Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
Law firm Zarwin 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
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
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 Investigate
Intelligently surface critical connections and insights in actionable format through AI-driven research workflows seamlessly integrated with the trusted and transparent CLEAR platform. Accelerate investigations and empower your team to make strategic decisions with confidence.
Questions? We are here to help.
Purchase
Buy solutions
Resources
Insights
Events
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 OKEst - Oklahoma Estimates (1040)
Show all hidden content
Overview
Use this screen to complete portions of Forms 511, 511-NR, OW-8-ES, and the Oklahoma Estimated Tax Worksheet. If the information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-OK shows it on the form only, not in the screen.
note
State payments are entered in the federal
St Pmt
screen so the amounts transfer to federal Schedule A. If you enter payments for Oklahoma in more than one of the four sections provided in the federal St Pmt
screen, be sure to use the same fields for each section. For example, if you use Enter total, or
in one section, use Enter total, or
for all sections that pertain to Oklahoma. Similarly, if you use the 1st-5th
fields, enter amounts in the payment fields for all sections used for Oklahoma.Overpayment Application
Use this section to apply any
2025
overpayment to 2026
's estimated tax payment.Application of
2025
overpaymentThese code options are the same as those in UltraTax/1040. They instruct UltraTax CS on how to apply any
2025
overpayment. Your decision affects what is printed on Page 2 of the return and the calculation of 2026
's estimated tax payments.New clients and converted clients may benefit from global options. Go to
Setup
, 1040 Individual
, Oklahoma
tab. Select New Client Options
, and enter the code or codes with which newly created and converted client returns calculate. These screen fields transfer the global choice to newly created and converted clients. The transferred codes may be changed in these fields if necessary without being replaced by the global choice made in the New Client Options
window. These fields are proforma'd from year to year; therefore, only newly created and converted clients are affected by global options.Estimates - Calculated
To calculate the estimated tax liability and required payments for
2026
, enter 2
through 8
in Application of
or make an entry in 2025
overpaymentEstimates - declaration for
.2026
Estimates - declaration for
2026
These codes are the same as those in UltraTax/1040. They tell UltraTax CS which method to use to determine the amount of the next year's estimated tax. If you enter
2
through 8
in Application of
, UltraTax CS defaults to option 2025
overpayment1
in Estimates - declaration for
. If both of these fields are blank, UltraTax CS 2026
does not
generate estimate vouchers or filing instruction information.Amounts for code 5 or 9
If you enter code
5
in Estimates - declaration for
, enter the quarterly payments. These amounts are adjusted by the overpayment applied and print on the vouchers.2026
If you enter code
9
in Estimates - declaration for
, enter the quarterly payments. These amounts aren't adjusted by the overpayment applied.2026
Amounts for
2026
estimates paidEnter any estimate payments already made toward the next year. These amounts and the applied overpayment subtract from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.
Tax projection options for code 8
If you enter code
8
, Use tax from Tax Projection Worksheet, in Estimates - declaration for
, select an option to customize the tax used to calculate next year's estimates. UltraTax CS automatically adjusts the projected tax liability based on the option you select. To produce a specific refund amount, enter that amount in 2026
Amount of refund desired
.Number of
2026
vouchers desiredThe number of estimate coupons defaults to
4
. Enter a code to specify fewer than four coupons. The overpayment and amounts paid toward 2026
's estimates are applied to each coupon based on the overpayment code, and the quarter in which the amounts were paid.Amount to round up each estimate
This field lets you enter rounding specifications for the estimated payments. The estimated payments can be rounded up to the nearest factor indicated. For example, to round up each estimated payment to the nearest $10, enter
10
. If this field is blank, UltraTax CS automatically rounds each estimated payment up to the next dollar.Treat 4th quarter estimate as due on 12/31/
2026
Use this field to indicate in the filing instructions that the fourth quarter estimate is due by 12/31. A global default is available for all new clients for all state returns. Select
Setup
, 1040 Individual
, Federal
tab, New Client Options
, and enter X
in Treat the 4th quarter state estimate as due on December 31st
.