940 assignments and documents that need to be reviewed by an accounts examiner.
FTI assignments consist of:
- C3C – C-3’s (See Chapter 2 - "Address, Telephone Number Changes and Inactivations" and "Federal Identifications Numbers (FEINs)"
- C1N – C-1 or C-1FR received under pending or not liable accounts
- C1A – C-1, C-1FR or C-1AM
- OTR – C3I, employer correspondence (FL-163), C-1P, C-71, C6A and other documents
- CLR – C-13, TWC correspondence
- FLD – Not used at this time
- C3I – Status Change Forms (C3SCF) (See Chapter 2 - "Address, Telephone Number Change Documentation")
- C3A – See Chapter 2 - “C3A Assignments”
- 940 – See Chapter 6 - “940 Assignments”
- STA – Appeal telephone hearings, Tax Area 13 and Field assignments received by e-mail from Status Administrative Assistant
Accounts examiner needs to review each document and determine what action is needed.
If action is taken, place comments on FTC screen. If no action is taken, FTC comments are not necessary.
940’s must be cleared three months after they are
released. All other assignments must be cleared within 30 days.
To determine your assignment to be worked compare the assignment number against the received date
on the Image Viewer. The dates may vary by a couple of days. View all documents received on the same
date.
Example: Assignment => # 2110510-00765
Year
=> 211 => 2011
Day
=> 0510 => May 10
Assigned
=> 5-10-11
Clearing FTI assignments:
Press <Enter>
Blank screen; Press <Enter>
Under SEL place an X by account number being cleared
Press <Enter>
Press <PF5> to log screen
Assignment Log (FTA) change Status Code from “R” to “C”
Press <Enter>
FTA screen shows operation successful at bottom of screen
Press <PF5> to return to list
Blank screen: Press <Enter>
Note: Multi assignments on a page can be cleared by placing an "X" by each account number prior to pressing <Enter>.
Assignment Inventory:
| Status: | A | => Active |
| C | => Cleared | |
| H | => History |
