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.
- 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.