Choose and work with an ITIN acceptance agent
A practical method to choose between a certifying acceptance agent and an acceptance agent, check an agent on the IRS list, prepare for the interview and ask the right questions before you pay.
Start the courseAbout this course
- Level
- Practitioner
- Access
- Membership, $499.00 a year
- Time
- 1 h
- Lessons
- 4
- Pass mark
- 80%
- Exam attempts
- 3
- Certificate valid for
- 1 year
What you will learn
- Read the IRS acceptance agent list and tell a certifying acceptance agent from an acceptance agent.
- Explain which documents a certifying acceptance agent can authenticate and which must go to the IRS.
- Prepare documents and an interview that meet the IRS rules.
- Ask an agent about fees, services and follow-up before you pay.
Lessons
Questions
Does the IRS set the price an agent charges?
The IRS does not give a price. It lists agent services as fee-based and says fees may vary. Ask each agent for its fee and what the fee covers.
Can I do the whole process by video?
No. The IRS lets agents use video conferencing for the interview only. A certifying acceptance agent must still have your original documents, or copies certified by the issuing agency, in hand.
Does the certificate make me an acceptance agent?
No. It is a certificate of completion from this site. The IRS approves acceptance agents through its own application process and mandatory training.
