Title: Electronic Tax Research
1Electronic Tax Research Its Not That Bad
- Southwestern Association of Law Libraries
- Annual Meeting
- April 2, 2005
- Stefanie Blasdell Anna K. Teller
- Law School Consultant
Associate Director - Bureau of National Affairs Texas
Wesleyan Law Library
2What am I demonstrating? What will you will
learn from my demonstration?
- Basic searching in Tax Management Library
- Focus on Tax Management Portfolios
- Touch on some advanced features
- Learn new methods of searching
- Learn new ways to instruct your patrons
3Wesleyan welcome screen
4Choose Tax Management Library
5Click Go
6Patron Query Can interest paid on student loans
be deducted more than once?
7Click Search and choose Federal/Foreign
8The search template for the Federal/Foreign
resources is now displayed
9Choose resources to search, we will choose U.S.
Income Portfolios and Internal Revenue Code
10Enter the phrase student loan interest and
execute the search
11Search results include 46 hits in U.S. Income
Portfolios, choose View TOC
12Expand using TOC results, choose entry with 36
hits
13Expand again, choose entry relevant to topic and
with several hits
14Scholarships and Educational Expenses is my
choice, now expand the Detailed Analysis
15Again choose relevant entry, Interest on
Educational Loans, and expand
16Again choose relevant entry, In General, and
expand
17Choose a link to follow, we will choose 2.
Interest Payments Made
18Interest Payments Made During Periods When Not
Required Denial of Double Deduction
19Patron Query Can interest paid on student loans
be deducted more than once? Alternate starting
point from initial directory.
20Choose a resource method. Pick a
portfolioU.S. Income Portfolios
21Click Search and choose Special
22The search template for U.S. Income Portfolios is
now displayed
23Enter the phrase student loan interest and
execute the search
24Search results include 46 hits
25Table of Contents Search Method, again
usingU.S. Income Portfolios
26Choose relevant entry, Income, Deductions,
Credits and Computation of Tax, and expand
27Again choose relevant entry, Scholarships and
Educational Expenses, and expand
28Again choose relevant entry, Detailed Analysis,
and expand
29Choose relevant entry again, Interest on
Educational Loans, and expand
30Expand by choosing a relevant entry, In General
31Patron is interested in information on double
deductions, so choose entry 2
32Interest Payments Made During Periods When Not
Required Denial of Double Deduction
33Click on linked statutes or regulations to see
them, choose 221(e)(1)
34Internal Revenue Code 221(e)(1) is displayed
35Patron Query Can interest paid on student loans
be deducted more than once? Same query but
different search syntax.
36Same search with different search syntax,
interest and student loan
37Search results include 31 hits in U.S. Income
Portfolios, choose View TOC
38Expand using TOC results, choose relevant entry
with 21 hits
39Again choose relevant entry, Scholarship and
Educational Expenses, and expand