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TexPayment Resource

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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):

  1. 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

  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. OWNERSHIP TYPE: If changing the ownership type, see Ownership Types and Payee Master Setup (PMSTUP), Steps (PMSTUP – Step 2) for specific ownership type requirements.
  5. TAXPAYER NUMBER: Protected field. If the payee number exists on the Comptroller’s tax system, TINS auto-fills this field during its nightly process.
  6. 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.
  7. 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.

  8. Press Enter.
  9. If error messages display, make the necessary corrections
  10. 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
    
        
  11. 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
    
        
  12. 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.