Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
Law firm Zarwin 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
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
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 solutions
Resources
Insights
Events
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.
Period indicators
A period indicator is a symbol or code that tells the application the time period to pull amounts from for a specific column, row, cell, or group of cells. A period indicator can specify a single period, year-to-date, cumulative, beginning balance, or total amount for the current or preceding years.
The following is a table of some of the period indicators that are available in the
Report Designer
, then Enter Trial Balance
screen.Current year
Code | Details |
|---|---|
CP | Current period |
CY | Current year-to-date |
CZ | Current year cumulative, doesn’t include beginning balance |
CB | Current year beginning balance |
CT | Current year total |
CP-1 up to CP-52 | Current year - XX period ago (up to 52 periods ago) |
C1 up to C53 | Current year - period XX (up to 53 periods) |
Prior years
Code | Details |
|---|---|
1PP | 1 prior year current period |
1PY | 1 prior year year-to-date |
1PZ | 1 prior year cumulative |
1PB | 1 prior year beginning balance |
1PT | 1 prior year total |
1PP-1 up to 1PP-52 | 1 prior year - XX period ago (up to 52 prior periods ago) |
1P1 up to 1P53 | 1 prior year - period XX (up to 53 periods) |
2PP | 2 prior years current period |
2PY | 2 prior years year-to-date |
2PZ | 2 prior years cumulative |
2PB | 2 prior years beginning balance |
2PT | 2 prior years total |
2PP-1 up to 2PP-52 | 2 prior years - XX periods ago (up to 52 prior periods ago) |
2P1 up to 2P53 | 2 prior years - Period XX (up to 53 periods) |
3PP | 3 prior years current period |
3PY | 3 prior years year-to-date |
3PZ | 3 prior years cumulative |
3PB | 3 prior years beginning balance |
3PT | 3 prior years total |
3PP-1 up to 3PP-52 | 3 prior years - XX periods ago (up to 52 prior periods ago) |
3P1 up to 3P53 | 3 prior years - Period XX (up to 53 periods) |
note
The period and years vary based on the client's processing frequency. For example, a monthly client will have 12 periods and 11 prior periods in any year. The years available for selection depend on the number of prior years of data available for the client.
Payroll only
Code | Details |
|---|---|
XTD (All prior years year-to-date) | Q1 - Q4 (Quarter <1 - 4>) |
1PMTD | 1 prior year month-to-date |
1PQTD | 1 prior year quarter-to-date |
1PYTD | 1 prior year year-to-date |
1PJAN - 1PDEC | 1 prior year |
1PQ1 - 1PQ4 | 1 prior year quarter <1- 4> |
note
The End of Month function in the
Insert
, then Formula
window has 1P1 through 1P12. This enables you to output data for the month-end date for any month of the prior year. This article applies to:
- Product: Accounting CS,Workpapers CS
- Subject: Reports