Search Tax Alerts by an Affected Client

The Search Tax Alerts by an Affected Client template allows you to locate Tax Alerts that affect a specific client. The account number(s) available for the affected client template are dictated by the tax service credentials you have recorded on the Tax Alerts options screen.

To search Tax Alerts by affected client:

1. Select the Practice Development tab and click the Search by Affected Client link from the left menu.   

2. Enter the Client Return Criteria information.
   • Account Number - Select the account for the specific client you want to filter. Note: The account numbers available are populated via the tax service credentials you entered on the Tax Alerts Options screen.
   • Locator Number - Enter the locator number for the client.
   • Tax Type - Select the appropriate tax type to search for.
   • Tax Year - Select the tax year to search for.

3. Enter Source Selection options for the search.
   • Developments - Include Tax Alerts developments in your search.
   • Developments Published Between - Constrain the search to only include developments published in a specific date range.
   • Client Services - Include Tax Alerts Client Services in your search.
    
4. Click the Search button.

Related Topics:

• Introduction to Tax Alerts
• Searching Tax Alerts
• Searching Tax Alerts with the Table of Contents
• Understanding Tax Alerts Affected Returns Messages
• Using Tax Alerts Client Services
• Setting Tax Alerts Options - Preferences
• Setting Tax Alerts Options - Tax Service Credentials

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