Triva isn't available right now.
Check out the support page for our phone number and hours
Legal
Featured
-
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.
-
Westlaw
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
-
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.
Questions? We are here to help
Tax & Accounting
-
Top products for corporations
-
Top products for accounting firms
Featured
-
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.
-
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.
-
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.
Questions? We are here to help
Trade & Supply
Featured
-
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.
-
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.
-
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.
Questions? We are here to help
Risk & Fraud
Featured
-
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.
-
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.
-
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.
Questions? We are here to help
News & Media
Recommended products
-
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.
-
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.
-
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.
Questions? We are here to help
Books
Recommended products
-
What's new in legal products
Shop our latest titles
-
Shop tax customer favorites
ProView Quickfinder favorite libraries
Questions? We are here to help
Developers
-
APIs by industry
-
Related sites
User Preferences dialog (Source Data Entry)
Show all expandable content
Use this dialog to configure various user preferences related to the Source Data Entry utility. These options include determining whether UltraTax CS automatically completes FICA and Medicare wages on Form W-2, checks for the existence of an UltraTax client with the same TIN, and checks for duplicate forms.
To open this dialog, choose Setup then User Preferences in the UltraTax CS Source Data Entry utility.
Fields & buttons
Data location
Use this drop-down list to select the desired data location where you want to store information entered via the UltraTax CS Source Data Entry utility. These data locations are defined in the Setup, System Configuration, then Data Locations tab in Source Data Entry.
note
If you specify a location other than the default, you must also update the location of the Source Data Entry information in UltraTax CS. To do so, open UltraTax CS, choose Setup then User Preferences, select the File Locations tab, then select the
[[ut_cy_yyyy]]
& UltraTax CS
option. Highlight UltraTax CS Source Data Entry in the list pane, select the Modify Location button, and select the correct location from the drop-down list.Save data in
Mark either the
Mixed Case
or UPPER CASE
option to specify the format of stored data. By default, data entered via the UltraTax CS Source Data Entry utility will be stored in mixed upper and lower case.Automatically complete FICA and Medicare wages (Form W-2)
Mark or clear this checkbox to specify whether you want UltraTax CS Source Data Entry to automatically calculate FICA and Medicare wages from the Federal wages entered in box 1 of Form W-2. This checkbox is marked by default.
Check for existence of UltraTax CS client when TIN is entered
Mark or clear this checkbox to specify if you want UltraTax CS Source Data Entry to notify the user when a TIN is entered in Source Data Entry that is not present in UltraTax CS. The notification dialog provides the
Continue Data Entry
and Discard
options. This checkbox is marked by default.&Check for duplicate forms when TIN is entered
Mark or clear this checkbox to specify if you want Source Data Entry to notify the user when a duplicate client TIN and issuer EIN are entered for a specific form. The notification dialog provides the
Open a previously entered form
and Continue with a new form
options. This checkbox is marked by default.Use same recipient TIN on consecutive forms
Mark or clear this checkbox to specify if you want Source Data Entry to automatically reuse the recipient TIN on the next new form entered in Source Data Entry. This checkbox is marked by default.
Select fields with extracted OCR data when present on source documents in FileCabinet CS
Mark or clear this checkbox to specify if you want FileCabinet CS to highlight character extraction locations when verifying data retrieved using Source Document Processing. This checkbox is marked by default.
Display all custom fieldview items in drop-down list
Mark this checkbox to include all entries in the Custom Fieldview dialog in the corresponding custom fieldview drop-down list. If this checkbox is not marked, only those entries with the
Display in drop-down
checkbox marked will be included in the drop-down lists.This article applies to:
- PRODUCT: UltraTax CS