Acceptance agents are individuals or entities (colleges, financial institutions, accounting firms, etc.) that have entered into formal agreements with the IRS that permit them to assist alien individuals and other foreign persons with obtaining a Taxpayer Identification Number (TIN). The type of duties that an acceptance agent is permitted to perform is based upon the application to become an acceptance agent or a certifying acceptance agent.
All persons who wish to participate in the TIN (Taxpayer Identification Number) Acceptance Agent Program must apply by completing Form 13551.
To enter your Acceptance Agent Information in the TaxSlayer Pro program, from the Main Menu of the program select:
- Configuration
- Firm / ERO / Preparer Setup
- Preparer(s) Menu
- Select 'New' or double-click the entry you wish to 'Edit'.
- 2848 / Acceptance Agent Information
- Acceptance Agent Title
- Acceptance Agent Office Code
- Acceptance Agent Business Name
- Acceptance Agent IRS Agreement Date
The information that you enter in the Preparer Setup Menu will automatically pull to Form W-7 - Application for Individual Taxpayer Identification Number when selected to do so.
Additional Information:
New ITIN Acceptance Program Changes
Form W-7 - Application for an ITIN/Taxpayers Without a Social Security Number
