Search Facilities

Name

Use this field to search for a person or account using a person's name. The person may be the main taxpayer on the account or a third party related to the account.

You can enter all or part of the person's name. The name search is not case sensitive.

If you need to add a new taxpayer, use either of the following options:

- Click the + button. Clicking this button opens the Person - Main page where you can add a new person. Refer to How To Add A New Taxpayer From Control Central for more information about how to add a new taxpayer (i.e., Person and Account) from this page.

Address

Use this field to search for a location or account using the first line of a service address.

You can enter all or part of the first line of the address. For example, if you're looking for 324 Hawthorne Lane, you can enter 324 Haw rather than the entire address.

The address search is not case sensitive.

City

Use this field to search for a location or account using a city name associated with a service address.

You can enter all or part of the city name. For example, if you're looking for someone in San Francisco; you can enter San Fra, San F, San Francisco, etc.

The city search is not case sensitive.

We strongly recommend qualifying a City search with some other information (e.g., Name) otherwise the resultant list can be too large to deal with.

Postal

Use this field to search for a location or account using a postal code associated with a service address.

You can enter all or part of the postal code. For example, if you're looking for someone in 94114; you can enter "94114", "9411", etc.

We strongly recommend qualifying a Postal search with some other information (e.g., Name) otherwise the resultant list will be too large to deal with.

Account ID

Use this field to search for an account using an account number. After entering this information, click the search button adjacent to the Account ID entry field (or press Enter) to search for an account. The Account ID cannot be combined with other search fields.

You can enter all or part of the account ID. For example, if you're looking for account 1929119291; you can enter "1929119291", "192911", etc.

If you need to add a new account for an existing person, click the + button. Clicking this button opens the Account - Main page on which a new account can be added.

Phone Format/Number

Use this field to search for an account using one of the telephone numbers linked to one of the persons linked to the account. The person may be the main taxpayer on the account or a third party related to the account.

You may enter the phone number in the format indicated or you can enter the information as a contiguous string of numbers and the system will format this for you.

Wild card searches are not supported. However, you can enter the first few digits of the phone number and the system will look for all accounts with these digits.

After entering this information, click the search button (or press Enter) to search for an account linked to a person with this telephone number. The system displays every account with the input telephone number in the search results.

Person ID Type/Value

Use these fields to search for a person or account using one of the ID's linked to one of the persons linked to the account. You must enter both an identifier type and number.

You may enter the person's ID in the format dictated by the identifier type (if any). Please note that if the ID Number should be formatted (e.g., dashes in an American social security number), you do not have to enter the dashes. Rather, you can enter the information as a contiguous value and the system will format this for you.

Wild card searches are not supported. However, you can enter the first few digits of the ID number and the system will look for all persons and accounts with these digits.

After entering this information, click the search button (or press Enter) to search for a person / account linked to a person with this ID. The system displays every person with the input ID in the search results.

Geo ID Type/ Value

Use these fields to search for a location using one of the geographic values linked to the location. You must enter both a geographic type and value.

Wild card searches are not supported. However, you can enter the first few digits of the geographic value and the system will look for all locations with these digits.

After entering this information, click the search button (or press Enter) to search for a location with this ID. The system displays every location with the input ID in the search results.