Performing a Citation Search

Use Checkpoint's pre-designed citation search templates to search for specific types of tax information. For example, with Citation Searching you can retrieve a specific Federal Code section, State Statute, case decision, or revenue ruling.

In contrast to keyword searching, templates are intended for those cases where you know the location of the information you want to retrieve, or are looking for a specific citation.

Note: The International practice area includes a separate customized template for retrieving Tax Treaty information. For instructions on using this template, click here.

The State and Local practice area features a State template that guides you through its search templates.

To perform a citation search:

  1. Select the desired practice area from the practice area menu.
  1. On the left sidebar, click the Citation type you want to search.
    The selected Citation template appears.
  1. Follow the example provided on screen to enter the appropriate citation format. You can also enter keywords for a more focused search and use search connectors and the Thesaurus feature as desired.
  1. Click Search to begin.

Citation search results are presented the same way as regular keyword searches. Code sections appear on the View Document screen.

Note: To return to the Citation tab from either the Source List, the Document List, or the View Document Screen, click Modify Search.

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