Immigration Documentation & ITIN Applications (Form W-7 & Certifying Acceptance

Immigration Documentation & ITIN Applications (Form W-7 &
Certifying Acceptance Agent)
 
Duration: 6 CE Hours | Level: Intermediate
 
Specialize in serving immigrant and non-resident clients by mastering Individual Taxpayer Identification Number (ITIN) applications and becoming a Certifying Acceptance Agent (CAA).
 
Learn to navigate complex immigration documentation, prepare Form W-7, verify identity documents, and understand tax filing requirements for non-citizens.
 
Topics Covered:
● ITIN basics: who needs an ITIN and why
● Form W-7 (Application for ITIN) preparation and submission
● Acceptable identification documents and authentication
● Certifying Acceptance Agent (CAA) program and certification
    process
● CAA responsibilities and document review procedures
● ITIN renewal requirements and procedures
● Tax filing for non-residents and resident aliens
● Treaty benefits and exemptions
● Dependent ITINs for children and qualifying relatives
● Common ITIN application errors and rejection reasons
● Working with immigrant communities and language barriers
● Visa types and their tax implications (F-1, H-1B, etc.)
● Substantial presence test and residency determination
 
Learning Outcome: Participants will be prepared to apply for CAA certification, accurately complete Form W-7 applications, authenticate identity documents, serve immigrant clients
effectively, and understand the unique tax situations facing non-citizens and their families.

Note: This course is taught by live instruction.  Courses are only available during the dates and times listed below:

12/15–12/19 (5:30PM–9:30PM)

*Once payment has been made, please allow 24-48 hours to be emailed a Zoom link and Passcode to your registered email address