part3-129

3.24.173 
Centralized Files and Scheduling

3.24.173.1 
(01-01-2010)
Introduction

  1. The Centralized Files and Scheduling section provides the instructions for transcription and verification of the Examination
    Classification Checksheet for Project 778, using the Integrated Submission and Remittance Processing (ISRP) system.

3.24.173.1.1 
(01-01-2010)
Control Documents

  1. Control data is transcribed from Form 1332, Block and Selection Record.

3.24.173.1.2 
(01-01-2010)
Source Documents

  1. Form 6754 — Examination Classification Checksheet is used to add new records to the Centralized Scheduling data base for the
    Examination Branch.

3.24.173.1.3 
(01-01-2010)
Forms/Program Numbers/Format Codes

  1. Data Transcribers should determine the appropriate Program Numbers and Format Codes from the table below.

    FORMS PROGRAM NUMBERS FORMAT
    CODES
    6754 35702 103

3.24.173.1.4 
(01-01-2010)
Specific Instructions for Entry of Data

  1. Though the input is set up as a 3 – section document, most of the time, Section 01 will be the only one entered.

  2. All elements in Section 01 must be entered.

  3. All original entry will be 100% key verified.

3.24.173.1.5 
(01-01-2010)
Check Digit/Name Control

  1. Enter either the Check Digit or Name Control as follows:

  2. Check Digit

    1. Enter the two alpha characters appearing on the label next to the Tax Period in the Check Digit (CD) field. It will not be
      necessary to press the <ENTER> key.

    2. The system will fill the Name Control field with cent signs (¢) and position the cursor on the Type of Examination field.

  3. Name Control

    1. In all other cases, press <ENTER> for the Check Digit field. The system will fill the Check Digit field with cent signs (¢)
      and position the cursor on the Name Control field.

    2. Enter the four character Name Control edited on the label next to the Tax Period in the Name Control (NC) field. It will not
      be necessary to press <ENTER> if four characters are entered.

    3. If less than four characters, enter those shown and press <ENTER>.

    4. If the Name Control is missing or illegible, enter one period and press <ENTER>.

  4. Do not enter both a Check Digit and Name Control; however, if both are entered, the system will recognize only the Check Digit
    and convert the Name Control field to cent signs (¢).

3.24.173.2 
(01-01-2010)
ISRP Transcription Operation Sheets

  1. The following exhibits represent specific data entry procedures.

Exhibit 3.24.173-1 
(01-01-2010)
Block Header Data Entry FORM 1332 — EXAMINATION CLASSIFICATION CHECKSHEETS (Program 35702 / Format Code 103)

3.24.173 – 1 Block Header Data Entry
Source Document or Record: FORM 1332 — EXAMINATION CLASSIFICATION CHECKSHEETS
Elem. No. Data Element Name Prompt Fld. Term. Instructions
(1) SC Block Control ABC <ENTER> The screen displays the ABC that was entered in the EOP Dialog box, as described in IRM 3.24.37.2.6, General Instructions
for ISRP. It cannot be changed.
(2) SC Code FLC/DO <ENTER> Service Center Code “00″
will always be generated. No entry is required.
(3) Format Code FCODE <ENTER> Enter the Format Code “103″
always.

Exhibit 3.24.173-2 
(01-01-2010)
Section 01 FORM 6754, EXAMINATION CLASSIFICATION CHECKSHEETS (Program 35702 / Format Code 103)

3.24.173 – 2 SECTION 01
Source Document or Record: FORM 6754 (2005 REV.), EXAMINATION CLASSIFICATION CHECKSHEETS
Elem. No. Data Element Name Prompt Fld. Term. Instructions
(1) Section Number SECT:   Section “01″
will always be generated. No entry required.
(2) Serial Number SER# <ENTER> Press <ENTER> if already present on the screen; otherwise, enter the 2 digit serial number from the upper right corner of
Form 6754.
(3) Service Center Code SC <Enter> Enter the edited code from the top margin of Form 6754 or Form 1332. If the Service Center is not edited, see manager for
current procedures. This field is very important for a Submission Processing Site other than the originating site. It is a
Must Enter field for Document 00, and will be generated into the remaining documents.
(4) SSN SSN (Social Security Number) <ENTER> Enter the 9 digit SSN from the label and press <ENTER> twice. Omit the dashes. If an asterisk (*) is present after the number,
enter the 9 digit SSN , press <ENTER> once, then enter the asterisk and press <ENTER> again.
(5) Tax Period TAXPR <ENTER> Enter the 6 digit tax period from the label in YYYYMM format.
(a) Enter all four digits of the year.
(6) Check Digit CD <ENTER> Enter the 2 digit Check Digit, if present, appearing on the label next to the Tax Period.
(a) If not present, press <ENTER>.
(b) See narrative portion of this IRM for procedures.
(7) Name Control NC <ENTER> If the Check Digit is not present, enter the Name Control. See narrative portion of this IRM for procedures.
(8) Type of Examination BOXB <ENTER> From Block B, enter the numeric digit (1–4) for the box checked.
(9) Special Inventory BOXC <ENTER> From Block C, enter the numeric digit (5–9) for the box checked.
(10) Priority Number BOXD <ENTER> Enter the 1 digit code (1–4) from Block D.
(11) POD Override BOXE <ENTER> Enter the two digits from Block E.
(12) ADP Hash Total BOXG <ENTER> Enter the seven characters from Block G (six numeric, 1 alpha).
(13) Issue Numbers ISSUE <ENTER> Enter all the 2 digit issues for Section 01 that have an “X”
or check in the adjacent box.

Note:

Press <ENTER> only after the LAST issue entered.

Note:

If the error message FIELD OVERFLOW is received, press the <F9> followed by <ENTER>. Centralized Files will be alerted to
the field overflow even with the 14th Issue No.

Exhibit 3.24.173-3 
(01-01-2010)
FORM 6754, EXAMINATION CLASSIFICATION CHECKSHEETS

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Exhibit 3.24.173-4 
(01-01-2010)
Section 02 FORM 6754, EXAMINATION CLASSIFICATION CHECKSHEETS (Program 35702 / Format Code 103)

3.24.173 – 4 SECTION 02
Source Document or Record: FORM 6754, EXAMINATION CLASSIFICATION CHECKSHEETS
Elem. No. Data Element Name Prompt Fld. Term. Instructions
(1) Section Number SECT: <ENTER> Press <ENTER> if already present on the screen; otherwise enter ” 02″
always.
(2) Issue 33 #33 <ENTER> Enter the number “33″
, if checked, followed by the narrative. Enter as shown.
(3) Issue 34 #34 <ENTER> Enter the number “34″
, if checked, followed by the narrative. Enter as shown.
(4) Issue 35 #35 <ENTER> Enter the number “35″
, if checked, followed by the narrative. Enter as shown.

Exhibit 3.24.173-5 
(01-01-2010)
Section 03 FORM 6754, EXAMINATION CLASSIFICATION CHECKSHEETS (Program 35702 / Format Code 103)

3.24.173 – 5 SECTION 03
Source Document or Record: FORM 6754, EXAMINATION CLASSIFICATION CHECKSHEETS
Elem. No. Data Element Name Prompt Fld. Term. Instructions
(1) Section Number SECT: <ENTER> <ENTER> if already present on the screen; otherwise enter “03″
always.
(2) Schedule C, E, F Issues C, E, F 1 <ENTER> Enter the Issue Number that is checked for Section 03.
(a) Immediately following each Issue Number, enter the two digit Schedule Number(s) as follows:
  1 “01″
for “C”

  2 ” 02″
for “E”

  3 “03″
for “F”

  4 Example: 5003 or 51010203
(3) thru (15) Additional Schedule C,E,F Issues CEF 2 thru CEF14 <ENTER> Follow instructions for Elem. No. (2) for each additional Issue Number and Schedule.

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