ITIN guidance

About CAA ITIN Service

Independent support for applicants who need to understand and prepare the U.S. ITIN application process, with an emphasis on accurate Form W-7 information, document requirements and clear next steps.

What to check

01

How application support is organized

The practical starting point is the applicant's federal tax reason, existing documents and available filing route. A document checklist and written explanation can clarify the next step before sensitive records are exchanged.

02

Start with the federal tax purpose

A Form W-7 application should be based on a genuine U.S. federal tax need or an IRS-recognized exception. The application reason determines which return, evidence and submission procedure may be required.

03

What an IRS-authorized CAA does

A Certifying Acceptance Agent can assist with Form W-7 and authenticate many eligible supporting documents under IRS rules. The CAA prepares the required certificate where applicable, while the IRS makes the decision on the ITIN.

04

Applying from outside the United States

Applicants abroad can use eligible international mailing or IRS-authorized acceptance-agent options. Check how identity documents will be authenticated and whether the filing includes a tax return or an exception.

05

Send a brief first email, not identity scans

Describe the federal tax reason, country of residence and whether a U.S. return is expected. Do not send a passport scan, full tax return, complete taxpayer number or bank records in the first message.

06

IRS fees and private service fees

The IRS does not charge a fee to process Form W-7. Private preparers and acceptance agents may charge for their services; confirm the exact scope and price before engaging anyone.

07

The IRS controls approval and timing

Only the IRS can issue or reject an ITIN. An agent can help prepare a complete application but cannot guarantee approval, a specific processing time or preferential IRS treatment.

CAA ITIN Service

Talk through your situation

Send a short email describing your tax purpose and existing documents. No passport scan is needed in the first message.

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