Individual Tax Identification Number
IRS Update to CAA Rules and ITIN’s
Certifying Acceptance Agents (CAA) are more in demand than ever been. However, their ability to perform the much needed service to resident taxpayers has been limited by the IRS to certifying the identity of the taxpayer and the taxpayer’s spouse for tax identification numbers. As it pertained to dependents, the taxpayers were forced to send the actual documents (birth certificates, medical records, passports, etc.) to the IRS for review. The IRS would have the documents anywhere from 6 to 10 weeks for review. The IRS, once they competed the review process, would return the documents to the taxpayer via “snail” mail.
CAA’s have been arguing, since the induction of the CAA program, that being the CAA’s are able to physically see the dependents they are able to certify their existence. Yet, the IRS insisted on certifying dependents based on blind notions.
GPL is happy to inform you, effective immediately, the IRS has lifted these limitations. Meaning, CAA’s are now able to not only certify the taxpayer and spouse, but their dependents as well. All documents will remain with the taxpayer until such time the CAA needs to review them. If you are present when the CAA reviews the documents, you will receive them back yet that day.
As a CAA, I am excited to make this announcement as this has been a long haul regarding these changes. And, not a moment too soon, as ITIN renewals are quickly approaching. The first round of renewals begin on October 1st of this year.
We look forward to continuing to provide this valuable service and expanding upon it in the future.
GPL Tax & Accounting