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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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Westlaw
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
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Corporate Software and Solutions
Accelerate your impact with trusted corporate software and solutions that help legal, tax, trade, and risk professionals work efficiently and accurately. Cut through complexity and automate workflows while making confident, faster decisions.
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Tax & Accounting
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CoCounsel Tax, Audit, Accounting
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
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ONESOURCE
Create a seamless process through automated and accurate corporate tax software and services. Ensure smooth workflows from tax determination through to tax and trade compliance for companies and large accounting firms.
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Corporate Software and Solutions
Accelerate your impact with trusted corporate software and solutions that help legal, tax, trade, and risk professionals work efficiently and accurately. Cut through complexity and automate workflows while making confident, faster decisions.
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ONESOURCE Indirect Compliance
Automate your company's sales and use tax, GST, and VAT compliance and expedite your global indirect tax compliance obligations. Move beyond complicated, country-specific spreadsheets to stay compliant across the globe.
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ONESOURCE Pagero
Comply with global e-invoicing mandates by leveraging a fully integrated, electronic invoice compliance solution — one solution spanning the globe, simplifying complexity for tax, e-invoicing, and continuous transaction controls.
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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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ID Risk Analytics
Detect, prevent, and mitigate fraud with this online fraud prevention tool for government. Gain a holistic view of identity-based risk within an agency’s program population.
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Reuters Connect
Around the globe, with unmatched speed and scale, Reuters Connect gives you the power to serve your audiences in a whole new way.
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Reuters Plus - Content Studio
Reuters Plus, the commercial content studio at the heart of Reuters, builds campaign content that helps you to connect with your audiences in meaningful and hyper-targeted ways.
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Reuters.com Platform
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
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Other tab
Use this tab to set various options that will apply to all 1065 clients.
To view this tab, select
Setup
, 1065 Partnership-
, the Federal
tab, Other Return Options
, then the Other
tab.note
Depending on your security configuration, you may need to enter the master password before you can open any entity type's tab.
Fields & buttons
Print Form 7004 with tax return
Mark this checkbox to have UltraTax CS print Form 7004 (previously filed with the IRS) with the extended tax return. Form 7004 prints immediately before Forms 8804 and 1065. To change the print order of the form, select
Setup
, 1065 Partnership
, the Federal
tab, then Tax Return
.Print Tax Return History charts presented as
By default, UltraTax CS prints the Tax Return History Report for each client with data in the History screen of the Review folder. Leave this checkbox marked if you want UltraTax CS to print the key figure charts on the Tax Return History Report. Clear this checkbox if you don't want to print the Tax Return History Report for any partnership client.
Chart Options button
Select this button to open the
Tax Return History Chart Options
window and select options for the chart type and key figures to report in chart form.Print Bank Account Verification
Mark this checkbox to have UltraTax CS print a Bank Account Verification Report with the return. The client should use this report to verify the bank information entered in the Bank screen in the General folder.
Prompt to enter partner defaults the first time Partner Data Entry is accessed
Mark this checkbox to open the
Add Partner Default
window the first time you open Partner Data Entry in a new client. In the Add Partner Default
window you can select the default entity and type for all partners added to the client.Prompt to enter transfers of capital defaults the first time Transfers of Capital is accessed
Mark this checkbox to open the
Transfers of Capital Accounts
window the first time you open the Transfers of Capital window in Partner Data Entry. In the Transfers of Capital Accounts window you can select the default transferring and receiving capital accounts for all transfers of capital added to the client.Allow Partner Data Entry to close when allocations do not total 100.000000%
By default, UltraTax CS requires that all partner allocations balance to 100.000000% when leaving Partner Data Entry. Mark this checkbox to choose to close Partner Data Entry when an allocation doesn't balance.
note
A Critical diagnostic will trigger for each allocation that doesn't balance to 100.000000%.
Depletion: Marginal oil production percentage depletion rate
Enter the depletion rate. If you don't enter a rate, UltraTax CS defaults to the current IRS value for the depletion rate for oil and gas properties.
Write-Up Retrieval: Maximum amount for Schedule L rounding
Enter a positive amount to indicate the maximum amount to round Schedule L balances imported from your general ledger program.
UltraTax CS assumes that the items that have tax codes for the Schedule L from the general ledger application balance properly. However, because some amounts from the general ledger application may include pennies, Schedule L may be out of balance due to rounding differences. UltraTax CS adjusts either the Accounts Payable account or the Cash account to balance Schedule L. The amount you enter in this field indicates the maximum amount you want UltraTax CS to allow for the adjustment. If the adjustment amount exceeds the amount you enter in this field, no adjustment will happen. If this field is blank, no adjustment will happen.
eSignature
Changes to the expiration or reminder frequency apply to eSignature packages sent in the future. In other words, eSignature packages are created with the expiration date and reminder frequency currently set up. You can't change them once you create an eSignature package.
Authorization forms (8453/8879/8878/114a) expiration # of days
Configure the # of days for an eSignature to be available before expiration when an authorization form is present. The default is 3 days.
Authorization forms (8453/8879/8878/114a) reminder frequency
Configure how often to send a reminder email while an eSignature is pending when an authorization form is present. The default is 18 hours.
Other (Consents, Engagement letter, etc.) reminder frequency
Configure how often to send a reminder email while an eSignature is pending when an authorization form (8453/8879/8878/114a) is not present. The default is 1 week.