The Collection Due Process Tracking System (CDPTS) is a cross-functional inventory system to track CDP Inventory from time of receipt through resolution. It allows Compliance areas to research CDP cases utilizing an IDRS Command Code (CDPTR) or input and update CDP cases via the web based Intranet system.
A Collection Due Process Record is added to a module on IDRS when a Form 12153 or other adequate CDP request is determined to be valid.
CDP Cases may be researched using Command Code CDPTR(Definer T), which will display the most recent actions on active cases selected by primary TIN.
CDPTR Definer T is designed to be used by Customer Service Representatives speaking with Taxpayers about their COLLECTION DUE PROCESS requests. It provides them with a summary of the current status for the request(s) of the Primary Taxpayer.
CDPTR Definer T is activated by inputting the formatted TIN of the Primary Taxpayer. See Exhibit 2.4.57–1.
CDPTR with Definer T produces a formatted summary of the current status of the case. Included in the summary is the Tin, Filer-Code, Tax Period, Request Number, IRS Rcvd Date, Name Ctrl, MFT, Case Type, Location Code, Office Function, Secondary TIN and Reason Code in the information about the current stage of the case. See Exhibit 2.4.57–2.
INPUT SCREEN DISPLAY FOR CC CDPTR:
The above graphic is the input screen for CC CDPTR, used for CDP TELEPHONE RESEARCH of the primary taxpayer with the fields defined in the table below.
Record Element Description:
|1||1–5||Command Code CDPTR|
|1||7–17||Primary Taxpayer's SSN|
Output Screen Display for CC CDPTR:
The above graphic is the Output screen for CC CDPTR used for CDP TELEPHONE RESEARCH which will display the current status of the primary taxpayer's case with the fields defined in the table below.
Record Element Description for CC CDPTR:
|1||1–6||Command Code CDPTRT|
|4||1–11||Primary Taxpayer's SSN Requested|
|4||14||Case Filer Code Requested|
|4||19–20||Case Request Number|
|4||27–32||Tax Period Requested|
|4||42–45||Location Code Original|
|4||47–47||Office Function Original|
|4||49–60||Secondary Tin (if applicable)|
|4||61–71||Date Stage 01 Received|
|4||72–75||Account Name Control|
|6||7–40||Output Message of current status of case(See table below)|
|6||42–45||Location Code Current|
|6||47–47||Office Function Current|
|6||77–78||Reason Code (See Exhibit 2.4.57–4)|
Output Messages for CC CDPTR Case Status:
|OUTPUT MESSAGES FOR STATUS OF CDP CASE|
|[slashb]||NO REQUEST RECEIVED (THERE IS NO STAGE 01)|
|01 —||01 — RECEIPT OF HEARING REQUESTED 9999 X mm/dd/yyyy|
|02 —||02 — ACS FRONT END PROCESSING|
|03 —||03 — TRANSFERRED TO 9999 X mm/dd/yyyy|
|04 —||RECEIVED BY 9999 X mm/dd/yyyy|
|05 —||05 —APPEALS REQUESTING INFORMATION FROM: 9999 SENT mm/dd/yyyy ZZ|
|06 —||06 — RETURN OF ARI TO APPEALS 9999 X RTRN mm/dd/yyyy|
|07 —||07– APPEALS DECISION AT LOCATION 9999 X mm/dd/yyyy ZZ|
|08 —||08– TAX COURT PETITION DATE 9999 X mm/dd/yyyy|
|09 —||09– TAX COURT DECISION DATE 9999 X mm/dd/yyyy|
|10 —||10– DISTRICT COURT PETITION DATE 9999 X mm/dd/yyyy|
|11 —||11– DISTRICT COURT DECISION DATE 9999 X mm/dd/yyyy|
|12 —||12– RESOLVED PRIOR TO HEARING 9999 X mm/dd/yyyy ZZ|
|13 —||13– HEARING CONCLUDED IN APPEALS 9999 X FINAL mm/dd/yyyy ZZ|
|14 —||14– CLOSED CASE RECVD FROM APPEALS 9999 X mm/dd/yyyy|
|15||15–RETAINED JURISDICTION 9999 X mm/dd/yyyy|
|16||16– APPEALS RETURNS RETAINED JURIS RTRN 9999 X mm/dd/yyyy ZZ|
|24||24– CONCLUDING ACTIONS TAKEN 9999 X mm/dd/yyyy ZZ|
| Each case selected will be identified by the headings and associated data. The current status of the case is determined by
the last stage, or stages present for that case. . Two or three of these case presentations can appear on one screen page.
Note: "9999" refers to Location Code ( See Exhibit 2.4.57–3)."xx/xx/xxxx " refers to Stage Date and "XX" refers to Reason Code(See Exhibit 2.4.57–4).
Please view IRM 2.3.79, Command Code CDPWEB (CDPTA, CDPTE) for the list of current Location Codes and their definitions.