How do I work with the different tax sources?

Lexis Advance® Tax includes several primary and secondary sources that can aid you in your research. These sources contain cases, codes, regulations, and analytical content, to name a few.

As you view these sources:

  • You can view information about the source. Choosing this option lets you see who published the source, its coverage, a description of its contents, and so forth.
  • You can add a specific source to your search so that you can review specific results for it. You can include multiple sources in your search. Any results will be retrieved from just the sources you specify.
  • You can view all of the documents related to the source.

To work with a source:

  1. At the Lexis Advance® Tax Home page, either locate the pod that contains the source type you are interested in viewing or click the Sources link at the top of the Lexis Advance® Tax Home page and locate the source in the list of sources.
  2. Once you have located the source you want to view, do one of the following:
    OptionDescription
    To view information about a source, such as its publisher, coverage, etc.Click the View source description icon (View Source Description) next to the source name. A pop-up window appears, showing the information about the source. (Click X to close the pop-up window.)
    To add a source to a searchClick the Add to Search icon (Add Source to Search). The source is added as a filter to the search box. (Complete your search by typing your search terms in the box and clicking the Search button.)
    To view all documents associated with a sourceClick the drop-down arrow next to the source name and choose Get all source documents from the list of options. The list of documents appears for you to review.
    To save a source as a favorite so you can quickly access it at a later timeClick the drop-down arrow next to the source name and choose Save this source as a favorite (Save as Favorite) from the list of options. See How do I save a tax source as a favorite? for details.

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