Research Guides: Accounting Research: Home

Tax Research

Checkpoint Edge - Thomson Reuters Tax & Accounting
Checkpoint includes tax cases, codes and regulations, IRC publications and other tax documents and federal rulings and internal revenue bulletins. It also includes accounting standards and regulations from AICPA, FASB, GASB, IASB, PCAOB and the SEC reference library.
Westlaw (Thomson Reuters)
Provides access to federal and state case law, statutes, regulations, law reviews, journals, American Law Reports, and the American Jurisprudence 2nd Edition legal encyclopedia. This resource also provides access to more than 4,900 news and business information publications, as well as the Westlaw Company Investigator.

Comparing Companies

Morningstar Investment Research Center
Comprehensive Morningstar Reports on more than 8,000 stocks and 12,000 mutual funds.
Westlaw | Company Investigator
Investigate companies to learn more about their corporate family tree structures, determine relationships among corporate entities, and generate reports and alerts for company-related information, such as new dockets, change of address, bankruptcy filings and more.
Westlaw | EDGAR Filings & Disclosures
EDGAR (Electronic Data Gathering, Analysis and Retrieval) database provides access to corporate information. The system allows you to research a companys activities, registration statements, prospectuses, and periodic reports, which include financial statements.

North American Industry Classification System

The North American Industry Classification System (NAICS) is used by the federal government to classify businesses by industry. You can find the NAICS definitions of each industry here:

United States Census Burea: North American Industry Classification System

Financial Ratios and Industry Averages

PitchBook
Search thousands of private equity and venture capital deals by hundreds of criteria. Use PitchBook to establish benchmarks, find real time data on deals, identify and analyze comparables, and search investor details.

Access Note: To obtain access, register for a personal account using your @d.umn.edu email address and follow these instructions. If you have trouble registering from off campus, try connecting to the University of Minnesota Network via our campus VPN. Accounts expire in August of each year. Downloads set at 10/day and 25/month per user; resets monthly.
FactSet
Platform used to analyze financial data from global equity and fixed income markets. Coverage includes data on ownership and private equity and venture capital investments.

Access Note: To obtain access, register for a personal account using your @d.umn.edu email address. If you have transferred to Duluth from another UMN campus, you may need to update your email domain.
Registration Instructions
- Request an account using your UMD email address.
- Within 48 hours, you should expect to receive an assigned factset.net ID delivered to your UMD email address.
- Go to https://my.factset.com, enter the factset.net ID provided below and then click on the Register button. FactSet will then email a one-time passcode to your UMD email address which will be needed to set your permanent password.
- Once logged in, you will be walked through the account customization and setup process.
Install Workstation (optional)
- If you wish to use the FactSet Workstation for the first time on your machine, please download from: https://support.factset.com/workstation/.
- Once the MSI has downloaded, double-click the file and click through the Next, Install and Finish buttons.
- After the installation is complete, a FactSet Authentication box will pop up for you to type in your factset.net ID and click Continue.
- A one-time passcode will be emailed to your university email address.
Morningstar Investment Research Center
Comprehensive Morningstar Reports on more than 8,000 stocks and 12,000 mutual funds.
IBISWorld Industry Reports
Search industry reports for the United States and individual states. Each report provides an overall current picture of an industry, including overviews, leading companies, sales information, and authoritative sources for researching hundreds of industries. Includes Business Environmental Profiles that summarize key drivers for industries in the U.S.

Kathryn A. Martin Library

Accounting Research

Business & Economics Librarian

Tax Research

Comparing Companies

North American Industry Classification System

Financial Ratios and Industry Averages

Registration Instructions

Install Workstation (optional)