Searching Across Multiple States

If your State & Local practice area subscription includes access to more than one state, Checkpoint provides a state selection template that is built into the State & Local Taxes Search screen.

To search across multiple states:

1. Click Search on the menu bar.

2. Select the State & Local practice area.

   The State & Local Tax Reporters option on the left navigation bar is the default setting. The Search RIA State & Local Tax Reporters template appears at right, listing all the states in your subscription.

3. Select the check box for one or more states.

4. Click Next.

   The search template displays the Tax and Document types common to the states you selected, as well as an optional Keyword field.

5. Choose one or more tax and document types.
6. Optionally, enter terms to describe your search in the Keywords field.

7. Click Search.

   The Search Results screen appears with a default view of either All Documents, Source List, or Table of Contents. You can toggle between these views by clicking the appropriate link. To further define search results, the Source List and Table of Contents views let you choose View Hits Only or View All Results (in the document tools).The Table of Contents format also has Display Level options (1, 2, 3) that let you expand or collapse the folders shown. You can manage default settings in the Search/Display section of the Options screen.
   

8. Click a state to view a list of the retrieved documents on the Document List screen.
9. Click a document name to view the document contents.

Note: You cannot conduct a citation search when you select more than one state. Citation searches are restricted to a single state.

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