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This is the third post in a four-part series spotlighting Checkpoint by RIA.

Checkpoint’s state and local reporters is a useful resource that allows you to search for tax documents for the fifty states. It includes statutes, explanations, regulations, cases, forms, and a weekly newsletter.

To access this resource for Texas, click the “Home” tab on the top bar. Under the section “My Quick Links” click the link “State & Local Reporters.” Select “Texas” and click “Next.” This feature allows you to select a state, the type of tax, and the type of document you are looking for. Further, this search tool allows you to narrow the results by keywords.

As an example, say a client asks you a trust question: Who pays the income tax, the income beneficiary or the principle beneficiary?

Begin by selecting “Estate & Gift taxes” under the “Select Tax Types” section and “Statutes” under the “Select Document Type” section. Next, under the “Keywords” search box type “income tax,” and click “Search.”

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In our results we can see Texas Property Code Annotated Section 116.205 Income Taxes.

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Selecting the “Income Tax” link will take you to the text of the Texas Property Code Section 116.205, which will allow you to answer your client’s question.

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Access to Checkpoint by RIA database is available through the Texas Tech Law Library website under the Electronic Databases tab.

 

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