FMX Home
Glenn Hegar  ·  Texas Comptroller of Public Accounts

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.

Note: 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. Please see the Data Entry Matrix.

Screen Example (PCHGMS Recall)

   PCHGMS                                                        MM/DD/YY 
                       PAYEE MASTER LEVEL CHANGE                                                                                                             
 PAYEE NUMBER: _____________                                                                                                                                    
 INPUT SOURCE: XXX                                                              
                                                                                
                                                                             
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
  PF3=QUIT  
 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  
 ENTER CHANGES - PRESS ENTER                                                    
  

Note: Some fields are auto-filled and protected from data entry.

Steps (PCHGMS):

  1. 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

  2. PAYEE NUMBER: Enter the 11-digit TIN and press Enter.
  3. INPUT SOURCE: Defaults to the user’s agency number and is a protected field.
  4. TAXPAYER NUMBER: Protected field. If the payee number exists on the Comptroller’s tax system, TINS auto-fills this field during its nightly process.
  5. 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.
  6. 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.

  7. Press Enter.
  8. If error messages display, make the necessary corrections
  9. Add 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.

  10. 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 takes you 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
  11. 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                       
   PCHGMS END                  PYMAST PMTHIS PMCTUP PMSTUP                     
   RECORD UPDATED 
  

PAYEE NUMBER: Displays the 11-digit TIN.

ENTER PF-3, PF-6, PF-7, PF-8, PF-9: Displays shortcuts to navigate to other TINS screens.

RECORD UPDATED: Indicates the successful processing of the payee master change.

Glenn Hegar
Texas Comptroller of Public Accounts
Questions? Contact statewide.accounting@cpa.texas.gov
Comptroller.Texas.Gov | FMX
FMX Sitemap | Contact FM
Accessibility Policy | Privacy and Security Policy