Inactivation and Purge Processes
Payee Maintenance History Purge Process
Payee Maintenance Criteria
TINS schedules an annual purge process of payee maintenance history, generally on Sept. 1 at the same time as the mail code purge based on the following criteria:
| If a Payee Maintenance Transaction … | And … | Then the Transaction Will Be Maintained on File for the … |
|---|---|---|
| Processed but failed | An error code was issued | Current and one prior fiscal years |
| Processed successfully | No error code was issued | Current and three prior fiscal years |
Payee Maintenance Purge Clock Examples
| If … | And … | Then … |
|---|---|---|
A TIN has maintenance records that processed in the current fiscal year, fiscal 2026, and in fiscal 2025, fiscal 2024, fiscal 2023 and fiscal 2022 |
All the maintenance records processed successfully |
|
Some maintenance records processed in fiscal 2026 and 2024 failed and issued an error code |
|