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Getting Started

Getting started


The interface

  • The top frame (1) is the title frame with all the relevant buttons for navigating through the various sections of the product as well as all the tabs.
  • The left-hand frame (2) contains the search options (drop-downs, full text search etc.)
  • The middle frame (3) contains the search results screen and shows you the document you have selected.

When you enter the IBFD Tax Research Platform, the middle frame will give you an overview of the collections to which you are a subscriber. The initial view is summarized (collapsed) by default. 

In order to expand the view and see your subscriptions in full detail, you need to select  "Expand all":

You can always set a different default view via your Favourites. Just ‘Expand All’ collections, add this ‘view’ to your Favourites via the toolbar button and then set this view as default under the Favourites :

If you do not have a subscription to all the collections, but want to see all the collections that IBFD has on offer, untick the checkbox at the top of the left-hand frame entitled 'My Subscriptions only'. 

The tabs

The top frame

The tabs are always located in the top frame.
The Search tab displays the results list of the last search you performed.
The Tools tab contains the various tax research tools that IBFD offers (for more information on these, see the Tools section further on in this document).
The News & Updates tab displays:
  • the most recent news articles published by our Tax News Service
  • recent updates to our Country Surveys, Country Analyses, Topical Analyses, Treaties and Case Law collections, with direct links to sections with important developments (for Country Surveys, Country Analyses and Topical Analyses collections)
  • links to the most recently published articles for all IBFD journals
  • an overview of the latest enhancements to the Tax Research Platform
The Favourites tab contains all the bookmarks you have made using our Favourites feature. For more on this feature, see the "Personalization" menu in this Help file.
The Annotations tab contains all the annotations you have made on the Tax Research Platform. For more on this feature, see the "Personalization" menu in this Help file.
The History tab automatically saves the documents accessed back to three months in time. You can later on consult this tab to save a particular document viewed as a favourite or manually delete the document from the History tab.

The Document tab displays the document you have selected from the results of your search.

The Table tab displays a table you have generated by using one of IBFD’s Tools. This tab will have the name of the tool you have used.

The Treaty Compare tab displays the treaties you have marked for comparison.   

The left-hand frame

The left-hand frame contains the search options (drop-downs, full text search, etc.).

Once a document has been opened, the frame on the left will display the outline of the document which shows you the document structure and offers the possibility to quickly go to the section you need.
Before reading the following section, please note that performing a search will search the collections you subscribe to or, if applicable, your Research Profile by default. In order to execute a search of all IBFD's collections, untick the checkbox at the top of the frame on the left entitled 'Select my subscriptions only' before performing the search. Of course you can only access the documents yielded by the search results if you have a subscription to them. Documents shown in grey are not accessible. Please note that you must always log on to have access to the documents of your subscription.
For more on the Research Profile feature, please visit the Personalization section of our Help file.
You can also include the IBFD Library Catalogue in your search. This will allow you to view content from our library database that matches your search, in addition to the regular Platform search.

Navigational search

The IBFD Tax Research Platform offers a multitude of ways to search for the information you need. You can start your search by selecting a collection, a country, a region, a special topic, or a practice area, or through a(n) (advanced) full text search.
It is also possible to select "All EU Member States" or "All OECD Member countries" from the Country drop-down menu in the left frame. This will display the collections that contain documents relating to all the countries that are members of these organizations. 
After the first search criterion has been executed you can further refine your search by using the options presented in the frame on the left.
For example, if you want to find out what documents relate to holding companies in the Netherlands, you can do the following. From the menu on the left, select 'Holding Companies' under "Topic search":

The middle frame will now display the collections that contain documents relating to the topic you have just chosen (i.e. Holding Companies):
From the menu on the left, select 'Netherlands' under the Country drop-down menu:
The middle frame will now display the collections that contain documents relating to the topic you have chosen (i.e. Holding Companies) in combination with the country you have just selected (i.e. the Netherlands):
Here you can select the results for a specific collection. For example, if you want to see all the news items about the criteria you have selected, click on the 'News' collection:
By deleting a search term or collection in the breadcrumbs (  ) you may adjust the results to suit your new criteria.
Alternatively, by clicking on the IBFD logo in the top left corner of the IBFD Tax Research Platform you can clear your current search, and reset the Platform. 

Full text search 

Alternatively, a search can be performed by entering a term in the 'Full Text Search' box at the top of the left-hand frame. All the documents in the collections that contain the term searched for will be displayed in the middle frame. From there on you can further refine your search by using the drop-down menus in the left-hand frame.