This IRM section provides the instructions for the Audit Information Management System (AIMS) command code AMSTU. AMSTU updates the AIMS Data base as the case is moved through the AIMS system. AMSTU generates a TC 560 (FT) record for updates to the Assessment Statute Expiration Date (ASED) Employee Plans Master File (EPMF), Individual Master File (IMF) and Business Master File (BMF). AMSTUR generates a TC 420(FF) record to IMF, BMF and EPMF when previously closed cases are re-opened onto the AIMS Data Base. AMSTUB generates a TC 428 (FD) record to change the Primary Business Code (PBC) at IMF, BMF and EPMF when a case that was previously closed to Appeals is backed downed to an examination Status. AMSTU generates a TC 520 (F-) record when a case is moved from a Non-Docketed Appeals STATUS-CD to a Docketed Appeals STATUS-CD. AMSTU generates a TC 521 (F*) record when a case is updated from a Docketed Appeals STATUS-CD to a Non-Docketed Appeals STATUS-CD. AMSTUS generates an AIMS-STATUTORY-NOTICE to AIMS-BATCH processing when a Statutory Notice of Deficiency is generated.

Purpose: This transmits revised IRM 2.8.4, Audit Information Management System (AIMS), AIMS Command Code AMSTU.

Audience: The audience for this IRM section are users of the Audit Information Management System (AIMS).

Policy Owner: Information Technology, Chief Information Officer.

Program Owner: Information Technology, Applications Development, Compliance, Business Compliance Management System Branch AIMS Related Section.

Primary Stakeholders: IDRS users from Appeals, LB&I, SB/SE, TE/GE and TS

Program Goals: To provide explicit instructions for the use of command code AMSTU in entering and requesting data.

Command Code AMSTU is used to change or update several AIMS fields. The Appeals Office Code can be input using CC AMSTU when updating a PBBA case to Status 71. CC AMSTU is to be used only on cases where the status code on AIMS is in the range 00-79. It may be input as single or as batch processing. The input documents for AMSTU are Form 5348, Examination Update, for Examination and Form 5595, TE/GE Update, for EO, EP and GE.

Command Code AMSTUA is used only on cases in Status Code 81 (appeals unassigned). It allows the generation of a work unit number. The input document is Form 3210, Document Transmittal.

This Command Code is used for cases in status codes 80, 83-89 (appeals status). The use of AMSTUB is similar to CC AMSTU and will allow change of status codes, statute updates, PBC, and AIMS IRS Employee Code for cases in status codes 80, 83-89. AMSTUB can also be used to back down cases to Examination into status codes 12-24, 33, 34 or 41. (Status Code 81 cases can only be backed down; they cannot be updated to another appeals status using AMSTUB). The input document is Form 5568, Appeals Update. See IRM 2.8.4.10,Command Code AMSTUB Error Messages.

This command code is used to reopen closed records (Status 90). It is subject to the following limitations:

This command code is used to update EPMF 5500 Series accounts only. See IRM 2.8.4.12, Command Code AMSTUP.

This Command Code is used to zero-out the "AMSTU Update Counter" that is displayed with each Request-Completed message. It performs no other function.

This is a single screen input command code used to update a record to a status of 24 and generate a 90 Day Notice. Up to Five (5) optional penalties may be included on the 90 Day Notice. These do not have to be entered in sequence. There may not be a blank line between penalties entered on the screen. The input document is form 5600, Statutory Notice Worksheet.

As stated, individual entries beginning with line 2 will be processed one at a time until all entries on the screen have been processed or until an error has been detected. If an error is encountered, the entire screen will be displayed back with the message "OK" in position 79 & 80 after each successful entry. Line entries which follow the first erroneous entry will not be processed and position 79 and 80 will be blank when displayed. Line 24 will be reserved for "error messages " .

When the input screen has been displayed back, the operator may correct any invalid line entry, clear asterisks, and re-enter the entire page. When re-entered, any line where the asterisks have not been cleared will of be processed and when the screen is displayed back "DR" will be in position 79 thru 80. Entry lines that have already been processed and are retransmitted with "OK" in positions 77 - 78 when displayed back the second time.

The following error messages apply to CC AMSTU,, AMSTUA, AMSTUB, AMSTUP, and AMSTUR:

CC AMSTUA has the standard AMSTU error messages as well as the following:

CC AMSTUB has the standard AMSTU error messages as well as the following:

The input format for CC AMSTUR is the same as for CC AMSTU.

Error Messages:

Input format for CC AMSTUP is the same as for CC AMSTU except as follows:

CC AMSTUP has the standard AMSTU error messages as well as the following:

Error messages are the same as for AMSTU with the following additional for AMSTUS:

For each terminal, there is a 4-character "AMSTU Update Counter" , used to keep track of AMSTU updates. The counter is incremented by one for each successful update for AMSTU, AMSTUA, AMSTUB, AMSTUR, AMSTUS and AMSTUP.

The total number of updates is displayed along with the Request Completed messages in the following format:
"REQUEST COMPLETED/UPDATES nnnn"

Whenever you wish to reset the counter to zero, enter AMSTUZ in positions 1-6 of line 1, and transmit the screen. The message returned will be: "REQUEST COMPLETED/UPDATES 0000"