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, citation searching is intended for using a specific citation.

The International practice area includes a separate customized template for retrieving Tax Treaty information.

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

To perform a citation search:

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

   The Search screen appears.

2. On the left navigation bar, select a practice area from the Practice Area drop-down list.

3. On the left navigation bar, click Find by Citation.

   Note: If you selected the State & Local practice area, you will need to select the appropriate state(s) and click Next.

4. Under Find by Citation, click the citation type you want to search (such as Cases).

   The selected citation template appears.

5. Follow the examples provided on the template to enter the appropriate citation format.
6. On some templates, you may have the option to enter keywords in the Keywords field for a more focused search.

7. Click Search.

   Citation search results are displayed on the Document screen.

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