Creating and Saving a Customized Source Set

Generally, your searches are confined to a specific practice area, such as Federal. When selected, the practice area displays predefined source sets (such as Editorial Materials, Federal Tax Coordinator, Tax Desk, IRS Publications, or Primary Source Material), and one or more of these will be the focus of your search.

You can also search across practice areas. For example (depending on your subscription), you can select source sets from both the Federal and State & Local practice areas for the same search. To do this, you create a customized source set.

To create and save a customized source set:

1. On the menu bar, click the Search menu.

   The Search screen appears.

2. On the left navigation bar, click the Practice Area drop-down list, and then click All Practice Areas.
3. Select the check boxes for the sources you want to include.
4. Click the Save link next to the Choose Sources from drop-down list.

5. In the pop-up window, enter a name for the saved list and click OK.

   The saved source set is added to the Choose Sources from list.

6. If necessary, you can delete, rename, or modify a source set.
   
   • To remove a source set from the list, make the source set active, and then click Delete.
   • To rename a source set, make the source set active, and then click Rename.
   • To modify a source set, select the appropriate practice area, and then select the check boxes for new sources. You can either save the modified set with a new name or save as the old name and overwrite the old source set.

Note: You can also create and save a customized source using the Quick Search pane on the Home screen.

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