Lexis Advance® Tax
Support & Training

FAQs

How do I choose my tax practice area?

Lexis Advance® Tax lets you perform your tax research in one of three practice areas: Federal, State & Local, and U.S. International. The options and sources available for each practice area vary.

    To do this:
  1. View the Lexis Advance® Tax home page.
  2. Click the Practice Area drop-down list and choose the practice area of preference.

Once you've chosen your practice area, you can perform your search in the red search box at the top of the page.


How do I perform a tax search?

You can use Lexis Advance® Tax to search cases, regulations, and other primary and secondary sources, including the entire Internal Revenue Code Title 26. In addition, Lexis Advance Tax lets you search in specialized areas of tax law; Federal, State and U.S. International and access analytical materials, i.e., treatises and newsletters by specialty.

    To perform your tax research:
  1. At the Lexis Advance® Tax home page, click the Search tab.
  2. Enter your search terms in the search box.
  3. Optionally, narrow your search to a specific source or sources by selecting the Add this source to search filter icon (Add this source to search filter icon) from any of the source pods below the search box.* (To later remove sources, click the Remove from search icon (Remove from search icon) next to the source name, or click Clear to remove all filters.)
  4. Click Search.
  5. Once you've performed your search, you can view your results.

* Repeat step three to search multiple sources at once.


How do I locate and view a tax document?

You can use the Get a Document tab to retrieve a specific document when you have the citation. Use the pre-formatted templates to quickly retrieve primary materials of interest by citation.


How do I validate a document or find other materials citing to a specific document?

You can use the Get a Document tab to access Shepard’s to validate a document or access materials that are citing to a particular document or authority. Use the pre-formatted templates to input the chosen citation and click the Shepard’s link to Shepardize it.


How do I find Code sections and related materials?

Use the Lexis® Tax Advisor – Federal Code Reporter to review explanations, legislative history and regulations related to Internal Revenue Code Sections of importance to you.

    There are 3 ways to access the Federal Code Reporter:
  1. Enter the Code Section in the Red Search box with the abbreviation IRC, ex., IRC 168.
  2. Select Get a Document from the Federal Tax subpage and enter your citation.
  3. Select Lexis® Tax Advisor – Federal Code Reporter from the “Fderal Tax” page and search or browse the Table of Contents.

Your results will include links to related core documents including final, temporary, and proposed regulations, legislative history, and United States Code Service (USCS) annotations, explanations, analytical materials, and real time developments in primary law.


What is the purpose of the Tax Overview Tab?

The Tax Overview Tab is intended to get your started on your research. View the contents by clicking the tab and browse or search the Table of Contents to find answers to your important tax questions.

  1. On the Federal Page, you can use the Tax Overview tab to review the contents of Lexis Tax Advisor – Federal Topical, an online multi-volume analytical treatise that covers federal income, estate, gift, and foreign tax.
  2. On the U.S. International Page, you can use the Tax Overview tab of Lexis Advance® Tax to review the contents of Rhoades & Langer U.S. International Taxation and Tax Treaties, which features in-depth analysis of all relevant Internal Revenue Code provisions and Treasury Regulations and Rulings, annotated text of every U.S. income tax treaty, as well as key features such as practical examples, diagrams, summary status sheets to identify all treaties and agreements currently in force, concise general rules, and examples and tables to speed and simplify your work.
  3. On the State & Local Page, you can use the Tax Overview tab of Lexis Advance® Tax to review the contents of Bender’s State Taxation: Principles and Practice, a treatise that covers major topics in State and Local Taxation.

How do I narrow or filter my tax search results?

By default, when you first view the results of your tax search, Lexis Advance® Tax displays your results in Snapshot view, which provides an at-a-glance view of your top results by category. While you are viewing your search results, you have numerous options to limit your results to specific categories, terms, jurisdiction, dates, publication status, sources, practice areas & topics, and more.

    To do this:
  1. Select the category link on the left side of the page to narrow your results by category.
  2. Then, to restrict your results to documents containing specific terms of interest, you can further refine your results by choosing options from the Narrow By pane. You can add additional terms to narrow by terms.
  3. You can refine results by jurisdiction where applicable using the jurisdiction filters at left.
  4. You can adjust the Timeline to review results from a given time period and use multiple other filters at once or individually.
  5. Once filters have been added, you can remove them by selecting the Remove post-filter icon (Remove post-filter icon) under Narrow By.

How do I access daily news and set news updates to be received automatically?

Tax news sources like Tax Analysts® Tax Notes Today, Tax Analysts State Tax Notes, and Tax Analysts Worldwide Tax Daily can help you stay up to date with international, federal, and state tax laws, regulations, and policy developments. Additionally, you can set up alerts to be notified of announcements, special reports, and in-depth commentary on taxation issues. This information can be updated daily or weekly, and it can be focused on your specific practice area or a subject or authority of particular interest.


How do I view recent tax news?

You can scan a rolling display of the last seven days of news from Tax Analysts simply by clicking the news tab on the Federal, State & Local and U.S. International pages.


How do I set up an alert to monitor news on a specific issue or topic?

You can create alerts so you that you can view the news associated with the matters that interest you most.

    To do this:
  1. At the Lexis Advance® Tax Home page, scroll to Legal News on the Federal, State & Local or U.S. International page.
  2. Click the Add this source to search filter icon (Add this source to search filter icon) next to the News publication of interest.
  3. Search the terms or authorities of interest to you to refine your results accordingly.
  4. For a more general news daily news update search the terms, “abstracts & citations” to receive abstracts & citations by date.
  5. Create an alert by clicking the Alerts icon (Alerts icon) and setting the publication alert delivery parameters on the screen that follows.

How do I save a tax source as a favorite?

When performing a search using Lexis Advance® Tax, you can select any number of sources in which to run your search. This can make it easier to review and assess your results. Sometimes you may want to reuse sources you’ve searched or browsed previously. You can do this using either of the following methods:

You access both your favorite sources and recently used sources from the Recent & Favorite Sources pod of the Lexis Advance Tax Home page. While viewing this pod, you can remove sources you no longer want to view or use. Additionally, if you are viewing a recently used source and you want to save it as a favorite, you can select the Favorites icon (Save to Favorites icon) next to it.

    To save a source as a favorite:
  1. On the Lexis Advance® Tax Home page, select the source you want to save from any of the pods located on the page.
  2. Alternatively, if you are browsing or searching a source using the Table of Contents, you can make the source or a chapter of the source a favorite from the Table of Contents page.
  3. In either method, click the star (Save to Favorites icon) next to the source you want to save as a favorite. The star turns yellow (Saved as Favorite icon) to indicate that the filter has been saved as a favorite. It is also added to the Recent & Favorite Sources pod.
  4. To remove the filter from your favorites, select the Remove from Favorites icon next to it.