Part 2. Information Technology

Chapter 3. IDRS Terminal Responses

Section 48. Command Code UPDIS for the GUF System

2.3.48 Command Code UPDIS for the GUF System

Manual Transmittal

August 07, 2024

Purpose

(1) This IRM section provides an overview of IRM 2.3.48, IDRS Terminal Responses, Command Code UPDIS for the GUF System.

Material Changes

(1) IRM 2.3.48.1 Editorial changes have been made to the mandatory internal controls.

(2) Added new CIO to the signature line.

(3) Update Wage & Investment (W&I) to Taxpayer Services (TS).

Effect on Other Documents

IRM 2.3.48, dated December 16, 2021, is superseded.

Audience

LMSB, SBSE, TEGE, and TS.

Effective Date

(08-07-2024)


Rajiv Uppal
Chief Information Officer

2.3.48.1 (08-07-2024)

Program Scope and Objectives

  1. This section gives step-by-step guidance for the display and retrieval of unpostable information for IDRS (Integrated Data Retrieval System) Command Code UPDIS.

  2. Purpose: This transmits IRM 2.3.48, IDRS Terminal Responses, Command Code UPDIS.

  3. Audience: All IRS business units.

  4. Program Owner: AD/Submission Processing

  5. Primary Stakeholders: Taxpayer Services (TS), Large & Mid-Size Business (LMSB), Small Business Self Employed (SBSE), Tax Exempt and Government Entities (TE/GE)

  6. Program Goals: Command Code (CC) UPDIS accesses the GUF-AREA data base and displays a requested unpostable case for a specific sequence number. Command Code UPDIS also accesses the GUF-TIN-AREA to determine whether other cases exist with the same TIN. CC UPDIS must be used prior to CC UPCAS, CC UPRES and CC UPREV.

2.3.48.1.1 (08-07-2024)

Background

  1. This IRM and the contained subsections provide the user the necessary information on how to display an unpostable case using Command Code UPDIS.

2.3.48.1.2 (08-07-2024)

Authority

  1. Command CODE UPDIS was developed to allow users to display an unpostable case on the IDRS (Integrated Data Retrieval System) for Unpostable data.

2.3.48.1.3 (08-07-2024)

Roles and Responsibilities

  1. Applications Development (AD) is responsible for operations and maintenance of the command codes.

  2. Branch Chief, AD/Submission Processing

  3. Director, AD/Submission Processing

2.3.48.1.4 (08-07-2024)

Program Management and Review

  1. Command Code UPDIS is managed by Work Requests which are submitted for changes and also by tickets which are submitted by users for corrections.

2.3.48.1.5 (08-07-2024)

Program Controls

  1. Access to this program is governed by SACS.

2.3.48.1.6 (08-07-2024)

Terms/Definitions/Acronyms

  1. Acronyms Unique to IDRS

    Acronym Definition
    IMF Individual Masterfile
    BMF Business Masterfile
    TIF Taxpayer Information ob极郤
    TC Transactions Code
    CC Command Code
    IDRS Integrated Data Retrieval System
2.3.48.1.7 (08-07-2024)

Related Resources

  1. SERP job aid for UPDIS - ※ https://serp.enterprise.irs.gov/job-aids/command-code/command-code.html§

Exhibit 2.3.48-1

UPDIS〞Input Fields

Line-Item Position Data Element Comments
1.1 1每5 COMMAND-CD Input
1.2 7每18 UP-SEQ-NUMBER Input
  Or    
3.1 * 1 UPDIS-REQUEST-IND SOE (to be keyed)
3.2 * 2每6 Space for key-in "UPDIS" (to be keyed)
3.3 * 8每19 UP-SEQ-Number generated by UPTIN display
*Optional UPDIS input format to be used when UPDIS screen request is entered from UPTIN screen display. Line items 8.1 thru 8.3, 13.1 thru 13.3 and 18.1 thru 18.3 will be identical to line items 3.1 thru 3.3.
Exhibit 2.3.48-2

UPDIS Standard Output Display except CAWR

Line-Item Position Data Element Comments
1.1 1每5 COMMAND-CD Value "UPRES"
1.2 6 COMMAND-CD-DEFINER Value spaces
1.3 7 COMMAND-CD-MODIFIER Value spaces
1.4 8每19 UP-SEQ-NUMBER  
1.5 21每23 Literal Value "ASG"
1.6 25每34 EMPLOYEE-NUM-ASSIGN  
1.7 36每38 Literal Value "CAT"
1.8 40每41 UP-CATEGORY-CODE  
1.9 44每47 Literal Value "AREA"
1.10 49每50 UP-AREA-LITERAL  
1.11 53每55 Literal Value "URC"
1.12 57 UP-RESOLUTION-CODE  
1.13 60每69 Current Date mm/dd/yyyy
1.14 72每79 Current Time hh:mm:ss
2.1 1每4 Literal Value "NULL"
2.2 6每7 NULLIFY-AREA-CD  
2.3 9-11 Literal Value "UPC"
2.4 13-15 UNPOSTABLE-CD  
2.5 17 MF-UP-REASON-CODE  
2.6 19-21 Literal Value "CYC"
2.7 23每30 ORIGINAL-UP-CYCLE  
2.8 32每34 Literal Value "REP"
2.9 36 REPEAT-IND  
2.10 38每39 Literal Value "ST"
2.11 41 UP-STATUS-CODE  
2.12 43每50 UP-STATUS-DATE  
2.13 52每72 PRIMARY-TRANS-PJ-AMT or INT-REDUCT-OVERPAYMENT-CMPTR (Dollars and cents)
(Credit Amt〞Dollars and cents)
2.14 73 Sign character Minus or space
2.15 75每77 Literal Value "MSR"
2.16 79 MSR-IND  
3.1 1每17 DLN  
3.2 20每21 Literal Value "EC"
3.3 23 TRANS-ENTITY-CD  
3.4 26每31 Literal Value "CR-INT "
3.5 33每40 CREDIT-INTEREST-DT  
3.6 42每45 Literal Value "ASED"
3.7 47每54 ASED  
3.8 57每59 Literal Value "DOD"
3.9 61每68 DATE-OF-DEATH  
3.10 71每75 Literal Value "MF-AO"
3.11 77每78 PRIMARY-LOC-DO-CD  
4.1 1每11 TIN  
4.2 13 SSN-VALIDITY-OR-EIN-IND  
4.3 15每18 Literal Value "TXPD"
4.4 20每25 TAX-PRD  
4.5 28每30 Literal Value "MFT"
4.6 32每33 MFT-CD  
4.7 36每37 Literal Value "PN"
4.8 39每41 REPORT-PLAN-NUM  
4.9 44每45 Literal Value "TC"
4.10 47每49 TRANS-CD  
4.11 52每55 Literal Value "DATE"
4.12 57每64 TRANS-DT  
5.1 * 1每11 TIN Correction data
5.2 * 13 TIN-TYPE Correction data
5.3 * 20每25 TAX-PRD Correction data
5.4 * 32每33 MFT-CD Correction data
5.5 * 39每41 REPORT-PLAN-NUM Correction data
5.6 * 47每49 TRANS-CD Correction data
5.7 * 57每64 TRANS-DT Correction data
6.1 1每4 NAME-CTRL  
6.2 7每9 Literal Value "STC"
6.3 ** 11每13 SECONDARY-TRANS-CD  
6.4 16每20 Literal Value "EFT # "
6.5 *** 22每36 EFTPS-NUM  
6.6 39每46 Literal Value "IDRS EMP "
6.7 **** 48每57 IDRS-EMPLOYEE-NUMBER  
6.8 60每63 Literal Value "XSEQ" or "XTIN" or blanks
6.9 65每76 XREF-SEQ-NUMBER (or)
XREF-TIN-TRANSFER-DOC		  
*For Line Items 5.1 through 5.7, correction data will be displayed if present, else blank-filled.
**SECONDARY-TRANS-CD will be displayed if present, else field will be blank.
***EFTPS-NUM will be present if DOC-CD = 19 and INPUT-SYSTEM-SOURCE-CODE = 'P'.
****IDRS-EMPLOYEE NUMBER will be present if significant; else, blank-filled.
Line Items 6.8/6.9 will be present if significant; else blank-filled.
XREF-TIN-TRANSFER-DOC is a 10 position field
XREF-SEQ-NUMBER is a 12 position field.
7.1 * 1每4 NAME-CTRL Correction data
7.2 7每10 Literal Value "NAME"
7.3 * 12每46 NAME-LINE-1 Correction data
7.4 49每50 Literal Value "CC"
7.5 * 52 COND-CODE Correction data
7.6 57每59 Literal Value "SP#"
7.7 * 61每71 SPOUSE-SSN Correction data
8.1 1每7 Literal Value "REMARKS "
8.2 9每48 Remarks  
Line 8 varies according to TRANS-CD and DOC-CD.
Line items 8.4每8.8 may be present when the Primary TRANS-CD = 150.
8.3 51每53 Literal Value "EDC"
8.4 ** 55每57 ERROR-DELAY-CD-FIRST  
8.5 60每62 ERROR-DELAY-CD-SECOND  
8.6 65每67 ERROR-DELAY-CD-THIRD  
8.7 70每72 ERROR-DELAY-CD-FOURTH  
8.8 75每77 ERROR-DELAY-CD-FIFTH  
9.1 1每7 Literal Value "REL CYC "
9.2 9每14 UP-RELEASE-CYCLE  
9.3 56每61 Literal Value "DOC CC "
9.4 63每72 COND-CODE-FLD  
11.1 12每14 Literal Value "A/D"
11.2 29每31 Literal Value "BY:"
11.3 38每41 Literal Value "DATE"
11.4 56每58 Literal Value "A/D"
11.5 66每68 Literal Value "BY:"
11.6 75每78 Literal Value "DATE"
12.1 1每3 Literal Value "TIN"
12.2 12 Literal Value "*"
12.3 *** 15每23 TIN Generated Response
12.4 *** 25每34 HISTORY-CHG-EMPL-(TIN) Generated Response
*For Line Items 7.1, 7.3, 7.5, and 7.7 - Correction data will be displayed if present, else blank-filled.
**ERROR-DELAY-CD: Used to display the correction data if present, else the original transaction data elements when significant. For DOC CODE 97, Line Items 8.5每8.8 will always be blank.
***For Line 12 items, data will be displayed if present; else blank.
12.5 36每43 HISTORY-CHG-DATE-(TIN) Generated Response
12.6 45每47 Literal Value "MFT"
12.7 56 Literal Value "*"
12.8 58每59 MFT-CD Generated Response
12.9 62每71 HISTORY-CHG-EMPL-(MFT) Generated Response
12.10 73每80 HISTORY-CHG-DATE-(MFT) Generated Response
13.1 1每10 Literal Value "TAX PERIOD "
13.2 12 Literal Value "*"
13.3 15每20 TAX-PRD Generated Response
13.4 25每34 HISTORY-CHG-EMPL-(TXPRD) Generated Response
13.5 36每43 HISTORY-CHG-DATE-(TXPRD) Generated Response
13.6 45每54 Literal Value "TRANS CODE "
13.7 56 Literal Value "*"
13.8 58每60 TRANS-CD Generated Response
13.9 62每71 HISTORY-CHG-EMPL-(TRANS) Generated Response
13.10 73每80 HISTORY-CHG-DATE-(TRANS) Generated Response
14.1 1每9 Literal Value "NAME LINE "
14.2 12 Literal Value "*"
14.3 15每49 NAME-LINE-1 Generated Response
14.4 62每71 HISTORY-CHG-EMPL-(NAME) Generated Response
14.5 73每80 HISTORY-CHG-DATE-(NAME) Generated Response
15.1 1每10 Literal Value "NAME CNTRL "
15.2 12 Literal Value "*"
15.3 15每18 NAME-CTRL Generated Response
15.4 25每34 HISTORY-CHG-EMPL-(NCTRL) Generated Response
15.5 36每43 HISTORY-CHG-DATE-(NCTRL) Generated Response
15.6 45每52 Literal Value "HIST REM "
15.7 56 Literal Value "*"
15.8 62每71 HISTORY-CHG-EMPL-(REMARKS) Generated Response
15.9 73每80 HISTORY-CHG-DATE-(REMARKS) Generated Response
16.1 1每80 HISTORY-REMARKS-LINE Generated Response
23.1 1每40 UPTIN's present message Generated Response
For Lines 12 through 16, data items will be displayed if significant; else blank-filled.
Exhibit 2.3.48-3

UPDIS Output Display for CAWR

Line-Item Position Data Element Comments
1.1 1每5 COMMAND-CD Value "UPRES"
1.2 6 COMMAND-CD-DEFINER Value spaces
1.3 7 COMMAND-CD-MODIFIER Value spaces
1.4 8每19 UP-SEQ-NUMBER  
1.5 21每23 Literal Value "ASG"
1.6 25每34 EMPLOYEE-NUM-ASSIGN  
1.7 36每38 Literal Value "CAT"
1.8 40每41 UP-CATEGORY-CODE  
1.9 44每47 Literal Value "AREA"
1.10 49每50 UP-AREA-LITERAL  
1.11 53每55 Literal Value "URC"
1.12 57 UP-RESOLUTION-CODE  
1.13 60每69 Current Date mm/dd/yyyy
1.14 72每79 Current Time hh:mm:ss
2.1 1每4 Literal Value "NULL"
2.2 6每7 NULLIFY-AREA-CD  
2.3 9-11 Literal Value "UPC"
2.4 13-15 UNPOSTABLE-CD  
2.5 17 MF-UP-REASON-CODE  
2.6 19-21 Literal Value "CYC"
2.7 23每30 ORIGINAL-UP-CYCLE  
2.8 32每34 Literal Value "REP"
2.9 36 REPEAT-IND  
2.10 38每39 Literal Value "ST"
2.11 41 UP-STATUS-CODE  
2.12 43每50 UP-STATUS-DATE  
3.1 1每17 DLN  
4.1 1每11 TIN  
4.2 13 TIN-TYPE  
4.3 15每18 Literal Value "TXPD"
4.4 20每25 TAX-PRD  
4.5 28每30 Literal Value "MFT"
4.6 32每33 MFT-CD  
4.7 44每45 Literal Value "TC"
4.8 47每49 TRANS-CD  
4.9 52每55 Literal Value "DATE"
4.10 57每64 TRAN-DT  
5.1 * 1每11 TIN Correction data
6.1 1每4 NAME-CTRL  
6.2 7每9 Literal Value "STC"
6.3 ** 11每13 SECONDARY-TRANS-CD  
6.4 42每49 Literal Value "IDRS EMP "
6.5 *** 51每60 IDRS-EMPLOYEE-NUMBER  
*For Line Item 5.1, correction data will be displayed if present, else blank-filled.
**SECONDARY-TRANS-CD will be displayed if present, else field will be blank.
*** IDRS-EMPLOYEE NUMBER will be present if significant; else, blank-filled.
7.1 * 1每4 NAME-CTRL Correction data
8.1 1每7 Literal Value "REMARKS "
8.2 9每48 Remarks  
9.1 1每7 Literal Value "REL CYC "
9.2 9每14 UP-RELEASE-CYCLE  
11.1 12每14 Literal Value "A/D"
11.2 29每31 Literal Value "BY:"
11.3 38每41 Literal Value "DATE"
11.4 56每58 Literal Value "A/D"
11.5 66每68 Literal Value "BY:"
11.6 75每78 Literal Value "DATE"
12.1 1每3 Literal Value "TIN"
12.2 12 Literal Value "*"
12.3 15每23 TIN Generated Response
12.4 25每34 HISTORY-CHG-EMPL-(TIN) Generated Response
12.5 36每43 HISTORY-CHG-DATE-(TIN) Generated Response
12.6 45每47 Literal Value "MFT"
12.7 55 Literal Value "*"
12.8 58每59 MFT-CD Generated Response
12.9 62每71 HISTORY-CHG-EMPL-(MFT) Generated Response
12.10 73每80 HISTORY-CHG-DATE-(MFT) Generated Response
13.1 1每10 Literal Value "TAX PERIOD "
13.2 12 Literal Value "*"
13.3 15每20 TAX-PRD Generated Response
13.4 25每34 HISTORY-CHG-EMPL-(TXPRD) Generated Response
13.5 36每43 HISTORY-CHG-DATE-(TXPRD) Generated Response
13.6 45每54 Literal Value "TRANS CODE "
13.7 56 Literal Value "*"
13.8 58每60 TRANS-CD Generated Response
13.9 62每71 HISTORY-CHG-EMPL-(TRANS) Generated Response
13.10 73每80 HISTORY-CHG-DATE-(TRANS) Generated Response
14.1 1每9 Literal Value "NAME LINE "
14.2 12 Literal Value "*"
14.3 15每49 NAME-LINE-1 Generated Response
14.4 62每71 HISTORY-CHG-EMPL-(NAME) Generated Response
14.5 73每80 HISTORY-CHG-DATE-(NAME) Generated Response
* For line item 7.1, correction data will be displayed if present, else blank-filled.
For items on Lines 12每14, data will be displayed if significant, else blank-filled.
15.1 1每10 Literal Value "NAME CNTRL "
15.2 12 Literal Value "*"
15.3 15每18 NAME-CTRL Generated Response
15.4 25每34 HISTORY-CHG-EMPL-(NCTRL) Generated Response
15.5 36每43 HISTORY-CHG-DATE-(NCTRL) Generated Response
15.6 45每54 Literal Value "HIST REM "
15.7 56 Literal Value "*"
15.8 62每71 HISTORY-CHG-EMPL-(REMARKS) Generated Response
15.9 73每80 HISTORY-CHG-DATE-(REMARKS) Generated Response
16.1 1每80 HISTORY-REMARKS-LINE Generated Response
18.1 1每13 Literal Value "EMPLOYER NAME"
18.2 15每49 EMPLOYER-NAME Value "SSA"
18.3 52每55 Literal  
18.4 57每61 SSA-BOX-NUMBER  
19.1 1每4 Literal Value "ADDR"
19.2 6每40 EMPLOYER-STREET-ADDRESS  
19.3 43每49 Literal Value "CITY/ST "
19.4 51每72 EMPLOYER-CITY-STATE  
19.5 75每79 EMPLOYER-ZIP-CODE  
20.1* 1每12 Literal Value "MF-NAME-CTRL "
20.2* 14每17 MF-NAME-CTRL  
20.3* 20每31 Literal Value "MF-NAME-LINE "
20.4* 33每67 MF-NAME-LINE  
23.1 1每40 UPTIN's present message Generated Response
For Lines 15每19, data items will be displayed if significant, else blank-filled.
*Line Items 20.1/20.4 will be present only when UPC is 003.