- Training for ITIN Acceptance Agent
To ensure acceptance agents have the tools they need to perform their jobs, all new and renewing applicants must complete mandatory ITIN Acceptance Agent Training. The training session is available online on the IRS Website and in Instructions for Application section in our platform. Additionally, new and renewing CAA applicants must also complete formal Forensic Document Training to obtain the necessary skills to determine the authenticity of identification documents.
- Complete a Forensic Training Course
Complete this Forensic Training Course (CAAs only) before submitting your application. Everyone who is listed as a Responsible Party (RP) on your application must complete the training. You must pass the exam with a score above 70%.
- IRS Acceptance Agent Application
Complete the electronic IRS Acceptance Agent Application. Identify individuals in the firm/organization as the Principal, Partner, or Owner of the Business (PPO); Principal Consent (PC); RPs; and Contacts, as needed.
All parties identified on your application, excluding contacts, must register with IRS E-Services to access the application, complete required fields, acknowledge training completion, and sign respective jurats.
- Upload Documentos in the IRS Web
Access the CAA Documentation Upload Tool to upload required documentation (i.e., Forensic Training Certificates, Professional Credentials, Citizenship documents, Non-Profit Exemption letter).
We recommend uploading immediately after submitting the application.
Important Information
- CAAs can authenticate all identification documents for primary and secondary taxpayers except foreign military identification cards. Foreign military identification cards are rarely provided by applicants but can still be used to obtain ITINs if presented directly to the IRS either by mail or in person at a local Taxpayer Assistance Center.
- For dependents, CAAs can authenticate the passport and civil birth certificate; however, they must send the original or certified copies of all other documents directly to the IRS.
- CAAs must complete and attach a Form W-7 (COA), Certificate of Accuracy for IRS Individual Identification Taxpayer Number, to each Form W-7 application submitted. This serves as verification they have reviewed the original documentation or certified copies from the agency that issued them.
- AAs and CAAs must conduct an in-person interview with each ITIN applicant (primary, secondary, and dependent) in order to complete the application. Video conferencing maybe used for the interview only. However, CAAs must have the original identification documents or certified copies from the issuing agency in their possession during the interview.
Renewal Information
Your Acceptance Agent Agreement expires on December 31st of the fourth year following your approval date. For example, if your agreement was approved on March 1, 2025, it will expire on December 31, 2029. Renewal is only allowed during the year your agreement expires, and it is strongly recommended to start the process at least 6 months before the expiration date to avoid any delays.
Frequently Asked Questions – IRS
https://www.irs.gov/individuals/acceptance-agent-application-frequently-asked-questions