Get Form 13551 2012-2025

This guide provides users with detailed instructions on how to complete Form 13551, an application to participate in the IRS Acceptance Agent Program. Filling out this form online can be straightforward with the right guidance.

Follow the steps to fill out Form 13551 online.

1. Click the ‘Get Form’ button to access the form and open it in your online document editor.
2. Review the instructions carefully before proceeding to ensure you understand each section of the form.
3. Select the type of acceptance agent you are applying for by checking the appropriate box: Acceptance Agent, Certifying Acceptance Agent, New, Renewal, or Amended.
4. Provide the organization status by checking the box that best describes your business type, such as Sole Proprietorship, Corporation, or Educational Institution.
5. Enter the Legal Name of Business in Line 2, and if applicable, include the location where it was organized.
6. Input the Business Employer Identification Number (EIN) and the Preparer Tax Identification Number (PTIN) of the Principal Partner or Owner.
7. Complete the information for the Authorized Representative, including full name, date of birth, and PTIN.
8. Specify the social security number or Taxpayer Identification Number of the Authorized Representative.
9. Fill in the home address of the individual listed as the Authorized Representative.
10. Indicate whether the individual is a U.S. Citizen or Resident Alien, and if applicable, attach a copy of the green card or visa.
11. If applicable, provide a Doing Business As (DBA) name and address for the business location.
12. Enter the business telephone and fax numbers, along with an email address for contact purposes.
13. Check whether the business provides tax-related services year-round. If 'No', briefly explain.
14. Mention how many Form W-7 applications you anticipate submitting in the next 12 months.
15. If the Primary Contact differs from the Authorized Representative, complete their details and provide their contact information.
16. Describe the activities performed by your organization to validate your acceptance agent status request.
17. If you wish to be included on the IRS published list of Acceptance Agents, check the respective box.
18. Print and sign the application where indicated, ensuring it is signed by both the Authorized Representative and the Principal, Partner, or Owner.
19. Save changes, download, print, or share the form as needed.

Start filling out your applications online today to ensure a smooth process.