CAA CAA Agreement Terms and Fee Disclosure Requirements

Question 1

What form must an individual or entity complete to apply for participation in the IRS Acceptance Agent Program?

Accepted Answer

Form 13551

Answer

Form W-7

Answer

Form 2848

Answer

Form 8821

Question 2

What key additional authority does a Certified Acceptance Agent (CAA) have compared to a standard Acceptance Agent (AA)?

Accepted Answer

Ability to certify copies of identity documents so applicants need not mail originals to the IRS

Answer

Direct access to IRS taxpayer records

Answer

Authority to issue ITINs without IRS approval

Answer

Permission to charge unlimited fees for ITIN services

Question 3

Which IRS form must a CAA complete to certify that the supporting identity documents reviewed are authentic copies of the originals?

Accepted Answer

Form 14194

Answer

Form W-7

Answer

Form 13551

Answer

Form 2848

Question 4

For how long must a CAA retain copies of all documents reviewed in connection with an ITIN application?

Accepted Answer

3 years from the date of submission

Answer

1 year from the date of submission

Answer

2 years from the date of submission

Answer

7 years from the date of submission

Question 5

To which IRS campus are Form W-7 ITIN applications submitted by CAAs processed?

Accepted Answer

IRS Austin Campus

Answer

IRS Philadelphia Campus

Answer

IRS Ogden Campus

Answer

IRS Cincinnati Campus

Question 6

When a CAA reviews original identification documents, what is the correct procedure for handling those documents?

Accepted Answer

Verify and certify the documents in person, then return originals to the applicant

Answer

Mail the originals to the IRS on behalf of the applicant

Answer

Scan and upload documents to an IRS web portal

Answer

Retain originals until the ITIN is issued by the IRS

Question 7

What is the primary benefit for an ITIN applicant who uses a CAA rather than submitting directly to the IRS?

Accepted Answer

Avoiding the need to mail original identity documents to the IRS

Answer

Guaranteed faster ITIN approval times

Answer

Lower government filing fees

Answer

Guaranteed ITIN approval regardless of eligibility