Search Organization

WINDOW OVERVIEW:

The Search Organization window is used to search for an Organization.  An Organization search can be accessed by:

A search by Organization Name must specify the State if other than Nebraska.  The state will default to (None).  Include the City name to narrow and speed up the search process.

A search by Related Person Name must specify the City and State.

When searching by Related Person Name select the radio button to specify whether the search is by exact spelling or Soundex (sounds like).

See Also:

Organization - Overview

How Do I :

Organizations

Search for an Organization

Organization Naming Standards

FIELD DESCRIPTIONS:

Organization Group Box:

Searching by FID, SSN, or ID is the most accurate search method.

FID/SSN: Enter the Federal Identification Number or the Social Security Number of the organization.  Not all Organizations will have an FID/SSN.

ID: Enter the unique system ID Number of the Organization.  All Organizations on the system will have a unique system ID number assigned.

Organization Name/Address Group Box:

Organization Box:

The Organization box is used to search by the name of the organization.  Search first by Name and if the organization is not found, search again by Doing Business As Name.  To narrow the search for organizations to a specific area, also complete the location information.

Status Box:

The status will default to Active.  It can be changed to Closed or Delete by selecting the option from the drop down list.

How Do I:

Naming Organizations

Name: Enter the name of the Organization.  A list of all Organizations whose name begins with the letters typed in the field will be returned.

Doing Business As Name:  Enter the name the business is known as locally. This name may not be the corporate name used by the IRS and entered as the official name of the business. Not all Organizations will have a Doing Business As Name.

Related Person Name Box:

This box is used to search for an organization using the name of an Organization Related Person. The location box must also be completed.

Last: Enter the last name of the Organization Related Person.

First: Enter the first initial of the Organization Related Person.

Search Method Box:

O Exact Spelling:  Select this radio button to search only by the organization name entered.

O Sounds Like:  Select this radio button if unsure about the spelling of the related person's name. The search will include related persons whose name sounds similar to the name entered.

Location Box:

This box is used to narrow the scope of either the Organization or Related Person Name searches. The location alone is not used for a search.

City: Enter the city to narrow the search for Organizations to a particular city. Either type the name of the city, or enter the ZIP code and city will automatically populate.

State: This field will default to Nebraska. To change the state, type the first letter of the state and open the drop down list to highlight the appropriate state.

ZIP: Enter the ZIP code to search for Organizations in a particular ZIP code area. When a Nebraska ZIP code is entered, the City field will automatically populate.

ACTION BUTTONS:

Search Select the Search button to begin the search for the Organization.
New Select the New button to add a new Organization if the organization is not already on the system.  The Organization Resolution window opens.
Clear Select the Clear button to clear all information off of the window.
Cancel Select the Cancel button to return to the N-FOCUS Main Menu without saving any of the information that was entered on this window.
Help Select the help button to view windows specific help information.

(11-2009)

NFO5191H(2)