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 either an Acceptance Agent (AA) or a Certifying Acceptance Agent (CAA).
All persons who wish to participate in the IRS Acceptance Agent Program must apply by completing IRS Form 13551.
To enter a preparer's acceptance agent information in TaxSlayer ProWeb, from the Welcome page select:
- Configuration
- Preparer Setup - Select Edit next to the preparer.
- Scroll down to the Preparer Agent Information section and enter the information in the space provided:
- Title
- Company Name
- Office Code - The office code is a number assigned by the ITIN Policy Section when the application for AA status is approved. (See important info below.)
- IRS Agreement Date
When the information has been entered for the preparer in ProWeb, it will pull to Form W-7 in all new and existing returns prepared by the preparer.
Important: If the IRS assigns you a new EFIN, you must notify the ITIN Policy Office. They will assign you a new office code based on your new EFIN. If you use your new EFIN prior to the information being revised in the Acceptance Agent database, your Forms W-7 will reject.
Additional Information:
IRS: ITIN Acceptance Agent Program Changes
IRS: Acceptance Agent Revenue Procedure
IRS: Publication 4520 - Acceptance Agent's Guide for Individual Tax Identification Number
Form W-7 - Application for an ITIN/Taxpayers Without a Social Security Number