Master and Mail Code Setups and Changes
Payee Master Level Change (PCHGMS)
The PCHGMS screen is used to make changes to the master level information for a payee already in TINS. Based on the user’s Line 1 entry, the PCHGMS screen may include a recall step before the payee master information is displayed for updates.
If the payee was initially set up with an SSN or ITIN, the assigned 7 TIN is required to make changes to the TIN already on file. See the Payee Number Matrix.
Access
Access PCHGMS through the TINS Update Menu (PYMENU) screen or Line 1 Entry.
Screen Example (PCHGMS Recall)
PCHGMS MM/DD/YY
PAYEE MASTER LEVEL CHANGE
PAYEE NUMBER: _____________
INPUT SOURCE: XXX
PF3=QUIT PF12=PYMENU
ENTER TIN - PRESS ENTER
Screen Example (PCHGMS Master Record on File)
PCHGMS MM/DD/YY
PAYEE MASTER LEVEL CHANGE
PAYEE NUMBER: 1XXXXXXXXX6
INPUT SOURCE: XXX OWNERSHIP TYPE: S TAXPAYER NUMBER: ___________
SOLE OWNER'S NAME: OWNER NAME____________________________________
SSN: XXXXX1234 ITIN: _________ (ENTER ONLY ONE)
PARTNER 1 NAME: __________________________________________________
SSN: _________ EIN: _________ ITIN: _________ (ENTER ONLY ONE)
PARTNER 2 NAME: __________________________________________________
SSN: _________ EIN: _________ ITIN: _________ (ENTER ONLY ONE)
TEXAS CHARTER NUMBER: __________ IAT IND: TIN STATUS: A
COMMENTS: ___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
PF3=QUIT PF12=PYMENU
ENTER CHANGES - PRESS ENTER
Note: Some fields are auto-filled and protected from data entry.
Steps (PCHGMS):
-
Enter Option B from the PYMENU screen and press Enter
– or –
Enter PCHGMS on Line 1 and press Enter.
If Line 1 is Entered… Then… Without the TIN TINS displays the Screen Example (PCHGMS Recall) Go to Step 2
With a valid 11-digit TIN (PCHGMS. XXXXXXXXXXX)
TINS displays the Screen Example (PCHGMS Master Record on File) Go to Step 3
With a 10-digit TIN TINS displays the message TIN Must Be 11 Digits Research and enter the correct TIN
Note: Only TINS inquiry screens allow for a 10-digit TIN on Line 1
With an invalid 11-digit TIN TINS displays the message Check Digit Is Incorrect for TIN/Hold Number With an 11-digit 2 TIN TINS displays the message TIN Must Begin With ‘7’ Research and enter the correct TIN
- PAYEE NUMBER: Enter the 11-digit TIN and press Enter.
- INPUT SOURCE: Defaults to the user’s agency number and is a protected field.
- OWNERSHIP TYPE: If changing the ownership type, see Ownership Types and Payee Master Setup (PMSTUP), Steps (PMSTUP – Step 2) for specific ownership type requirements.
- TAXPAYER NUMBER: Protected field. If the payee number exists on the Comptroller’s tax system, TINS auto-fills this field during its nightly process.
- STATUS:
- If the Status is I for Inactive, changes to the master record cannot be made. See ACR 60094.
- If the Status is A for Active, make the appropriate changes to the master record.
- COMMENTS: Enter any information that may be helpful for a screen print.
Note: Comments are not permanently stored and cannot be accessed at a later time. You must make a screen print if you want to capture comments.
- Press Enter.
- If error messages display, make the necessary corrections
- Update Record? (Y/N) will display. Review the information to verify it is correct. Enter Y or N and press Enter:
- Y (Yes) if the information is correct
- N (No) if the information is not correct
Note: An entry of Y will display a successful update of the setup. An entry of N provides the opportunity to verify and re-enter the correct information.
PCHGMS MM/DD/YY PAYEE MASTER LEVEL CHANGE PAYEE NUMBER: 1XXXXXXXXX6 INPUT SOURCE: XXX OWNERSHIP TYPE: S TAXPAYER NUMBER: ___________ SOLE OWNER'S NAME: OWNER NAME____________________________________ SSN: XXXXX1234 ITIN: _________ (ENTER ONLY ONE) PARTNER 1 NAME: __________________________________________________ SSN: _________ EIN: _________ ITIN: _________ (ENTER ONLY ONE) PARTNER 2 NAME: __________________________________________________ SSN: _________ EIN: _________ ITIN: _________ (ENTER ONLY ONE) TEXAS CHARTER NUMBER: __________ IAT IND: TIN STATUS: A COMMENTS: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ UPDATE RECORD? (Y/N): Y PF12=PYMENU - Change Mailcode? (Y/N): __ will display. Enter Y or N and press Enter:
- Y (Yes) if the payee’s mail code needs to be updated, which navigates to the Payee Mail Code Change (PCHGMC) screen.
Note: If no changes are made to the mail code after a Y is entered, changes made to the master record will not be saved.
- N (No) if the payee’s mail code does not need to be updated
PCHGMS MM/DD/YY PAYEE MASTER LEVEL CHANGE PAYEE NUMBER: 1XXXXXXXXX6 INPUT SOURCE: XXX OWNERSHIP TYPE: S TAXPAYER NUMBER: ___________ SOLE OWNER'S NAME: OWNER NAME____________________________________ SSN: XXXXX1234 ITIN: _________ (ENTER ONLY ONE) PARTNER 1 NAME: __________________________________________________ SSN: _________ EIN: _________ ITIN: _________ (ENTER ONLY ONE) PARTNER 2 NAME: __________________________________________________ SSN: _________ EIN: _________ ITIN: _________ (ENTER ONLY ONE) TEXAS CHARTER NUMBER: __________ IAT IND: TIN STATUS: A COMMENTS: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ CHANGE MAILCODE? (Y/N): N PF12=PYMENU - Y (Yes) if the payee’s mail code needs to be updated, which navigates to the Payee Mail Code Change (PCHGMC) screen.
- If the mail code does not need to be updated, a dialogue box displays at the bottom of the screen.
Screen Example (PCHGMS Processed)
PCHGMS. MM/DD/YY
PAYEE MASTER LEVEL CHANGE
PAYEE NUMBER: 7XXXXXXXXX4
INPUT SOURCE: XXX OWNERSHIP TYPE: S TAXPAYER NUMBER: ___________
SOLE OWNER'S NAME: NAME______________________________________________
SSN: XXXXX1234 ITIN: _________ (ENTER ONLY ONE)
PARTNER 1 NAME: __________________________________________________
SSN: _________ EIN: _________ ITIN: _________ (ENTER ONLY ONE)
PARTNER 2 NAME: __________________________________________________
SSN: _________ EIN: _________ ITIN: _________ (ENTER ONLY ONE)
TEXAS CHARTER NUMBER: __________ IAT IND: Y TIN STATUS: A
COMMENTS: _____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
PAYEE NUMBER: 7XXXXXXXXX4
ENTER PF-3 PF-6 PF-7 PF-8 PF-9 PF-12
PCHGMS END PYMAST PMTHIS PMCTUP PMSTUP PYMENU
RECORD UPDATED
PAYEE NUMBER: Displays the 11-digit TIN.
DIRECTION MESSAGE KEYS: Displays direction message keys to navigate to other TINS screens. See Direction Message Keys for descriptions.
RECORD UPDATED: Indicates the successful processing of the payee master change.