2.3.57 Command Code BRTVU

Manual Transmittal

August 19, 2019

Purpose

(1) This transmits revised IRM 2.3.57, IDRS Terminal Responses, Command Code BRTVU.

Material Changes

(1) Add Internal Controls to IRM.

Effect on Other Documents

IRM 2.3.57 dated June 20, 2016, is superseded.

Audience

LMSB, SB/SE, TE/GE, W&I.

Effective Date

(08-19-2019)

Chief Information Officer

Program Scope and Objectives

  1. The mission of the Tax Data On-Line Branch is to provide customers top quality access to Corporate Data by planning, updating, scheduling, programming, implementing, and maintaining applications and building systems. Tax Data On-Line consists of TRDB, RTFOL, RPVOL, DDB, NAP and SCAP/SCOP systems.

  2. Purpose: This transmits revised IRM 2.3.57, IDRS Terminal Responses, Command Code BRTVU.

  3. Audience: Tax Analysts, Research Analysts, Auditors, and Fraud Detection Analysts in LMSB, SBSE, TEGE, Appeals, TAS, CI, IT, and W&I.

  4. Policy Owner: Chief Information Officer, Silvan Gina Garza.

  5. Program Owner: Information Technology/Applications Development.

  6. Primary Stakeholders: Tax Analysts, Research Analysts, Auditors in LMSB, SBSE, TEGE, Appeals, CI, IT and W&I.

  7. Program Goals:

    • Provide nationwide access to information processed through any campus and posted to any of the master files.

    • Provide on-line access to the master file information, residing Enterprise Computing Center - Martinsburg (ECC-MTB).

    • Support the development of the access to the tax return data in the transaction processing environment.

    • Support the development of a designated source for tax return data in the transaction processing environment.

Background

  1. Administer the Business Returns Transaction View (BRTVU) to give users read-only access to the tax return data submitted by business owners/tax payers that are on the BRTF VSAM files.

Authority

  1. Not Available

Responsibilities or Roles and Responsibilities

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

Program Management and Review

  1. Program Reports: BMF is the primary source of data for BRTVU data repository stored at ECC mainframe.

  2. Program Effectiveness: N/A

Program Controls

  1. None

Terms/Definitions/Acronyms

  1. Defined Terms

  2. Acronyms

    Acronym Definition
    BMF Business Master File
    ELMS Enterprise Learning Management System
    FOIA Freedom of Information Act
    BRTVU Business Returns Transaction View

Related Resources

  1. None.

Command Code (CC) BRTVU

  1. CC Business Returns Transaction View (BRTVU) is a Command Code used by IDRS users to gain read-only access to the tax return data submitted by business tax payers that are on the BRTF VSAM files. The BRTF files store data for posted business forms 11C, 706, 706GS, 709, 990, 941, 990EZ, 1120's, 8038's, 1041's, 730, 940, 940EZ, 943, 944, 945, 1042, 1065, 1066, 1139, 2290, 3520, 4720, 5227, 5330, 8038's, 8288, 8328, 8804, etc.

Command Code (CC) BRTVU General

  1. The Input screen for Command Code BRTVU is displayed in See Exhibit 2.3.57-1.

  2. BRTVU summary screens display associated returns/schedules/forms submitted by a specific filer.

  3. The command definer on the screen allows users to view the forms and schedules associated with the tax return. If there is more than one page in a form, there will be more than one command definer associated with the form. The command definers are found on the summary screen.

  4. Command code BRTVU allows the user to directly access a page by using the command definer code. The user can enter the TIN, MFT, tax period and definer code to directly access the page that the user wants to query.

  5. BRTVU is a research command code. The data cannot be adjusted or changed.

Command Code BRTVU Terminal Responses

  1. RECORD NOT FOUND —A request was made for which there is no information on BRTF. If a return is over 3 years old, it will not be displayed on BRTVU.

  2. REQUEST CAN NOT BE SERVICED AT THIS TIME, TRY AGAIN LATER-—The portion of the BRTF file where this form resides is not available for on-line BRTVU access. This may be due to routine daily maintenance (e.g., loading new returns). Report this error message to your user support area if it occurs outside of the maintenance window of 2400 - 0600 ET.

  3. FILE ERROR CODE XX ON RTF FILE YYZZ XXXXXX, CONTACT IDRS TECHNICIAN—The BRTF VSAM files are not available for on-line BRTVU access. Report this error message to your user support area. The problem should be brought to the attention of Enterprise Computing Center-Martinsburg (ECC-MTB) via ITAMS.

  4. FILE ERROR CODE XX ON RTF ACCRETION FILE YYZZ XXXXXX, CONTACT IDRS TECHNICIAN—The BRTF VSAM files are not available for on-line BRTVU access. Report this error message to your user support area. The problem should be brought to the attention of Enterprise Computing Center-Martinsburg (ECC-MTB) via ITAMS.

  5. YOU ARE NOT AUTHORIZED TO ACCESS THIS PROGRAM—You do not have access to BRTVU. Report this message to your Supervisor and request access.

  6. INVALID REQUEST — CHECK INPUT—Check the format of the command request.

  7. THE TIN FIELD IS INVALID — CHECK INPUT—Check the format of the SSN.

  8. THE MFT IS NOT VALID - CHECK INPUT— The MFT entered is not valid for BRTVU.

  9. THE TAX PERIOD MUST BE NUMERIC - CHECK INPUT— Check the format of the Tax Period.

  10. THE TAX PERIOD FIELD IS IN ERROR - CHECK INPUT—Check the format of the Tax Period.

  11. THE FORMS REQUESTED ARE NOT AVAILABLE—The MFT and/or DOC-CD entered are not valid.

Table Of Screen Exhibits

  1. Input

    See Exhibit 2.3.57-1. Initial BRTVU Command
    See Exhibit 2.3.57-2. Definer Codes
  2. Output

    See Exhibit 2.3.57-3. Input Request
    See Exhibit 2.3.57-3. Command Definer
    See Exhibit 2.3.57-3. Output Screen Format
    See Exhibit 2.3.57-4. Page 1 of sample 990EZ Screen
    See Exhibit 2.3.57-5. Page 2 of sample 990EZ Screen
    See Exhibit 2.3.57-3. Format of Summary Screen
    See Exhibit 2.3.57-6. Page 1 of sample summary screen

COMMAND CODE BRTVU

(1) INPUT REQUEST SCREEN, INITIAL BRTVU COMMAND

(2) RECORD ELEMENT DESCRIPTION

ELEMENT LINE POS ELEMENT NAME
1 1 1–5 BRTVU
2 1 EIN (Mandatory)
NN-NNNNNNN (Valid EIN)
3 1 MFT (Mandatory)
NN
4 1: Tax Period (Mandatory)
NNNNNN example: 201112
5 1
Possible Values:
COMMAND DEFINER (Mandatoryl)
EXAMPLES:
BRTVU 12-3456789 63200912 R1
BRTVU 12-3456789 63200912 SM
BRTVU 12-3456789 63200912 SA

COMMAND CODE BRTVU

(1) COMMAND DEFINER DESCRIPTION:

COMMAND DEFINER Description
SM or blank Summary Screen Page 1.
  Summary Screens will display command definers as follows.
R1, R2, R3, R4 etc.. Page 1, 2, 3, 4 etc.. of forms.
SA Page 1 of Schedule A of the return.
SB Page 1 of Schedule B of the return.
SC Page 1 of Schedule C of the return.
SE Page 1 of Schedule E of the return.

COMMAND CODE BRTVU

(1) OUTPUT SCREEN (FORM Screen)

(2) RECORD ELEMENT DESCRIPTION:

ELEMENT LINE POS DESCRIPTION
1 1 1–5 BRTVU command code.
2 1 7-16 Valid EIN.
3 1 18-19 MFT.
4 1 21-26 Tax Period.
5 1 28-29 Command Definer.
6 1 37-40 Name Control -- Identifies the first four characters of the taxpayer's principal name.
7 1 42-67 Form Name and Form number.
8 2 1-17 DLN
9 2 34-41 Transaction Date
10 2 74-79 Cycle Posted
11-Last Element 3- 23 1-79 Selected Screen Elements of Form
Messages 24 1-79 Terminal Responses
See Terminal Responses Above.

COMMAND CODE BRTVU

(1) OUTPUT SCREEN (Page 1 of 990EZ Screen)

(2) Screen Display of BRTVU example with test data:


BRTVU 99-0671177 67201012 R1 PCTR RTN ORG EXMP FRM INCM TX F990EZ 1 OF 4
11292-444-55566-7 RCVD DATE: 20080331 CYCLE POSTED: 201144
CAF IND: C CORR RCVD DATE: 20080101 COMP COND CDS: CONCDEFLDS
AUDIT CD: A FILED 990-T CODE: F INCOME CD (CMPTR): T
AUDIT CD (CMPTR): C PREPARATION IND: P PREPARER PHONE: PREPRPHONE
ASSET CD (GEN): A FILED 1120-POL CD: F CORRESP INDICATOR CD: CI
SUB SECTION CODE: SS SCHEDULE B CODE: S
FRGN OFFICE CODE: O FRGN ACCOUNTS CODE: A PROHIB TAX SHELTER CODE: P
MATH STATUS CD: M LOANS TO OFFICERS: L INTEREST IN CONTROL CODE: I
CONTRACTION CD: C NON-PF REASON CD: NO CHANGES IN ORGANIZING CD: C
FORM 990 ORG CD: F NON-PF RSN (CMPTR): 97 ACTIVITIES NOT REPRTD CD: A
ORG TRANSFER CD: T UNREL BSNSS INCM CD: U FILED IN LIEU OF 1041 CD: L
POL ACTIVITY CD: P DONOR ADV FUNDS CD: D PUBLIC 170 GEN PRCT: 975.999
IRI CODES: IRICODESEZ LOBBY ACTIVITY CODE: L PUBLIC 509 GEN PRCT: 976.999
SEC527 ORG CODE: R INTRST 509 GEN PRCT: 977.999
OPERATE SCHOOL CODE: O
SCHEDULE IND CODE FLD: SCHEDULEINDCDFLDXXXXXXXXXXXXXX |

COMMAND CODE BRTVU

(1) OUTPUT SCREEN (Page 2 of 990EZ Screen)

(2) Screen Display of BRTVU example with test data:
BRTVU 99-0671177 67201012 R2 PCTR F990EZ 2 OF 4
LINE PER RETURN PER CMPTR
EDIT DAILY DELINQNCY PENALTY 101,010,101,010,101 |
TOTAL GROSS RECEIPTS | | 980,101,010,101,010
*PART I - STMNT OF REVENUE, EXPENSES & CHANGES IN NET ASSETS OR FUND BALANCES*
1 TOT CNTRBTNS, GIFTS, ETC 301,010,101,010,101 |
2 PROGRAM SERVICE REVENUE | 302,020,202,020,202 |
3 MMBRSHP DUES AND ASSMNTS| 303,030,303,030,303 |
4 INVESTMENT INCOME | 304,040,404,040,404 |
TOTAL INVESTMENT INCOME | | 970,404,040,404,040
5a GRSS AMT SALE OF ASSETS | 305,050,505,050,505 |
5b LESS COST/OTHR BASIS EX | 306,060,606,060,606 |
TOT COST SALES EXPENSE | | 970,303,030,303,030
5c GAIN OR LOSS | 307,070,707,070,707 | |

COMMAND CODE BRTVU

(1) OUTPUT SCREEN (Summary Screen)

(2) RECORD ELEMENT DESCRIPTION

ELEMENT LINE POS DESCRIPTION
1 1 1–5 BRTVU command code.
2 1 7-17 Valid EIN.
3 1 19-20 MFT.
4 1 21-26 Tax Period.
5 1 28-29 Command Definer.
6 1 31-34 Name Control -- Identifies the first four characters of the taxpayer's principal name.
7 1 42-67 Form Name and Form number.
8 2 1-17 Number of DUP or AMENDED RTNs
9 3 1-79 Primary Name
10 4 1-79 Primary Address
11-Last Element 3- 23 1-79 Command Definers for form pages or related Schedules
Messages 24 1-79 Terminal Responses
See Terminal Responses Above.

COMMAND CODE BRTVU

(1) OUTPUT SCREEN (Example of 990EZ Summary Screen)

(2) Screen Display of BRTVU example with test data:
BRTVU 99-0671177 67201012 SM PCTR RTN OF ORG EXMPT FR INCM TX F990EZ SUM
ORIGINAL RETURN - 000 DUPLICATE/AMENDED RETURNS ARE AVAILABLE
THIS IS THE PRIMARY NAME LINEXXXXXXTHIS IS THE PRIMARY NAME LINE CONTI
THIS IS THE STREET ADDRESS LINEXXXX THIS IS THE CITY NAMEX VA 12345-6789
IN CARE OF NAME: INCAREOFNAMELINEXXXXXXXXXXXXXXXXXXX
FOREIGN ADDRESS: FOREIGNADDRESSXXXXXXXXXXXXXXXXXXXXX FOREIGN COUNTRY CD: FC

R1 F990EZ 1 of 4 CODES AND INDICATORS REMITTANCE: 1,111,111,111,111.99
R2 F990EZ 2 of 4 PART I
R3 F990EZ 3 of 4 PART I (CONT.)
R4 F990EZ 4 of 4 PART II, PART V
A1 SCH A PUBLIC CHARITY STATUS AND PUBLIC SUPPORT
A2 SCH A PAGE 2
SCH C POLITICAL EXPENDITURE 130,101,010,101,010
SCH G SCH G COMPLETED CD: G
SCH L EXCESS BENEFIT TRANS CD S
SCH L LOAN APPVD BY BOARD CD: L
SCH N SCH N COMPLETED CD: S