Searching Tax Alerts
You can perform filtered keyword searches with Tax Alerts by using the Tax Alerts Search Template screen.
To access the search template, click the Search Tax Alerts link on the left side bar of the main Tax Alerts screen.
To perform a keyword search in Tax Alerts:
- If you are not already in Tax Alerts, click the Practice Development tab in the Checkpoint main menu bar.
- Click the Search Tax Alerts link in the left menu to open the Tax Alerts search template.
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- Enter your search keywords in the Enter Keywords: field, or select the Thesaurus/Query Tool for more advanced search features.
- Select one of the three keyword filters in the Search for Keywords in section. You can specify if you want your keyword search to include Full Text or Headlines Only.
- There are 6 additional Source Selection filters you can use to focus your search:
- Developments - Include Tax Alerts developments in your search.
- Form Affected - Constrain the search to only return results impacting the specified form.
- 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.
- Topics - Constrain the search results to cover a single topic or series of topics. (Hold the
CTRL key and click to pick multiple topics).
- Jurisdictions - Constrain the search results to cover a single jurisdiction or series of jurisdictions. (Hold the
CTRL key and click to pick multiple jurisdictions).
- When you have completed modifying the filters, click the Search button. The results will be displayed on the Search Results screen.
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