How do I find a tax document?

If you know the citation for the specific case or document you want to view, you can either search directly for that document or Shepardize® it to see all related cases. You can search the Federal Code Reporter, statutes, regulations, IRS rulings and releases, U.S. Supreme Court cases, Tax Court cases, and the Federal Reporter - just to name a few.

As you are viewing the different sources, you can view a subset of document types within the source. For example, while searching for a regulation, you can specify if the document is final or temporary, or whether the regulation is a treasury decision, and so forth.

Once you specify the source and its subset, Lexis Advance® Tax provides a citation example to help you enter the citation correctly.

To retrieve a cited document:

  1. At the Lexis Advance® Tax Home page, click the Get a Document tab.
  2. On the left side of the page, select the practice area in which you want to search.
  3. Select a source from the Source drop-down list.
  4. Enter the citation in the citation field, using the example beneath it as a guide.
  5. Click the Get Document button. The full document appears.
  6. Use the options available to work with the full document.

 

To Shepardize a citation:

  1. At the Lexis Advance® Tax Home page, click the Get a Document tab.
  2. Select the practice area for which you want to search on the left side of the page.
  3. Select a source from the Source drop-down list.
  4. Enter the citation in the citation field, using the example beneath it as a guide.
  5. Select Shepardize® Citation. A list of related cases appears.
  6. Review the results and click the link for the document you want to view. The full document appears.
  7. Use the options available to work with the full document.

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