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.
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.
* 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.
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.
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.
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.
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 () next to it.
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