Part 2. Information Technology
Chapter 8. Audit Information Management System (AIMS)
Section 6. AIMS Command Code AMAXU
2.8.6 AIMS Command Code AMAXU
Manual Transmittal
December 08, 2023
Purpose
(1) This transmits revised IRM 2.8.6, Audit Information Management System (AIMS), AIMS Command Code AMAXU.
Material Changes
(1) IRM 2.8.6 Updated to add Acting, CIO.
(2) IRM 2.8.6.1 Internal Controls revised to comply with the updated standards.
(3) IRM 2.8.6.8 IRM 2.8.4.9 Removed references to PBC 326 from all impacted error messages, PBC 326 is invalid for AIMS.
(4) IRM 2.8.6.8 Added new error message for ELECT-OUT-BBA-CD.
(5) IRM 2.8.6.8 Added new Item No. 325.
(6) IRM 2.8.6.8 Removed INDUSTRY-AREA-CD 26 from error message INVALID INDUSTRY-AREA-CD RANGE.
(7) IRM 2.8.6.8 Added new error message ITEM 431 (ELECTRONIC-CASE-IND) CAN ONLY BE INPUT THROUGH ERCS.
(8) IRM 2.8.6.8 Added new error message ITEM 431 MAY NOT BE UPDATED WITH OTHER ITEMS.
(9) IRM 2.8.6.8 Removed error message ITEM 312 PRESENT, ITEM 315 REQUIRED.
(10) IRM 2.8.6.8 Added new error message IU-ADJ-YR (ITEM #315) NOT ALLOWED WITH DISP CD (ITEM #13) 01 OR 02.
(11) IRM 2.8.6.8 Added new PBC’s 405, 407 and 408 to error message PBC XXX, DISP-CD XX – SURVEY-REASON-CD REQUIRED.
(12) IRM 2.8.6.8 Added new error message TDC ONLY VALID FOR MFT 20 & 30 (IMF).
(13) IRM 2.8.6.8.1 Removed ‘CIC’ from error message CIC-LCC-CD/EGC XXXX INCONSISTENT.
(14) Exhibit 2.8.6-5 Removed ‘CIC’ from CIC-LCC-CD.
(15) Exhibit 2.8.6-5 Added ELECTRONIC-CASE-IND.
Effect on Other Documents
IRM 2.8.6, dated December 14, 2021, is superseded.
Audience
This IRM is intended for the general use of IDRS system personnel from all four Business Operating Divisions (W&I, SB/SE, LB&I and TE/GE) and Appeals accessing the Audit Information Management System.
Effective Date
(01-01-2024)
Kaschit Pandya
Acting, Chief Information Officer
Program Scope and Objectives
(1) This IRM section provides the instructions for the Audit Information Management System (AIMS) command code AMAXU. AMAXU is a correction command code used to change, delete, or input various fields on the TIF record. While some fields may be corrected while the tax module is in inventory, AMAXU is primarily used to correct fields after the case has been closed. AMAXUA, E, and O will generate TC 971 (21) , TC 972 (21) and TC 560 (25) records to BMF when Bipartisan Budget Act (BBA) adjustments are made to the tax module.
(2) Purpose: This transmits revised IRM 2.8.6, Audit Information Management System (AIMS), AIMS Command Code AMAXU.
(3) Audience: The audience for this IRM section are users of the Audit Information Management System (AIMS).
(4) Policy Owner: Information Technology, Chief Information Officer.
(5) Program Owner: Information Technology, Applications Development, Compliance, Business Compliance Management System Branch AIMS Related Section.
(6) Primary Stakeholders: IDRS users from Appeals, LB&I, SB/SE, TE/GE and W&I
(7) Program Goals: To provide explicit instructions for the use of command code AMAXU in entering and requesting data.
Background
(1) As a result of a study, it was concluded that Examination had a need for a new information management system. The study group recommended a terminal assisted Audit Information Management System (AIMS). A stand alone direct access terminal system was considered along with the enhancement of IDRS. Enhancement of IDRS was determined to be clearly the best choice for the Service.
(2) This new system satisfied Examination Division's current needs for accurate and timely inventory controls, better control of assessments and up-to-date management reports. The system traces examination results through final determination of tax liability including Appeals and Tax Court.
(3) After the successful implementation of AIMS for the Examination Division, control of returns in Appeals was added to AIMS. As of January 1, 1977 control of Exempt Organization returns was added and on October 1, 1977 control of Employee Plan returns was added.
Authority
(1) During the summer of 1973, the Deputy Commissioner established a Task Force to identify ADP requirements of Compliance functions, and to make appropriate recommendations to satisfy their needs.
Responsibility
(1) Headquarters AIMS Related Section is responsible for maintaining procedures related to AIMS programming.
Program Management and Review
(1) Command Code AMAXU is managed by Work Requests which are submitted for changes and also by tickets which are submitted by users for corrections.
Program Controls
(1) IRS implements access control measures that provide protection from unauthorized alteration, loss, unavailability, or disclosure of information.
(2) SACS controls all the IDRS user accesses and permissions.
Command Code AMAXU
(1) Command code AMAXU is a correction command code that is used to change or input various fields to a specified record on AIMS. CC AMAXU has five (5) definers.
Command Code AMAXUA
(1) Command Code AMAXUA is a correction command code that follows the same processing rules as CC AMAXUE. However, it is limited to cases in Appeals statuses 80-89. Follow the processing criteria specified for CC AMAXUE when using CC AMAXUA. The input document for CC AMAXUA is Form 5572, Appeals Correction Request.
Command Code AMAXUE
(1) This command code is used to update Examination fields on AIMS. The input document for CC AMAXUE is Form 5349, Examination Correction Request. To correct closed cases (status codes > 79) in EGC 1XXX or 2XXX, the input must be made on a field office terminal.
Command Code AMAXUO
(1) This command code is used for records under control of Exempt Organizations and Government Entities. The input document for CC AMAXUO is Form 5598, TE/GE Correction Request. Also used for MFT 76 and TE/GE flowthrough cases.
Command Code AMAXUP
(1) Command Code AMAXUP is a correction command code that is used to change or input various fields to a specified record on AIMS. This command code is used for records under control of an Employee Plans function. The input document for CC AMAXUP is Form 5598, TE/EP Correction Request.
Command Code AMAXUZ
(1) For each terminal, there is a 4-character "AMAXU Update Counter", used to keep track of AMAXU updates. The counter is incremented by one for each successful update for AMAXUE, AMAXUA, AMAXUP, AMAXUO. The total number of updates is displayed along with the Request Completed message in the following format: " REQUEST COMPLETED/UPDATES NNNN". Whenever you wish to reset the counter to zero, enter AMAXUZ in positions 1-6 of line 1 and transmit the screen. The message returned will be: " COUNTER RESET TO 0000".
Command Code AMAXUE, AMAXUA, AMAXUO and AMAXUP Error Messages
(1) Line 24 of input screen will be reserved for messages. If all data input for CC AMAXUE, AMAXUA, AMAXUO and AMAXUP has been entered successfully and there are no errors encountered, the message " REQUEST COMPLETED/UPDATES NNNN" will be displayed on line 24. If any errors are encountered any of the following error messages may appear on line 24.
6235(a)(1)-DT (PPA DEADLINE) ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
6235(a)(2)-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
6235(a)(3)-DT CANNOT BE CHANGED TO AN EARLIER DATE | |
| Self Explanatory |
6235(a)(3)-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
ABSTRACT INVALID OR INCOMPLETE | |
| The Form 720 abstract input is not valid or all the data necessary has been input |
ACT-CD/PROJECT-CD INCONSISTENT | |
| Self-explanatory |
ACTIVITY CODE/MFT INCONSISTENT | |
| The activity code on AIMS does not agree with the account MFT |
ACTIVITY CODE CANNOT BE CHANGED FOR MFT 46 CASES | |
| Self explanatory. For BMF MFT 46 cases only (EGC = 72XX). |
ACTIVITY-CODE XXX IS NON-TAXABLE - CLAIM-AMOUNT INVALID | |
| Self explanatory. |
ACT-CD 305 - SPECIAL-PROJECT-CD MUST BE 0999 & SOURCE-CD MUST BE 23 | |
| Self Explanatory. For EGC 77XX and 79XX only. |
| |
|
|
ADD-MOD-DAYS-CURRENT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
AGING-RSN-CD 50 - EGC MUST BE 2XXX | |
| Self-explanatory |
AGING-REASON 50 & 51 ONLY VALID WITH CLOSING PBC 212 | |
| Self-explanatory |
AGING-REASON 50 & 51 ONLY VALID WITH PBC 212 | |
| Self-explanatory |
AIMS-AGING-REASON-CD04 - EGC XXXX INCONSISTENT | |
| MUST HAVE 1XXX EGC WITH AIMS-AGING-REASON 04 |
AIMS-AGING-REASON-CD (ITEM 410) IS ONLY VALID FOR EGC 76XX | |
| SELF EXPLANATORY |
ALPHA STATUTE = AE, CANNOT UPDATE 6235(a)(1)-DT (PPA DEADLINE) | |
| Self Explanatory |
AMAXUE VALID ONLY FOR EGC 1XXX, 2XXX OR 5XXX | |
| SELF EXPLANATORY |
AMAXUO ONLY VALID FOR EGC 7XXX | |
| SELF EXPLANATORY |
AMT CL CANNOT BE NEGATIVE OR ZERO | |
| SELF EXPLANATORY |
AMT DISALLOWED CANNOT BE NEGATIVE | |
| SELF EXPLANATORY |
APPEALS EMPLOYEE CANNOT USE CC AMAXUE | |
| Self-explanatory |
APPEALS OFFICE CODE/MFT INCONSISTENT | |
| For AMAXUE, APPEALS OFFICE CODE only valid for MFT 06 |
APPEALS OFFICE CODE/STATUS-CD INCONSISTENT | |
| For AMAXUE, APPEALS OFFICE CODE #16 is only allowed if AIMS-STATUS-CD is 70, 72 or 73. |
APPEALS RESULTS (#800) REQUIRED WITH APPL-CLOSING CD XX | |
| APPL-CLOSING-CD 03-05, 08, 11-16, 18, 19 or 33 requires the input of APPEALS-RESULTS-AMT |
APPL-ADJUSTMENT-AMT/ACT-CD INCONSISTENT | |
| APPL-ADJUSTMENT-AMT SHOULD ONLY BE ENTERED FOR NON-TAXABLE RECORDS |
ASSESSMENT NOT PREVIOUSLY INPUT | |
| TC-300-IND IS NOT 1 AND ITEM 60 IS INPUT. |
BAD LENGTHS IN RECORD-CANNOT UPDATE | |
| Self-explanatory |
BBA-CHAPTER-2-2A-CD ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
CANNOT CHANGE ANY SOURCE-CD TO 45 | |
| Self-explanatory |
CANNOT DELETE EXTRACTION IND 0 | |
| The amount claimed may not be deleted until the record has been extracted for the reports. |
CANNOT UPDATE/CASE NOT CLOSED | |
| Self Explanatory |
CANNOT UPDATE EXAM-ADJUSTMENT-AMT NOT PRESENT | |
| Self explanatory |
CANNOT UPDATE SOURCE CODE TO XX IF EGC = 5XXX | |
| EGC = 5XXX Source Code cannot be 05, 10, 12, 40, 44, 50, 60, 62, 68, 88 or 90 |
CANNOT UPDATE EXAM-UNAGREED-AMT NOT PRESENT | |
| Self explanatory |
CANNOT UPDATE TO ACT-CD XXX | |
| XXX = 495, 231, 259, 267, 281, 287, 426, 427, 428, 429 |
CASE CLOSED - CANNOT UPDATE INFORMANTS-CLAIM-IND TO 3 | |
| Self-explanatory |
CHANGE DENIED/DISPOSAL CD IS 34 | |
| Self explanatory |
CHANGE DENIED/NOT AN EP RECORD | |
| The attempted change is for an EP account and the account accessed is not an EP account. |
CHAR AFTER ITEM NO. NN NOT - OR * | |
| Invalid character or blank after the item number. |
CHG. DENIED - PRIOR CLOSING EXAMINED | |
| Examined disposal code can only be changed to another examined disposal code |
CHG. DENIED - PRIOR CLOSING NON-EXAMINED | |
| Non-examined disposal code can only be changed to a non-examined disposal code |
CIC-LCC-CD/EGC XXXX INCONSISTENT | |
| CIC-LCC-CD only valid with 1XXX, 54XX, 58XX & 7XXX EGC |
CLAIM-AMOUNT PRESENT, SOURCE CODE MUST BE 30 OR 32 FOR EGC 76XX | |
| Self explanatory. |
CLAIM-AMT FOR EXAMINATION NOT PRESENT | |
| EXAM-CLAIM-AMT-DISALLOW-APPL IS PRESENT, CLAIM-AMT must be present |
CLAIM-AMT/DISP-CD INCONSISTENT | |
| Self explanatory. |
CLAIM-HOURS AND EXAM-CLAIM-TYPE MUST BE PRESENT | |
| If CLAIM-AMT-DISALLOWED is present, CLAIM-HOURS AND CLAIM-TYPE must also be present. |
CLAIM-HOURS AND EXAM-CLAIM-TYPE AND EXAM-CLAIM-AMT-DISALLOWED MUST BE PRESENT | |
| If CLAIM-REJECTION-DATE is present, then CLAIM-HOURS, EXAM-CLAIM-TYPE and EXAM-CLAIM-AMT-DISALLOWED must be present |
CLAIM-HOURS CANNOT BE CHANGED/STATUS MUST BE GREATER THAN 79 | |
| Cannot correct CLAIM-HOURS while case is still in Examination status |
CLOSED IN A PRIOR FISCAL YEAR - CANNOT CORRECT | |
| Rpt-extraction-cycle is not within the fiscal year cannot update. Exception: Can correct XREF-DLN #58, AIMS-OPEN-CONTROL-NUM #59, PARTIAL AGREEMENT-IND #61, IRA-CD #64, VERIFIED ASSES-IND #90, INFORMANTS-CLAIM-IND #67. |
CLOSING CODE INCONSISTENT WITH APPEALS OFFICE CODE | |
| Self explanatory |
CLOSING PBC XXX - AGING REASON 99 (TAX EXAMINERS) NOT VALID | |
| For Closing PBC 320, 321, 323-327, not valid with Aging Reason 99 |
CLOSING PBC 2XX, 330 - EGC 1998 & 2998 NOT VALID - UPDATE TO ANOTHER EGC | |
| Self explanatory |
CLOSING PBC 398 ONLY VALID WITH EGC 54XX/57XX/58XX | |
| Self-explanatory |
CLOSING PBC/SBC INCONSISTENT WITH SERVICE CENTER CODE | |
| Self-explanatory |
CORRECTION MUST BE INPUT AT THE CLOSING PBC TERMINAL | |
| Closing PBC is not in service center where original closure was done. |
COUNSEL RESULTS (#801) REQUIRED WITH APPL-CLOSING-CD XX | |
| APPL-CLOSING-CD 10 or 17 requires the input of COUNSEL-RESULTS-AMT |
COUNTER RESET TO 0000 | |
| THE REQUEST COMPLETED UPDATE COUNTER IN THE REQUEST COMPLETED MESSAGE HAS BEEN RESET TO 0000 |
D NOT VALID FOR ITEM NO. NNN | |
| The item number input for deletion is not a valid condition |
DELETE ABSTRACT DOES NOT MATCH TIF ABSTRACT | |
| THE ABSTRACT BEING DELETED DOES NOT MATCH THE ABSTRACT ON THE TIF |
DISP-CD/EXAM UNAGREED AMT INCONSISTENT | |
| EXAM-UNAGREED-AMT AND APPL-CD PRESENT/DISP-CD MUST BE 7, 11 (EO) DISP-CD MUST BE 7, 11, 12 (EXAM) |
DISP-CD/MANUAL-ASSESS-AMT INCONSISTENT | |
| CANNOT HAVE MANUAL ASSESSMENTS WITH NO-CHANGE DISPOSAL CODES |
DISP-CD 34 AIMS-RESULTS-AMT MUST BE NEGATIVE | |
| SELF EXPLANATORY |
DISP-CD 34 - ITEM 22, 23 & 24 NOT ALLOWED | |
| Self Explanatory |
DISP-CD 34 - ITEM 405-408 NOT ALLOWED | |
| Self Explanatory |
DISP-CD 34 XXXX/EXAM-TECH-CD MUST NOT BE 3 | |
| Self Explanatory |
DISP-CD 43 ONLY VALID FOR PBC 320, 321, 323-325, 327, 330 | |
| Self Explanatory |
DISP-CD XX/EXAM-GRD MUST BE PRESENT | |
| Self Explanatory |
DISP-CD XX - ONLY ONE EP-ISSUE-CD ALLOWED | |
| DISP-CD 01 & 02 CASES CAN ONLY HAVE 1 EP-ISSUE-CD |
DISP-CD/EXAM-TIME INCONSISTENT | |
| DISP-CD IS 34 EXAM-TIME CANNOT BE PRESENT. |
EARLY-ELECT-INTO-BBA-CD ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
EARLY-ELECT-INTO-BBA-CD/TXPD INCONSISTENT | |
| Self Explanatory |
EGC 1000-1099, 2000-2099, 1850-1999, AND 2850-2999 REQUIRE AN SBC OF 877XX | |
| Self Explanatory |
EGC 1998 & 2998 ARE NOT VALID WITH STATUS 5X | |
| Self Explanatory |
EGC 1XXX CANNOT DELETE CASE GRADE | |
| ITEM #32 CANNOT BE DELETED IF EGC IS 1XXX UNLESS THE SPECIAL PROJECT CODE IS 0164 |
EGC 5XXX EXAM. TECH. MUST BE 2 OR 7 | |
| Self Explanatory |
EGC 5XXX MUST USE SERVICE CENTER TERMINAL | |
| Self Explanatory |
EGC 56XX IS ONLY VALID WITH CLOSING PBC 194 | |
| Self Explanatory |
EGC 56XX IS ONLY VALID WITH PBC 194 | |
| Self Explanatory |
EGC XXXX CANNOT DELETE EXAMINERS NAME | |
| ITEM #33 CANNOT BE DELETED IF EGC IS 1XXX or 2XXX |
EGC XXXX/DISP-CD 5 NOT VALID | |
| Self Explanatory |
EGC XXXX/EXAM-GRD MUST BE 3-9, 11 | |
| Self Explanatory |
EGC XXXX/EXAM-GRD MUST BE 5, 7, 9, 11-14 | |
| Self Explanatory |
EGC XXXX/EXAM-TECH-CD MUST BE 3 | |
| Self Explanatory |
EGC XXXX/EXAM-TECH-CD MUST NOT BE 3 | |
| Self Explanatory |
EGC/ACTIVITY CODES INCONSISTENT | |
| Self explanatory |
EGC/SOURCE CODES INCONSISTENT | |
| Self explanatory |
ELECT-OUT-OF-BBA-CD (#317) = 1, MUST DELETE 6235(a)(1)-DT (PPA DEADLINE) | |
| Self explanatory |
ELECT-OUT-OF-BBA-CD = 1, 6235(a)(1)-DT (PPA DEADLINE) NOT ALLOWED | |
| Self explanatory |
ELECT-OUT-OF-BBA-CD = 2, 6235(a)(1)-DT (PPA DEADLINE) REQUIRED | |
| Self explanatory |
ELECT-OUT-OF-BBA-CD/TXPD INCONSISTENT | |
| Self explanatory |
ELECT-OUT-OF-BBA-CD ONLY VALID FOR MFT 06 OR 35 | |
| Self explanatory |
EMBEDDED BLANKS ITEM NO. EXPECTED | |
| Check format of entry. Blanks around an item number are invalid |
EMPLOYEE-GRP-CD/PRIMARY-BUSINESS-CODE INCONSISTENT | |
| Self explanatory |
ENTRY NO. NN INVALID FOR AMAXUA | |
| An invalid item no. was input with AMAXUA |
EPMF ACCOUNT - ACT CD MUST BE 307 OR 312 OR 315 | |
| Self-explanatory |
EXAM-ADJUSTMENT-AMT/ACT-CD/DISP-CD/DEL-RET-CD INCONSISTENT | |
| AN EXAM ADJUSTMENT AMT IS PRESENT WITH DISP CD 03-19, IF THE ACTIVITY CODE IS FOR A NON-TAXABLE RETURN THE DEL-RET-CD MUST BE 1 OR 2 |
EXAM-ADJUSTMENT-AMT/ACT-CD/DISP-CD/INCONSISTENT | |
| EXAM-ADJUSTMENT-AMT IS PRESENT AND RETURN IS TAXABLE OR EXAM-ADJUSTMENT-AMT PRESENT AND DISP-CD NOT 03-19 |
EXAM CLAIM AMT DISALLOWED MUST BE POSITIVE | |
| Self explanatory |
EXAM-CLAIM-AMT-DISALLOWED MUST BE PRESENT | |
| Self Explanatory |
EXAM-CLAIM-AMT-DISALLOWED PRESENT - EXAM-CLAIM-TYPE AND CLAIMS-HOURS REQUIRED | |
| Self Explanatory |
EXAM-CUM-ASSESSMENT-AMT PRESENT - CANNOT UPDATE TO NON-TAXABLE ACT-CD | |
| Self Explanatory |
EXAM GRADE ALREADY PRESENT | |
| Exam Grade is on the TIF |
EXAM-START-DT PRESENT, DISP-CD 43 NOT ALLOWED | |
| Self Explanatory |
EXAMINERS TIME CANNOT BE CHANGED/STATUS MUST BE GREATER THAN 79 | |
| CANNOT CORRECT EXAMINERS TIME WHILE CASE IS STILL IN EXAM STATUS |
FIRST 2 DIGITS OF IU-ADJ-YR MUST BE 20 | |
| Self Explanatory |
FIRST 2 DIGITS OF THE TAX PERIOD MUST BE 19 OR 20 | |
| The century digits of the Tax Period must be in the first two characters of the Tax Period and must be 19 or 20 |
FIRST 2 DIGITS OF THE PRIMARY TAX PERIOD MUST BE 19 OR 20 | |
| The century digits of the Primary Tax Period must be in the first two characters of the Tax Period and must be 19 or 20 |
FIRST DIGIT OF APPEALS OFFICE CODE MUST = 1 | |
| The first digit of the APPEALS OFFICE CODE must be a 1 when using AMAXUE |
FLOW THROUGH ADJUSTMENT - EGC MUST BE 7XXX | |
| EGC 7XXX and FLOWTHRU-IND = 1 CONSTITUTES A FLOW THROUGH ADJUSTMENT - EGC. CAN ONLY BE CHANGED TO 7XXX VALUE |
FOR ITEM 301-304, 306, 308-310, 319, 324-326 INPUT DATES CANNOT BE > CURRENT DT | |
| Self-explanatory |
FOR MFT 74, ACTIVITY-CODE 182 NOT VALID | |
| Self-explanatory |
FOR MFT 99, ACT-CD 182 ONLY SOURCE CODE 26 IS VALID | |
| Self-explanatory |
FOR SRC-CD 01, 02, 25,45 - AIMS-SOURCE-CD INPUT MUST MATCH AIMS-OPENING-SOURCE-CD | |
| Self Explanatory |
FPA-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
FPA-DT CANNOT BE PRIOR TO THE 6225(c)(7)-DT | |
| Self Explanatory |
FPA-DT (ITEM 308) CANNOT BE LATER THAN THE FPA-DL-DT | |
| Self Explanatory |
FPA-WAIVER-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self-explanatory |
FREEZE CODE XX PRESENT | |
| The freeze code indicated prohibits the changing or deleting of information on the account accessed |
I/O ERROR (TCWF,READ XX) | |
| Temporary TCWF problem (XX = STATUS OF ERROR) |
I/O ERROR (TCWF, WRITE XX) | |
| Temporary TCWF problem (XX = STATUS OF ERROR) |
I/O ERROR (YYYY, NNNN) | |
| If this message continues to appear, contact the RPA staff |
I/O ERROR PSCR, READ XXXX (XXXX = STATUS OF ERROR) | |
| COMPUTER ERROR - TRY AGAIN (XXXX = STATUS OF ERROR) |
I/O ERROR PSCR, WRITE XXXX (XXXX = STATUS OF ERROR) | |
| COMPUTER ERROR - TRY AGAIN |
IF TIN CORRECT, NC/CD IS (vvvv) | |
| Self explanatory |
INCONSISTENT CLOSING PBC WITH EMPLOYEE TYPE | |
| Self-explanatory |
INCONSISTENT CLOSING PBC WITH SECONDARY-BUSINESS-CD | |
| Self-explanatory |
INCONSISTENT CLOSING PBC/SBC | |
| Self-explanatory |
INCONSISTENT PBC WITH EMPLOYEE-TYPE | |
| PBC 1XX and 2XX must equal 1XXX or 2XXX. PBC 3XX must equal 1XXX. PBC 330 valid with 2XXX. |
INCONSISTENT PBC WITH SECONDARY-BUSINESS-CD | |
| The PBC is not consistent with the entire 5 digits of the SBC. |
INCONSISTENT PBC/SBC | |
| The PBC is not consistent with the first 3 digits of the SBC. |
INCONSISTENT PBC/SBC/SC FOR EXCISE OR E&G | |
| Self-explanatory |
INFORMANTS-CLAIM-IND INPUT MATCHES TIF INFORMANTS-CLAIM-IND CANNOT UPDATE | |
| Self-explanatory |
INPUT EGC SAME AS PRESENT EGC | |
| Self explanatory |
INPUT NOT NUMERIC. INVALID | |
| The input field must be numeric |
INVALID ABSTRACT CLAIM TIME | |
| 1 - 6 NUMERIC |
INVALID ABSTRACT CODE | |
| VALID VALUES ARE 001-195 |
INVALID ABSTRACT DISPOSAL CODE | |
| VALID VALUES ARE 01-04 AND 07-13 |
INVALID ABSTRACT HOURS | |
| 1 TO 5 NUMERICS |
INVALID ABSTRACT RESULTS | |
| 1 TO 9 NUMERICS. |
INVALID AIMS-BOD-CD | |
| AIMS BOD Code must be 1, 2, 3 or 4. |
INVALID CLOSING AIMS-BOD-CD | |
| Self Explanatory |
INVALID CLOSING PBC | |
| Self Explanatory |
INVALID CC MODIFIER A, P, E, O, Z | |
| Position 6 of line 1 must be A, P, E, O or Z |
INVALID EMPLOYEE GROUP CODE | |
| AIMS contains an invalid employee group code for the account |
INVALID EMPLOYEE-TYPE | |
| First character of the EGC must be 1, 2 or 5. |
INVALID EP PIC NAICS CD #612 | |
| DATA ENTERED IN ITEM 612 IS INCORRECT |
INVALID INDUSTRY-AREA-CD RANGE | |
| Last 2 digits of the PBC must be 01-07, 12-14, 20, 21, 23-25, 27, 30, 90-99. |
INVALID MFT | |
| Self explanatory |
INVALID NAICS CODE #19 | |
| DATA ENTERED IN ITEM #19 IS INCORRECT |
INVALID NAME CONTROL/CHECK DIGIT | |
| Name Control/Check Digit do not meet standard validity checks |
INVALID PLAN-RPT-NUM | |
| Self explanatory |
INVALID PLAN-RPT-NUM/MISSING PLAN NUM | |
| PLAN-RPT-NUM must be numeric |
INVALID PRIMARY-BUSINESS-CD | |
| Valid codes are 190-194, 201-207, 212–214, 295-299, 320, 321, 323-327, 330 and 398. |
INVALID REF NUMBER #19 | |
| ONLY VALID REFERENCE NUMBER FOR ITEM-19 IS 410 (NAICS-CD) |
INVALID SBC | |
| First 3 digits of the SBC must be 000-947, 949, 950, 951, 960, 970, 980. |
INVALID TAX PERIOD | |
| Tax Period must be numeric |
INVALID TERRITORY-CD RANGE | |
| 4th and 5th position of the SBC must be 00-60. |
INVALID TIN | |
| Format or File Source incorrect |
ITEM #306 AND ITEM #307 MUST BE ENTERED TOGETHER | |
| Self Explanatory |
ITEM #306 AND ITEM #307 MUST BE DELETED TOGETHER | |
| Self Explanatory |
ITEM #309 AND ITEM #311 MUST BE DELETED TOGETHER | |
| Self Explanatory |
ITEM #310 AND ITEM #311 MUST BE DELETED TOGETHER | |
| Self Explanatory |
| |
|
|
ITEM #319 AND ITEM #320 MUST BE DELETED TOGETHER | |
| Self Explanatory |
ITEM #319 AND ITEM #320 MUST BE ENTERED TOGETHER | |
| Self Explanatory |
ITEM #326 AND ITEM #311 MUST BE DELETED TOGETHER | |
| Self Explanatory |
ITEMS #405, #406 AND #407 MUST BE ENTERED IN SEQUENCE | |
| All primary information must be input in numerical sequence #405–#407 |
ITEMS #405, #406 AND #407 MUST NOT BE INPUT WITH RELATED-RETURN-ALPHA-CD P (#408) | |
| The computer will automatically generate Items #405, 406 and 407 if alpha code "P" is used. |
ITEM #402 AND ITEM #403 MUST BE INPUT | |
| ITEM 402 (IE TIME DOLLAR PERCENT) and Item 403 (IE TIME PERCENT) must both be input |
ITEM #402 AND ITEM#403 MUST BE DELETED | |
| ITEM 402 (IE TIME DOLLAR PERCENT) and Item 403 (IE TIME PERCENT) must both be deleted |
ITEM 431 (ELECTRONIC-CASE-IND) CAN ONLY BE INPUT THROUGH ERCS | |
| Self Explanantory |
ITEM 431 MAY NOT BE UPDATED WITH OTHER ITEMS | |
| Self Explanatory |
ITEM 21 MUST BE PRESENT | |
| Disposal code 34 & Claim Amount is not present |
ITEMS 301-315, 318-327 ONLY ALLOWED FOR BBA | |
| Self Explanatory |
ITEM NO. 404 HAS NOT BEEN INPUT PREVIOUSLY | |
| Abstract was not input before abstract delete ind (#409) |
ITEM NNN EXCEEDS MAXIMUM LENGTH | |
| Self-explanatory |
ITEM NNN HAS A MISPLACED ENDING COMMA | |
| Self-explanatory |
ITEM NO. NNN INVALID FOR AMAXUA | |
| The item number is not valid |
ITEM NO. NNN NOT VALID FOR AMAXUP | |
| The item No. input is not a valid correction for an EP account |
ITEM NO. NNN INVALID FOR AMAXUE | |
| Item number NNN invalid for AMAXUE |
ITEM NO. NNN INVALID FOR AMAXUO | |
| Item number NNN invalid for AMAXUO |
ITEM NUM NNN NOT VALID FOR EGC 77XX and 79XX CASES | |
| Items 400-409 or 412 are not valid for 77XX and 79XX cases |
ITEM NUMBER 424 ONLY VALID FOR EGC 76XX, 77XX AND 79XX | |
| Self-explanatory |
ITEM NUMBER MUST START IN POSITION 1 OF LINE 2 FOR AMAXU - SEE IRM 2.8.6-2 | |
| Self-explanatory |
ITEM NUMBER XXX INVALID FOR MFT 76 | |
| INPUT ITEM NUMBER IS 17, 44 - 47, 400, 418 or 419. |
IU-ADJ-YR INVALID | |
| Self Explanatory |
IU-ADJ-YR ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
IU-ADJ-YR PRESENT/ IU-PS-ADJ-YR-AMT REQUIRED | |
| AIMS-STATUS-CD = 90 and IU-PS-ADJ-YR-AMT present on TIF |
IU-ADJ-YR (ITEM #315) NOT ALLOWED WITH DISP CD 01 OR 02 | |
| Self Explanantory |
IU-PS-ADJ-YR-AMT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
IU-PS-ADJ-YR-AMT PRESENT, PUSH-OUT-CD CANNOT = 1 | |
| Self Explanatory |
IMPUTED UNDERPAYMENT AMOUNTS PRESENT/CANNOT DELETE IU-ADJ-YR | |
| Self Explanatory |
IU-PUSHED-OUT-AMT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
IU-REDUCTION-AMT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
MANUAL-ASSESSMENT-AMT NOT VALID WITH NON-TAXABLE- ACT-CD | |
| Self-explanatory |
MAXIMUM NUMBER OF ABSTRACTS PRESENT | |
| The record accessed is a Form 720 and already contains 15 abstract sections |
MFT 29 - SOURCE-CD MUST BE 30 43, 44 OR 50 | |
| Self explanatory |
MFT-CD-29-IND (ITEM # 429) IS ONLY ALLOWED WITH MFT 30 | |
| Self explanatory |
MFT 29 - SOURCE-CD MUST BE 43, 44 OR 50 | |
| Self explanatory |
MFT 96 NOT VALID FOR EGC 76XX | |
| Self-explanatory |
MFT XX NOT VALID FOR NAICS CODES | |
| FOR NAICS PROCESSING, VALID MFTS ARE 01,02,04,06,10,11,14,16,30, AND 74 |
MFT/TIN INCONSISTENT | |
| MFT inconsistent with file source |
MOD-DETERMINATION-LTR-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
MOD-EXTENSION-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
MOD-REQUEST-DECISION-CD ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
MOD-REQUEST-RECVD-DT ALREADY PRESENT | |
| Self Explanatory |
MOD-REQUEST-RECVD-DT MUST BE SAME OR PRIOR TO THE MOD-WAIVER-DT | |
| Self Explanatory |
MOD-REQUEST-RECVD-DT NOT PRESENT, ITEM 323 NOT ALLOWED | |
| Self explanatory |
MOD-REQUEST-RECVD-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
MOD-TYPE-CD ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
MOD-TYPE-CD PRESENT - MOD-REQUEST-RECVD-DT REQUIRED | |
| Self Explanatory |
MOD-WAIVER-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
MOD-WAIVER-DT-CD PRESENT/ITEM 320 NOT ALLOWED | |
| Self Explanatory |
MUST INPUT THE IU-ADJ-YR WHEN DELETING #312 | |
| Self Explanatory |
MUST USE ITEM 19 TO CORRECT NAICS CODE | |
| THE TAX PERIOD IS GREATER THAN 199811, USE INPUT ITEM #19 (REF-NUM #410). THE DATA IS NAICS CODE. |
MUST USE ITEM413 TO CORRECT PIA CODE | |
| THE TAX PERIOD IS LESS THAN 199812, USE INPUT ITEM #413. |
NAP-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
NBAP-LTR-DT/TAX PERIOD INCONSISTENT | |
| Self Explanatory |
NO COMMA INPUT AFTER ITEM NO. NNN | |
| Self explanatory. |
NO CHANGE REQUESTED | |
| The item input is the same as is already on the record |
NO LARGE CASE RELATED GROUP PRESENT | |
| Self Explanatory |
NO SECTION NN IN THIS RECORD | |
| An attempt has been made to access a part of the AIMS data base which does not exist for this record. (NN = number of the non-existent section) |
NOT VALID RECORD FOR AMAXU | |
| TIF record type is not F0, F1 or F4. |
ONLY AMAXUA ALLOWED FOR CASES OPENED UP DIRECTLY TO APPEALS (AM424A) | |
| Self-explanatory |
ONLY ITEM 58 MAY BE ENTERED | |
| WHEN CHANGING ITEM 58 (XREF-DLN) NO OTHER ITEMS MAY BE INPUT ON THE SCREEN |
ONLY ITEM 59 MAY BE ENTERED | |
| WHEN CHANGING ITEM 59 (AIMS OPEN CONTROL NUMBER) NO OTHER ITEMS MAY BE INPUT ON THE SCREEN |
ONLY ITEM 60 MAY BE ENTERED | |
| WHEN CHANGING ITEM 60 (TC-300-IND) NO OTHER ITEMS MAY BE INPUT ON THE SCREEN |
ONLY ITEM 61 MAY BE ENTERED | |
| WHEN CHANGING ITEM 61 (PARTIAL-AGREEMENT-IND) NO OTHER ITEMS MAY BE INPUT ON THE SCREEN |
ONLY ITEM 64 MAY BE ENTERED | |
| WHEN CHANGING ITEM 64 (IRA-CD) NO OTHER ITEMS MAY BE INPUT ON THE SCREEN |
ONLY ITEM 67 MAY BE ENTERED | |
| WHEN CHANGING ITEM 67 (INFORMANTS-CLAIM-IND) NO OTHER ITEMS MAY BE INPUT ON THE SCREEN |
ONLY ITEM 90 MAY BE ENTERED | |
| WHEN CHANGING ITEM 90 (VERIFIED-ASSESS-IND) NO OTHER ITEMS MAY BE INPUT ON THE SCREEN. |
ONLY ITEM 429 MAY BE ENTERED | |
| Self explanatory |
PBC 2XX, 330 - EGC 1998 & 2998 NOT VALID - MUST UPDATE TO ANOTHER EGC | |
| Self Explanatory |
PBC XXX - AGING REASON 99 (TAX EXAMINERS) NOT VALID | |
| PBC 320, 321, 323-325, 327, Aging Reason 99 not Valid |
PBC XXX - DISP-CD XX - SURVEY-REASON-CD REQUIRED | |
| SURVEY-RSN-CD required with DISP-CD 31 or 32 & PBC 201-207, 320, 321, 323-325, 327, 330, 401-410. SURVEY-RSN-CD required with DISP-CD 20 or 21 & PBC 201-207. |
PBC 398 IS ONLY VALID WITH EGC 54XX/57XX/58XX | |
| Self Explanatory |
PIA-CODE CANNOT BE CHANGED/MFT MUST BE 02,05,06 OR 30 | |
| Self Explanatory |
PLAN NUM MUST BE ENTERED | |
| For MFT 76 & 74 must enter PLAN NUM on screen |
PLAN-RPT-NUM MUST BE INPUT WITH MFT 46/76/84/85/86 | |
| Self explanatory |
PLAN-RPT-NUM NOT VALID FOR NMF CASES | |
| Self explanatory |
PLAN-RPT-NUM ONLY VALID WITH MFT 46/76/84/85/86 | |
| Self explanatory |
PPA-DT MUST BE SAME OR PRIOR TO THE 6235(a)(1)-DT (PPA DEADLINE) | |
| Self Explanatory |
PPA-DT NOT PRESENT/ITEM 303 NOT ALLOWED | |
| Self Explanatory |
PPA-DT NOT PRESENT/ITEM 304 NOT ALLOWED | |
| Self Explanatory |
PPA-DT NOT PRESENT/ITEM 319 AND ITEM 320 NOT ALLOWED | |
| Self Explanatory |
PPA-DT NOT PRESENT, ITEM 322 NOT ALLOWED | |
| Self Explanatory |
PPA-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
PRIOR EGC SAME AS INPUT EGC | |
| Self explanatory |
PRIMARY MFT/TAX PERIOD INCONSISTENT | |
| ITEM #405 IS INCONSISTENT WITH ITEM #407 |
PRIMARY TIN/FILE SOURCE INCONSISTENT | |
| THE DISPLAY FILE SOURCE IN ITEM #405 IS INCONSISTENT WITH THE TIN IN ITEM #405 |
PRIMARY TIN/MFT INCONSISTENT | |
| THE DISPLAY FILE SOURCE IN ITEM #405 IS INCONSISTENT WITH ITEM #406 |
PUSH CODE 021 OR 036 ONLY VALID WITH SOURCE CODE 43 | |
| Valid for EGC 7XXX |
PUSH-OUT-CD = 1 OR 2, PUSH-OUT-ELECTION-DT REQUIRED | |
| Self Explanatory |
PUSH-OUT-CD = 3, PUSH-OUT-REVOCATION-DT REQUIRED | |
| Self Explanatory |
PUSH-OUT-CD = 4, PUSH-OUT-DEFAULT-DT REQUIRED | |
| Self Explanatory |
PUSH-OUT-CD = 4, TIF PUSH-OUT-CD MUST BE 1 OR 2 | |
| Self Explanatory |
PUSH-OUT-DEFAULT-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
PUSH-OUT-DEFAULT-DT PRESENT/PUSH-OUT-CD OF 4 REQUIRED | |
| Self Explanatory |
PUSH-OUT-ELECTION-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
PUSH-OUT-ELECTION-DT PRESENT/PUSH-OUT-CD OF 1 OR 2 IS REQUIRED | |
| Self Explanatory |
PUSH-OUT-PACKAGE-RECD-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self-explanatory |
PUSH-OUT-REVOCATION-DT ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
PUSH-OUT-REVOCATION-DT PRESENT/PUSH-OUT-CD OF 3 REQUIRED | |
| Self Explanatory |
RECORD NOT ON FILE | |
| Self explanatory |
REPORT-EXTRACTION-IND IS 3 | |
| Account has been returned to Exam after closing, cannot change the account until monthly extract |
REQUEST COMPLETED/UPDATES NNNN | |
| The change or deletion attempted has been completed. NNNN = number of successful attempts |
SBC 877XX ONLY VALID WITH EGC’S 1000-1099; 2000-2099, 1850-1999; AND 2850-2999 | |
| Self Explanatory |
SECONDARY-SSN IS ONLY ALLOWED WITH MFT 30 | |
| Self Explanatory |
SOURCE CODE NN, CLAIM AMOUNT PRESENT | |
| The TIF contains a source code 31, which is not valid with an amount claimed |
SOURCE CODENN POS CLAIM AMT NEEDED | |
| The TIF contains source code 30, which requires a positive claim amount to be present |
SOURCE CODE NN/STAT CD 06 OR LESS | |
| Self-explanatory |
SOURCE CODE XX, PRIMARY RETURN INFO MUST BE ENTERED IN ITEMS 405-407 | |
| Source code 05, 10, 12, 23, 39, 40, 44, 48, 50, 64, 72, 89, 91 requires Item 405 - 407 to be input |
SOURCE CODE 43 ONLY VALID WITH PUSH CODE 021 OR 036 | |
| Valid for EGC 7XXX |
SOURCE-CD/DISP-CD INCONSISTENT | |
| If Disposal Code = 45 then Source Code must be 45 |
SOURCE/EGC CODES INCONSISTENT | |
| Self-explanatory |
SPECIAL PROJECT CODE 0153 NOT VALID | |
| Self-explanatory |
STATUS-CDS 12 - 19 ARE NOT VALID WITH SOURCE-CD 45 | |
| Self-explanatory |
STATUS-CD IS 7X, ONLY AN APPEALS EMPLOYEE CAN UPDATE ITEM 16 USING AMAXUE | |
STATUS CODE/EGC INCONSISTENT | |
| The TIF contains a status code which is inconsistent with the TIF employee group code |
STATUS INCONSISTENT FOR ITEM XXX | |
| The item input is invalid for account status code and/or other conditions it is required to meet are not present |
STATUS INVALID FOR AMAXUA | |
| AMAXUA can only change or delete items on accounts in status 80-89 |
SURVEY-REASON-CD IS ONLY VALID WITH DISP-CD 20/21/31/32 | |
| Self explanatory |
TAX CLASS/MFT INCONSISTENT | |
| Renumbered DLN Tax Class must be consistent with AMAXU MFT. |
TAX PERIOD/MFT INCONSISTENT | |
| Self explanatory |
TAX PERIOD/TEFRA-CD INCONSISTENT | |
| TEFRA-CD not required after 201811 |
TC 424 RECORD. EGC NOT 5XXX | |
| The record accessed is a 424 skeletal. Request terminal is SC & EGC is not 5XXX |
TC 424 RECORD | |
| Record accessed is a 424. May only change items 26, 27, 50, 58, 59 or 400 |
TDC ONLY VALID FOR MFT 20 & 30 (IMF) | |
| Self Explanantory |
TEFRA-CD ONLY VALID FOR MFT 06 OR 35 | |
| Self Explanatory |
TERMINAL SERVICE CENTER CD NOT EQUAL TO AIMS DATA BASE SERVICE CENTER CD | |
| Self-explanatory |
TERMINAL SERVICE CENTER CD NOT EQUAL TO AIMS BASE SC-CD / PROCESSING CAMPUS CD | |
| Self-explanatory |
TE/GE FLOW-THROUGH ACTIVITY CODE/MFT INCONSISTENT | |
| Self-explanatory |
TIF EARLY-ELECT-INTO-BBA-CD NOT PRESENT/2 NOT ALLOWED | |
| Self Explanatory |
TIF EGC MUST BE 1000 1014 1017 1099 OR 1917 FOR UPDATES FOR EGC 1917 | |
| Self-explanatory |
TIF ELECT-OUT-OF-BBA-CD = 1, CANNOT DELETE | |
| Self Explanatory |
TIF ELECT-OUT-OF-BBA-CD NOT PRESENT/2 NOT ALLOWED | |
| Self Explanatory |
TIF PUSH-OUT-CD NOT PRESENT/3 NOT ALLOWED | |
| Self Explanatory |
TIME APPLIED NOT ALLOWED | |
| The AIMS account contains a non-examined disposal code and time is present. |
TIME APPLIED MUST BE PRESENT | |
| The AIMS account contains an examined disposal code and time must be present. |
TIN CHANGE INDICATED, BUT NOT FOUND | |
| F4 RECORD-TYPE-CD and New TIN contains zeroes. |
TIN CHANGED TO VVVVVVVVV | |
| The account accessed has had a TIN change. Use the TIN indicated to obtain account |
TIN/FS INCONSISTENT | |
| Self Explanatory |
TIN/MFT INCONSISTENT | |
| Self Explanatory |
VCAP-IND ONLY VALID FOR EGC 72XX, 77XX OR 79XX | |
| Self-explanatory |
VCAP-IND PRESENT - EGC 76XX NOT VALID | |
| Self-explanatory |
XREF TIN/FILE SOURCE INCONSISTENT | |
| Self Explanatory |
VALAIMS Error Messages
(1) VALAIMS ERROR MESSAGES ONLY-
THE FOLLOWING ERROR MESSAGES ARE COMMON TO AMAXU AND AMCLS:
1ST DIGIT OF CASE-GRADE MUST BE 0 TO 9 |
1ST DIGIT OF CASE-GRADE MUST BE 1, 2, 3 OR 4 |
2ND DIGIT OF CASE-GRADE MUST BE 1 TO 3 |
2ND DIGIT OF CASE-GRADE MUST BE 1, 2, 3 OR 9 |
2ND DIGIT OF CASE-GRADE MUST BE 1, 2, 3, 5, 7 OR 9 |
3121Q-AMT ONLY ALLOWED WITH MFT 01, 11 OR 14 |
3RD DIGIT OF CASE-GRADE MUST BE 1 |
3RD DIGIT OF CASE-GRADE MUST BE 1 OR 2 |
3RD DIGIT OF CASE-GRADE MUST BE 1 OR 2 FOR ESTATE RETURN |
ABST-TIME & ABST-CLAIM-TIME CANNOT BOTH BE ZERO, TIME OR CLM-TIME MUST BE PRESENT |
ABSTRACT-CLAIM-HOURS AND CLAIMS-HOURS MUST BE EQUAL |
ABSTRACT-TIME AND EXAM-TIME MUST BE EQUAL |
ABSTRACT INFORMATION MUST NOT BE PRESENT |
ABSTRACT INFORMATION MUST BE PRESENT |
ABSTRACT RESULTS AMOUNT MUST BE NEGATIVE FOR ABST-CD 080 |
ABSTRACT-RESULTS-AMT MUST EQUAL AIMS RESULTS-AMT |
ABSTRACT-RESULTS MUST BE POSITIVE |
ABSTRACT RESULTS MUST BE ZERO |
ABSTRACT RESULTS MUST NOT BE 0 |
ACTIVITY CODE/APPL-ADJUSTMENT-AMT INCONSISTENT |
ACTIVITY CODE/CNSL ADJUSTMENT AMT INCONSISTENT |
ADJUSTMENT-TO-SBSE-WI-LB&I MUST NOT BE NEGATIVE FOR MFT 74/DISP-CD 12 |
ADJUSTMENT-TO-SBSE-WI-LB&I OR EP-CLOSING-AGREEMNT-RSLTS-AMT MUST = ZERO |
ADJUSTMENT-TO-SBSE-WI-LB&I & EP-CLOSING-AGREEMNT-RSLTS-AMT CANNOT BOTH = ZERO |
AIMS-RESULTS-AMT MUST BE NEGATIVE WITH DISP-CD 34 |
APPEALS-OFFICE-CODE INCONSISTENT WITH DISPOSAL CODE |
APPEALS-OFFICE-CODE MUST BE PRESENT |
APPL-CD MUST BE 1XX WITH CLOSING CODE 03–05, 13, 18, 19 |
APPL-CD MUST BE 2XX WITH CLOSING CODE 08, 10, 11, 12 OR 17 |
APPL-CLAIM-AMT/APPL-CLAIM-AMT-DISALLOW INCONSISTENT |
APPLICABLE-CREDIT-ADJ-AMT NOT VALID WITH DISP-CD 02 |
APPLICABLE-CREDIT-ADJ-AMT ONLY VALID WITH MFT 51, 52, 53 & 54 |
ARDI CODE NOT VALID WITH DISPOSAL CODE XX |
ARDI-CD/ACTIVITY CODE INCONSISTENT |
CASE GRADE REQUIRED FOR 1XXX EGC |
LCC-CD/EGC XXXX INCONSISTENT |
CLAIM INFORMATION INVALID FOR NON-TAXABLE RETURN |
CLAIM-AMT INVALID W/DISP 02 |
CLAIM-AMT MUST NOT BE PRESENT |
CLAIM-AMT MUST BE PRESENT |
CLAIM-AMT REQUIRED WITH DISP-CD 34, |
CLAIM-REJ-DT PRESENT - CLAIM-DISALLOWED, CLM-HRS, CLM-TYPE MUST BE PRESENT |
CNSL-ADJUSTMENT-AMT/CLOSING-CD INCONSISTENT |
CREDIT-CF-DISALLOWED-AMT/CF-CREDIT-TYPE INCONSISTENT |
DELQ-RET-CD/DELINQUENT-RETURN-AMT INCONSISTENT |
DEL-RET-AMT REQUIRED WITH DISP-CD 06 |
DEL-RET-AMT REQUIRED WITH DISP-CD 05 OR 06 |
DISP-CD 02/XXXXXX INCONSISTENT |
DISP-CD 07 & 11 NOT VALID WITH VCAP-IND 1 |
DISP-CD 10 NOT ALLOWED WITH MFT 67 |
DISP-CD = 07, FIRST ABST DISP-CD MUST = 07 |
DISP-CD = 11, FIRST ABST-DISP-CD MUST = 11 |
DISP-CD 15 IS NOT VALID FOR EGC 76XX |
DISP-CD 15 NOT ALLOWED WITH EGC 72XX |
DISP-CD 18 AND 54 NOT VALID WITH FLOW-THRU ADJUSTMENT |
DISP-CD 34/EXAM TECHNIQUE MUST NOT BE PRESENT |
DISP-CD 34/EXAM-CLAIM-AMT-DISALLOWED GREATER THAN 0 IS INVALID |
DISP-CD 34/EXAMINERS-GRADE MUST NOT BE PRESENT |
DISP-CD 34/EXAMINERS-TIME MAY NOT BE PRESENT |
DISP-CD/AIMS-RESULTS-AMT INCONSISTENT |
DISP-CD/DELINQUENT-RETURN-AMT INCONSISTENT |
DISP-CD XX ONLY VALID FOR MFT 99 |
DISP-CD 56 ONLY VALID WITH MFT 74 |
DISP-CD 56 ONLY VALID WITH MFT 76 |
DISPOSAL CODE 51 ONLY VALID WITH MFT 46/84/85/86 |
DISPOSAL-CODE/MFT INCONSISTENT |
DISP-CD GREATER THAN 02 - FIRST ABSTRACT DISP-CD MUST BE GREATER THAN 02 |
DISP-CD NOT EQUAL TO 01 OR 02 - FIRST ABSTRACT DISP-CD CANNOT BE = TO 01 OR 02 |
DSUE-AMT NOT VALID WITH DISP-CD 02 |
DSUE-AMT ONLY VALID WITH MFT 51, 52, 53 & 54 |
DUPLICATE ABSTRACT CODES NOT ALLOWED |
EGC 1000, 1994-2000 AND 2994-2999 ARE INVALID FOR A CLOSED CASE |
EGC XXXX INVALID FOR EO CASE |
EGC XXXX INVALID FOR EP CASE |
EGC XXXX INVALID FOR EXAM CASE |
EO/APPEALS-ISSUE-CD MUST BE PRESENT |
EP-CLOSING-AGREEMENT-RESULTS-AMT NOT VALID WITH DISP-CD XX |
EP EXAMINERS-TIME INVALID WITH DISP-CD 34 |
EP EXAMINERS-TIME MUST BE PRESENT |
EP TOTAL-TRUST ASSETS-AMT MUST BE PRESENT |
EP-EO-ARDI-CD MUST BE PRESENT |
EXAM-ADJUST-AMT MUST BE PRESENT |
EXAM-GRADE MUST BE 03-09 OR 11 WITH EGC 2XXX AND 5XXX |
EXAM-GRADE MUST BE 03-09 OR 11-14 WITH EGC 54XX, 57XX AND 58XX |
EXAM-GRD MUST BE 03-09 OR 11-14 WITH EGC 76XX |
EXAM-GRD MUST BE 05, 07, 09, 11-14 WITH EGC 1XXX, 72XX, 77XX AND 79XX |
EXAM RESULTS GENERATED FROM ITEM 34 ONLY - DISPOSAL CODE 01 REQUIRED |
EXAM TECHNIQUE CD INVALID FOR 1XXX EGC |
EXAM TECHNIQUE CD INVALID FOR 2XXX EGC |
EXAM TECHNIQUE CD INVALID FOR 5XXX EGC |
EXAM TECHNIQUE CD INVALID FOR EGC 77XX AND 79XX |
EXAM TECHNIQUE CD INVALID FOR EGC 76XX |
EXAM-ADJUST-AMT MUST BE PRESENT |
EXAM-CLAIM-AMT-DISALLOWED MUST BE EQUAL TO OR LESS THAN CLAIM-AMT |
EXAM-CLAIM-AMT-DISALLOW-APPL MUST NOT EXCEED EXAM-CLAIM-AMT-DISALLOWED |
EXAM-TECHNIQUE-CD/DISP-CD/CLAIM-AMT INCONSISTENT |
EXAM-UNAGREED AMT MUST BE PRESENT |
EXAM-UNAGREED-AMT MUST NOT BE PRESENT |
EXAMINER'S NAME MUST BE PRESENT |
EXAMINERS-TIME/CLAIM-HOURS/AIMS-RESULTS-AMT INCONSISTENT |
FAXED AGREEMENT IND/DISP CD INCONSISTENT |
FILE SOURCE INVALID FOR DISP 18 AND 54 |
FOR EGC 1XXX, TECHNIQUE-CD X IS NOT VALID WITH DISPOSAL-CODE XX |
FOR EGC 2XXX, TECHNIQUE-CD 6 IS NOT VALID WITH DISPOSAL-CODE XX |
FOR EGC 2XXX, TECHNIQUE-CD 7 IS NOT VALID WITH DISPOSAL-CODE XX |
FOR EGC 5XXX, TECHNIQUE-CD 9 IS NOT VALID WITH DISPOSAL-CODE XX |
FOR EGC 5XXX TECHNIQUE CODE 6 IS NOT VALID WITH DISPOSAL CODE XX |
FOR EGC 5XXX TECHNIQUE CODE 8 IS NOT VALID WITH DISPOSAL CODE XX |
FOR EGC 5XXX, TECHNIQUE-CD 7 IS NOT VALID WITH DISPOSAL CODE XX |
FOR EGC XXXX SOURCE CODE 79 INVALID FOR NMF MFT 34 |
FOR EP, APPEALS OFFICE CD REQUIRED WITH DISP-CD 07 OR 11 |
FOR EP, DISP-CD 03, EP-TAXES-AMT OR EP-PENALTIES-AMT MUST BE PRESENT |
FOR EP, DISP-CD 07 OR 11 REQUIRED WITH APPEALS OFFICE CODE |
FOR EP, EXAMINERS-GRADE MUST BE 03 - 09 OR 11-14 |
FOR RELATED-RETURN-ALPHA-CD S, PRI TIN/MFT/TXPRD MUST NOT ALL MATCH LINE -1 FLDS |
IE-TIME-PERCENT/IE-DOLLAR-PERCENT INCONSISTENT |
INSTALLMENT-AGREEMENT-CD MUST BE PRESENT |
INVALID ACTIVITY CODE |
INVALID MODIFIER USED TO ACCESS VALAIMS |
LAST DIGIT OF ABSTRACT-CLAIM-HOURS MUST BE 0, 3, 5 OR 7 |
LAST DIGIT OF ABSTRACT TIME MUST BE 0, 3, 5 OR 7 |
LAST DIGIT OF APPEALS TIME MUST BE 0, 3, 5 OR 7 |
LAST DIGIT OF CLAIM HOURS MUST BE 0, 3, 5 OR 7 |
LAST DIGIT OF COUNSEL TIME MUST BE 0, 3, 5 OR 7 |
LAST DIGIT OF EXAMINERS TIME MUST BE 0, 3, 5 OR 7 |
MANUAL-ASSESS-AMT/EXAM-UNAGREED-AMT/EXAM-ASSESS-CUM NOT VALID W/NON-TAX ACT CD |
MANUAL ASSESSMENT AMOUNT INVALID FOR DISP 01/02/52 |
MFT 76/DISP-CD 03/SRC-CD 44 – DEL-RET-AMT/DEL-RET-IND REQUIRED |
NOL-CF-DISALLOWED-AMT/NOL-INDICATOR INCONSISTENT |
NON-TAXABLE RET: MANUAL-ASSESS-AMT/UNAGREED-AMT MUST BE ZERO - USE EXAM-ADJ-AMT |
PAYMENT CODE MUST BE PRESENT |
PRIMARY INFORMATION MUST BE PRESENT WITH EGC XXXX |
PUSH-CD = 036 (SFR) – DELINQUENT RETURN AMT MUST NOT BE PRESENT ON AN SFR RECORD |
SOURCE-CD = 31, CLM-AMT-DISALLOWED, CLM-HRS, CLM-TYPE MUST NOT BE PRESENT |
SOURCE-CODE 30 NOT VALID IF THERE IS MORE THAN 1 ABSTRACT |
SPECIAL PROJECT CODE XXX IS NOT VALID AFTER 199012 |
TAX ALREADY ASSESSED (EXAM-CUM-ASSMNT-AMT) – UNAGREED-AMT MUST BE 1 |
TAX ALREADY ASSESSED (MANUAL-ASSESS-AMT) – UNAGREED-AMT MUST BE 1 |
TAXABLE RETURN - EXAM-ADJUST-AMT NOT VALID |
TE/GE DISP-CD/ARDI-CD INCONSISTENT |
VALID EP EXAM-TECHNIQUE-CD MUST BE PRESENT |
WHIPSAW-IND NOT VALID WITH DISP-CD 01, 02, 03, 04, 09 AND 56 |
XXXXX MUST BE PRESENT |
XXXXXX MUST BE PRESENT |
Command Code AMAXU
(1) Line 1 input Display
(2) RECORD ELEMENT DESCRIPTION LINE 1
Element | Line | Position | Description |
|---|---|---|---|
1 | 1 | 1-5 | CC AMAXU |
1a | 1 | 6 | CC Modifier - " A, P, E or O" |
2 | 1 | 7-18 | TIN & File Source |
3 | 1 | 20-21 | MFT |
4 | 1 | 23-28 | TAX PERIOD - YYYYMM Format |
5 | 1 | 30-33 | CK-Digit/Name Control bbaa or AAAA |
6 | 1 | 35-37 | PLAN-RPT-NUM - nnn Format |
7 | 1 | 39-41 | EP-PLAN-NUMER - nnn |
For File Source N, plan number must be entered when the MFT is 74 and 76. Valid plan numbers are 000-999. Other NMF cases, MFT's can still be entered in the usual manner. | |||
Note: It should be noted again, that Items on Line 1 are never changed, added or corrected using CC AMAXU and a valid entry would have at least one complete item of change on line 2.
Command Code AMAXU
(1) Line 2 Input Display
1. RECORD ELEMENT DESCRIPTION LINE 2
The data to be entered on LINE 2 is to be input from the "AIMS CORRECTION REQUEST FORM". Each terminal operator will be given a printed list of item Numbers, " AIMS CORRECTION REQUEST FORM" (SEE EXHIBIT Section) Beginning with character position 1 of Line 2, Data is entered as follows:
2.
TITLE OF FIELD
CHARACTERS
a.
Item Number
2 or 3 digit # from "AIMS CORRECTION REQUEST FORM".
b.
Hyphen
Character, must always be present after item number.
c.
DATA
(1)
Field may be variable, but cannot exceed the maximum number of characters for the field. Enter as specifically stated on "AIMS CORRECTION REQUEST FORM".
(2)
Field may be fixed. (ALWAYS THE SAME NUMBER OF CHARACTERS).
d.
COMMA
One character position denoting end of description of data.
3. A description of Line 2 elements of input:
Element
Line
Position
Description
2
1-2
Item Number
2
3
Hyphen
2
4-9
Data for Item 33 (Examiner's Name) "ALBANO".
2
10
Comma
2
11-12
Item Number
2
13
Hyphen
2
14-17
Data for Item No. 28 " 1111" Examiners Time. Any valid feature code that follows a space is not processed since the blank space stops the validation of any further feature codes.
2
18
Comma
2
19-21
Item Number
2
22
Hyphen
2
23-24
Data for Item No. 403, International Exam Results. "52"
This order of elements, as described above for Line 2, may be repeated for as many data items to be entered or corrected as needed, thru line 22 of the input screen. No blank spaces are allowed in the string of items between the comma and the next item number.
Command Codes AMAXUE and AMAXUO
(1) Multiple Input Display
An example of multiple entries for lines 2 thru 22.
(2) Record Element Description
Element | Line | Position | Description |
|---|---|---|---|
6 | 2-22 | 1-2 | Item Number |
6 | 2-22 | 3 | Hyphen |
6 | 2-22 | 4-9 | Data for Item 33, (Examiner's Name) "ALBANO." |
6 | 2-22 | 10 | Comma |
7 | 2-22 | 11-12 | Item Number |
7 | 2-22 | 13 | Hyphen |
7 | 2-22 | 14-16 | Data for item No. 18, (Exam Unagreed Amt, Appealed, Petitioned). "465" |
7 | 2-22 | 17 | Comma |
8 | 2-22 | 18-19 | Item Number |
8 | 2-22 | 20 | Hyphen |
8 | 2-22 | 21-23 | Data for item number 28, (Examiners Time) "672" |
Command Code AMAXUE/AMAXUO
Validation criteria for input fields |
(1) Variable Fields
All item numbers described below represent variable (non-fixed) fields, which means that there is not a specific location on the screen where the input item must reside. The input is free-format and the individual item numbers are separated by commas.
(2) Deleting Fields
Items on the TIF can be changed by the use of CC AMAXU; some items can also be deleted. To delete an item, a "D" should be entered instead of data. Those items which can be deleted are described in Exhibit 2.8.6-5.
Command Code AMAXU
(1)
The following is a list of the elements that may be changed or deleted by AMAXU Command Code using the following modifiers: |
| AMAXUE | AMAXUA | AMAXUP | AMAXUO | |||||
|---|---|---|---|---|---|---|---|---|---|
ITEM | NAME | C | D | C | D | C | D | C | D |
01 | SECONDARY-SSN | X | X | X | X |
|
|
|
|
13 | DISPOSAL CODE | X |
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|
| X |
| X |
|
16 | APPEALS CODE | X |
| X |
|
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|
|
|
17 | EO/APPEALS ISSUE CODE |
|
|
|
|
|
| X | X |
18 | UNAGREED AMT | X | X |
|
|
|
| X | X |
19 | AIMS MF UPDATE DATA | X | X |
|
|
|
| X | X |
20 | CLAIM REJECTION DATE | X | X | X | X | X | X | X | X |
21 | AMOUNT CLAIMED | X | X |
|
| X | X | X | X |
22 | CLAIM AMT DISALLOWED | X | X |
|
|
|
| X | X |
23 | CLAIM HOURS | X | X |
|
|
|
| X | X |
24 | CLAIMS TYPE | X | X |
|
|
|
| X | X |
26 | SOURCE CODE | X |
|
|
| X |
| X |
|
27 | ACTIVITY CODE | X |
|
|
| X |
| X |
|
28 | EXAMINERS TIME | X |
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|
| X |
| X |
|
30 | TECHNIQUE CODE | X |
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|
| X |
| X |
|
31 | EXAMINERS GRADE | X |
|
|
| X |
| X |
|
32 | CASE GRADE | X | X |
|
| X | X | X | X |
33 | EXAMINERS NAME | X | X |
|
| X | X | X | X |
34 | EXAM ADJUSTMENT AMT | X | X |
|
|
|
| X | X |
35 | MANUAL ASSESSMENT AMT | X | X |
|
|
|
| X | X |
37 | DELIQ-RETURN-CD | X | X |
|
|
|
| X | X |
38 | FRAUD CONDITION | X | X |
|
|
|
| X | X |
40 | SPECIAL PROJECT CODE | X | X |
|
| X | X | X | X |
42 | ARDI CODE |
|
| X |
| X |
| X |
|
44 | NOL CF DISALLOWED AMT | X | X |
|
|
|
| X | X |
45 | NOL IND | X | X |
|
|
|
| X | X |
46 | CREDIT CF DISALLOWED AMT | X | X |
|
|
|
| X | X |
47 | CF CREDIT TYPE | X | X |
|
|
|
| X | X |
48 | TEGE-SPECIAL-DEFINER-CD |
|
|
|
| X | X | X | X |
49 | SECONDARY-BUSINESS-CD | X |
|
|
| X |
| X |
|
50 | EMPLOYEE-GROUP-CD | X |
|
|
| X |
| X |
|
54 | ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ | X |
|
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|
| X |
|
57 | POST OF DUTY | X |
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58 | XREF DLN | X |
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|
| X |
| X |
|
59 | AIMS-OPEN-CONTROL-NUMBER | X |
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|
| X |
| X |
|
60 | TC-300-IND | X |
| X |
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|
| X |
|
61 | PARTIAL AGREEMENT INDICATOR | X |
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| X |
|
64 | IRA-CD | X |
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65 | SURVEY-REASON-CD | X |
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|
| X |
| X |
|
67 | INFORMANTS-CLAIM-IND | X | X | X | X | X | X | X | X |
68 | VCAP-IND |
|
|
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|
| X | X |
90 | VERIFIED-ASSES-IND | X |
| X |
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|
| X |
|
300 | EARLY-ELECT-INTO-BBA-CD | X | X |
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301 | NAP-DT | X | X |
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302 | PPA-DT | X | X |
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303 | MOD-WAIVER-DT | X | X |
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304 | MOD-REQUEST-RECVD-DT | X | X |
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305 | MOD-TYPE-CD | X | X |
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306 | MOD-DETERMINATION-LTR-DT | X | X |
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307 | MOD-REQUEST-DECISION-CD | X | X |
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308 | FPA-DT | X | X |
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309 | PUSH-OUT-ELECTION-DT | X | X |
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310 | PUSH-OUT-REVOCATION-DT | X | X |
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311 | PUSH-OUT-CD | X | X |
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312 | IU-PS-ADJ-YR-AMT | X | X |
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313 | IU-PUSHED-OUT-AMT | X | X |
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314 | IU-REDUCTION-AMT | X | X |
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315 | IU-ADJ-YR | X | X |
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317 | ELECT-OUT-OF-BBA-CD | X | X |
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318 | IRC6235A1-PPA-DEADLINE-DT | X | X |
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319 | MOD-EXTENSION-DT | X | X |
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320 | CURRENT-ADDL-MOD-DAYS-CNT | X | X |
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321 | CUM-ADDL-MOD-DAYS-CNT |
| X |
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322 | IRC6235A3-DT | X | X |
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323 | IRC6235A2-DT | X | X |
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324 | FPA-WAIVER-DT | X | X |
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325 | PUSH-OUT-PACKAGE-RECD-DT | X | X |
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326 | PUSH-OUT-DEFAULT-DT | X | X |
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327 | BBA-CHAPTER-2-2A-CD | X | X |
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400 | LCC-CD | X | X | X | X |
|
| X | X |
401 | WHIPSAW INDICATOR | X | X |
|
|
|
| X | X |
402 | IE-TIME-PERCENT | X | X |
|
|
|
| X | X |
403 | IE-DOLLAR-PERCENT | X | X |
|
|
|
| X | X |
404 | ABSTRACT CODE/DISP-CD/TIME/RESULTS/CLAIM TIME | X |
|
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|
| X |
|
405 | PRIMARY TIN | X |
|
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|
| X |
|
406 | PRIMARY MFT CD | X |
|
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| X |
|
407 | PRIMARY TAX PRD | X |
|
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| X |
|
408 | RELATED RETURN ALPHA CD | X |
|
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|
| X |
|
409 | ABSTRACT DELETE IND |
| X |
|
|
|
|
| X |
410 | AGING REASON CODE | X | X |
|
| X | X | X | X |
411 | PAYMENT CD | X |
|
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412 | INSTALLMENT AGREEMENT CD | X |
|
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| X |
|
413 | PIA CODE | X | X |
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414 | DELINQUENT RETURN AMT | X | X |
|
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| X | X |
415 | AMENDED RETURN AMT | X | X |
|
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|
| X | X |
416 | FAX AGREEMENT IND | X | X |
|
| X | X | X | X |
417 | TRACKING CODE | X | X |
|
| X | X | X | X |
418 | 3121Q-AMT | X | X |
|
|
|
| X | X |
419 | IRS-EMPLOYEE-CD-AIMS | X |
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|
| X |
|
421 | XREF-TIN | X | X | X | X |
|
| X | X |
422 | APPLICABLE-CREDIT-ADJ-AMT | X | X | X | X |
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423 | TEFRA-CD | X |
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424 | TEGE-OPEN-CASE-GRADE |
|
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|
| X | X | X | X |
425 | DSUE AMT | X | X | X | X |
|
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|
426 | CRIMINAL-RESTITUTION-CD | X |
| X |
|
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427 | NBAP LETTER DT | X | X |
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428 | RR-99-40-IND | X | X |
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429 | MFT-CD-29-IND |
|
|
|
|
|
| X | X |
430 | TDC-CD | X | X | X | X |
|
| X | X |
431 | ELECTRONIC-CASE-IND | X | X |
|
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602 | EP TAXES |
|
|
|
| X | X |
|
|
604 | EP PENALTIES |
|
|
|
| X | X |
|
|
605 | ADJUSTMENT TO SBSE-WI-LB&I |
|
|
|
| X |
|
|
|
606 | TOTAL DEDUCTIONS CLAIMED |
|
|
|
| X | X |
|
|
607 | TOTAL TRUST ASSETS |
|
|
|
| X | X |
|
|
608 | NUMBER OF PARTICIPANTS |
|
|
|
| X |
|
|
|
609 | TYPE OF PLAN |
|
|
|
| X |
|
|
|
612 | EP PIC NAICS CD |
|
|
|
| X |
|
|
|
613 | EP CLOSING AGREEMENT RESULTS AMT |
|
|
|
| X | X |
|
|
799 | FLOWTHRU IND |
|
|
|
|
|
| X | X |
800 | APPEALS RESULTS AMT |
|
| X | X |
|
|
|
|
801 | COUNSEL RESULTS AMT |
|
| X | X |
|
|
|
|
802 | APPEALS ADJUSTMENT AMOUNT |
|
| X | X |
|
|
|
|
803 | APPEALS GRADE |
|
| X | X |
|
|
|
|
804 | APPEALS TIME |
|
| X | X |
|
|
|
|
805 | COUNSEL ADJUSTMENT AMT |
|
| X | X |
|
|
|
|
806 | COUNSEL GRADE |
|
| X | X |
|
|
|
|
807 | COUNSEL TIME |
|
| X | X |
|
|
|
|
808 | EXAMINATION CLM DISALLOW AMT |
|
| X | X |
|
|
|
|
809 | AMOUNT OF APPEALS/COUNSEL CLAIM |
|
| X | X |
|
|
|
|
810 | APPEALS/COUNSEL CLM DISALLOW AMT |
|
| X | X |
|
|
|
|
811 | CLOSING CODE |
|
| X |
|
|
|
|
|
820 | WORK UNIT NUMBER |
|
| X | X |
|
|
|
|
821 | PRIOR APPEALS OFFICE CODE |
|
| X | X |
|
|
|
|
Command Code AMAXU
(1) Abstracts - Special Processing
Item 404 consist of the Abstract Code, Disposal Code, Abstract Hours, Abstract Results and Abstract Claim Time all refer to one particular Abstract. There may be several of these groups on one record and each group will have a unique Abstract code. The entire Abstract (item 404) has to be present before CC AMAXU can make a change. If a match cannot be made between the Abstract input and a similar Abstract on the AIMS (for the TIN, MFT, Tax Period entered) then the system will assume that the Abstract input is new and it will be added to the record. If a match is made between the Abstract Code input and a similar abstract code on the TIF (for TIN, Tax Period entered) then the systems will change the Disposal Code, Abstract Hours, Abstract Results and Abstract Claim Time following the abstract referenced. If an incorrect Abstract (item 404) was entered it can be deleted by inputting the Abstract in 404 immediately followed by a "D" in item #409.
Command Code AMAXUA
(1) Validation Criteria
All items below can be deleted by entering a "D".
ITEM | DATA NAME |
|---|---|
20 | Claim Rejection Date |
67 | Informants Claim Ind |
400 | CIC LCC Code |
421 | XREF Tin |
422 | Applicable Credit Adj Amt |
425 | DSUE Amt |
800 | Appeals Results Amt |
801 | Counsel Results Amt |
802 | Appeals Adjustment Amount (Non-Taxable) |
803 | Appeals Grade |
804 | Appeals Time |
805 | Counsel Adjustment Amount |
806 | Counsel Grade |
807 | Counsel Time |
808 | Amount Disallowed - Exam Claim |
809 | Amount of Appeals/Counsel Claim |
810 | Amount Disallowed - Appeals/Counsel Claim |
820 | Work Unit Number |
821 | Prior Appeals Code |
Command Code AMAXUP
(1) INPUT DISPLAY
RECORD ELEMENT DESCRIPTION LINE 1 |
Item | Line | Position | Description |
|---|---|---|---|
1 | 1 | 1-6 | CC AMAXUP |
2 | 1 | 7-18 | TIN and File Source |
3 | 1 | 20-21 | MFT |
4 | 1 | 23-28 | Tax Period |
5 | 1 | 30-33 | Check Digit/Name Control |
6 | 1 | 39-41 | Plan Number |
RECORD ELEMENT DESCRIPTION LINES 2 THRU 12 | |
|---|---|
a. | Lines 2 thru 12 follow the same processing rules as CC AMAXU |
b. | A description of line 2 thru 12 elements of input data are as follow: |
ITEM | DATA NAME |
|---|---|
13 | Disposal Code |
20 | Claim Rejection Date |
21 | Amount Claimed |
26 | Source Code |
27 | Activity Code |
28 | Examiner's Time |
30 | Technique Code |
31 | Examiner's Grade |
32 | Case Grade |
33 | Examiners Name |
40 | Special Project Code |
42 | ARDI Code |
48 | TEGE Special Definer Cd |
49 | Secondary Business Code |
50 | Employee Group Code |
58 | Renumbered DLN |
59 | Aims Open Control Number |
65 | Survey Reason Cd |
67 | Informants Claim Ind |
410 | Aging Reason Code |
416 | Fax Agreement Ind |
417 | Tracking Cd |
424 | TEGE-OPEN-CASE-GRADE |
602 | EP Taxes |
604 | Penalties |
605 | Adjustment to SBSE WI LB&I |
606 | Total Deductions Claimed |
607 | Total Trust Assets |
608 | Number of Participants |
609 | Type of Plan |
612 | EP PIC NAICS Code |
613 | EP CLOSING AGREEMENT RESULTS AMT |
(2) Error Messages for AMAXUP are the same as those for AMAXU. See also 6.8, Command Code AMAXUE, AMAXUA, AMAXUO and AMAXUP Error Messages.
