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11837: ITIN Authorized Acceptance Agents


IRS Info/Alerts

How does one apply to be an ITIN (Individual Taxpayer Identification Number) Authorized Acceptance Agent?

An Acceptance Agent is a person or entity registered with the IRS who helps people get an ITIN (Individual Taxpayer Identification Number). Persons ineligible to receive a social security number may obtain an ITIN for tax reporting purposes.

In Drake Tax, this designation is indicated in Setup > preparers by checking the box Acceptance agent and entering your Agent title. When this is marked and a Form W-7 is entered on a return, the Acceptance agent section is auto-filled with the preparer's information. Enter the office code on each Form W-7 by going to the W7 screen > Birth/Other Information tab > Acceptance agent section > Office code box. Note that the boxes above are overrides boxes (these pull from return preparer). https://www.irs.gov/compliance/criminal-investigation/reporting-fraud-and-abuse-within-the-irs-e-file-program

For details about applying for admission into the Acceptance Agent program, see the instructions to Form 13551 and the IRS How to Become an Acceptance Agent page.

The IRS conducts a suitability background check of applicants. The background check includes an IRS review of the applicant’s tax filing history to ensure compliance with filing and payment requirements. Processing time may be up to four months from the date the application is received by the IRS.

 


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