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CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
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Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
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2026 SKILLS Showcase
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Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Screen W7-2 – Acceptance Agent information – Form W-7 (COA) (1040)
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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. Date Acceptance Agent agreement was entered into with the IRS
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
Supporting documentation codes and types
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).note
If the Foreign Status column is not visible, select the globe 
icon.
icon.Partnership name / Partnership EIN
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).