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Personalization

Research Profiles

What is a Research Profile?
The new and improved Tax Research Platform now gives you the possibility to create your personalized Research Profile(s). The feature will allow you to store your favourite and most frequently used searches for quick and easy future access.

How does it work?
 
  • Step 1
    Log on and go to the IBFD Tax Research Platform homepage. Perform the desired search by selecting the search criteria of your choice and by using the drop-down menus in the left-hand frame. If you would like to search a limited number of collections, first deselect all collections and then tick the checkboxes of the collections of your preference. Remember to click the 'Submit selected collections' button to isolate the collections of your choice.
     
  • Step 2
    Once you have performed your search, click on the 'Favourites' button on the toolbar at the bottom of the page:    

     A pop-up box will now ask you to give a name to the Favourite (e.g. 'News Netherlands') and add a note if you want:

   

    Please do so, and then click on "Browse" and select the "Research profiles" folder in the left frame, click on Ok and click on Ok again.

  • Step 3
    The Research Profile is now saved and can be viewed under the Favourites tab in the top frame. Please note that if the Profile is not visible immediately after saving, you may have to refresh the browser (usually by pressing F5). In the list of Research Profiles/Favourites, a blue icon with a magnifying glass denotes that the saved favourite is a search (e.g. Permanent establishments in Europe). A red icon with a document denotes that the saved favourite is a document (e.g. a chapter, article, treaty).


     
  • Step 4
    Repeat this for as many Research Profiles as you like. Profiles can be edited, deleted, set as default Profile and removed as default Profile by selecting a profile and choosing 'Edit', 'Delete', 'Set as default' and 'Remove as default' above the list of Research Profiles. The default Profile is the one that will show when you log on to the IBFD Tax Research Platform. 

Manage your Research Profiles

 
  • Editing your Research Profile: Check the box next to the Research Profile you want to edit and click the 'Edit' button. This allows you to change the name of the Profile and to make notes regarding that Profile. These notes will be shown when you hover over the name of the Profile with your mouse.

  • Setting your default Research Profile:The default Research Profile (e.g. "News Netherlands") will be shown when you log on to the IBFD Tax Research Platform. Check the box next to the Research Profile that you want as your default Profile and click the 'Set as Default' button. The word 'Default' should now appear in the Default setting column. In the same manner you can remove your default Profile or delete Profiles entirely.
Favourites

What is Favourites?
Our Favourites feature allows you to bookmark documents, tables and overviews you frequently visit. This will save you the trouble of repeating the same search every time.

How does it work?
 
  • Step 1
    Log on and go to the IBFD Tax Research Platform homepage. Perform the search needed to get to the document you want to save to your Favourites (i.e. bookmark.)
     
  • Step 2
    Once you have opened the document, simply click on the "Favourites" button on the toolbar



    A pop-up box will now ask you to give a name to the new Favourite (the default name is the title of the document as given by IBFD).

    If you wish, you can also create (and save to) a new folder for this search or document by clicking on "Browse", followed by "New Folder".
  • Step 3
    Once you have selected the folder in which you want to save the Favourite, click on "Save", followed by "Ok" (3x)

Manage your Favourites

All your Favourites can be found under the "Favourites" tab for quick future access. Here you can also manage your Favourites, e.g. drag-and-drop documents from one folder to another. In the list of Favourites, a blue icon with a magnifying glass denotes that the saved favourite is a search (e.g. Permanent establishments in Europe). A red icon with a document denotes that the saved favourite is a document (e.g. a chapter, article, treaty).

RSS feeds

Searching the web for international tax information can result in an overwhelming amount of search results. Keeping up to date can cost you a lot of time and effort. RSS addresses this problem by enabling you to receive the latest developments on a specific topic without having to browse. Text in RSS format can be updated at regular intervals, thus creating an RSS feed with the latest headlines and articles.
 
What is RSS?
RSS (most commonly translated as 'Really Simple Syndication') is a family of web feed formats used to publish frequently updated works, such as blog entries, news headlines, and audio and video in a standardized format.
 
How can you start using RSS feeds?
To start using RSS feeds you need a news reader. This is a program that automatically scans RSS feeds and delivers them to your desktop as often as you specify. There are different types of readers to choose from, each of them using either a browser or a downloadable application. Browser-based news readers deliver your RSS feed subscriptions to any computer, whereas downloadable applications store them on your main computer (in the same way, for example, as you download your email via Outlook).
 
Which news reader works for you?
There are several news readers available and every day new ones appear. They work on different operating systems, so make sure you pick one that will work on your computer.

For Windows users: RssReader, RssOwl
For Mac OS X users: AmphetaDesk
For Linux users: AmphetaDesk, Akregator, Liferea

How do I sign up for RSS feeds of IBFD?
To sign up for the feeds you are interested in, copy and paste the URL into your RSS reader according to the instructions of your news reader. Users connecting to the internet via a proxy server may need to set their proxy server, port, user name and password to the preferences of their chosen RSS reader in order to view the RSS feed. Alternatively, click on the RSS icon and follow the instructions.
 
What RSS feeds are available on IBFD.org?

  • RSS feeds have been specifically set up to deliver real-time Tax News Service Headlines
  • RSS feeds are available for our weekly European VAT Directives News
  • RSS feeds are available for any search performed directly within the IBFD Tax Research Platform, as well as in IBFD publications which are not yet part of the IBFD Tax Research Platform

To add an RSS feed to Internet Explorer (IE) and Microsoft Outlook:
   1. Open the IBFD Tax Research Platform;
   2. Perform the search or open the Research Profile you want the RSS feed for;

  3. Click on the RSS button on the toolbar at the bottom of the page;
  4. A new window showing the feed you have chosen will pop up;
  5. Click on Subscribe to this feed. A box will now appear asking you to give the feed a name:

1. Enter a name and click on Subscribe. This feed has now been added to your IE Feeds and to the RSS Feeds folder in your Outlook.

Your feeds can be viewed by pressing CRTL+SHFT+J or, in the toolbar of IE, selecting View and then Explorer Bar.
 
Note: Please be aware that the RSS Feeds service is only available to paying users. To add an RSS feed for a Research Profile, or any other search performed in the IBFD Tax Research Platform, click on the RSS button in the toolbar at the bottom of the page:

Tailored TNS

What is it?
This feature of Tax News Service (TNS) allows users to receive a daily email that contains only the reports they are interested in. Specifically, an interface allows selections to be made based on countries, related countries, regions, international organizations, practice areas and topics, and optional search terms or phrases.
 
How does it work?

  • Step 1
    Log on and go to the My Account menu item under the IBFD Tax Portal subsite. Choose 'EVD & TNS Email Settings' from the menu on the left and then click on the 'TNS Email Settings'. An interface will appear with three tabs; 'Current Settings', 'Opt In / Opt Out' and 'Change Settings'.
     
  • Step 2
    Choose 'Change Settings' at the top of the page to select which TNS reports you want to receive in your daily TNS email (using criteria such as countries, related countries, regions, international organizations, practice areas and topics, and optional search terms or phrases). Only one selection per user can be made, but you may change your selection criteria at any time.
     
  • Step 3
    After you have made your selection, choose 'Save' and your settings will be stored. With 'Discard changes', you can undo your settings.
     
  • Step 4
    You will see the results of your selection in the tailored TNS email you receive whenever there is news that satisfies your selection criteria. You can always change your settings by following the above steps.
Annotation Feature

What is it?
IBFD's annotation feature allows you to make a quick note about a document you are reading online. This makes it easier to centralize your thoughts (and notes!).
 
How does it work?

  • Step 1
    While reading a document on the IBFD Tax Research Platform you want to insert a note into, click on the 'Annotations' button on the toolbar.
     
  • Step 2
    Click 'Add annotation' and select the section of the document to which you want to add a note..
     
  • Step 3
    Write your thoughts or ideas in the text box that appears.
     
  • Step 4
    Save your note by clicking on the pin (located in the top right corner of the text box next to the cross).
To see all the annotations you have made, click on the 'My Annotations' tab at the top right of the Tax Research Platform. It is of course possible that you have multiple annotations in a single document. You can choose to expand all the annotations in this document by clicking on 'Annotations' button in the toolbar, and clicking 'Expand all' (or 'Collapse all' if you want to hide all the annotations).
Journal previews and newsletters

Journal previews are free emails that inform you about the forthcoming topics of IBFD journals.

IBFD is producing a number of different free newsletters in English. The following newsletters are available:

  • IBFD Newsletter (monthly)
  • Academic Newsletter (biannually)
  • Asia-Pacific Newsletter (monthly)
  • IBFD International Tax Training Newsletter (quarterly)
Sign up for one or more of the these newsletters.