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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 CALetter - California Custom Paragraphs and Elections (706)
Show all hidden content
Custom Paragraphs
To create custom paragraphs, select
Setup
, 706 Estate Tax
, the California
tab, then Filing Instructions
. Select Instructions Insert
or Letter Insert
, then the Custom Paragraphs
tab. If you selected a custom paragraph globally, it doesn't appear in the list of paragraphs available.Number
Select a paragraph number from the
Number
field that corresponds to the custom paragraph you want to use for this client. You can print up to 5 custom paragraphs on client documents. The Description
field displays the title of the selected paragraph.Elections
Number
Select an election number from the
Number
field that corresponds to the client’s required election statement. The Description
field displays the title of the selected paragraph.