Lesson 4: Additional Inquiry Screens

Multi-Tax Summary (MTSUMM)

MTSUMM is an inquiry screen in the Comptroller’s Integrated Taxpayer System (ITS) that displays information about taxpayers who pay state taxes such as sales tax, franchise tax, etc. MTSUMM can only be accessed using Line 1 entry. Like TINS inquiry screens, MTSUMM calculates the check digit when a 10-digit number is entered.

MTSUMM is mainly used when processing new payee setups, but it can also be useful during an inquiry search. If the payee is also a taxpayer, MTSUMM can help confirm the payee’s name, EIN or SSN if displayed, address and charter number.

Accessing MTSUMM

There are two ways to access MTSUMM:   

• On Line 1, enter MTSUMM and press Enter to display the TAXPAYER entry field. Then enter the 10- or 11-digit TIN or taxpayer number.

  MTSUMM Without TIN

  MTSUMM                                                               MM/DD/YY   
                                                                          ORD 
        TAXPAYER: _____________ 
       
   
   
   
   
   
   
  Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- 
                                                                           HELP    
  
  
  
      

  – or –
• On Line 1, enter MTSUMM.(10- or 11-digit TIN or taxpayer number) and press Enter to display the taxpayer’s information:
  • With a 10-digit number, enter MTSUMM.1XXXXXXXXX and press Enter.
    – or –
  • With an 11-digit number, enter MTSUMM.1XXXXXXXXX6 and press Enter.

MTSUMM With TIN

MTSUMM.1XXXXXXXXX6.                                                  MM/DD/YY   
      BUSINESS NAME, INC.                                             PAGE  1   
 ADDRESS                                                     COUNTY CODE: XXX   
 CITY, TX  12345-1234                              ITS CODE FOR OWNERSHIP TYPE   
 SECONDARY ADDR: NO           FIELD OFFICE: XXXX         PHONE: (XXX) XXX-XXXX   
 SERV ADDR:                                                               ORD   
 PAYEE STATUS:  ON HOLD FOR DELINQUENCY AS OF MM/DD/YYYY                         
                                                                                 
 FRANCHISE (13)                           AUDIT            : NO AUDIT            
   SOS FILE NUMBER: XXXXXXXXXX            LAST REPORT FILED: XX                  
   SOS FILE DATE  : MM/DD/YYYY                                                   
   SOS STATUS     : ACTIVE                RESP BEGIN DATE  : MM/DD/YYYY          
   SOS STATUS DATE: MM/DD/YYYY            RESP END DATE    :                     
   RIGHT TO TRANSACT BUSINESS: ACTIVE                                            
 SALES TAX (26)                           AUDIT: NO AUDIT                        
   STATUS: ACTIVE AS OF MM/DD/YYYY        LAST REPORT FILED: XXX                 
   FILER TYPE: QUARTERLY                  MGMT HALT STATUS: NO MGMT HALT         
   OPEN COLL RCD:    1                    LOCATIONS: 3 ACTIVE / 2 INACTIVE       
   OPEN NON-COMP:    0                                                           
   NBR RETURN CK:    0                                                           
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12--- 
                                                                         HELP  

Field Descriptions

Descriptions are listed only for the fields that are applicable for a TINS payee inquiry.

TAXPAYER NAME

Displays the taxpayer’s name.

ADDRESS

Displays the taxpayer’s address.

ITS ORG TYPE

While TINS uses the field name OWNERSHIP TYPE with a one-character code, the tax system uses the field name ITS ORG TYPE with a two-character code. See ITS Ownership Type Cross Reference in TexPayment Resource for a comparison of the ITS two-character codes and descriptions with the TINS one-character ownership type codes and descriptions.

ORD

The open records disclosure (ORD) indicator identifies whether the information is confidential.

SOS FILE NUMBER

Displays the 10-digit file number issued by the Texas Secretary of State (SOS), which is the same as the TEXAS CHARTER NUMBER on the TINS payee master record PYMAST. The Certificate of Authority (COA) number that the SOS may assign to taxpayers for out-of-state corporations is also displayed in the SOS FILE NUMBER field.

For more information about MTSUMM, see Multi-Tax Summary (MTSUMM) in TexPayment Resource.

Next:  Payee Voucher History (PVOUN)