Triva isn't available right now.
Check out the support page for our phone number and hours
Legal
Recommended Products
-
CoCounsel
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.
-
Westlaw
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
-
Practical Law
Accelerate how you find answers with powerful generative AI capabilities and the expertise of 650+ attorney editors. With Practical Law, access thousands of expertly maintained how-to guides, templates, checklists, and more across all major practice areas.
Questions? We are here to help
Tax & Accounting
-
Top products for corporations
-
Top products for accounting firms
Recommended Products
-
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.
-
UltraTax CS
Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
-
1040SCAN
Automate work paper preparation and eliminate data entry
Questions? We are here to help
Trade & Supply
Recommended Products
-
Foreign Trade Zone Management
Software that keeps supply chain data in one central location. Optimize operations, connect with external partners, create reports and keep inventory accurate.
-
Indirect Tax
Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.
Questions? We are here to help
Risk & Fraud
Recommended Products
-
CLEAR
Search volumes of data with intuitive navigation and simple filtering parameters. Prevent, detect, and investigate crime.
-
Fraud Detect
Identify patterns of potentially fraudulent behavior with actionable analytics and protect resources and program integrity.
-
ID Risk Analytics
Analyze data to detect, prevent, and mitigate fraud. Focus investigation resources on the highest risks and protect programs by reducing improper payments.
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
-
United States Support
-
International support
-
New releases
-
Join a TR community
-
Free trials & demos
Screen CATPW - California Tax Projection (1040)
Overview
Use this screen to enter information you expect to be different for the coming tax year. UltraTax CS uses this data to calculate the California Tax Projection Worksheet based on current tax law and next year’s tax law differences, if known. Enter only the items that you expect to be different for the coming tax year. If you do not enter an amount, UltraTax CS defaults to the amount from the federal TPW or the current year amounts transfers to next year’s calculation automatically. Any items marked with an asterisk (*) in CATPW Screen will not transfer automatically to next year’s column. UltraTax CS allows you to enter
0
(zero) in the amount fields in this input screen, if applicable.note
Amounts that transfer to next year’s calculation automatically will transfer directly to the worksheet and not the input screen.
General Information
The filing status and qualifications for additional exemptions and dependents default to the Federal Tax Projection Worksheet. Use this section to enter general information for the
2024
column of the California Tax Projection Worksheet if different from the federal form.Print Tax Projection Worksheet
The California Tax Projection Worksheet prints if any information is entered in this input screen. Enter
X
to print the California Tax Projection Worksheet when no information is entered in this screen. An X
in this field proformas to the next year when the option to Print Tax Projection Worksheet (TPW Screen) is marked in the federal Other Return Options screen.Standard or itemized deduction option (Force)
UltraTax CS reports both projected itemized deduction and projected standard deduction on the Tax Projection Worksheet. The default calculation for projected taxable income uses the more favorable of the two projected deductions. Use this field to force the calculation of projected taxable income to use either the projected standard deduction or the projected itemized deduction.
Income
Next year’s income from Schedule C and Schedule F activities defaults to the current year income, excluding income sourced to a taxpayer or spouse with a date of death entered in federal 1040 Screen. Use this section to enter income that will be different next year.
Tax Computation
Next year’s income tax withholding defaults to the current year withholdings, excluding withholding sourced to a taxpayer or spouse with a date of death entered in federal 1040 Screen. Use this section to enter to enter tax, credit, and payment information that will be different next year.