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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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 A-1 - Insurance Carrier Information (5500)
General
Separate contracts covering individual employees are grouped as a unit
When you enter an X in this field, UltraTax CS leaves Schedule A, line 1f blank.
Agent / broker information
Agent information prints on the form in descending order based on the total fees and commissions paid.
Information not provided by insurance company
When you enter data in this statement dialog, UltraTax CS marks the Yes checkbox on Schedule A, line 11 and generates the description on line 12.
Funds
Basis of premium rates
The insurance company should provide this information. If the insurance company does not provide this information, enter
Not provided
.Total premiums paid to carrier
When you enter an amount in this field while leaving the
Basis of premium rates
field blank, UltraTax CS displays "Not provided" on Schedule A, Page 3, line 6a.Other type, allocated funds
Enter a description for the type of contract if you selected
3
(Other) in the Type of contract: Allocated funds
field.Other type, unallocated funds
Enter a description for the type of contract if you selected
4
(Other) in the Type of contract: Unallocated funds
field.