from the statement. UltraTax CS displays the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers.
Sourced Income Amounts from Federal Schedule K
Specially allocate ordinary income (loss)
Select the
Ptr Alloc
button to specially allocate the ordinary income or loss from Oklahoma if the amount used an advanced allocation method on the federal return. If ordinary income or loss is not specially allocated, UltraTax CS calculates the partner’s amounts based on the federal profit sharing percentages.Interest on loans, notes, mortgages, bonds, etc / Other interest income
This statement contains all relevant information entered in federal Screen K. To reclassify federal interest income items for Oklahoma purposes, enter the appropriate class code in the first statement column. See the following table or the fieldview list of available codes.
Class Code | Description | Destination |
|---|---|---|
L | Loans, mortgages, etc. | Form 514, Page 2, Part 3, line 4a, columns A and B |
O | Other (default) | Form 514, Page 2, Part 3, line 4d, columns A and B |
To exclude an item from the state return, delete the amount, enter a zero, or delete the entire line item from the statement. UltraTax CS displays the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers. For more information (including details on setting a user preference to mark fields for which you overruled the transferred amount).
Interest on state obligations
This statement contains all relevant information entered in federal Screen K-4. To exclude an item from the state return, delete the amount, enter a zero, or delete the entire line item from the statement. UltraTax CS displays the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers. For more information (including details on setting a user preference to mark fields for which you overruled the transferred amount).
Other portfolio income (loss)
This statement contains all relevant information entered in federal Screen K. To exclude an item from the state return, delete the amount, enter a zero, or delete the entire line item from the statement. UltraTax CS displays the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers.
Other income (loss)
This statement contains all relevant information entered in federal Screen K. To exclude an item from the state return, delete the amount, enter a zero, or delete the entire line item from the statement. UltraTax CS displays the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers.
Sourced Deduction Amounts from Federal Schedule K
Contributions
This statement contains all relevant information entered in federal Screen K-2 and the totals from federal Form 8283. To exclude an item from the state return, delete the amount, enter a zero, or delete the entire line item from the statement. UltraTax CS displays the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers.
Portfolio deductions
This statement contains all relevant information entered in federal Screens K-2. To exclude an item from the state return, delete the amount, enter a zero, or delete the entire line item from the statement. UltraTax CS displays the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers. For more information (including details on setting a user preference to mark fields for which you overruled the transferred amount).
Intangible drilling costs
This statement contains all relevant information from the Oil & Gas module. If you are not licensed for this module, enter the amount in this field. To exclude an item from the state return, delete the amount, enter a zero, or delete the entire line item from the statement. UltraTax CS displays the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers.
Other deductions
This statement contains all relevant information entered in federal Screen K-2. To exclude an item from the state return, delete the amount, enter a zero, or delete the entire line item from the statement. UltraTax CS displays the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers.