Pending account numbers can be assigned in the Status Section. Care should be exercised when assigning Pending account numbers to avoid duplicate accounts for the same Employer.

Before assigning a Pending account number, conduct a thorough search of the EMF using the Employer's name, address, federal identification number, social security number and telephone number.

If an existing account number is located, that is not an "Error Account", do not assign a Pending account number unless a special situation exists. All special situations should be approved by the Section Manager or Assistant Section Manager.

If an account number does not exist, key the desired styling of the Pending account onto the EMF Inquiry/Search screen. Do not key more than 35 characters per line (including spaces) when styling an account.

It is not possible to add the DBA, telephone number, federal identification number, or Lines 2 and 5 at this point.

Press <Enter>

If an existing account displays and you still wish to assign a Pending account number, repeat step 1 but this time key an incorrect letter in the Employer's name.

If the message "NO SATISFACTORY MATCHES" displays, press <PF6>. The Employer Setup screen will display without a Pending account number. Make certain "P" displays on right hand corner of screen. If "N" displays a non liable account number will be assigned.

Make changes to the styling as appropriate. Add the PHONE & FEIN if known.

Press <PF6>

The Code-1 address validation system will check the address you entered. At this point the address will either pass or fail Code-1 edits.

If the address passes edit, the system will return a message, ADDRESS STANDARDIZED AND VALIDATED. Code-1 may change the address you originally keyed. Be certain to check the changes for accuracy.

If the address fails edit, Code-1 will return an error message. Make corrections to the address until it passes the edit. If you are not able to pass the edit you can override it. For instance, a street name that has not been added to the Code 1 table will give you an error message. When you receive the error message key "Y" to override. To key a foreign address see below. See Chapter 2 - "Styling Accounts" for additional information on Code 1.

Foreign Address:

INTERNAL ROUTING: Street Address
DELIVERY POINT: City
FOREIGN CITY: Country

Press <PF6> once the address passes edit.

The system will return a Pending account number. Write down the account number. The Pending account number will be visible during this step only.

Press <PF6> to finalize the Pending account number. The account number will disappear. If you forgot to write down the account number you can perform an alpha search, using the name, FEIN, address, or phone number to locate it.

Although the Pending account number is visible on the EMF, no changes can be made to the account using the STA or SNC screens until after the next tax run.  FTC comments can be entered same day pending number is assigned.