Screen W7-2 – Acceptance Agent information – Form W-7 (COA) (1040)

Acceptance Agent

The
Name and title
field contains a linked custom fieldview that enables automatic data entry in all the other fields in this section. Select the down arrow and choose Edit Multi-field Custom Fieldview in order to enter or edit an item for these linked fields.
Enter the date the authorized representative entered into an agreement with the IRS as a Certifying Acceptance Agent. This is the date the IRS approved the agreement, and it appears on the CAA Agreement. You must enter a date in this field for the Certificate of Accuracy (Form W-7 (COA)) to print.

Certificate of Accuracy

Use this statement
only
if you are authorized by the U.S. Department of the Treasury as a Certifying Acceptance Agent. Select the codes for the type of documents on which you relied for the Certificate of Accuracy. The application marks the related fields on Form W-7 (COA).
If an applicant is applying for an ITIN under "Exception 1a - Partnership Interest" and the Acceptance Agent is completing the Certificate of Accuracy (Form W-7 (COA)), enter the partnership name and EIN of the Partnership Agreement the applicant provided as documentation in support of meeting the requirements for Exception 1(a).
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