IRS RESUMES ACCEPTANCE AGENT APPLICATION SUBMISSIONS:

Effective January 19, 2024, the IRS lifted the moratorium on the Acceptance Agent Program. This means that interested parties may now resume submitting applications to participate in the IRS Acceptance Agent Program. An Acceptance Agent is an individual or an entity who is authorized by the IRS to assist alien individuals and other foreign persons in obtaining Individual Taxpayer Identification Numbers (ITIN) from the IRS.

The Acceptance Agent application process has changed significantly and includes modernization efforts that transformed the prior paper application process to an electronic application process. This change results in greater efficiencies and reduces the processing time for properly submitted applications from 120 days to 60 days. You may refer to the Acceptance Agent FAQs for answers to commonly asked questions on the new application process.

To become an Acceptance Agent, you must complete and submit an IRS Acceptance Agent Application on behalf of your firm/organization. The process for completing an IRS Acceptance Agent Application consists of the following 4 steps:

1. Complete the mandatory ITIN Acceptance Agent Training before submitting your application. Everyone who is listed as a Responsible Party (RP) on your application must complete the training.
2. Complete (Forensic Training)(CAAs only) before submitting your application. Everyone who is listed as a RP on your application must complete the training.
3. 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.
4. 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.

Refer to the detailed tutorial for information that will assist you in completing, modifying, and submitting your application. Questions about the IRS Acceptance Agent Program can be directed by email to the ITIN Policy Section.