2.4.1 Section Titles and Command Codes for IDRS Terminal Input 2.4.1.1 Program Scope and Objectives 2.4.1.1.1 Background 2.4.1.1.2 Authority 2.4.1.1.3 Roles and Responsibilities 2.4.1.1.4 Program Management and Review 2.4.1.1.5 Program Controls 2.4.1.1.6 Terms/Definitions/Acronyms 2.4.1.1.7 Related Resources 2.4.1.2 Searching for an IDRS Terminal Input Section Title or Command Code Exhibit 2.4.1-1 Numerical List of Section Titles for IRM 2.4, IDRS Terminal Input Exhibit 2.4.1-2 Alphabetical List of Command Codes for IRM 2.4, IDRS Terminal Input Exhibit 2.4.1-3 Accessing the IRM Catalog Part 2. Information Technology Chapter 4. IDRS Terminal Input Section 1. Section Titles and Command Codes for IDRS Terminal Input 2.4.1 Section Titles and Command Codes for IDRS Terminal Input Manual Transmittal June 12, 2024 Purpose (1) This transmits revised IRM 2.4.1, IDRS Terminal Input, Section Titles and Command Codes for IDRS Terminal Input. Material Changes (1) IRM 2.4.1.1 Included mandatory internal control subsection. (2) IRM 2.4.1.1 Updated stakeholder Wage & Investment (W&I) to reflect new name Taxpayer Services (TS). (3) Editorial changes have been made throughout IRM section. Effect on Other Documents IRM 2.4.1, dated December 6, 2012, is superseded. Audience LMSB, SB/SE, TE/GE, TS. Effective Date (06-12-2024) Rajiv Uppal Chief Information Officer 2.4.1.1 (06-12-2024) Program Scope and Objectives This IRM provides instructions for the use of the Integrated Data Retrieval System (IDRS) terminal displays. Purpose: These instructions provide a guide to research information on the use and contents of IDRS, abbreviations and definitions, as well as explicit instructions on the use of command codes in extracting data. Some command codes used for entering information also are included in this IRM. Additional command codes used for entering transactions (adjustments, remittances, entity changes, etc.) are discussed in IRM 2.4.2, IDRS Terminal Input. Audience: LMSB, SB/SE, TE/GE and TS Policy Owner: Project Director-Dean, Information Technology Primary Stakeholders: Instructions for administering the IDRS Security System are included in IRM 2.4.2, IDRS Terminal Responses, Command Codes SINON, SINOF, RMODE, LOKME, CMODE, and FIEMP. Program Owner: Taxpayer Services (TS) is responsible for the administration, procedures, and updates related to the program. Program Goals: This IRM is a general use IRM for IDRS terminal operations at all SCRS locations. Document 6209 - IRS Processing Codes and Information, Chapter 13, may be used in conjunction with this IRM. Instructions relating to the use of IDRS and what is to be accomplished by its use can be found in the appropriate procedural handbooks and Internal Revenue Manuals. This section contains information on: IDRS Databases; IDRS Research Techniques; IDRS Terminology; Miscellaneous Error Messages; Disclosure and Security awareness, and IDRS time savers. Contact Information: Applications Development, Internal Management, Im Sub Office, Account Services Branch 2.4.1.1.1 (06-12-2024) Background This revision updates IRM 2.4.1 IDRS Terminal Input Section Titles or Command Codes with the required Internal Controls as outlined by IRM 1.11.2.2.5 Editorial changes were made throughout the section. 2.4.1.1.2 (06-12-2024) Authority All IRS systems and applications shall be compliant with Executive Orders (EOs), Office of Management and Budget (OMB), Federal Information Security Modernization Act of 2014 (FISMA), National Institute of Standards and Technology (NIST), Cyber-security and Infrastructure Security Agency (CISA), National Archives and Records Administration (NARA), Department of the Treasury, and IRS guidelines as they apply. 2.4.1.1.3 (06-12-2024) Roles and Responsibilities This IRM 2.4.1, IDRS Terminal Responses, Section Titles and Command Codes for IDRS Terminal Responses, lists the Command Codes in alphabetical & numerical order and the IDRS Terminal Responses in numerical order. 2.4.1.1.4 (06-12-2024) Program Management and Review Provides such details as the name of the author, section description, and previous versions of the section. Provides contact information for the responsible branch Terminal Input are listed in Numerical order. Command Codes are listed in Alphabetical order. These Command Codes and Terminal Responses are used in Campuses and Area Offices to research or input data related to Delinquency Investigations during the Taxpayer Delinquent Return Notice phase of the investigation or after a TDI (Taxpayer Delinquency Investigation, Form TYD14) has been issued. 2.4.1.1.5 (06-12-2024) Program Controls Section titles for IRM 2.3, IDRS Terminal Responses, are listed in numerical order in See Exhibit 2.4.1-1. Command codes are listed in alphabetical order in See Exhibit 2.4.1-2. Command code users may contact the Information Technology Asset Management System (ITAMS) Help Desk to report a problem or to locate the Owner of the command code. This is another avenue for IRS employees to find out more information about each section in the catalog or access through the IRS Multimedia Publishing Home Page. The name of the author, section description or previous versions can be researched through the IRS’s Multimedia Publishing Home Page. 2.4.1.1.6 (06-12-2024) Terms/Definitions/Acronyms Acronyms Definition LB&I Large Business and International SB/SE Small Business Self Employed TE/GE Tax Exempt and Government Entities TS Taxpayer Services EOs Enterprise Operations Services OMB Office of Management and Budget FISMA Federal Information Security Modernization Act NIST National Institute of Standards and Technology CISA Cyber security and Infrastructure Security Agency NARA National Archives and Records Administration CC Command Codes IRS Internal Revenue Service IDRS Integrated Data Retrieval System ITAMS Information Technology Asset Management System IRM Internal Revenue Manual IMF Individual Master File BMF Business Master File TIF Taxpayer Information File(s) LMSB Large and Midsize Business Issue Management System 2.4.1.1.7 (06-12-2024) Related Resources Servicewide Electronic Research Program (SERP) - IDRS Command Code Job Aid Integrated Data Retrieval System (IDRS) Integrated Automation Technologies (IAT) 2.4.1.2 (01-01-2005) Searching for an IDRS Terminal Input Section Title or Command Code Section titles for IRM 2.4, IDRS Terminal Input, are listed in numerical order in See Exhibit 2.4.1-1. Command codes are listed in alphabetical order in See Exhibit 2.4.1-2, Command Code users may contact the Information Technology Asset Management System (ITAMS) Help Desk in order to report a problem or to locate the "owner" of the command code. Another avenue available to IRS employees for finding out more about each section is the catalog accessed through the IRS Multimedia Publishing Home Page. The information provided by this online catalog includes such details as the name of the author, section description, and previous versions of the section. See Exhibit 2.4.1-3 for a description of how to access this catalog. Exhibit 2.4.1-1 Numerical List of Section Titles for IRM 2.4, IDRS Terminal Input IRM 2.4, IDRS Terminal Input Section Title 1 Section Titles and Command Codes for IDRS Terminal Input 2 Introduction, Security, and Command Codes SINON, SINOF, and RMODE for IDRS Terminal Input 3 Reserved 4 Command Code MESSG 5 Command Codes QRADD, QRADDO, QRNCH, QRNCHG, RVIEW, QRACN, and QRIND for the Quality Review System 6 Command Codes LETER, LPAGE, LPAGD, LETUP, LETED, and LREVW 7 Command Codes KAFRM, KAFAD, UPTCF, UPRCF, UPNCF, FRM3P, and ADD3P for CAF update 8 Command Codes ESIGN and BSIGN 9 Command Codes ENREQ, INCHG, IRCHG, BNCHG, and BRCHG 10 Command Codes EOREQ and EOCHG 11 Command Code NMFTM 12 Command Codes DELET and CCPYT 13 Command Code TERUP 14 Command Code NMFST 15 Command Codes ETXCL, SEQNC, STBLK, PAYMT, PYBAL, VARIA, CRBLK, and TXCTL for Area Office Payment Processing 16 Command Codes REQ54 and ADJ54 17 Command Codes ADD24/48, ADC24/48, ADD34, ADC34, FRM34, and DRT24/48 18 Command Codes REQ77, FRM77, and FRM7A 19 Command Codes RFUND and REFAP 20 Command Codes CHK64 and CHK64R 21 Command Code CRMNL 22 Command Codes CHKCLR and CHKCL 23 Command Codes FMADD, URADD, ESAPL, FMREF, URREF, FMAPL, URAPL, UROUT, and URENT 24 Command Codes BDADDR, BDADD, BDAPLR, BDAPL, BDOUTR, BDOUT, BDENT, and BDINQ 25 Command Codes FRM14, FRM49, and TDIRQ 26 Command Codes ASGNI and ASGNB 27 Command Codes STAUP, STATI, and STATB 28 Command Codes TELEA, TELEC, TELED and TELER for Telephone Processing 29 Command Codes IAGRE, IAORG, IAPND, IAREV, IADFL, and IADIS 30 Command Code LEVYS, LEVYD, LEVYE, LEVYM, and LEVYR 31 Command Code PDTUP 32 Command Codes EFTNT, EFTAD, and EFTOF for Electronic Funds Transfer 33 Command Code DOALL 34 Command Code STN90 35 Reserved 36 Command Code NOREF 37 Command Code CSEDR 38 Command Codes ASEDD and ASEDR 39 Command Codes RAFAD, RAFRM, RAFUP, and RAFSR 40 Command Code UNLCE 41 Command Code CCASG for Case Control Activity System 42 Command Code PINEX 43 Command Codes XSADD, XSREF, XSAPL, XSOUT, and XSENT 44 Command Code NRP97 45 Command Code EPLAN 46 Command Code VPMSG 47 Command Code VPPIN 48 Command Codes AGENT, ISIGN, ITUPT, and ITMRG 49 Command Code ASIGN 50 Command Code PSIGN 51 Command Codes TPCIN and TPCOL 52 Command Code DUPED 53 Command Codes CSPOD, CSPSP, CSSAD, and CSZIP 54 Command Codes CSPIA and CSORD 55 Command Code ISTSR 56 Command Code CDPTR 57 Command Code DDBCK Exhibit 2.4.1-2 Alphabetical List of Command Codes for IRM 2.4, IDRS Terminal Input IRM 2.4, IDRS Terminal Input Command Code Section ADC24 17 ADC34 17 ADC48 17 ADD24 17 ADD34 17 ADD3P 7 ADD48 17 ADJ54 16 AGENT 49 ASEDD 39 ASEDR 39 ASGNB 27 ASGNI 27 ASIGN 50 BDADD 25 BDADDR 25 BDAPL 25 BDAPLR 25 BDENT 25 BDINQ 25 BDOUT 25 BDOUTR 25 BNCHG 9 BRCHG 9 BSIGN 8 CCASG 42 CCPYT 12 CDPTR 57 CHK64 21 CHK64R 21 CHKCL 23 CHKCLR 23 CRBLK 15 CRMNL 22 CSEDR 38 CSORD 55 CSPIA 55 CSPOD 54 CSPSP 54 CSSAD 54 CSZIP 54 DDBCK 58 DELET 12 DOALL 34 DRT24 17 DRT48 17 DUPED 53 EFTAD 33 EFTNT 33 EFTOF 33 ENREQ 9 EOCHG 10 EOREQ 10 EPLAN 46 ESAPL 24 ESIGN 8 ETXCL 15 FMADD 24 FMAPL 24 FMREF 24 FRM3P 7 FRM7A 19 FRM14 26 FRM34 17 FRM49 26 FRM77 19 IADFL 30 IADFR 30 IADIS 30 IAGRE 30 IAORG 30 IAPND 30 IAREV 30 INCHG 9 IRCHG 9 ISIGN 49 ISTSR 56 ITMRG 49 ITUPT 49 KAFAD 7 KAFRM 7 LETED 6 LETER 6 LETUP 6 LEVYD 31 LEVYE 31 LEVYM 31 LEVYR 31 LEVYS 31 LPAGD 6 LPAGE 6 LREVW 6 MESSG 4 NMFST 14 NMFTM 11 NOREF 37 NRP97 45 PAYMT 15 PDTUP 32 PINEX 43 PSIGN 51 PYBAL 15 QRACN 5 QRADD 5 QRADDG 5 QRIND 5 QRNCH 5 QRNCHG 5 RAFAD 40 RAFRM 40 RAFSR 40 RAFUP 40 REFAP 20 REQ54 16 REQ77 19 RFUND 20 RMODE 2 RVIEW 5 SEQNC 15 SINOF 2 SINON 2 STATB 28 STATI 28 STAUP 28 STBLK 15 STN90 35 TDIRQ 26 TELEA 29 TELEC 29 TELED 29 TELER 29 TERUP 13 TPCIN 52 TPCOL 52 TXCTL 15 UNLCE 41 UPNCF 7 UPRCF 7 UPTCF 7 URADD 24 URAPL 24 URENT 24 UROUT 24 URREF 24 VARIA 15 VPMSG 47 VPPIN 48 XSADD 44 XSAPL 44 XSENT 44 XSOUT 44 XSREF 44 Exhibit 2.4.1-3 Accessing the IRM Catalog The URL of the Multimedia Publishing home page is: http://publish.no.irs.gov. Select Catalog. Access information about the section by entering data in one of the three regions of the page: VIEW BY CATALOG NUMBER; VIEW BY PRODUCT NUMBER, or VIEW BY PRODUCT TITLE SEARCH. The sequence of steps described below for each option will retrieve a "detailed" page of information (including author and content description) for each section . In addition to this background information, the IRS employee can choose to view any one of the published/online versions of the section. For VIEW BY CATALOG NUMBER: Enter the catalog number of the section in the box next to Enter catalog number. Click on SUBMIT or press ENTER. Note: The catalog number is printed on the right side of the footer of the manual transmittal page published with each section. For VIEW BY PRODUCT NUMBER: Select IRManual from the dropdown menu next to Select Product Type. Skip the Enter Product Number box. In the Enter Product Suffix box, enter the number of the IRM to search for. In this case the IRM number is 2.4. Click on SUBMIT or press ENTER. Click the appropriate section entry to access the information page about the section. For VIEW BY PRODUCT TITLE SEARCH: Select IRManual from the dropdown menu next to Select Product Type. In the Enter Search Word(s) box, enter a command code (the entire word) or a phrase such as "command code" ) to search for. Click SEARCH or press ENTER. Click the appropriate document entry to access the information page about the section. To access the section itself, click on one of the dates listed in the ELECTRONIC AVAILABILITY section of the page. More Internal Revenue Manual