Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
-
Corporations
-
Governments
Success stories
-
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.
-
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
-
Tax, audit & accounting
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 books
-
Contact sales
Resources
-
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.
Data Entry Display dialog
Show all expandable content
Use this dialog to configure the order and visibility of data entry folders and input screens. Hiding infrequently used folders and input screens will help reduce the clutter during data entry. Screens that are hidden using this dialog can still be easily selected for use while a client's return is open.
To open this dialog, choose Setup, <Product Name>, select the Input Screens button, and choose Data Entry Display in one of the tabs in the Product Information dialog. For example, if you open this dialog via the 1040 Federal tab, you are changing the data entry display for all 1040 federal clients.
Video: Customizing input screens and folders
(approx. 3 minutes)
Fields & buttons
Folder / Input screen list
This list contains the folders and input screens for the current entity. To sort the list by the folder or screen ID, description, or display condition, select the appropriate column heading at the top of the list. To select multiple folders and/or input screens, hold SHIFT or CTRL and select the desired items.
note
The appropriate options will be enabled in the Display conditions group box based on the items you select in this list.
Display conditions group box
Use the options in this group box to set the display condition for the folders or input screens highlighted in the adjacent list.
Folder:
- Select theAlwaysoption to show the selected folders regardless of the presence of data.
- Select theIf data on any input screenoption to hide the folder until data is entered on one of the input screens contained in the folder.
Input screen:
- Select theAlways, when folder presentoption to show the selected input screens whenever the folder that contains them is visible.
- Select theIf dataoption to show the selected input screens only if data has been entered on them.
note
The options in this group box will be enabled only when the corresponding item (folder or input screen) is highlighted in the adjacent list.
Move Up / Move Down buttons
Use these buttons to modify the order in which folders or input screens are displayed for all clients of the current entity.
note
You cannot modify the position of the first input screen in a folder, as that input screen may contain mandatory fields that must be filled before the other screens in the folder can be accessed.
Preview Input Screen button
Select this button to open a preview of the highlighted input screen.
note
This button is enabled only when a single input screen is highlighted in the list above.
Print Report button
Select this button to print the Data Entry Display Report, which lists the folders and input screens for the current entity and the display conditions you have set for each item.
Mark all "if data" button
Select this button to set the display condition to "if data" for all input screens.
Restore CS Default button
Select this button to reset the default display conditions for all folders and input screens to "Always,", or to restore the customized display conditions from your settings in the prior-year application (if applicable).
This article applies to:
- PRODUCT: UltraTax CS