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Recent Tax Updates

IRS Reopens Registration Process for Certified Acceptance Agent Program

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On January 19, 2024 the IRS officially ended the moratorium on the Certified Acceptance Agent (CAA) program, signaling the reopening of applications for both new participants and renewals. This program authorizes individuals or entities (including businesses or organizations) to assist those who require a Taxpayer Identification Number (TIN) but do not qualify for a Social Security Number, specifically for processing Form 1040 and other tax schedules.

Under the CAA program, acceptance agents streamline the application process for an Individual Taxpayer Identification Number (ITIN) by reviewing essential documents and submitting completed Forms W-7 to the IRS. The recent update brings a more streamlined and modernized application process, transitioning all submissions to an online format through the applicants’ IRS E-Services accounts. This shift is expected to significantly reduce processing time, from the previous 120 days to a more efficient 60 days.

Individuals Who Need to Renew Their Application

For individuals needing to renew their application, especially those whose acceptance agent agreement lapsed on December 31, 2023, there won’t be a disruption in status due to the moratorium. The IRS will promptly process Form W-7 applications submitted during the renewal period. Application status can now be monitored online through the E-Services account, with steps involving the signing of agreements online using the E-Services PIN.

New Applicants

For new applicants, an individual must complete and submit an IRS Acceptance Agent Application on behalf of their firm or organization. A comprehensive process must be followed:

  1. Complete mandatory ITIN Acceptance Agent Training and Forensic Training before submitting the application.
  2. Submit the electronic IRS Acceptance Agent Application through the IRS E-Services account.
  3. Utilize the CAA Documentation Upload Tool to promptly upload all required documentation, including Forensic Training Certificates, Professional Credentials, Citizenship documents, and Non-Profit Exemption Letter.

For further details on the application process and additional requirements for becoming an IRS Certified Acceptance Agent, interested parties can refer to the following resources on the IRS website:

CrossLink Professional Tax Solutions

CrossLink is the industry’s leading professional tax software solution for high-volume tax businesses. Built based on the needs of busy tax offices and mobile tax preparers that specialize in providing their taxpayer clients with fast and accurate tax returns, CrossLink has been a trusted software solution since 1989. CrossLink’s in-depth tax calculations, advanced technological features, and paperless solutions allow you to prepare the most complicated tax returns with confidence and ease while providing your customers with an unparalleled experience.

Mark Castro, CPA

Mark Castro, CPA

Mark has been with CrossLink Professional Tax Solutions (CPTS) since 2008, but has been in the tax industry since 1990. As the government/tax industry liaison for CPTS, Mark has been very active in working with the IRS, States, and other tax industry members to help improve communications, promote standardization, and simplification of eFile systems. Mark has also been active with industry associations as a board member of the National Association of Computerized Processors (NACTP) and the Council of Electronic Revenue Communication Advancement (CERCA) for many years. These two associations work with the IRS and States to help solve key eFile and electronic tax system issues and work to improve the operations of the State and IRS eFile systems.

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