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How to apply for an Individual Taxpayer Identification Numbe

Virtual Certified Acceptance Service [W07] Available

ITIN application certification available for : 

  1. In-person documents review and certification
  2. Virtual service via zoom, google meet, teams, skype, etc


For  certification via virtual meeting, ALL agency certified supporting documents MUST be on-hand by the certifying agent prior to the virtual meeting appointment. 

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CERTIFYING ACCEPTANCE AGENT SERVICES
virtual - caa servicein-person caa serviceOTHER SERVICES

More about ITIN application

How and Where to apply for IRS Form W7 - ITIN application

How to fill out IRS Form W7 - Application for ITIN Number

Certified Acceptance Agent Service (W7-form New or Renewal) / Tax Services

File W7 ITIN New or Renewal Application with our CAA

Our Certified Acceptance Agents are in good standing and are reliable to handle the certifications of your form W7-Application for Individual Taxpayer Identification number documents. CPA Consultant's Acceptance Agents are the best in the filled and we can guarantee that your application will be processed for approval.  


As a Certifying Acceptance Agent, CPA Consultants helps US resident and non-resident aliens to apply for an individual taxpayer identification number (ITIN) from the Internal Revenue Service. We offer professional help to individuals filing an ITIN application.


We have a formal agreement with the IRS.  The agreement allows us to assist applicants to apply for an ITIN by reviewing the W-7 form and supporting documentation (US tax return or documentation to support an exception), issuing a certificate to prove the applicant's identity and foreign status, and forwarding the paperwork to the IRS ITIN office for processing.  Once an ITIN tax ID number is issued, it is forwarded to the applicant and to us.


This service is in addition to our other tax services; file taxes with us. We also provide free tax filing to lucky individuals. 


Acceptance Agent Vs. Certifying Acceptance Agent

What is the difference between an IRS Acceptance Agent and an IRS Certifying Acceptance Agent?  Both help eligible individuals to apply for an IRS ITIN number, however, there are two (2) main distinct differences.


First of all, a Certifying Acceptance Agent can certify the Taxpayer and spouse’s identification documents whereas an Acceptance Agent cannot.  Individuals applying through an Acceptance Agent must either submit their original identification documents, or submit a copy certified by the issuing agency, a State Department employee at a US Embassy or Consulate, a US notary public, or a foreign notary authorized under the Hague Convention. 
Secondly, a Certifying Acceptance Agent can receive the IRS ITIN number whereas an Acceptance Agent cannot.


It is much more convenient to utilize the services of a Certifying Acceptance Agent as compared to the services of an Acceptance Agent when applying for an IRS ITIN number. Advantages of Using CPA Consultant's CAA Services as your IRS Acceptance Agent. We know that you have options when applying for an IRS ITIN number.  We offer our clients:


  • A free ITIN (form W7-ITIN Application) eligibility interview
  • Customer focused service
  • Step by step guidance during the IRS ITIN application process
  • A Certifying Acceptance Agent ensuring that your ITIN application is filed completely and correctly
  • Certification of identification documents
  • With our ITIN application service, you can avoid mailing the IRS your *original identification documents and/or visiting the issuing agency to certify your identification documents.
  • Our “No ITIN” No Fee Guarantee!

Can CAA and AAs still submit W-7 to the IRS for taxpayers?

Yes, CAAs and AAs can still submit Forms W-7 on behalf of their clients. CAAs are allowed to use Form W-7 (COA) to certify that they have reviewed and verified the original documentation or a certified copy from the issuing agency of those documents through face-to-face or video electronic interviews. CAAs must have the original identification documents in their possession before booking the virtual certification or during the in-office interview, in order to see the security features and authenticate the documents. 


CAAs are required to submit copies of the documents that they reviewed along with the Form W-7 (COA). 


For dependents, CAAs are allowed to authenticate the passport and birth certificate. For all other documents, you are required to attach the original documents or certified copies from the issuing agency. 

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W7 New and renewal Application

Filing Instructions

For New ITIN Applications:

  1. Verify that all information is accurate and matches your supporting documentation. 
  2. Complete the W-7 form 
  3. Include your original federal tax return(s) for which the ITIN is required.  Attach the W-7 PDF we send to you via e-mail, to the front of your tax return 
  4. Leave the area of the SSN blank on the tax return for the person applying for the ITIN
  5. Include your original document(s) or certified copies.  See Required Documents
  6. If you are applying under an “EXCEPTION” make sure to review the tables HERE and include any additional required documentation for your particular exception.
  7.  Send your packet (W-7, 1040 tax return, and Documentation) to the IRS. See below details.


For ITIN Renewal Applications:

  1. Verify that all information is accurate and matches your supporting documentation.
  2. You've completed the W-7 form through 
  3. Include your original document(s) or certified copies.  See Required Documents
  4. Send your packet (W-7 and Documentation) to the IRS. See below details

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Please make sure to bring the required documents to your appointment.


YES - We do virtual Certified Acceptance Agent certification service for ITIN applications. Please book an appointment to start.  

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What documents are acceptable as proof of identity and foreign status?

IRS streamlined the number of documents the agency accepts as proof of identity and foreign status to obtain an ITIN. There are 13 acceptable documents. Each document must be current and contain an expiration date. IRS will accept documents issued within 12 months of the application if no expiration date is normally available.  Documents must also show your name and photograph, and support your claim of foreign status. Below is the list of the only acceptable documents:

  • Passport (stand-alone document) *
  • National identification card (must show photo, name, current address, date of birth, and expiration date)
  • U.S. driver's license
  • Civil birth certificate (required for dependents under 18 years of age)
  • Foreign driver's license
  • U.S. state identification card
  • Foreign voter's registration card
  • U.S. military identification card
  • Foreign military identification card
  • Visa
  • U.S. Citizenship and Immigration Services (USCIS) photo identification
  • Medical records (dependents only - under 6)
  • School records (dependents only - under 14, under 18 if a student)

*A passport is the only document that proves both identity and foreign status.  For dependents, the passport must have a date of entry to be a stand-alone document, unless the dependent is from Military Overseas. If a passport is submitted, a combination of two or more documents must be submitted to meet the document requirements.

What documents are acceptable as proof of identity and foreign status for dependents without an entry date on passport?

The passport is no longer accepted as a stand-alone identification document for dependents if the passport does not have a date of entry, unless the dependent is Military Overseas.  Applicants will be required to submit (along with the passport) either:

  • U.S. medical records for dependents under age 6, or
  • U.S. school records for dependents under age 18
  • U.S. school records for dependents age 18 and over or
  • Rental Statement listing the Applicant’s Name and U.S. Address or
  • Utility Bill listing the Applicant’s Name and U.S. Address or
  • Bank Statement with Applicant’s Name and U.S. Address

Revised Application Standards for ITINs

The IRS has updated procedures that affect the Individual Taxpayer Identification Number (ITIN) application process. Some of the information below, including the documentation requirements for individuals seeking an ITIN, has been superseded by these changes. Taxpayers and their representatives should review these changes, which are further explained in these Frequently Asked Questions, before requesting an ITIN

What are the revised application standards for ITINs?

The IRS announced changes to the ITIN process that called for revisions in the application standards for ITIN. Each ITIN applicant will now:


  • Apply using the current Form W-7, Application for IRS Individual Taxpayer Identification Number; and
  • Attach a federal income tax return to the Form W-7 or
  • Qualify under an Exception to the federal tax filing requirement.

Any applicant who meets an exception to the requirement to file a tax return must provide documentation to support the exception (see the instructions for Form W-7).


Why did IRS change from an ITIN card to an authorization letter? 

The IRS changed from an ITIN card to an authorization letter to avoid any possible similarities with a Social Security Number card. Current ITIN holders’ cards will not be replaced. They should continue to use the numbers previously issued when they are required to supply an identification number for tax purposes.


Why did IRS revise the ITIN application process?

The IRS revised the ITIN application process to help ensure ITINs are used for their intended tax administration purposes.

Additional Resources

  • Instructions for form W7
  • ITIN Updated Procedures Frequently Asked Questions



New ITIN Acceptance Agent Program Changes

 

The IRS has updated procedures that affect the Individual Taxpayer Identification Number (ITIN) application process. Taxpayers and their representatives should review these changes identified below before requesting an ITIN:

 2020 changes to the CAA Program

  • The Internal Revenue Service (IRS) has implemented a change to the list of document types that Certifying Acceptance Agents (CAAs) are authorized to authenticate and submit with Individual Taxpayer Identification Number (ITIN) client’s applications. A recent audit by the Treasury Inspector General for Tax Administration found there was no forensic training on foreign military identification cards available to CAAs. 

    Based on these findings, IRS has eliminated the foreign military identification card from the list of 13 types of documents that a CAA may authenticate for an ITIN application. Foreign military identification cards represent a nominal percentage of submissions from all applicants. After the proposed change is implemented, applicants will continue to be able to use these documents to obtain ITINs if they present them directly to IRS either by mail or in person at a Taxpayer Assistance Center. 
     
  • Certification Process Changes (2016)
    CAAs can now authenticate the passport and birth certificate for dependents. CAAs will continue to certify identification documents for the primary and secondary applicants. Form W-7 (COA), Certificate of Accuracy for IRS Individual Identification Taxpayer Number, must be attached to each Form W-7 application submitted as verification they have reviewed the original documentation or certified copies from the agency that issued them. CAAs will have to attach and send copies of all documentation reviewed with the Form W-7 COA to the IRS.

    As a reminder, AAs and CAAs must conduct an in person interview with each applicant (primary, secondary and dependent) in order to complete the application. Video conferencing (i.e. SKYPE) can be used if the CAA has the original identification documents or certified copies from the agency that issued them in their possession during the interview.
     
  • ITIN Acceptance Agent Applications Accepted Year Round 
    Form 13551, Application to Participate in the IRS Acceptance Agent Program, is now accepted year-round.
     
  • Certifying Acceptance Agent Recruitment 
    The Service is actively recruiting Certifying Acceptance Agents. The goal is to increase the availability of individual ITIN services nationwide, particularly in communities with high ITIN usage. A Certifying Acceptance Agent is a person or an entity (business or organization) who, pursuant to a written agreement with the IRS, is authorized to assist individuals and other foreign persons who do not qualify for a Social Security Number but who still need a Taxpayer Identification Number (TIN) to file a Form 1040 and other tax schedules. The Certifying Acceptance Agent facilitates the application process by reviewing the necessary documents, authenticating the identity when able and forwarding the completed forms to IRS.

    There are four steps that need to be taken by all new and renewing applicants.
    1. Complete Form 13551 (PDF), Application to Participate in the IRS Acceptance Agent Program, and attach the fingerprint card (if applicable).
    2. Complete the Mandatory Acceptance Agent training, PPT print, sign and submit the certification form.
    3. Attach the certification form for each authorized representative (person listed in block 5 of the application) to Form 13551.
    4. Complete forensic training and submit the certificate of completion to the IRS. (CAA applicants only)

Additionally:

  • Applications received without the required certification form(s) will not be processed.
  • All Acceptance Agents are required to submit at least five W-7 applications a year to remain in the program.
  • Background checks and tax compliance checks will be conducted by the IRS after the application is received.

Send Form 13551, along with your completed fingerprint card or evidence of professional status if required, forensic documentation, and mandatory training certification to:  

Internal Revenue Service
3651 S. IH 35
Stop 6380 AUSC
Austin, TX 78741

Additional Acceptance Agent Requirements

  • Training
    To ensure that Acceptance Agents have the tools they need to perform their jobs, all new and renewing applicants are required to complete mandatory training. The training session is available online at ITIN AA-CAA Online Pre-ApplicationTrainingPowerPoint PPT. New and Renewing CAA applicants are also required to complete formal Forensic Document Training to obtain the necessary skills to determine the authenticity of identification documents. The original certificate of completion must be attached to the application Form 13551, Application to Participate in the IRS Acceptance Agent Program. For more information see: Forensic Training.
     
  • Compliance Reviews
    The IRS will conduct compliance reviews including both physical and correspondence reviews. Certifying Acceptance Agents are required to cooperate with IRS compliance checks as well as requests for information from the Treasury Inspector General for Tax Administration or the Government Accountability Office. Failure to do so can result in termination from the program.
  • Quality Standards
    All Acceptance Agents will be required to adhere to new quality standards established and monitored by the IRS. The focus of the new standards will be on the quality of each agent’s W-7 submissions as well as their adherence to the terms and conditions of their Acceptance Agent Agreement.

These changes and requirements are designed to strengthen the ITIN program and improve service to both Acceptance Agents and their clients. Questions about the IRS Acceptance Agent Program can be directed to the ITIN Policy Section by e-mail at ITINProgramOffice@irs.gov.

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