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 ORTM - Tri-County Self-Employment Tax Return (1065)
Show all hidden content
General Information
Amended return
If the Oregon return is amended and this box is blank, Form OR-TM is marked as amended. If the state return isn't amended, but you wish to amend Form OR-TM, enter
1
. If you don't wish to amend Form OR-TM when amending the state return, enter 2
and Form OR-TM won't be marked as an amended return.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.
Income
Total self employment earnings (Force)
UltraTax CS automatically calculates the amount of self-employment earnings. This amount is the same as the federal calculated amount. Use this box to force (override) the self-employment earnings. Self-employment earnings will then need to be specially allocated to the partners.
Exclusion amount (Force)
UltraTax CS automatically calculates the exclusion amount. Use this box to force (override) the exclusion amount. The exclusion amount will then need to be allocated to the partners.
Payments
Amount paid with extension
Each time you print the extension (via File, then Print Extensions), UltraTax CS:
- calculates the extension payment amount and enters it in this box, and
- prints this amount on the main return, not on the extension.
Alternatively, you can overrule the calculated amount by entering the amount actually paid with the current-year extension in this box. UltraTax CS then displays the new amount in black.
note
- To delete the overruled amount and restore the original calculated amount, right-click the box and select Delete overrule.
- To confirm the accuracy of the overruled amount, right-click the box and select Acknowledge overruled data. UltraTax CS then turns off the acknowledge functionality from the right-click menu. To restore the original amount later, you'll need to enter it manually.
- If desired, you can set a user preference to mark boxes for which you overruled the calculated amounts and to list all overruled amounts in the Diagnostics window.
Extension
Extended due date
If you've printed an extension by selecting File, then Print Extensions, the extended due date automatically displays in this box. When this box is completed and
Date return filed
is blank, UltraTax CS uses the date in this box to calculate penalties and interest. The extended due date also is reflected in the filing instructions.Balance due on extension (Force)
If an amount is in this box UltraTax CS displays this amount on the extension, completes
Extended due date
, and displays the amount in Amount paid with extension
.Penalties and Interest
Date return filed
If the date entered in this box is later than the return due date, UltraTax CS automatically calculates the penalties for failure to pay and failure to file and the interest on the underpayment. If this box is blank, it defaults to the calculated due date of the return.
Suppress penalties on return: Late interest
Enter
X
to suppress the late payment interest on the return. UltraTax CS prints the TM Late Filing Interest and Penalty Worksheet if this box is blank and the late interest is due. The TM Late Filing Interest and Penalty Worksheet also prints if the Failure to file
or Failure to pay
boxes are blank and a failure to file or failure to pay penalty exists.Suppress penalties on return: Failure to file
Enter
X
to suppress the failure to file penalty on the return. UltraTax CS prints the TM Late Filing Interest and Penalty Worksheet if this box is blank and the failure to file penalty is due. The TM Late Filing Interest and Penalty Worksheet also prints if the Late interest
or Failure to pay
boxes are blank and the late payment interest or a failure to pay penalty exist.Suppress penalties on return: Failure to pay
Enter
X
to suppress the failure to pay penalty on the return. UltraTax CS prints the TM Late Filing Interest and Penalty Worksheet if this box is blank and the failure to pay penalty is due. The TM Late Filing Interest and Penalty Worksheet also prints if the Late interest
or Failure to file
boxes are blank and late payment interest or a failure to file penalty exists.note
UltraTax CS prints the TM Late Filing Interest and Penalty Worksheet when penalties or interest exist. If the
Late interest
, Failure to file
, and Failure to pay
checkboxes are all marked, the TM Late Filing Interest and Penalty Worksheet doesn't print.