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
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 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 FLGen - Florida Partnership Return (1065)
Show all hidden content
Federal-to-state input screen and asset module data transfer
If information is transferred from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue, for example: .
If necessary, you can overrule the transferred amount by entering the appropriate amount in the field. The application then displays the new amount in black.
note
- When you overrule a transferred amount, the application does not overwrite that amount with subsequent federal-to-state or asset module data transfers.
- To delete the overruled amount and restore the original transferred amount, right-click the field and choose Delete overrule or simply enter the original amount in the field.
- To confirm the accuracy of the overruled amount, right-click the field and choose Acknowledge overruled data. The application then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to enter it manually.
- If desired, you can set a user preference to mark fields for which you overruled the transferred amounts and to list all overruled amounts in the Diagnostics window.
Statements
Many data entry fields provide predefined statements in which you can enter additional information. For additional information, see Statements overview.
Accessing frequently asked questions
To view answers to common questions about calculations and data entry issues, go to the Help menu, select Additional Resources then Frequently Asked Questions.
Special allocations
Select the Ptr Alloc button next to the appropriate field to specially allocate items to partners using ratios that are different from the profit / loss ratios. For details, see Entering special allocations (1065).
Amounts that are specially allocated for federal purposes need to be specially allocated for state purposes, unless you have selected the option to default state partner allocations to federal allocated amounts. When this option is selected, only those state allocations that correspond to a specific federal allocation will default. To select this option, enter
X
in the Default state partner special allocations to the corresponding federal special allocation
field on the federal CltOptns screen.To mark the
Default state partner special allocations to the corresponding federal special allocation
field one time for all new clients, go to Setup and select 1065 Partnership. On the Federal tab, select New Client Options and mark the Default state partner allocations to federal allocated amounts (Screen CltOptns)
field in the Return Presentation tab.Statement special allocations
You may allocate statement items separately to partners directly in the statements. The statement items are printed separately for each partner on an item-by-item basis.
Apportionment
Apportionment information is entered in one place for all states attached to the return. To enter apportionment information for all states, select View, then Apportionment. For details, see Entering 1065 apportionment data for state returns.
General Information
Amended return if different from federal Screen 1065
If the federal return is amended or superseded and this field is blank, the Florida return and FL Corporate Partner’s Share of Income Adjustment and Apportionment Worksheet is also marked as amended. If the federal return is not amended or superseded but you wish to amend the Florida return, enter
1
. If you do not wish to amend the Florida return when amending or superseding the federal return, enter 2
and the Florida return will not be marked as amended.Final return if different from federal Screen 1065
If the federal return is final and this field is blank, the Florida return and FL Corporate Partner’s Share of Income Adjustment and Apportionment Worksheet are marked as final. If the federal return is not final but you wish to mark the Florida return as final, enter
1
. If you do not wish to mark the Florida return final when the federal return is final, enter 2
.General footnote
Use the statement to enter any miscellaneous information that needs to be conveyed with the return. The general footnote appears as a separate item in each collation.