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Part 2. Information Technology

Chapter 3. IDRS Terminal Responses

Section 79. Command Code CDPWEB, (CDPTA, CDPTE)

2.3.79  Command Code CDPWEB, (CDPTA, CDPTE)

2.3.79.1  (01-01-2004)
General

  1. A Collection-Due-Tracking-Record is added to a module on IDRS whenever a Form 12153 is filed with the Service.

  2. As a case proceeds through the various stages, information about that stage and when it occurred is recorded in IDRS using the Collection Due Process Tracking System (CDPTS) Website that utilize Command Codes CDPTA, CDPTR and CDPTE.

  3. Stages entered in error may be deleted and incorrect information previously entered on a stage may be corrected.

  4. CDPTS allows the user to retrieve and then inquire on all pertinent case information from IDRS and review the whole case using CC CDPTA. with definer S

  5. CDPTS allows the user to input, update, and delete a whole case using CC CDPTE. See the delete portion of this document.

  6. CC CDPTE may only be entered using web pages on the Collection Due Process Tracking System (CDPTS) Website of the Intranet Site HTTP//cdp.web.irs.gov.

2.3.79.2  (01-01-2004)
Using CDPTS

  1. The Collection Due Process Tracking System (CDPTS) is available for access through the HTTP://cdp.web.irs.gov Intranet website, only after the workstation has been configured for WEB access and then only after a valid IDRS Sign On. See Exhibit 2.3.79-1.

  2. Upon successful Sign On to the CDPTS, the user is presented with a set of menu options: See Exhibit 2.3.79-2.

    1. Access Cases (to Select a Case or Cases for Review)

    2. View Reports (allows user to generate CDPTS Reports)

    3. IDRS CC (allows user to perform certain IDRS Command Codes TXMODA, SUMRY, IMFOLI, ENMOD, BMFOLI, TXMODS, CFINK)

    4. Print Screen (allows user to print current screen)

    5. Help (view CDPTS online IRMs)

    6. CDPTS Sign Off (to Sign Out of IDRS and this CDPTS Session)

  3. IfAccess Cases menu item is clicked, the CDP Case Inquiry page is displayed that allows entry of a Taxpayer's TIN See Exhibit 2.3.79-3. .

    • If the Taxpayers TIN is not found in the CDPTS, a message box will display notifying the user that the no data was not found on the TIF, When the user clicks OK, a message box will ask the user if a new case should be created See Exhibit 2.3.79-4. . If the user selects OK, the Stage 1 Receipt of Hearing Request web page is displayed with the TIN field already filled with the previously entered TIN See Exhibit 2.3.79-6.

    • If the Taxpayers TIN is located in the CDPTS, all cases for the taxpayer will be listed on the Case Listing Page. See Exhibit 2.3.79-5. . New Cases can be initiated using the Add A New Case Button on the Case Listing Page

    • The Case Listing page contains hyperlinks to the individual cases, When a hyperlink is clicked the user is presented with the Case Detail Page See Exhibit 2.3.79-5. which lists all Stages associated with the Case. Each Stage on the list is a hyperlink to the associated Stage Page. New Stages can be added using the Add A New Stage Button on the Case Detail Page.

  4. If View Reports menu item is clicked, the system will present the CDPTS Reporting Group Access Page. See Exhibit 2.3.79-28. . The user enters the Reporting Group and the Access Code and click the Continue Button. This will present the CDPTS Report Builder Page See Exhibit 2.3.79-29. which provides a pre-defined filtered view of locations that the user can generate reports on.

  5. If IDRS CC menu item is selected, the user is presented with the IDRS Command Code entry page. See Exhibit 2.3.79-30.

  6. If Help menu item is selected, the user is presented withCDP Web - IRM Help page See Exhibit 2.3.79-31.

  7. If Sign Off menu item is selected, the Prompt for SIGN OFF appears and the User is Logged off of IDRS. See Exhibit 2.3.79-27.

  8. CDPTS inputs, validates and stores data about the progress of the case through the Collection Due Process. It records the stages a case reaches as well as comments about the case as it progresses. In addition, if a stage is changed or deleted, CDPTS marks it as such.

  9. The occasion for each stage and the optional or required input fields may be found in the remaining sections of this IRM.

Exhibit 2.3.79-1  (01-01-2006)
SIGNON

SIGNON SCREEN that is returned from Option 1 HTTP//cdp.web.irs.gov:

This image is too large to be displayed in the current screen. Please click the link to view the image.

The above graphic is the input screen for CDP IDRS Sign On Screen with the fields defined in the table below.

Record Element Description:

Row Content
1 IDRS User SSN
2 IDRS User Last Name
3 IDRS User First Initial
4 Production/Training Drop Down Selection (Choose P for Production)
5 IDRS User 8 Digit Password
6 IDRS User New 8 Digit Password
7 IDRS User Verify New 8 Digit Password
SPECIAL NOTE: To View/Add/Update/Delete Stages, please Select Sign On Button. Also Help and Exit Buttons can be selected.

Exhibit 2.3.79-2  (01-01-2006)
Main Menu (After SignOn)

MENU SCREEN returned from CDPTS after Successful Sign On:

This image is too large to be displayed in the current screen. Please click the link to view the image.

The above graphic is the Selection screen for CDP After Successful Sign On Screen with the fields defined in the table below.

Record Element Description:

Row Position Content
1 10–16 Access Cases Button
1 20–26 View Reports Button
1 30–36 IDRS CC Button (allows user to perform commonly used research commands TXMODA, SUMRY, IMFOLI, ENMOD, BMFOLI, TXMODS, CFINK)
1 40-46 Print Screen Button (allows user to print current page)
1 50-56 Help Button
1 60-66 Sign Off Button (To Log Out of IDRS CDPTS Session)

Exhibit 2.3.79-3  (01-01-2007)
CDP Case Inquiry

The CDP Case Inquiry screen is returned from CDPTS after Successful Sign On or when the Access Cases button is clicked:

This image is too large to be displayed in the current screen. Please click the link to view the image.

The above graphic is the CDP Case Inquiry screen. Screen with the fields defined in the table below.

Record Element Description:

Row Position Content
1 20–30 TIN (Required) Formatted 999-99-9999 or 99-9999999
2 15–20 Submit Button (To Transmit Request)
3 48–52 Clear Button (Clears TIN Field)

Exhibit 2.3.79-4  (01-01-2007)
Create A New Case Message Box

The Create a New Case Message Box is returned from the CDPTS Case Inquiry screen when the TIN is not found in the CDPTS:

This image is too large to be displayed in the current screen. Please click the link to view the image.

The above graphic is the Create A New Case message box.

Exhibit 2.3.79-5  (01-01-2007)
Case Listing and Detail

Screen Display:

This image is too large to be displayed in the current screen. Please click the link to view the image.

The above graphic is the Case Listing screen for CDP After the clicking Submit button on the CDP Case Inquiry screen with the fields defined in the table below.

Record Element Description:

Row Position Content
3 6–72 Primary SSN for the account from TIF 00
5 5–72 Column Heading for Case Information
7 5–6 MFT of tax module
7 15–20 Tax period of tax module
7 22–22 Primary or Secondary indicator from TIF 73
7 28–29 Stage 1 Date
7 33–43 Hearing Type
7 48–55 Secondary TIN
7 58–59 Last Stage Entered for This Case
7 01–75 Detail Link to View Detail List of Stages
7 01–02 Employee View
9+ 75-80 Add A Case Button — Create A New Case

Screen Display:

This image is too large to be displayed in the current screen. Please click the link to view the image.

The above graphic is the Case Detail screen for CDP after the clicking View Detail Case hyperlinks on the CDP Case Listing screen with the fields defined in the table below.

Record Element Description:

Row Position Content
3 5–72 Column Heading for Case Information
4 6–72 Primary TIN for the account from TIF 00
4 6–16 Primary Name for the account from TIF 04
4 5–72 SSN of secondary taxpayer from TIF 73
4   Primary or Secondary indicator from TIF 73
6 5–72 Column Heading for Case Information
7 5–6 MFT of tax module
7 15–20 Tax period of tax module
7 22–22 Hearing Type
7 28–29 Stage 01 Date
7 48–55 Assessed Balance For Module
9 58–59 Heading for Add a New Stage
10 01–75 Add a New Stage Drop Down List
10 01–02 Add a New Stage Button
11 01–75 Column Headings for List of Stages
12+ 10-18 Stage Number
9+ 20-25 Stage Date
9+ 30-65 Stage Data
9+ 68-74 Location Code for This Stage
9+ 75-80 Select Button — To View this Individual Stage Data
11+ 75–80 Back to Case Listing Button

Screen Display:

This image is too large to be displayed in the current screen. Please click the link to view the image.

Picture of Case Detail screen for CDP after the clicking View Employee Detail Case hyperlinks on the CDP Case Listing screen with the fields defined in the table below.

Record Element Description:

Row Position Content
3 5–72 Column Heading for Case Information
4 6–72 Primary TIN for the account from TIF 00
4 6–16 Primary Name for the account from TIF 04
4 5–72 SSN of secondary taxpayer from TIF 73
4   Primary or Secondary indicator from TIF 73
6 5–72 Column Heading for Case Information
7 5–6 MFT of tax module
7 15–20 Tax period of tax module
7 22–22 Hearing Type
7 28–29 Stage 01 Date
7 48–55 Assessed Balance For Module
9 58–59 Heading for Add a New Stage
10 01–75 Add a New Stage Drop Down List
10 01–02 Add a New Stage Button
11 01–75 Column Headings for List of Stages
12+ 10-20 Employee Number
9+ 21-26 Stage Entry Date
9+ 28-36 Stage Number
9+ 40-45 Stage Date
9+ 50-85 Stage Data
9+ 90-96 Location Code for this stage
9+ 100-105 Select Button - To view this individual Stage Data
11+ 100-105 Back to Case Listing Button

Exhibit 2.3.79-6  (01-01-2007)
Stage 01 Add/Update/Delete Form

Screen Display:

This image is too large to be displayed in the current screen. Please click the link to view the image.

The above graphic is the Add Stage 01 for CDP After Selecting Receipt of Hearing Request from the Add Stages Menu with the fields defined in the table below.

Row Column      
Stage 01   Valid Form 12153 has been received. Cases are added to the CDPTS at Stage 1, Hearing Request Received. This is the only required stage. A stage 01 is required for each tax period that is part of the hearing request. Tin, MFT, Tax Period, Taxpayer Type, CDP Request No. have the same allowable values for all stages.
3 20–30 TIN-Formatted (999-99-9999- or 99-999999-)
4 20–21 MFT
5 20–25 Tax Period (yyyymm)
6 20 Taxpayer Type Allowable Values:
      P-Primary
      S-Secondary
      B-Both
      I-In Business Taxpayer
      O-Out Of Business Taxpayer
      T-Partner IRC 6320 only
7 20–30 Secondary - The secondary SSN field is only applicable when the Filer Type Code is: For SSN taxpayers : Secondary (S) Both (B) For EIN taxpayers Partner only (T) I In these instances, enter the SSN of the secondary SSN spouse or the TIN of the partner requesting the hearing.
8 20–27 Stage Date mmddyyyy format
9 20–23 Hearing Type Allowable Values
      DPLN-CDP Hearing Under 6320 Lien
      DPLV-CDP Hearing Under 6330 Levy
      DPBO-CDP Hearing Under Both
      EHLN-Equivalent Hearing for Lien
      EHLV-Equivalent Hearing for Levy
      EHBO-Equivalent Hearing for Both
10 20–20 Type of Levy Notice:
      N-Not Applicable(DPLN,EHLN only)
      C-ACS Levy Notice (LT-11)
      I-Field Levy Notice (L-1058)
      S-State Income Levy Program (CP92, CP242)
      F-Federal Payment Levy Program (CP90, CP297)
      A-Alaska Permanent Fund (CP77)
      O-Other
11 20–20 Office Function.
      A-ACS
      C-Collection (Field)
      W-W&I
12 20–23 Location Code: See Exhibit 2.3.79-24.
13 20-23   Name Control To add Case even if Module is not on local TIF. Generates TC902 to pull records from Master File.
14 20–20 Add, Change, Delete
      A Add Stage
      C Change Stage
      D Delete Entire Case
15 20–20 Delete Reason —
      T Wrong Tin
      U Wrong Tax Period, or MFT
      N Not a CDP Case
      O Other
16 20–29   Employee Number for IDRS control Base

Screen Display:

This image is too large to be displayed in the current screen. Please click the link to view the image.

The above graphic is the Stage 1 Message Box -To Create a Control Base:

Row Content
1 OK Button – To create a control Base
2 Cancel Button – To cancel

Screen Display:

This image is too large to be displayed in the current screen. Please click the link to view the image.

The above graphic is the Stage 1 Alert Box - Request Completed for Control Base Created

Exhibit 2.3.79-7  (01-01-2007)
Stage 02 ACS Front End Processing

Screen Display:

This image is too large to be displayed in the current screen. Please click the link to view the image.

The above graphic is of Stage 2 - ACS Front End Processing

ROW COLUMN    
Stage 2   Front End Processing or ACS  
10 10-11 MFT See Stage 1
11 10-15 Tax Period See Stage 1
12 10 Taxpayer Type Dropdown See Stage 1
13 10-20 Stage Date Date Stage Entered
14 10-20 Assigned Date Date Stage Assigned
15 10-11 Contact Type Dropdown Method Taxpayer Contacted
      LE-Letter
      TE- Telephone
      BO-Both
16 10-20 Contact Date Date Taxpayer Contacted
17 10-20 Follow up Date Date Follow Up
18 10-11 Add, Change, Delete Action on Stage Taken
19 10-20 Send Button Saves Stage
19 20-30 Back Button Return to previous page

Exhibit 2.3.79-8  (01-01-2006)
Stage 03 Add/Update/Delete Form

Screen Display:

This image is too large to be displayed in the current screen. Please click the link to view the image.

The above graphic is the Add Stage 03 for CDP After Selecting Transfer To from the Add Stages Menu with the fields defined in the table below.

Row Column      
Stage 03   Form 12153 has been transferred to another Office. Stage Date must be entered. It must not be prior to the previous stage. Stage 01 must have been entered previously. LOCATION CODE of transfer to Office must be entered. Multiple 03's are possible. Office-Function Codes must be entered (to where the case is sent). Case-Type must be entered. MFT, Tax Period Taxpayer Type, CDP-Request No and Secondary TIN and Stage Date and Entry Code are the same as Stage 1 in the same rows and columns and will not be duplicated in subsequent Descriptions of this and the rest of Stage descriptions.
10 20–20 Case Type