360 Degree Search

The 360 Degree Search allows users to search for accounts using a variety of search criteria. Navigate using Menu > 360 Degree Search.

The following topics provide additional information about the searching capability provided in the product.

Search by Person

The person search allows a user to find an account via persons linked to the account using a combination of Name and ID Type / ID Number. Please note the following about the search criteria:

The search results show a row for every account that has a person matching the name / ID search criteria. Note the following about the search results:

Search by Account ID

The account search allows a user to find an account directly using its account id. The search results show a row for every person linked to the account and its name and ID number:

Search by External Tax Role ID

Many tax authorities provide taxpayers with external identifiers for each tax role. The external tax role search allows a user to find an account by providing the external id for one of its tax roles. The search results show a row for every person linked to an account that has a tax role with that external id.

Note: More than one tax role may exist for the same external tax role ID, depending on the business requirements. The base product provides validation when creating a tax role that the external id is unique within a given tax type for a given effective period.

Search by Address

The address search provides the ability to search for an address by main address constituent fields. For any matching address found, the results display any related persons, tax roles or assets. Users may drill into the address to view more detail or may drill into any of the related objects.

By default only active addresses are displayed. A user may opt to include inactive addresses in the search.

Search by Asset

The asset search provides the ability to search for an asset by its ID or external identifier. The search results display a row for each asset that matches the search criteria.